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PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC (Data extracted from 13F, 13D, 13G and Form 4)

PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC

AUM: $897.51 M

13-F Portfolio Value: $418.54 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 92.63%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
JBL	JABIL INC	16.22%	255,614	$67,898,747	-93,366	-26.75%	$265.63	13F
FROG	JFROG LTD	11.36%	1,013,484	$47,562,804	-497,806	-32.94%	$46.93	13F
ALKT	ALKAMI TECHNOLOGY INC	5.23%	1,396,038	$21,875,915	-891,058	-38.96%	$15.67	13F