Praesidium Investment Management Company, LLC
13F Reported Value
ⓘ$418.5M
Holdings
12
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Praesidium Investment Management Company, LLC disclosed 12 positions worth $418.5M in its Form 13F-HR for Q1 2026, led by $JBL (JABIL INC) at 16.2% of the equity portfolio, followed by $INTA and $FROG. The portfolio is most concentrated in Technology (85.0% of disclosed assets). All figures are sourced directly from Praesidium Investment Management Company, LLC’s Form 13F-HR filing with the SEC under CIK 1320769.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 51.9#1,375
Quality
$67.9M255,614 sh - 47.5#1,598
Quality
$51.7M2,011,963 sh - —
Quality
$47.6M1,013,484 sh - 51.8
Quality
$38.7M679,550 sh - 76.0
Quality
$36.9M352,756 sh - 75.4
Quality
$36.5M31,460 sh - 69.3
Quality
$34.4M100,441 sh - 80.9
Quality
$26.4M224,358 sh - —
Quality
$25.7M1,863,506 sh - —
Quality
$22.0M307,479 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 JABIL INC$JBL | 51.9#1,375 | $67.9M | 255,614 |
 Intapp, Inc.$INTA | 47.5#1,598 | $51.7M | 2,011,963 |
 JFrog Ltd$FROG | — | $47.6M | 1,013,484 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 51.8 | $38.7M | 679,550 |
 ServiceNow, Inc.$NOW | 76.0 | $36.9M | 352,756 |
 TransDigm Group INC$TDG | 75.4 | $36.5M | 31,460 |
 TYLER TECHNOLOGIES INC$TYL | 69.3 | $34.4M | 100,441 |
 Tradeweb Markets Inc.$TW | 80.9 | $26.4M | 224,358 |
 Cellebrite DI Ltd.$CLBT | — | $25.7M | 1,863,506 |
 DESCARTES SYSTEMS GROUP INC$DSGX | — | $22.0M | 307,479 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Praesidium Investment Management Company, LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$355.7M
Industrials
$36.5M
Financials
$26.4M
Full Holdings — Praesidium Investment Management Company, LLC (Q1 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $JBL | JABIL INC | $67.9M | 16.2% | -27% | 51.9 |
| 2 | $INTA | Intapp, Inc. | $51.7M | 12.3% | +9% | 47.5 |
| 3 | $FROG | JFrog Ltd | $47.6M | 11.4% | -33% | — |
| 4 | $PCOR | PROCORE TECHNOLOGIES, INC. | $38.7M | 9.3% | +3% | 51.8 |
| 5 | $NOW | ServiceNow, Inc. | $36.9M | 8.8% | +4% | 76 |
| 6 | $TDG | TransDigm Group INC | $36.5M | 8.7% | +20% | 75.4 |
| 7 | $TYL | TYLER TECHNOLOGIES INC | $34.4M | 8.2% | +76% | 69.3 |
| 8 | $TW | Tradeweb Markets Inc. | $26.4M | 6.3% | +20% | 80.9 |
| 9 | $CLBT | Cellebrite DI Ltd. | $25.7M | 6.1% | +57% | — |
| 10 | $DSGX | DESCARTES SYSTEMS GROUP INC | $22.0M | 5.3% | +85% | — |
| 11 |  $ALKT | ALKAMI TECHNOLOGY, INC. | $21.9M | 5.2% | -39% | 46.1 |
| 12 |  $WK | WORKIVA INC | $9.0M | 2.1% | +7% | 52.8 |
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AI-Powered Hedge Fund Analysis: Praesidium Investment Management Company, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Praesidium Investment Management Company, LLC (SEC CIK: 1320769), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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