Position in PTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$164,507
-$160,940 QoQ
Shares Held
1,448
-36.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#495
of 677 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $69,336,882 across 62 Software - Application names. PTC ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
45,414 | $11,823,989 | |
| 2 | CRM |
Salesforce, Inc.
|
67,405 | $10,559,667 | |
| 3 | ADP |
Automatic Data Processing Inc
|
34,036 | $7,622,362 | |
| 4 | SAP |
Sap SE
|
47,934 | $7,387,108 | |
| 5 | UBER |
Uber Technologies, Inc
|
94,196 | $6,797,183 | |
| 6 | NOW |
ServiceNow, Inc.
|
49,918 | $4,955,859 | |
| 7 | SHOP |
Shopify Inc.
|
26,839 | $3,064,477 | |
| 8 | INTU |
Intuit Inc.
|
8,762 | $2,286,882 |
All Filings in PTC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,507 | 1,448 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $325,447 | 2,284 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $93,724 | 538 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $441,568 | 2,175 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $395,864 | 2,297 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $413,096 | 2,666 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,432,347 | 51,299 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $9,380,770 | 51,925 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $176,401 | 971 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $178,737 | 946 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||