Praesidium Investment Management Company, LLC Long-Term Concentrated

CIK: 0001320769 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $512,664 (100.0% shares, 0.0% debt)

Holdings (13)

JBL JABIL INC 14.8%

Value ($000) $75,756 Shares 348,833 Est. Cost $82.60 Unrealized +163.5%

INTA INTAPP INC 13.9%

Value ($000) $71,292 Shares 1,743,083 Est. Cost $41.47 Unrealized +4.2%

FROG JFROG LTD 13.8%

Value ($000) $70,795 Shares 1,495,777 Est. Cost $25.65 Unrealized +76.2%

NOW SERVICENOW INC 12.1%

Value ($000) $61,904 Shares 67,266 Est. Cost $36.46 Unrealized +412.3%

ALKT ALKAMI TECHNOLOGY INC 9.8%

Value ($000) $50,116 Shares 2,017,572 Est. Cost $30.10 Unrealized -15.2%

PCOR PROCORE TECHNOLOGIES INC 9.3%

Value ($000) $47,683 Shares 653,902 Est. Cost $65.95 Unrealized +5.9%

TDG TRANSDIGM GROUP INC 8.1%

Value ($000) $41,533 Shares 31,512 Est. Cost $1314.14 Unrealized +3.9%

TYL TYLER TECHNOLOGIES INC 5.8%

Value ($000) $29,547 Shares 56,477 Est. Cost $172.39 Unrealized +225.6%

TW TRADEWEB MKTS INC 4.9%

Value ($000) $24,936 Shares 224,691 Est. Cost $133.76 Unrealized -3.9%

DSGX DESCARTES SYS GROUP INC 4.6%

Value ($000) $23,731 Shares 251,840 Est. Cost $111.44 Unrealized -8.3%

WK WORKIVA INC 1.5%

Value ($000) $7,568 Shares 87,921 Est. Cost $75.12 Unrealized 0.0%

CLBT CELLEBRITE DI LTD 1.0%

Value ($000) $4,993 Shares 269,453 Est. Cost $15.71 Unrealized 0.0%

QTWO Q2 HLDGS INC 0.5%

Value ($000) $2,810 Shares 38,816 Est. Cost $71.77 Unrealized +14.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
JBL	JABIL INC	348,833	$75,756	14.8%	$82.60	+163.5%	COM	466313103
INTA	INTAPP INC	1,743,083	$71,292	13.9%	$41.47	+4.2%	COM	45827U109
FROG	JFROG LTD	1,495,777	$70,795	13.8%	$25.65	+76.2%	ORD SHS	M6191J100
NOW	SERVICENOW INC	67,266	$61,904	12.1%	$36.46	+412.3%	COM	81762P102
ALKT	ALKAMI TECHNOLOGY INC	2,017,572	$50,116	9.8%	$30.10	-15.2%	COM	01644J108
PCOR	PROCORE TECHNOLOGIES INC	653,902	$47,683	9.3%	$65.95	+5.9%	COM	74275K108
TDG	TRANSDIGM GROUP INC	31,512	$41,533	8.1%	$1314.14	+3.9%	COM	893641100
TYL	TYLER TECHNOLOGIES INC	56,477	$29,547	5.8%	$172.39	+225.6%	COM	902252105
TW	TRADEWEB MKTS INC	224,691	$24,936	4.9%	$133.76	-3.9%	CL A	892672106
DSGX	DESCARTES SYS GROUP INC	251,840	$23,731	4.6%	$111.44	-8.3%	COM	249906108
WK	WORKIVA INC	87,921	$7,568	1.5%	$75.12	0.0%	COM CL A	98139A105
CLBT	CELLEBRITE DI LTD	269,453	$4,993	1.0%	$15.71	0.0%	ORDINARY SHARES	M2197Q107
QTWO	Q2 HLDGS INC	38,816	$2,810	0.5%	$71.77	+14.5%	COM	74736L109