Filed: 5/15/2025ACC: 0001172661-25-002394
π What this filing means
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC filed this quarterly 13FβHR report disclosing 13 equity positions with a total reported market value of $535.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$535.08M
Total AUM (reported)
6.51M
Total Shares
Allocation by class
COM$413.36M77.3%
ORD SHS$50.89M9.5%
SHS$40.54M7.6%
CL A$30.29M5.7%
Portfolio Concentration
Top 3$192.70M36.0%
4β10$289.63M54.1%
11β25$52.75M9.9%
Top 3 weight
36.0%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 6.51M
Sole
Full voting authority
6.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings13
Rows:
INTAPP INC
SOLEShares1.36M
TypeSH
Market value$79.22M
14.80%
Sole
1.36M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares78.62K
TypeSH
Market value$62.59M
11.70%
Sole
78.62K
Shared
0.00
None
0.00
JFROG LTD
SOLEShares1.59M
TypeSH
Market value$50.89M
9.51%
Sole
1.59M
Shared
0.00
None
0.00
PTC INC
SOLEShares325.97K
TypeSH
Market value$50.51M
9.44%
Sole
325.97K
Shared
0.00
None
0.00
JABIL INC
SOLEShares362.86K
TypeSH
Market value$49.37M
9.23%
Sole
362.86K
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares452.75K
TypeSH
Market value$45.65M
8.53%
Sole
452.75K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares119.94K
TypeSH
Market value$40.54M
7.58%
Sole
119.94K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares1.53M
TypeSH
Market value$40.22M
7.52%
Sole
1.53M
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares56.60K
TypeSH
Market value$32.91M
6.15%
Sole
56.60K
Shared
0.00
None
0.00
MORNINGSTAR INC
SOLEShares101.47K
TypeSH
Market value$30.43M
5.69%
Sole
101.47K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares204.04K
TypeSH
Market value$30.29M
5.66%
Sole
204.04K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares297.71K
TypeSH
Market value$19.66M
3.67%
Sole
297.71K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares35K
TypeSH
Market value$2.80M
0.52%
Sole
35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTAPP INCSOLE | COM | 1.36M | SH | $79.22M 14.80% | 1.36M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 78.62K | SH | $62.59M 11.70% | 78.62K | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 1.59M | SH | $50.89M 9.51% | 1.59M | 0.00 | 0.00 |
PTC INCSOLE | COM | 325.97K | SH | $50.51M 9.44% | 325.97K | 0.00 | 0.00 |
JABIL INCSOLE | COM | 362.86K | SH | $49.37M 9.23% | 362.86K | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 452.75K | SH | $45.65M 8.53% | 452.75K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 119.94K | SH | $40.54M 7.58% | 119.94K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 1.53M | SH | $40.22M 7.52% | 1.53M | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 56.60K | SH | $32.91M 6.15% | 56.60K | 0.00 | 0.00 |
MORNINGSTAR INCSOLE | COM | 101.47K | SH | $30.43M 5.69% | 101.47K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 204.04K | SH | $30.29M 5.66% | 204.04K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 297.71K | SH | $19.66M 3.67% | 297.71K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 35K | SH | $2.80M 0.52% | 35K | 0.00 | 0.00 |