Position in PTC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$217,676
-$66,164 QoQ
Shares Held
1,916
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#482
of 677 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 65%
Shared 29%
None 7%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Savant Capital, LLC holds $159,901,307 across 38 Software - Application names. PTC ranks #33 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,303,095 | $94,031,335 | |
| 2 | CRM |
Salesforce, Inc.
|
72,361 | $11,336,074 | |
| 3 | PAYX |
Paychex Inc
|
93,874 | $9,230,630 | |
| 4 | NOW |
ServiceNow, Inc.
|
57,899 | $5,748,212 | |
| 5 | ADP |
Automatic Data Processing Inc
|
24,117 | $5,401,002 | |
| 6 | SHOP |
Shopify Inc.
|
44,610 | $5,093,569 | |
| 7 | ESTC |
Elastic N.V.
|
74,254 | $4,233,963 | |
| 8 | SAP |
Sap SE
|
21,867 | $3,369,923 |
All Filings in PTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,676 | 1,916 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $283,840 | 1,992 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $291,801 | 1,675 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $368,278 | 1,814 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $274,192 | 1,591 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||