Praesidium Investment Management Company
Praesidium Investment Management Company reported 12 stocks worth $214M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FROG (21.2%), JBL (11.8%) and CLBT (10.2%). Compared with Q1 2026, the fund trimmed FROG, JBL and CLBT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FROG Jfrog Ltd | $45.5M | 21.2% | 501K | −513K (−51%) | 8 of 8 | |
| 2 |  JBL Jabil Inc | $25.3M | 11.8% | 66K | −190K (−74%) | 8 of 8 | |
| 3 |  CLBT Cellebrite DI Ltd | $21.8M | 10.2% | 1.5M | −369K (−20%) | 4 of 8 | |
| 4 |  TYL Tyler Technologies Inc | $19.8M | 9.2% | 68K | −33K (−33%) | 8 of 8 | |
| 5 |  INTA Intapp Inc | $19.8M | 9.2% | 784K | −1.2M (−61%) | 8 of 8 | |
| 6 |  NOW Servicenow Inc | $19.5M | 9.1% | 197K | −156K (−44%) | 8 of 8 | |
| 7 |  PCOR Procore Technologies Inc | $17.1M | 8.0% | 421K | −258K (−38%) | 8 of 8 | |
| 8 |  ALKT Alkami Technology Inc | $12.8M | 6.0% | 704K | −692K (−50%) | 6 of 8 | |
| 9 |  DSGX Descartes Sys Group Inc | $11.7M | 5.5% | 170K | −138K (−45%) | 7 of 8 | |
| 10 |  TDG Transdigm Group Inc | $10.8M | 5.0% | 8,081 | −23K (−74%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Praesidium Investment Management Company 13F FAQ
What does Praesidium Investment Management Company own?
Praesidium Investment Management Company reported 12 stocks worth $214M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FROG (21.2%), JBL (11.8%) and CLBT (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Praesidium Investment Management Company buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 0 added to, 12 trimmed and 0 sold out.
When will Praesidium Investment Management Company file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Praesidium Investment Management Company's portfolio worth?
The Q2 2026 filing reports $214M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.