Praesidium Investment Management Company, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$512.7B

Holdings

13

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	JBLJABIL INC	348,833	$75.8B	14.78%
2	INTAINTAPP INC	1,743,083	$71.3B	13.91%
3	FROGJFROG LTD	1,495,777	$70.8B	13.81%
4	NOWSERVICENOW INC	67,266	$61.9B	12.07%
5	ALKTALKAMI TECHNOLOGY INC	2,017,572	$50.1B	9.78%
6	PCORPROCORE TECHNOLOGIES INC	653,902	$47.7B	9.30%
7	T7DTRANSDIGM GROUP INC	31,512	$41.5B	8.10%
8	TYLTYLER TECHNOLOGIES INC	56,477	$29.5B	5.76%
9	TWTRADEWEB MKTS INC	224,691	$24.9B	4.86%
10	DSGDESCARTES SYS GROUP INC	251,840	$23.7B	4.63%
11	WKWORKIVA INC	87,921	$7.6B	1.48%
12	CLBTCELLEBRITE DI LTD	269,453	$5.0B	0.97%
13	QTWOQ2 HLDGS INC	38,816	$2.8B	0.55%