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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 $540,038,610 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 95.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001217

Period
2025-12-31
Reported value
$540M
Holdings
12
Top 10 weight
95.06%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NOWadded+272,539$41.8M
CLBTadded+915,821$16.5M
ALKTadded+269,524$6.22M
WKadded+52,506$4.53M
INTAadded+98,767$4.53M

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
DSGXreduced-85,652-$7.51M
TDGreduced-5,312-$7.06M
TWreduced-37,851-$4.07M
QTWOexited-38,816-$2.81M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001217, largest first. % of portfolio is the value over $540,038,610, 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; 2024Q1: restricted; 2024Q2: restricted; 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 1,511,290$94.4M17.48%+15,513Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,841,850$84.4M15.63%+98,767Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 431,738 shares; 2024Q4: 393,663 shares; 2025Q1: 362,858 shares; 2025Q2: 363,488 shares; 2025Q3: 348,833 shares; 2025Q4: 348,980 shares 348,980$79.6M14.73%+147Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,287,096$52.8M9.77%+269,524Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,678 shares; 2024Q4: 84,150 shares; 2025Q1: 78,620 shares; 2025Q2: 68,411 shares; 2025Q3: 67,266 shares; 2025Q4: 339,805 shares 339,805$52.1M9.64%+272,539Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,289 shares; 2024Q4: 319,763 shares; 2025Q1: 297,713 shares; 2025Q2: 301,425 shares; 2025Q3: 653,902 shares; 2025Q4: 659,451 shares 659,451$48M8.88%+5,549Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,086 shares; 2025Q3: 31,512 shares; 2025Q4: 26,200 shares 26,200$34.8M6.45%-5,312Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,358 shares; 2024Q4: 60,628 shares; 2025Q1: 56,600 shares; 2025Q2: 57,402 shares; 2025Q3: 56,477 shares; 2025Q4: 57,063 shares 57,063$25.9M4.8%+586Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 269,453 shares; 2025Q4: 1,185,274 shares 1,185,274$21.4M3.96%+915,821Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 204,042 shares; 2025Q2: 234,042 shares; 2025Q3: 224,691 shares; 2025Q4: 186,840 shares 186,840$20.1M3.72%-37,851Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 481,725 shares; 2025Q1: 452,745 shares; 2025Q2: 457,897 shares; 2025Q3: 251,840 shares; 2025Q4: 166,188 shares 166,188$14.6M2.7%-85,652Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,921 shares; 2025Q4: 140,427 shares 140,427$12.1M2.24%+52,506Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
QTWOQ2 HLDGS INC38,816$2.81Mshares

How Q4 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 0001172661-26-001217 base2026-02-17acceptance time not in the bulk data set