Praesidium Investment Management Company, LLC
13F filer · CIK 1320769 · New York, NY
Summary
Praesidium Investment Management Company, LLC reported $214.46M across 12 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are FROG (21.2%), JBL (11.8%), CLBT (10.2%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 0, trimmed 12 and sold out of 0.
Reported value$214.46M
Positions12
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added0
Trimmed12
Sold out0
Top 12 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 21.2%Value $45.53MPrice $88.81Shares 501K -50.57%Since Jun 30 -2.28%
Weight 11.8%Value $25.31MPrice $318.93Shares 66K -74.31%Since Jun 30 -17.26%
Weight 10.2%Value $21.82MPrice $10.93Shares 1.49M -19.81%Since Jun 30 -25.14%
Weight 9.2%Value $19.77MPrice $324.02Shares 68K -32.69%Since Jun 30 +10.79%
Weight 9.2%Value $19.76MPrice $35.39Shares 784K -61.04%Since Jun 30 +40.38%
Weight 9.1%Value $19.51MPrice $131.45Shares 197K -44.28%Since Jun 30 +32.40%
Weight 8.0%Value $17.12MPrice $49.06Shares 421K -37.98%Since Jun 30 +20.78%
Weight 6.0%Value $12.77MPrice $13.37Shares 704K -49.54%Since Jun 30 -26.21%
Weight 5.5%Value $11.74MPrice $78.85Shares 170K -44.84%Since Jun 30 +13.88%
Weight 5.0%Value $10.76MPrice $1109Shares 8,081 -74.31%Since Jun 30 -16.73%
Weight 2.7%Value $5.74MPrice $100.77Shares 58K -74.31%Since Jun 30 +1.11%
Weight 2.2%Value $4.62MPrice $68.19Shares 95K -36.69%Since Jun 30 +40.57%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 21.2% | $45.53M | -2.28% | -50.57% | Trim | |
| 11.8% | $25.31M | -17.26% | -74.31% | Trim | |
| 10.2% | $21.82M | -25.14% | -19.81% | Trim | |
| 9.2% | $19.77M | +10.79% | -32.69% | Trim | |
| 9.2% | $19.76M | +40.38% | -61.04% | Trim | |
| 9.1% | $19.51M | +32.40% | -44.28% | Trim | |
| 8.0% | $17.12M | +20.78% | -37.98% | Trim | |
| 6.0% | $12.77M | -26.21% | -49.54% | Trim | |
| 5.5% | $11.74M | +13.88% | -44.84% | Trim | |
| 5.0% | $10.76M | -16.73% | -74.31% | Trim | |
| 2.7% | $5.74M | +1.11% | -74.31% | Trim | |
| 2.2% | $4.62M | +40.57% | -36.69% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
No new or added positions this quarter.
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.