Position in PTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,861
-$2,253 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#573
of 677 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $47,148,966 across 47 Software - Application names. PTC ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
100,581 | $15,757,019 | |
| 2 | ROP |
Roper Technologies Inc
|
35,448 | $11,995,248 | |
| 3 | ADP |
Automatic Data Processing Inc
|
45,900 | $10,279,305 | |
| 4 | UBER |
Uber Technologies, Inc
|
112,259 | $8,100,609 | |
| 5 | PAYX |
Paychex Inc
|
5,065 | $498,041 | |
| 6 | NOW |
ServiceNow, Inc.
|
947 | $94,018 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
209 | $78,441 | |
| 8 | ADBE |
Adobe Inc.
|
344 | $70,526 |
All Filings in PTC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,861 | 78 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $11,114 | 78 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,588 | 78 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,820 | 73 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $12,580 | 73 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $11,311 | 73 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,422 | 73 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,188 | 73 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,261 | 73 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $13,792 | 73 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,772 | 73 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,342 | 73 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $10,387 | 73 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,360 | 73 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,762 | 73 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $7,635 | 73 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $6,380 | 60 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,463 | 60 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $7,269 | 60 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $7,187 | 60 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $8,475 | 60 | Shares | Sole | 2021-07-16 | |
| No filing history on record for this holder in this stock. | ||||||