PIMC

Praesidium Investment Management Company Portfolio holdings

AUM $567M
1-Year Est. Return 40.64%
This Quarter Est. Return
1 Year Est. Return
+40.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$535M
AUM Growth
-$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$30.3M
3
+$3.94M
4
MORN icon
Morningstar
MORN
+$3.42M

Top Sells

1
+$25.7M
2
+$22M
3
+$18.5M
4
NOW icon
ServiceNow
NOW
+$4.4M
5
JBL icon
Jabil
JBL
+$4.19M

Sector Composition

1 Technology 88.65%
2 Financials 11.35%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTA icon
1
Intapp
INTA
$3.19B
$79.2M 14.8%
1,356,920
-440,471
NOW icon
2
ServiceNow
NOW
$183B
$62.6M 11.7%
78,620
-5,530
FROG icon
3
JFrog
FROG
$5.34B
$50.9M 9.51%
1,590,388
+123,160
PTC icon
4
PTC
PTC
$22.9B
$50.5M 9.44%
325,967
-23,471
JBL icon
5
Jabil
JBL
$23.2B
$49.4M 9.23%
362,858
-30,805
DSGX icon
6
Descartes Systems
DSGX
$7.28B
$45.7M 8.53%
452,745
-28,980
CYBR icon
7
CyberArk
CYBR
$25.5B
$40.5M 7.58%
119,937
-65,199
ALKT icon
8
Alkami Technology
ALKT
$2.03B
$40.2M 7.52%
+1,532,322
TYL icon
9
Tyler Technologies
TYL
$19.6B
$32.9M 6.15%
56,600
-4,028
MORN icon
10
Morningstar
MORN
$8.71B
$30.4M 5.69%
101,472
+11,414
TW icon
11
Tradeweb Markets
TW
$22.5B
$30.3M 5.66%
+204,042
PCOR icon
12
Procore
PCOR
$10.8B
$19.7M 3.67%
297,713
-22,050
QTWO icon
13
Q2 Holdings
QTWO
$3.79B
$2.8M 0.52%
34,997
-334
GXO icon
14
GXO Logistics
GXO
$6.11B
– –
-426,249