Praesidium Investment
Praesidium Investment Management · SEC CIK 1320769
Constructive activism in small cap tech.
Q1 2026
Latest 13F
$418.54M
Filed US book
12
Positions
Largest holdings, as filed
Top 12 of 12 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| JABIL INC | JBL | $67.90M | 16.2% |
| INTAPP INC | INTA | $51.69M | 12.3% |
| JFROG LTD | $47.56M | 11.4% | |
| 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% | |
| DESCARTES SYS GROUP INC | DSGX | $22.00M | 5.3% |
| ALKAMI TECHNOLOGY INC | ALKT | $21.88M | 5.2% |
| WORKIVA INC | WK | $8.97M | 2.1% |
Inside the app: the full book for Praesidium Investment Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.