Praesidium Investment Management Company, LLC
13F Reported Value
ⓘ$214.5M
Holdings
12
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Praesidium Investment Management Company, LLC disclosed 12 positions worth $214.5M in its Form 13F-HR for Q2 2026, led by $FROG (JFrog Ltd) at 21.2% of the equity portfolio, followed by $JBL and $CLBT. The portfolio is most concentrated in Technology (92.3% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$45.5M500,984 sh - 57.4#1,097
Quality
$25.3M65,664 sh - —
Quality
$21.8M1,494,438 sh - 64.3
Quality
$19.8M67,606 sh - 50.4
Quality
$19.8M783,868 sh - 72.9
Quality
$19.5M196,540 sh - 59.4
Quality
$17.1M421,489 sh - 38.6
Quality
$12.8M704,497 sh - —
Quality
$11.7M169,619 sh - 68.0
Quality
$10.8M8,081 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 JFrog Ltd$FROG | — | $45.5M | 500,984 |
 JABIL INC$JBL | 57.4#1,097 | $25.3M | 65,664 |
 Cellebrite DI Ltd.$CLBT | — | $21.8M | 1,494,438 |
 TYLER TECHNOLOGIES INC$TYL | 64.3 | $19.8M | 67,606 |
 Intapp, Inc.$INTA | 50.4 | $19.8M | 783,868 |
 ServiceNow, Inc.$NOW | 72.9 | $19.5M | 196,540 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 59.4 | $17.1M | 421,489 |
 ALKAMI TECHNOLOGY, INC.$ALKT | 38.6 | $12.8M | 704,497 |
 DESCARTES SYSTEMS GROUP INC$DSGX | — | $11.7M | 169,619 |
 TransDigm Group INC$TDG | 68.0 | $10.8M | 8,081 |
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
$198.0M
Industrials
$10.8M
Financials
$5.7M
Full Holdings — Praesidium Investment Management Company, LLC (Q2 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 | $FROG | JFrog Ltd | $45.5M | 21.2% | -51% | — |
| 2 | $JBL | JABIL INC | $25.3M | 11.8% | -74% | 57.4 |
| 3 | $CLBT | Cellebrite DI Ltd. | $21.8M | 10.2% | -20% | — |
| 4 | $TYL | TYLER TECHNOLOGIES INC | $19.8M | 9.2% | -33% | 64.3 |
| 5 | $INTA | Intapp, Inc. | $19.8M | 9.2% | -61% | 50.4 |
| 6 | $NOW | ServiceNow, Inc. | $19.5M | 9.1% | -44% | 72.9 |
| 7 | $PCOR | PROCORE TECHNOLOGIES, INC. | $17.1M | 8.0% | -38% | 59.4 |
| 8 | $ALKT | ALKAMI TECHNOLOGY, INC. | $12.8M | 6.0% | -50% | 38.6 |
| 9 | $DSGX | DESCARTES SYSTEMS GROUP INC | $11.7M | 5.5% | -45% | — |
| 10 | $TDG | TransDigm Group INC | $10.8M | 5.0% | -74% | 68 |
| 11 |  $TW | Tradeweb Markets Inc. | $5.7M | 2.7% | -74% | 76.9 |
| 12 |  $WK | WORKIVA INC | $4.6M | 2.1% | -37% | 65.4 |
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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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