Filed: 8/14/2025ACC: 0001172661-25-003507
📋 What this filing means
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $567.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$567.28M
Total AUM (reported)
6.15M
Total Shares
Allocation by class
COM$423.81M74.7%
ORD SHS$66.88M11.8%
SHS$42.32M7.5%
CL A$34.26M6.0%
Portfolio Concentration
Top 3$220.92M38.9%
4–10$319.46M56.3%
11–25$26.90M4.7%
Top 3 weight
38.9%
Top 10 weight
95.3%
Voting Authority Distribution
Total shares with voting rights: 6.15M
Sole
Full voting authority
6.15M
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 · 100.0% of voting shares
Institutional Holdings13
Rows:
JABIL INC
SOLEShares363.49K
TypeSH
Market value$79.28M
13.97%
Sole
363.49K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares1.38M
TypeSH
Market value$71.31M
12.57%
Sole
1.38M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares68.41K
TypeSH
Market value$70.33M
12.40%
Sole
68.41K
Shared
0.00
None
0.00
JFROG LTD
SOLEShares1.52M
TypeSH
Market value$66.88M
11.79%
Sole
1.52M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares32.09K
TypeSH
Market value$48.79M
8.60%
Sole
32.09K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares1.55M
TypeSH
Market value$46.63M
8.22%
Sole
1.55M
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares457.90K
TypeSH
Market value$46.54M
8.20%
Sole
457.90K
Shared
0.00
None
0.00
CYBERARK SOFTWARE LTD
SOLEShares104K
TypeSH
Market value$42.32M
7.46%
Sole
104K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares234.04K
TypeSH
Market value$34.26M
6.04%
Sole
234.04K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares57.40K
TypeSH
Market value$34.03M
6.00%
Sole
57.40K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares301.43K
TypeSH
Market value$20.62M
3.64%
Sole
301.43K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares36.17K
TypeSH
Market value$3.39M
0.60%
Sole
36.17K
Shared
0.00
None
0.00
PAR TECHNOLOGY CORP
SOLEShares41.74K
TypeSH
Market value$2.90M
0.51%
Sole
41.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JABIL INCSOLE | COM | 363.49K | SH | $79.28M 13.97% | 363.49K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 1.38M | SH | $71.31M 12.57% | 1.38M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 68.41K | SH | $70.33M 12.40% | 68.41K | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 1.52M | SH | $66.88M 11.79% | 1.52M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 32.09K | SH | $48.79M 8.60% | 32.09K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 1.55M | SH | $46.63M 8.22% | 1.55M | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 457.90K | SH | $46.54M 8.20% | 457.90K | 0.00 | 0.00 |
CYBERARK SOFTWARE LTDSOLE | SHS | 104K | SH | $42.32M 7.46% | 104K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 234.04K | SH | $34.26M 6.04% | 234.04K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 57.40K | SH | $34.03M 6.00% | 57.40K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 301.43K | SH | $20.62M 3.64% | 301.43K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 36.17K | SH | $3.39M 0.60% | 36.17K | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 41.74K | SH | $2.90M 0.51% | 41.74K | 0.00 | 0.00 |