Q2 2026 13F · SEC CIK 1320769
Praesidium Investment Management Company, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $214.5M
- Reported positions
- 12
- Top holdings a year, 3 yrs
- +17.1%
- Assets under management
- $582.9M
Praesidium Investment Management Company, LLC is a hedge fund that reported 12 positions worth $214.5M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Jfrog Ltd (FROG, 21.2%), Jabil Inc (JBL, 11.8%), Cellebrite Di Ltd (CLBT, 10.2%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.
Praesidium Investment Management Company, LLC holdings all 12 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| FROGJfrog Ltd | 21.2% | -50.6% | $45.5M |
| JBLJabil Inc | 11.8% | -74.3% | $25.3M |
| CLBTCellebrite Di Ltd | 10.2% | -19.8% | $21.8M |
| TYLTyler Technologies Inc | 9.2% | -32.7% | $19.8M |
| INTAIntapp Inc | 9.2% | -61.0% | $19.8M |
| NOWServicenow Inc | 9.1% | -44.3% | $19.5M |
| PCORProcore Technologies Inc | 8.0% | -38.0% | $17.1M |
| ALKTAlkami Technology Inc | 6.0% | -49.5% | $12.8M |
| DSGXDescartes Systems Group | 5.5% | -44.8% | $11.7M |
| TDGTransdigm Group Inc | 5.0% | -74.3% | $10.8M |
| TWTradeweb Mkts Inc | 2.7% | -74.3% | $5.7M |
| WKWorkiva Inc | 2.2% | -36.7% | $4.6M |
What Praesidium Investment Management Company, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- TDG Transdigm Group Inc-74.3% shares
- JBL Jabil Inc-74.3% shares
- TW Tradeweb Mkts Inc-74.3% shares
- INTA Intapp Inc-61.0% shares
- FROG Jfrog Ltd-50.6% shares
- ALKT Alkami Technology Inc-49.5% shares
- DSGX Descartes Systems Group-44.8% shares
- NOW Servicenow Inc-44.3% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +5.7% /yr
- S&P 500 +20.1%
- 3 years
- +17.1% /yr
- S&P 500 +20.4%
- 5 years
- +5.3% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $214.5M | 12 |
| Q1 2026 | $418.5M | 12 |
| Q4 2025 | $540.0M | 12 |
| Q3 2025 | $512.7M | 13 |
| Q2 2025 | $567.3M | 13 |
| Q1 2025 | $535.1M | 13 |
| Q4 2024 | $596.2M | 12 |
| Q3 2024 | $596.1M | 13 |
| Q2 2024 | $526.0M | 12 |
| Q1 2024 | $677.9M | 12 |
| Q4 2023 | $810.3M | 13 |
| Q3 2023 | $776.5M | 13 |
Questions about Praesidium Investment Management Company, LLC's portfolio
What stocks does Praesidium Investment Management Company, LLC own?
Praesidium Investment Management Company, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 12 positions worth $214.5M. The largest are Jfrog Ltd (FROG) at 21.2%, Jabil Inc (JBL) at 11.8%, Cellebrite Di Ltd (CLBT) at 10.2%, Tyler Technologies Inc (TYL) at 9.2% and Intapp Inc (INTA) at 9.2%.
What did Praesidium Investment Management Company, LLC buy last quarter?
Praesidium Investment Management Company, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Praesidium Investment Management Company, LLC sell last quarter?
In Q2 2026, Praesidium Investment Management Company, LLC Transdigm Group Inc (TDG) (-74.3% shares), Jabil Inc (JBL) (-74.3% shares) and Tradeweb Mkts Inc (TW) (-74.3% shares), compared with its Q1 2026 filing.
How has Praesidium Investment Management Company, LLC's portfolio performed?
A portfolio copying Praesidium Investment Management Company, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.7% against +20.1%. Over 5 years: +5.3% a year against +11.6%.
When is Praesidium Investment Management Company, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Praesidium Investment Management Company, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Praesidium Investment Management Company, LLC manage?
Praesidium Investment Management Company, LLC reported $582.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $214.5M.