Position in PTC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$203,190
New position
Shares Held
1,426
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in Software - Application
Technology · as of Mar 31, 2026STEEL GROVE CAPITAL ADVISORS, LLC holds $1,225,295 across 7 Software - Application names. PTC ranks #5 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
734 | $259,733 | |
| 2 | CRM |
Salesforce, Inc.
|
1,136 | $212,057 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,851 | $205,072 | |
| 4 | BSY |
Bentley Systems Inc
|
5,802 | $203,766 | |
| 5 | PTC |
Ptc Inc.
This page
|
1,426 | $203,190 | |
| 6 | UPLD |
Upland Software, Inc.
|
14,411 | $95,977 | |
| 7 | BZAI |
Blaize Holdings, Inc.
|
25,000 | $45,500 |
All Filings in PTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $203,190 | 1,426 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||