Praesidium Investment Management Company, LLC
Net seller this quarter
$214M
12
-$264M
95.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FROG | $45.5M | 21.23% | 0.41% | -50.6% | Q1 2023 |
 JBL | $25.3M | 11.80% | 0.06% | -74.3% | Q1 2023 |
 CLBT | $21.8M | 10.17% | 0.60% | -19.8% | Q3 2025 |
 TYL | $19.8M | 9.22% | 0.14% | -32.7% | Q4 2016 |
 INTA | $19.8M | 9.21% | 1.02% | -61.0% | Q4 2022 |
 NOW | $19.5M | 9.10% | 0.02% | -44.3% | Q3 2016 |
 PCOR | $17.1M | 7.98% | 0.28% | -38.0% | Q3 2024 |
 ALKT | $12.8M | 5.95% | 0.66% | -49.5% | Q1 2025 |
 DSGX | $11.7M | 5.48% | 0.20% | -44.8% | Q2 2020 |
 TDG | $10.8M | 5.02% | 0.01% | -74.3% | Q2 2025 |
 TW | $5.74M | 2.68% | 57636.00% | -74.3% | Q1 2025 |
 WK | $4.62M | 2.15% | Not reported | -36.7% | Q2 2020 |
| Q1 2026 | |||||
| JBL | $67.9M | 16.22% | 0.24% | -26.8% | Q1 2023 |
| INTA | $51.7M | 12.35% | 2.61% | +9.2% | Q4 2022 |
| FROG | $47.6M | 11.36% | 0.84% | -32.9% | Q1 2023 |
| PCOR | $38.7M | 9.25% | 0.45% | +3.1% | Q3 2024 |
| NOW | $36.9M | 8.81% | 0.03% | +3.8% | Q3 2016 |
| TDG | $36.5M | 8.71% | 0.06% | +20.1% | Q2 2025 |
| TYL | $34.4M | 8.22% | 0.21% | +76.0% | Q4 2016 |
| TW | $26.4M | 6.31% | 224358.00% | +20.1% | Q1 2025 |
| CLBT | $25.7M | 6.14% | 0.75% | +57.2% | Q3 2025 |
| DSGX | $22M | 5.26% | 0.36% | +85.0% | Q2 2020 |
| ALKT | $21.9M | 5.23% | 1.32% | -39.0% | Q1 2025 |
| WK | $8.97M | 2.14% | Not reported | +7.1% | Q2 2020 |
| Q4 2025 | |||||
| FROG | $94.4M | 17.48% | 1.26% | +1.0% | Q1 2023 |
| INTA | $84.4M | 15.63% | 2.30% | +5.7% | Q4 2022 |
| JBL | $79.6M | 14.73% | 0.33% | 0.0% | Q1 2023 |
| ALKT | $52.8M | 9.77% | 2.16% | +13.4% | Q1 2025 |
| NOW | $52.1M | 9.64% | 0.03% | +1.0% | Q3 2016 |
| PCOR | $48M | 8.88% | 0.43% | +0.9% | Q3 2024 |
| TDG | $34.8M | 6.45% | 0.05% | -16.9% | Q2 2025 |
| TYL | $25.9M | 4.80% | 0.12% | +1.0% | Q4 2016 |
| CLBT | $21.4M | 3.96% | 0.48% | +339.9% | Q3 2025 |
| TW | $20.1M | 3.72% | 186840.00% | -16.9% | Q1 2025 |
| DSGX | $14.6M | 2.70% | 0.19% | -34.0% | Q2 2020 |
| WK | $12.1M | 2.24% | Not reported | +59.7% | Q2 2020 |
| Q3 2025 | |||||
| JBL | $75.8M | 14.78% | 0.32% | -4.0% | Q1 2023 |
| INTA | $71.3M | 13.91% | 2.13% | +26.2% | Q4 2022 |
| FROG | $70.8M | 13.81% | 1.26% | -1.9% | Q1 2023 |
| NOW | $61.9M | 12.07% | 0.03% | -1.7% | Q3 2016 |
| ALKT | $50.1M | 9.78% | 1.92% | +30.4% | Q1 2025 |
| PCOR | $47.7M | 9.30% | 0.43% | +116.9% | Q3 2024 |
| TDG | $41.5M | 8.10% | 0.06% | -1.8% | Q2 2025 |
| TYL | $29.5M | 5.76% | 0.12% | -1.6% | Q4 2016 |
| TW | $24.9M | 4.86% | 224691.00% | -4.0% | Q1 2025 |
| DSGX | $23.7M | 4.63% | 0.29% | -45.0% | Q2 2020 |
| WK | $7.57M | 1.48% | Not reported | Not reported | Q2 2020 |
| CLBT | $4.99M | 0.97% | 0.11% | New | Q3 2025 |
 QTWO | $2.81M | 0.55% | 0.06% | +7.3% | Q3 2024 |