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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 $418,538,818 across 12 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 92.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002318

Period
2026-03-31
Reported value
$419M
Holdings
12
Top 10 weight
92.63%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TYLadded+43,378$14.9M
DSGXadded+141,291$10.1M
CLBTadded+678,232$9.35M
TDGadded+5,260$6.1M
TWadded+37,518$4.41M

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
JBLreduced-93,366-$24.8M
FROGreduced-497,806-$23.4M
ALKTreduced-891,058-$14M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-002318, largest first. % of portfolio is the value over $418,538,818, 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; 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; 2026Q1: 255,614 shares 255,614$67.9M16.22%-93,366Timeline
INTAINTAPP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,011,963 shares 2,011,963$51.7M12.35%+170,113Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,013,484 shares 1,013,484$47.6M11.36%-497,806Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 679,550 shares 679,550$38.7M9.25%+20,099Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 352,756 shares 352,756$36.9M8.81%+12,951Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 31,460$36.5M8.71%+5,260Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 100,441 shares 100,441$34.4M8.22%+43,378Timeline
TWTRADEWEB MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 224,358$26.4M6.31%+37,518Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,863,506$25.7M6.14%+678,232Timeline
DSGXDESCARTES SYS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 307,479 shares 307,479$22M5.26%+141,291Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,396,038 shares 1,396,038$21.9M5.23%-891,058Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,921 shares; 2025Q4: 140,427 shares; 2026Q1: 150,409 shares 150,409$8.97M2.14%+9,982Timeline

How Q1 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 0001172661-26-002318 base2026-05-15acceptance time not in the bulk data set