Praesidium Investment Management Company, Llc
- Regulatory AUM
- $583M
- Discretionary
- $583M
- Clients
- 8
- Avg AUM / client
- $72.9M
- Accounts
- 8
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 12 positions, $418,538,818)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Jabil Inc | COM | $67,898,747 | 255,614 | 16.2% | 11.6% |
| 2 | Intapp Inc | COM | $51,687,329 | 2,011,963 | 12.3% | 8.87% |
| 3 | Jfrog Ltd | ORD SHS | $47,562,804 | 1,013,484 | 11.4% | 8.16% |
| 4 | Procore Technologies Inc | COM | $38,734,350 | 679,550 | 9.25% | 6.65% |
| 5 | Servicenow Inc | COM | $36,880,640 | 352,756 | 8.81% | 6.33% |
| 6 | Transdigm Group Inc | COM | $36,460,882 | 31,460 | 8.71% | 6.26% |
| 7 | Tyler Technologies Inc | COM | $34,388,990 | 100,441 | 8.22% | 5.9% |
| 8 | Tradeweb Mkts Inc | CL A | $26,397,962 | 224,358 | 6.31% | 4.53% |
| 9 | Cellebrite Di Ltd | ORDINARY SHARES | $25,679,113 | 1,863,506 | 6.14% | 4.41% |
| 10 | Descartes Sys Group Inc | COM | $22,003,197 | 307,479 | 5.26% | 3.77% |
| 11 | Alkami Technology Inc | COM | $21,875,915 | 1,396,038 | 5.23% | 3.75% |
| 12 | Workiva Inc | COM CL A | $8,968,889 | 150,409 | 2.14% | 1.54% |
Top 25 of 12 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $187M | 32.2% |
| Other | 5 | $395M | 67.8% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $148M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Praesidium Strategic Opportunities Fund, Lp | Hedge Fund | Delaware | $74.1M | 12 |
| Praesidium Strategic Software Opportunities Fund, Lp master | Hedge Fund | Delaware | $74.0M | 9 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Employees' Retirement Plan Of Duke University Duke University | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Oram, Kevin, Sean | Managing Member | Feb 2004 (23y) | 50% – 75% | |
| Scott, John, Roger | Chief Operating And Financial Officer And Chief Compliance Officer | Feb 2004 (23y) | Less than 5% | |
| Uddo, Peter, Joseph | Managing Member | Feb 2004 (23y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $148M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Praesidium Strategic Opportunities Fund, Lp | Hedge Fund | $74.1M | $0 | 12 |
| Praesidium Strategic Software Opportunities Fund, Lp | Hedge Fund | $74.0M | $0 | 9 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Employees' Retirement Plan Of Duke University | Duke University | 23,682 | $2.8B | 07/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.43 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- BNY Mellon $349M (60% of AUM) Mar 2026
- J.P. Morgan $174M (11% of AUM) Mar 2019
- State Street $76.8M (9% of AUM) Mar 2024
- Northern Trust $46.5M (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗