Vault-13

Praesidium Investment Management Company, LLC

New York, NY · CIK 1320769 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2006 · limited liability company

As an employer

$214.5m reported value -48.8% vs Q1 2026
12positions
95.2%in top 10
0 new 0 added 12 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 JFROG LTD ORD SHS FROG FROG 500,984 $45.5m21.23% 21.23% ReducedShares held: Q3 2025 1.5m, Q4 2025 1.5m, Q1 2026 1.0m, Q2 2026 501.0k -512.5k -512,500 -50.6%
2 JABIL INC COM JBL JBL 65,664 $25.3m11.80% 11.80% ReducedShares held: Q3 2025 348.8k, Q4 2025 349.0k, Q1 2026 255.6k, Q2 2026 65.7k -189.9k -189,950 -74.3%
3 CELLEBRITE DI LTD ORDINARY SHARES CLBT CLBT 1,494,438 $21.8m10.17% 10.17% ReducedShares held: Q3 2025 269.5k, Q4 2025 1.2m, Q1 2026 1.9m, Q2 2026 1.5m -369.1k -369,068 -19.8%
4 TYLER TECHNOLOGIES INC COM TYL TYL 67,606 $19.8m9.22% 9.22% ReducedShares held: Q3 2025 56.5k, Q4 2025 57.1k, Q1 2026 100.4k, Q2 2026 67.6k -32.8k -32,835 -32.7%
5 INTAPP INC COM INTA INTA 783,868 $19.8m9.21% 9.21% ReducedShares held: Q3 2025 1.7m, Q4 2025 1.8m, Q1 2026 2.0m, Q2 2026 783.9k -1.2m -1,228,095 -61.0%
6 SERVICENOW INC COM NOW NOW 196,540 $19.5m9.10% 9.10% ReducedShares held: Q3 2025 336.3k, Q4 2025 339.8k, Q1 2026 352.8k, Q2 2026 196.5k -156.2k -156,216 -44.3%
7 PROCORE TECHNOLOGIES INC COM PCOR PCOR 421,489 $17.1m7.98% 7.98% ReducedShares held: Q3 2025 653.9k, Q4 2025 659.5k, Q1 2026 679.5k, Q2 2026 421.5k -258.1k -258,061 -38.0%
8 ALKAMI TECHNOLOGY INC COM ALKT ALKT 704,497 $12.8m5.95% 5.95% ReducedShares held: Q3 2025 2.0m, Q4 2025 2.3m, Q1 2026 1.4m, Q2 2026 704.5k -691.5k -691,541 -49.5%
9 DESCARTES SYS GROUP INC COM DSGX DSGX 169,619 $11.7m5.48% 5.48% ReducedShares held: Q3 2025 251.8k, Q4 2025 166.2k, Q1 2026 307.5k, Q2 2026 169.6k -137.9k -137,860 -44.8%
10 TRANSDIGM GROUP INC COM TDG TDG 8,081 $10.8m5.02% 5.02% ReducedShares held: Q3 2025 31.5k, Q4 2025 26.2k, Q1 2026 31.5k, Q2 2026 8.1k -23.4k -23,379 -74.3%
11 TRADEWEB MKTS INC CL A TW TW 57,636 $5.7m2.68% 2.68% ReducedShares held: Q3 2025 224.7k, Q4 2025 186.8k, Q1 2026 224.4k, Q2 2026 57.6k -166.7k -166,722 -74.3%
12 WORKIVA INC COM CL A WK WK 95,218 $4.6m2.15% 2.15% ReducedShares held: Q3 2025 87.9k, Q4 2025 140.4k, Q1 2026 150.4k, Q2 2026 95.2k -55.2k -55,191 -36.7%