Praesidium Investment Management 13F, Q2 2025
Praesidium Investment · quarter ending 30 June 2025 · filed 14 August 2025 · SEC CIK 1320769
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| JABIL INC | JBL | $79.28M | 14.0% | unchanged |
| INTAPP INC | INTA | $71.31M | 12.6% | unchanged |
| SERVICENOW INC | NOW | $70.33M | 12.4% | -13% shares |
| JFROG LTD | $66.88M | 11.8% | -4% shares | |
| TRANSDIGM GROUP INC | TDG | $48.79M | 8.6% | new |
| ALKAMI TECHNOLOGY INC | ALKT | $46.63M | 8.2% | unchanged |
| DESCARTES SYS GROUP INC | DSGX | $46.54M | 8.2% | unchanged |
| CYBERARK SOFTWARE LTD | $42.32M | 7.5% | -13% shares | |
| TRADEWEB MKTS INC | TW | $34.26M | 6.0% | +15% shares |
| TYLER TECHNOLOGIES INC | TYL | $34.03M | 6.0% | unchanged |
| PROCORE TECHNOLOGIES INC | PCOR | $20.62M | 3.6% | unchanged |
| Q2 HLDGS INC | QTWO | $3.39M | 0.6% | +3% shares |
| PAR TECHNOLOGY CORP | PAR | $2.90M | 0.5% | new |
What changed since Q1 2025
Against the Q1 2025 filing, Praesidium Investment Management opened 2 new positions, added to 2, trimmed 3, left 6 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-25-003507, filed by Praesidium Investment Management Company, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.