Praesidium Investment Management Company, LLC

Hedge Fund • Value

Praesidium Investment Management Company, LLC is a Value-focused Hedge Fund based in New York, NY led by Peter Joseph Uddo, reporting $693.5M in AUM as of Q3 2025 with 87% Technology concentration, 97% concentrated in top 10 holdings, and 87% technology allocation.

Managing PartnerPeter Joseph Uddo

Portfolio Value: $512.7M
Positions: 13
Top Holding: JBL at 14.78%
Last Reported: Q3 2025

Address1411 Broadway, 29th Floor, New York, NY, 10018, United States

Top Holdings

Largest long holdings in Praesidium Investment Management Company, LLC's portfolio (97% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Jabil JBL	Hardware, Equipment & Parts Technology	$75.8M	14.78%	-$3.2M Sold	0.33% 348.8K shares	Q1 2023 Held for 2y 8m
2 Intapp, Inc. INTA	Software - Application Technology	$71.3M	13.91%	+$14.8M Bought	2.12% 1.7M shares	Q4 2022 Held for 2y 11m
3 JFrog Ltd. FROG	Software - Application Technology	$70.8M	13.81%	-$1.3M Sold	1.28% 1.5M shares	Q1 2023 Held for 2y 8m
4 ServiceNow NOW	Software - Application Technology	$61.9M	12.07%	-$1.1M Sold	0.03% 67.3K shares	Q3 2016 Held for 9y 2m
5 Alkami Technology, Inc. ALKT	Software - Application Technology	$50.1M	9.78%	+$11.7M Bought	1.94% 2.0M shares	Q1 2025 Held for 8 months
6 Procore Technologies PCOR	Software - Application Technology	$47.7M	9.30%	+$25.7M Bought	0.44% 653.9K shares	Q3 2024 Held for 1y 2m
7 TransDigm Group TDG	Aerospace & Defense Industrials	$41.5M	8.10%	-$756.5K Sold	0.06% 31.5K shares	Q2 2025 Held for 5 months
8 Tyler Technologies TYL	Software - Application Technology	$29.5M	5.76%	-$483.9K Sold	0.13% 56.5K shares	Q4 2016 Held for 8y 11m
9 Tradeweb Markets Inc. TW	Financial - Capital Markets Financial Services	$24.9M	4.86%	-$1.0M Sold	0.11% 224.7K shares	Q1 2025 Held for 8 months
10 Descartes Systems Group DSGX	Software - Application Technology	$23.7M	4.63%	-$19.4M Sold	0.29% 251.8K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Praesidium Investment Management Company, LLC's latest filing

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Market Value

$512.7M

Prior: $567.3M

Q/Q Change

-9.63%

-$54.6M

Net Flows % of MV

-2.95%

Turnover Ratio

13.4%

New Purchases

1 stocks

$5.0M

Added To

4 stocks

+$52.4M

Sold Out Of

2 stocks

$45.2M

Reduced Holdings

7 stocks

-$27.3M

Increased Positions

Position	Shares Δ	Change
1 Cellebrite DI Ltd. CLBT	New	0 → 269.5K +$5.0M
2 Procore Technologies PCOR	+116.94%	301.4K → 653.9K +$25.7M
3 Alkami Technology, Inc. ALKT	+30.41%	1.5M → 2.0M +$11.7M
4 Intapp, Inc. INTA	+26.18%	1.4M → 1.7M +$14.8M
5 Q2 Holdings QTWO	+7.31%	36.2K → 38.8K +$191.3K

Decreased Positions

Position	Shares Δ	Change
1 CyberArk Software CYBR	Sold	104.0K → 0 −$42.3M
2 PAR Technology PAR	Sold	41.7K → 0 −$2.9M
3 Descartes Systems Group DSGX	-45.0%	457.9K → 251.8K −$19.4M
4 Jabil JBL	-4.03%	363.5K → 348.8K −$3.2M
5 Tradeweb Markets Inc. TW	-4.0%	234.0K → 224.7K −$1.0M