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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 $567,276,782 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 95.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003507

Period
2025-06-30
Reported value
$567M
Holdings
13
Top 10 weight
95.26%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TDGnew+32,086$48.8M
TWadded+30,000$4.39M
PARnew+41,736$2.9M
INTAadded+24,472$1.26M
DSGXadded+5,152$524K

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PTCexited-325,967-$50.5M
MORNexited-101,472-$30.4M
NOWreduced-10,209-$10.5M
CYBERARK SOFTWARE LTD/ISRAELreduced-15,937-$6.48M
FROGreduced-66,124-$2.9M

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 2025

Share positions as resolved from 13F-HR 0001172661-25-003507, largest first. % of portfolio is the value over $567,276,783, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,738 shares; 2024Q4: 393,663 shares; 2025Q1: 362,858 shares; 2025Q2: 363,488 shares 363,488$79.3M13.97%+630Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930,095 shares; 2024Q4: 1,797,391 shares; 2025Q1: 1,356,920 shares; 2025Q2: 1,381,392 shares 1,381,392$71.3M12.57%+24,472Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,678 shares; 2024Q4: 84,150 shares; 2025Q1: 78,620 shares; 2025Q2: 68,411 shares 68,411$70.3M12.4%-10,209Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581,670 shares; 2024Q4: 1,467,228 shares; 2025Q1: 1,590,388 shares; 2025Q2: 1,524,264 shares 1,524,264$66.9M11.79%-66,124Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,086 shares 32,086$48.8M8.6%newTimeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,532,322 shares; 2025Q2: 1,547,050 shares 1,547,050$46.6M8.22%+14,728Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481,725 shares; 2025Q1: 452,745 shares; 2025Q2: 457,897 shares 457,897$46.5M8.2%+5,152Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,209 shares; 2024Q4: 185,136 shares; 2025Q1: 119,937 shares; 2025Q2: 104,000 shares 104,000$42.3M7.46%-15,937
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,042 shares; 2025Q2: 234,042 shares 234,042$34.3M6.04%+30,000Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,358 shares; 2024Q4: 60,628 shares; 2025Q1: 56,600 shares; 2025Q2: 57,402 shares 57,402$34M6%+802Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,289 shares; 2024Q4: 319,763 shares; 2025Q1: 297,713 shares; 2025Q2: 301,425 shares 301,425$20.6M3.64%+3,712Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,331 shares; 2024Q4: 35,331 shares; 2025Q1: 34,997 shares; 2025Q2: 36,173 shares 36,173$3.39M0.6%+1,176Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,736 shares 41,736$2.9M0.51%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PTCPTC INC325,967$50.5Mshares
MORNMORNINGSTAR INC101,472$30.4Mshares

How Q2 2025 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 0001172661-25-003507 base2025-08-14acceptance time not in the bulk data set