DOSSIER · 13F-HR · Q4 2025

Praesidium Investment Management Company, LLC

Praesidium Investment Company's pension fund based in Stamford, CT $540M in tracked AUM across 12 positions as of Q4 2025.

PI
Praesidium Investment Company·Stamford, CT·Pension Fund
CIK 0001320769 · last filed Dec 31, 2025
Total AUM
$540M
9.7%
vs prior
Holdings
12
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

1. Portfolio Overview

Praesidium Investment Management Company, LLC reported a significant contraction in portfolio value during the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 44.1%, dropping from $567.28 million to $317.16 million. This reduction is not solely attributable to market performance but is driven by a substantial shift in asset allocation strategy, evidenced by the exit of seven positions. The portfolio is currently highly concentrat...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
M6191J100
JFROG LTD
$94M1.5M17.5%
02
INTA
INTAPP INC
$84M1.8M15.6%
03
JBL
JABIL INC
$80M349K14.7%
04
ALKT
ALKAMI TECHNOLOGY INC
$53M2.3M9.8%
05
NOW
SERVICENOW INC
$52M340K9.6%
06
PCOR
PROCORE TECHNOLOGIES INC
$48M659K8.9%
07
TDG
TRANSDIGM GROUP INC
$35M26K6.5%
08
TYL
TYLER TECHNOLOGIES INC
$26M57K4.8%
09
M2197Q107
CELLEBRITE DI LTD
$21M1.2M4.0%
10
TW
TRADEWEB MKTS INC
$20M187K3.7%

Filing history

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