Filed: 11/14/2025ACC: 0001172661-25-005048
📋 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 $512.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$512.66M
Total AUM (reported)
7.29M
Total Shares
Allocation by class
COM$404.37M78.9%
ORD SHS$70.80M13.8%
CL A$24.94M4.9%
COM CL A$7.57M1.5%
ORDINARY SHARES$4.99M1.0%
Portfolio Concentration
Top 3$217.84M42.5%
4–10$279.45M54.5%
11–25$15.37M3.0%
Top 3 weight
42.5%
Top 10 weight
97.0%
Voting Authority Distribution
Total shares with voting rights: 7.29M
Sole
Full voting authority
7.29M
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
SOLEShares348.83K
TypeSH
Market value$75.76M
14.78%
Sole
348.83K
Shared
0.00
None
0.00
INTAPP INC
SOLEShares1.74M
TypeSH
Market value$71.29M
13.91%
Sole
1.74M
Shared
0.00
None
0.00
JFROG LTD
SOLEShares1.50M
TypeSH
Market value$70.80M
13.81%
Sole
1.50M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares67.27K
TypeSH
Market value$61.90M
12.07%
Sole
67.27K
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares2.02M
TypeSH
Market value$50.12M
9.78%
Sole
2.02M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares653.90K
TypeSH
Market value$47.68M
9.30%
Sole
653.90K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares31.51K
TypeSH
Market value$41.53M
8.10%
Sole
31.51K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares56.48K
TypeSH
Market value$29.55M
5.76%
Sole
56.48K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares224.69K
TypeSH
Market value$24.94M
4.86%
Sole
224.69K
Shared
0.00
None
0.00
DESCARTES SYS GROUP INC
SOLEShares251.84K
TypeSH
Market value$23.73M
4.63%
Sole
251.84K
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares87.92K
TypeSH
Market value$7.57M
1.48%
Sole
87.92K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares269.45K
TypeSH
Market value$4.99M
0.97%
Sole
269.45K
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares38.82K
TypeSH
Market value$2.81M
0.55%
Sole
38.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JABIL INCSOLE | COM | 348.83K | SH | $75.76M 14.78% | 348.83K | 0.00 | 0.00 |
INTAPP INCSOLE | COM | 1.74M | SH | $71.29M 13.91% | 1.74M | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 1.50M | SH | $70.80M 13.81% | 1.50M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 67.27K | SH | $61.90M 12.07% | 67.27K | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 2.02M | SH | $50.12M 9.78% | 2.02M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 653.90K | SH | $47.68M 9.30% | 653.90K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 31.51K | SH | $41.53M 8.10% | 31.51K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 56.48K | SH | $29.55M 5.76% | 56.48K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 224.69K | SH | $24.94M 4.86% | 224.69K | 0.00 | 0.00 |
DESCARTES SYS GROUP INCSOLE | COM | 251.84K | SH | $23.73M 4.63% | 251.84K | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 87.92K | SH | $7.57M 1.48% | 87.92K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 269.45K | SH | $4.99M 0.97% | 269.45K | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 38.82K | SH | $2.81M 0.55% | 38.82K | 0.00 | 0.00 |