Praesidium Investment Management Company, LLC — 13F holdings

Praesidium Investment Management Company, LLC reported 12 holdings worth $214M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FROG JFROG LTD — $45.5M (21.2%)
2. JBL JABIL INC — $25.3M (11.8%)
3. CLBT CELLEBRITE DI LTD — $21.8M (10.2%)
4. TYL TYLER TECHNOLOGIES INC — $19.8M (9.2%)
5. INTA INTAPP INC — $19.8M (9.2%)
6. NOW ServiceNow Inc — $19.5M (9.1%)
7. PCOR PROCORE TECHNOLOGIES INC — $17.1M (8.0%)
8. ALKT ALKAMI TECHNOLOGY INC — $12.8M (6.0%)
9. DSGX DESCARTES SYS GROUP INC — $11.7M (5.5%)
10. TDG TRANSDIGM GROUP INC — $10.8M (5.0%)