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Praesidium Investment Management Company, LLC

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13F filer, CIK 1320769, New York, NY

Praesidium Investment Management Company, LLC reported $214,464,266 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 95.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003820

Period
2026-06-30
Reported value
$214M
Holdings
12
Top 10 weight
95.17%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JBLreduced-189,950-$73.2M
FROGreduced-512,500-$46.6M
TDGreduced-23,379-$31.1M
INTAreduced-1,228,095-$31M
TWreduced-166,722-$16.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003820, largest first. % of portfolio is the value over $214,464,266, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581,670 shares; 2024Q4: 1,467,228 shares; 2025Q1: 1,590,388 shares; 2025Q2: 1,524,264 shares; 2025Q3: 1,495,777 shares; 2025Q4: 1,511,290 shares; 2026Q1: 1,013,484 shares; 2026Q2: 500,984 shares 500,984$45.5M21.23%-512,500Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,738 shares; 2024Q4: 393,663 shares; 2025Q1: 362,858 shares; 2025Q2: 363,488 shares; 2025Q3: 348,833 shares; 2025Q4: 348,980 shares; 2026Q1: 255,614 shares; 2026Q2: 65,664 shares 65,664$25.3M11.8%-189,950Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269,453 shares; 2025Q4: 1,185,274 shares; 2026Q1: 1,863,506 shares; 2026Q2: 1,494,438 shares 1,494,438$21.8M10.17%-369,068Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,358 shares; 2024Q4: 60,628 shares; 2025Q1: 56,600 shares; 2025Q2: 57,402 shares; 2025Q3: 56,477 shares; 2025Q4: 57,063 shares; 2026Q1: 100,441 shares; 2026Q2: 67,606 shares 67,606$19.8M9.22%-32,835Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930,095 shares; 2024Q4: 1,797,391 shares; 2025Q1: 1,356,920 shares; 2025Q2: 1,381,392 shares; 2025Q3: 1,743,083 shares; 2025Q4: 1,841,850 shares; 2026Q1: 2,011,963 shares; 2026Q2: 783,868 shares 783,868$19.8M9.21%-1,228,095Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,678 shares; 2024Q4: 84,150 shares; 2025Q1: 78,620 shares; 2025Q2: 68,411 shares; 2025Q3: 67,266 shares; 2025Q4: 339,805 shares; 2026Q1: 352,756 shares; 2026Q2: 196,540 shares 196,540$19.5M9.1%-156,216Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,289 shares; 2024Q4: 319,763 shares; 2025Q1: 297,713 shares; 2025Q2: 301,425 shares; 2025Q3: 653,902 shares; 2025Q4: 659,451 shares; 2026Q1: 679,550 shares; 2026Q2: 421,489 shares 421,489$17.1M7.98%-258,061Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532,322 shares; 2025Q2: 1,547,050 shares; 2025Q3: 2,017,572 shares; 2025Q4: 2,287,096 shares; 2026Q1: 1,396,038 shares; 2026Q2: 704,497 shares 704,497$12.8M5.95%-691,541Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 481,725 shares; 2025Q1: 452,745 shares; 2025Q2: 457,897 shares; 2025Q3: 251,840 shares; 2025Q4: 166,188 shares; 2026Q1: 307,479 shares; 2026Q2: 169,619 shares 169,619$11.7M5.48%-137,860Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,086 shares; 2025Q3: 31,512 shares; 2025Q4: 26,200 shares; 2026Q1: 31,460 shares; 2026Q2: 8,081 shares 8,081$10.8M5.02%-23,379Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,042 shares; 2025Q2: 234,042 shares; 2025Q3: 224,691 shares; 2025Q4: 186,840 shares; 2026Q1: 224,358 shares; 2026Q2: 57,636 shares 57,636$5.74M2.68%-166,722Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,921 shares; 2025Q4: 140,427 shares; 2026Q1: 150,409 shares; 2026Q2: 95,218 shares 95,218$4.62M2.15%-55,191Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003820 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-003820 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001172661-26-002318 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001172661-26-001217 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001172661-25-005048 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001172661-25-003507 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001172661-25-002394 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001172661-25-001158 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001172661-24-005205 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001172661-24-003530 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001172661-24-002518 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001172661-24-001558 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001172661-23-004033 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001172661-23-003140 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001172661-23-002283 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001172661-23-001294 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001172661-22-002570 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001172661-22-002005 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001172661-22-001491 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001172661-22-000944 Quarter ended 2021-12-312022-02-15acceptance time not in the bulk data set
13F-HR 0001172661-21-002397 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001172661-21-001871 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001172661-21-001362 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001172661-21-000815 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001172661-20-002302 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001172661-20-001836 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001172661-20-001386 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001172661-20-000783 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001172661-19-002363 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001172661-19-001876 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001172661-19-001401 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001172661-19-000900 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001172661-18-002188 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001172661-18-001691 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001172661-18-001250 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001172661-18-000789 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001172661-17-002117 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001172661-17-001683 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001172661-17-001249 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001172661-17-000789 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001172661-16-004336 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001172661-16-003906 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001172661-16-003453 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001172661-16-002966 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001172661-15-002102 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0001172661-15-001658 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001172661-15-001227 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001172661-15-000728 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0001172661-14-001860 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0001172661-14-001495 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0001172661-14-001127 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001172661-14-000706 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001172661-13-001538 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0001172661-13-001225 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set