2026 Q2 Portfolio Activity
In 2026 Q2, Praesidium Investment Management Company, LLC maintained a portfolio of 12 distinct positions. The fund also reduced its exposure to JABIL INC by 74.3%.
Position History
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Praesidium Investment Management Company, LLC
New York, NY
Hedge Fund / Investment Advisor
AUM $214M
Total Positions
12
Quarter
2026 Q2
Top Holding
FROG (21.2%)
Top 10 Concentration
95.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Praesidium Investment Management Company, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FROG
JFROG LTD
|
Technology | 21.23% | 11.36% |
#1
2
Prev: #3
|
6.0 |
—
|
-512,500 | -50.6% |
P
S
|
500,984 | $45,529,426 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
JBL
JABIL INC
|
Technology | 11.80% | 16.22% |
#2
1
Prev: #1
|
5.5 |
—
|
-189,950 | -74.3% |
P
S
|
65,664 | $25,312,159 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLBT
CELLEBRITE DI L...
|
Technology | 10.17% | 6.14% |
#3
6
Prev: #9
|
5.5 |
—
|
-369,068 | -19.8% |
P
S
|
1,494,438 | $21,818,795 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 9.22% | 8.22% |
#4
3
Prev: #7
|
4.2 |
—
|
-32,835 | -32.7% |
P
S
|
67,606 | $19,772,051 | 2005 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
INTA
INTAPP INC
|
Technology | 9.21% | 12.35% |
#5
3
Prev: #2
|
4.2 |
—
|
-1,228,095 | -61.0% |
P
S
|
783,868 | $19,761,311 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 9.10% | 8.81% |
#6
1
Prev: #5
|
3.6 |
—
|
-156,216 | -44.3% |
P
S
|
196,540 | $19,512,491 | 2016 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 7.98% | 9.25% |
#7
3
Prev: #4
|
3.2 |
—
|
-258,061 | -38.0% |
P
S
|
421,489 | $17,120,883 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKT
ALKAMI TECHNOLO...
|
Technology | 5.95% | 5.23% |
#8
3
Prev: #11
|
2.4 |
—
|
-691,541 | -49.5% |
P
S
|
704,497 | $12,765,486 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DSGX
DESCARTES SYS G...
|
Technology | 5.48% | 5.26% |
#9
1
Prev: #10
|
2.2 |
—
|
-137,860 | -44.8% |
P
S
|
169,619 | $11,744,420 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 5.02% | 8.71% |
#10
4
Prev: #6
|
2.0 |
—
|
-23,379 | -74.3% |
P
S
|
8,081 | $10,764,215 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TW
TRADEWEB MKTS I...
|
Financial Services | 2.68% | 6.31% |
#11
3
Prev: #8
|
1.1 |
—
|
-166,722 | -74.3% |
P
S
|
57,636 | $5,744,004 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WK
WORKIVA INC
|
Technology | 2.15% | 2.14% |
#12
Prev: #12
|
0.9 |
—
|
-55,191 | -36.7% |
P
S
|
95,218 | $4,619,025 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-12 of 12 holdings