PI
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Praesidium Investment Management Company, LLC13F | |
| Praesidium Investment Management Company, LLC | |
| Last update 2024-08-14 | 12 Stocks (0 new) |
| Value $526.00 Mil | Turnover 4 % |
| Portfolio Report | |
Praesidium Investment Manageme... Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOW | ServiceNow Inc | 90,678 | 71333.660 | -23.53% | 13.560 | -3.14% | 0.040 | +26.62% | +42.69% | 207984.041 | Software | |
PTC | PTC Inc | 377,226 | 68530.650 | -26.12% | 13.030 | -3.72% | 0.310 | +13.15% | +10.21% | 23165.677 | Software | |
INTA | Intapp Inc | 1,673,768 | 61377.070 | +7.33% | 11.670 | +0.80% | 2.280 | +81.62% | +56.21% | 4595.925 | Software | |
CYBR | CyberArk Software Ltd | 199,209 | 54467.730 | -28.62% | 10.360 | -3.13% | 0.460 | +11.89% | +34.65% | 12851.576 | Software | |
ZETA | Zeta Global Holdings Corp | 2,676,345 | 47237.490 | -51.41% | 8.980 | -4.57% | 1.220 | +51.21% | +303.40% | 8402.217 | Software | |
JBL | Jabil Inc | 431,738 | 46968.780 | -29.55% | 8.930 | -3.58% | 0.380 | +33.34% | +6.77% | 15318.464 | Hardware | |
FROG | JFrog Ltd | 1,174,178 | 44090.380 | -25.78% | 8.380 | -2.66% | 1.060 | +26.01% | -10.14% | 3434.216 | Software | |
TYL | Tyler Technologies Inc | 65,358 | 32860.700 | -31.04% | 6.250 | -1.84% | 0.150 | +7.54% | +49.05% | 26672.934 | Software | |
GXO | GXO Logistics Inc | 635,508 | 32093.150 | +113.58% | 6.100 | +3.24% | 0.530 | +23.68% | -2.31% | 7139.083 | Transportation | |
MORN | Morningstar Inc | 98,766 | 29219.920 | -29.55% | 5.560 | -1.89% | 0.230 | +14.29% | +22.44% | 14948.568 | Capital Markets |
Praesidium Investment Management Company, LLC's Historical Top Holdings Breakdowns
Praesidium Investment Management Company, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ZETA | Zeta Global Holdings Corp | 2024-06-30 | Reduce | -4.57% | 10.45 ($14.67) 18.24 | $35.58 | 142.54% | Reduce -51.41% | 2,676,345 | -2,832,161 | |
PTC | PTC Inc | 2024-06-30 | Reduce | -3.72% | 170.6 ($179.01) 188.12 | $192.83 | 7.72% | Reduce -26.12% | 377,226 | -133,340 | |
JBL | Jabil Inc | 2024-06-30 | Reduce | -3.58% | 107.92 ($121.21) 140.47 | $135.75 | 12.00% | Reduce -29.55% | 431,738 | -181,100 | |
GXO | GXO Logistics Inc | 2024-06-30 | Add | +3.24% | 47.16 ($50.47) 53.73 | $59.75 | 18.39% | Add 113.58% | 635,508 | 337,951 | |
NOW | ServiceNow Inc | 2024-06-30 | Reduce | -3.14% | 643.29 ($733.68) 786.67 | $1,008.08 | 37.40% | Reduce -23.53% | 90,678 | -27,903 | |
CYBR | CyberArk Software Ltd | 2024-06-30 | Reduce | -3.13% | 225.58 ($245.48) 273.42 | $294.94 | 20.15% | Reduce -28.62% | 199,209 | -79,862 | |
FROG | JFrog Ltd | 2024-06-30 | Reduce | -2.66% | 30.78 ($36.64) 44.31 | $31.10 | -15.12% | Reduce -25.78% | 1,174,178 | -407,860 | |
MORN | Morningstar Inc | 2024-06-30 | Reduce | -1.89% | 282.65 ($295.99) 315.06 | $348.58 | 17.77% | Reduce -29.55% | 98,766 | -41,426 | |
TYL | Tyler Technologies Inc | 2024-06-30 | Reduce | -1.84% | 399.22 ($460.76) 502.78 | $623.22 | 35.26% | Reduce -31.04% | 65,358 | -29,425 | |
ZUO | Zuora Inc | 2024-06-30 | Reduce | -1.44% | 8.37 ($9.62) 10.56 | $9.87 | 2.60% | Reduce -28.67% | 2,674,257 | -1,074,809 |
Praesidium Investment Management Company, LLC Total Holding History ($B)
Praesidium Investment Management Company, LLC's Asset Allocation
Praesidium Investment Management Company, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Praesidium Investment Management Company, LLC's Hypothetical Growth since 2024-06-30
Praesidium Investment Management Company, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Praesidium Investment Management Company, LLC's Holdings Heat Map
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Praesidium Investment Management Company, LLC's Holdings Bubble Chart
Praesidium Investment Management Company, LLC News
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