Praesidium Investment Management Company, LLC reported 11 positions worth $202.72M for the quarter ended Jun 30, 2026, down 48.9% on the prior quarter. It opened 0 new positions, added to 0, trimmed 11 and exited 0. Its largest holding is JFrog Ltd at 22.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JBL Jabil Inc | -190.0K | -74.3% | $73.22M | 12.49% |
| FROG JFrog Ltd | -512.5K | -50.6% | $46.58M | 22.46% |
| TDG TransDigm Group INC | -23.4K | -74.3% | $31.14M | 5.31% |
| INTA Intapp, Inc. | -1.23M | -61.0% | $30.96M | 9.75% |
| TW Tradeweb Markets Inc. | -166.7K | -74.3% | $16.62M | 2.83% |
| NOW ServiceNow, Inc. | -156.2K | -44.3% | $15.51M | 9.63% |
| ALKT Alkami Technology, Inc. | -691.5K | -49.5% | $12.53M | 6.3% |
| PCOR Procore Technologies, Inc. | -258.1K | -38.0% | $10.48M | 8.45% |
| TYL Tyler Technologies Inc | -32.8K | -32.7% | $9.60M | 9.75% |
| CLBT Cellebrite DI Ltd. | -369.1K | -19.8% | $5.39M | 10.76% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FROG JFrog Ltd | Technology | 501.0K | $45.53M | 22.46% | -512.5K | -50.6% | Reduced | 0.41% |
| 2 | JBL Jabil Inc | Technology | 65.7K | $25.31M | 12.49% | -190.0K | -74.3% | Reduced | 0.06% |
| 3 | CLBT Cellebrite DI Ltd. | Technology | 1.49M | $21.82M | 10.76% | -369.1K | -19.8% | Reduced | 0.62% |
| 4 | TYL Tyler Technologies Inc | Technology | 67.6K | $19.77M | 9.75% | -32.8K | -32.7% | Reduced | 0.14% |
| 5 | INTA Intapp, Inc. | Technology | 783.9K | $19.76M | 9.75% | -1.23M | -61.0% | Reduced | 0.98% |
| 6 | NOW ServiceNow, Inc. | Technology | 196.5K | $19.51M | 9.63% | -156.2K | -44.3% | Reduced | 0.02% |
| 7 | PCOR Procore Technologies, Inc. | Technology | 421.5K | $17.12M | 8.45% | -258.1K | -38.0% | Reduced | 0.28% |
| 8 | ALKT Alkami Technology, Inc. | Technology | 704.5K | $12.77M | 6.3% | -691.5K | -49.5% | Reduced | 0.66% |
| 9 | TDG TransDigm Group INC | Industrials | 8,081 | $10.76M | 5.31% | -23.4K | -74.3% | Reduced | 0.01% |
| 10 | TW Tradeweb Markets Inc. | Financial Services | 57.6K | $5.74M | 2.83% | -166.7K | -74.3% | Reduced | 0.05% |
| 11 | WK Workiva Inc | Technology | 95.2K | $4.62M | 2.28% | -55.2K | -36.7% | Reduced | 0.17% |
Tip. Select a row to see that position’s full history at Praesidium Investment Management Company.
As of its Q2 2026 13F filing, Praesidium Investment Management Company, LLC’s five largest positions were JFrog Ltd (FROG) at 22.5%, Jabil Inc (JBL) at 12.5%, Cellebrite DI Ltd. (CLBT) at 10.8%, Tyler Technologies Inc (TYL) at 9.8%, Intapp, Inc. (INTA) at 9.7% of the reported portfolio.
Praesidium Investment Management Company, LLC reported a 13F portfolio worth $202.72M across 11 positions for Q2 2026. That is down 48.9% from the previous quarter.
Its largest sales by value were Jabil Inc ($73.22M), JFrog Ltd ($46.58M), TransDigm Group INC ($31.14M). It exited 0 positions entirely.
From the Form 13F-HR reports Praesidium Investment Management Company, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.