Praesidium Investment Management Company
Kevin Oram & Peter Uddo
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
12
Market Value
$214.5M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| FROG | 21.2% | 11.4% | 17.5% | 13.8% |
| JBL | 11.8% | 16.2% | 14.7% | 14.8% |
| CLBT | 10.2% | 6.1% | 4.0% | - |
| TYL | 9.2% | 8.2% | 4.8% | 5.8% |
| INTA | 9.2% | 12.3% | 15.6% | 13.9% |
| NOW | 9.1% | 8.8% | 9.6% | 12.1% |
| PCOR | 8.0% | 9.3% | 8.9% | 9.3% |
| ALKT | 6.0% | - | 9.8% | 9.8% |
| DSGX | 5.5% | 5.3% | - | 4.6% |
| TDG | 5.0% | 8.7% | 6.5% | 8.1% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
INTA+49.15%
PCOR+34.91%
NOW+38.87%
CLBT-23.12%
TYL+13.64%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
FROG+8.00%
JBL-22.31%
TDG-17.70%
Sector Analysis
Financials2.7%
Technology92.3%
Industrials5.0%
Trading Summary
No stocks in this category
All Holdings
1
F
$FROG
21.2%
Decreased 50.57%
2J
$JBL
11.8%
Decreased 74.31%
3C
$CLBT
10.2%
Decreased 19.81%
4T
$TYL
9.2%
Decreased 32.69%
5I
$INTA
9.2%
Decreased 61.04%
6N
$NOW
9.1%
Decreased 44.28%
7P
$PCOR
8.0%
Decreased 37.98%
8A
$ALKT
6.0%
Decreased 49.54%
9D
$DSGX
5.5%
Decreased 44.84%
10T
$TDG
5.0%
Decreased 74.31%
11T
$TW
2.7%
Decreased 74.31%
12W
$WK
2.1%
Decreased 36.69%