Praesidium Investment Management Company, LLC Portfolio Holdings
Q3 2025•13 long positions•$512.7M portfolio value
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Holding15 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Hardware, Equipment & Parts Technology | $75.8M 14.78% | -$3.2M Sold | 0.325% 348.8K shares | 363.5K → 348.8K −$3.2M | -4.03% | $23.3B Large Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $71.3M 13.91% | +$14.8M Bought | 2.12% 1.7M shares | 1.4M → 1.7M +$14.8M | +26.18% | $3.4B Mid Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $70.8M 13.81% | -$1.3M Sold | 1.28% 1.5M shares | 1.5M → 1.5M −$1.3M | -1.87% | $5.5B Mid Cap | Q1 2023 Held for 2y 8m | |
Software - Application Technology | $61.9M 12.07% | -$1.1M Sold | 0.032% 67.3K shares | 68.4K → 67.3K −$1.1M | -1.67% | $190.98B Large Cap | Q3 2016 Held for 9y 2m | |
Software - Application Technology | $50.1M 9.78% | +$11.7M Bought | 1.94% 2.0M shares | 1.5M → 2.0M +$11.7M | +30.41% | $2.6B Mid Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $47.7M 9.3% | +$25.7M Bought | 0.435% 653.9K shares | 301.4K → 653.9K +$25.7M | +116.94% | $11.0B Large Cap | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $41.5M 8.1% | -$756.5K Sold | 0.056% 31.5K shares | 32.1K → 31.5K −$756.5K | -1.79% | $74.3B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $29.5M 5.76% | -$483.9K Sold | 0.131% 56.5K shares | 57.4K → 56.5K −$483.9K | -1.61% | $22.6B Large Cap | Q4 2016 Held for 8y 11m | |
Financial - Capital Markets Financial Services | $24.9M 4.86% | -$1.0M Sold | 0.105% 224.7K shares | 234.0K → 224.7K −$1.0M | -4.0% | $23.7B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $23.7M 4.63% | -$19.4M Sold | 0.293% 251.8K shares | 457.9K → 251.8K −$19.4M | -45.0% | $8.1B Mid Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $7.6M 1.48% | +$7.6M Bought | 0.157% 87.9K shares | — | — | $4.8B Mid Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $5.0M 0.974% | +$5.0M New | 0.11% 269.5K shares | 0 → 269.5K +$5.0M | New | $4.5B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $2.8M 0.548% | +$191.3K Bought | 0.062% 38.8K shares | 36.2K → 38.8K +$191.3K | +7.31% | $4.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | - — | -$2.9M Sold | — - shares | 41.7K → 0 −$2.9M | Sold | $2.7B Mid Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | - — | -$42.3M Sold | — - shares | 104.0K → 0 −$42.3M | Sold | $20.0B Large Cap | Q4 2021 Held for 3y 11m |
