Praesidium Investment Management 13F, Q4 2025
Praesidium Investment · quarter ending 31 December 2025 · filed 17 February 2026 · SEC CIK 1320769
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2025
Weights are against the whole filed book. Changes are in shares held, against the Q3 2025 filing.
| Company | Ticker | Value | % of book | vs Q3 2025 |
|---|---|---|---|---|
| JFROG LTD | $94.40M | 17.5% | unchanged | |
| INTAPP INC | INTA | $84.39M | 15.6% | +6% shares |
| JABIL INC | JBL | $79.57M | 14.7% | unchanged |
| ALKAMI TECHNOLOGY INC | ALKT | $52.76M | 9.8% | +13% shares |
| SERVICENOW INC | NOW | $52.05M | 9.6% | +405% shares |
| PROCORE TECHNOLOGIES INC | PCOR | $47.97M | 8.9% | unchanged |
| TRANSDIGM GROUP INC | TDG | $34.84M | 6.5% | -17% shares |
| TYLER TECHNOLOGIES INC | TYL | $25.90M | 4.8% | unchanged |
| CELLEBRITE DI LTD | $21.37M | 4.0% | +340% shares | |
| TRADEWEB MKTS INC | TW | $20.09M | 3.7% | -17% shares |
| DESCARTES SYS GROUP INC | DSGX | $14.57M | 2.7% | -34% shares |
| WORKIVA INC | WK | $12.11M | 2.2% | +60% shares |
What changed since Q3 2025
Against the Q3 2025 filing, Praesidium Investment Management opened 0 new positions, added to 5, trimmed 3, left 4 unchanged and exited 1. 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 0001172661-26-001217, 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.