Praesidium Investment
Praesidium Investment Management · SEC CIK 1320769
Constructive activism in small cap tech.
This filing is 67 days old. Praesidium Investment Management keeps roughly 93% of its positions in a typical quarter, so about 95% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 12 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| JABIL INC | JBL | $67.90M | 16.2% | |
| INTAPP INC | INTA | $51.69M | 12.3% | |
| JFROG LTD | $47.56M | 11.4% | n/a | |
| PROCORE TECHNOLOGIES INC | PCOR | $38.73M | 9.3% | |
| SERVICENOW INC | NOW | $36.88M | 8.8% | |
| TRANSDIGM GROUP INC | TDG | $36.46M | 8.7% | |
| TYLER TECHNOLOGIES INC | TYL | $34.39M | 8.2% | |
| TRADEWEB MKTS INC | TW | $26.40M | 6.3% | |
| CELLEBRITE DI LTD | $25.68M | 6.1% | n/a | |
| DESCARTES SYS GROUP INC | DSGX | $22.00M | 5.3% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q1 2026, the largest add was INTA (shares up 9%), now $51.69M; the largest trim was JBL (shares down 74%). All of it computed from the two filings, nothing inferred.
Biggest buys, Q1 2026
Exited since Q4 2025
None of the previous quarter's 40 largest positions disappeared from the latest filing.
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Praesidium Investment's biggest holdings?
As of the Q1 2026 13F, the largest reported positions at Praesidium Investment Management are JBL (16.2% of the book), INTA (12.3% of the book), JFROG LTD (11.4% of the book).
How big is Praesidium Investment Management's portfolio?
The latest 13F reports $418.54M across 12 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Praesidium Investment still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Praesidium Investment Management's own filing history, the fund keeps roughly 93% of positions in a typical quarter, so at 67 days since the period end roughly 95% of this book is likely intact. The snapshot half-life for this fund is about 835 days.
What did Praesidium Investment buy and sell last quarter?
Between Q4 2025 and Q1 2026, the largest add was INTA (shares up 9%), now $51.69M; the largest trim was JBL (shares down 74%). All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Praesidium Investment Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.