Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in PTC — Ptc Inc.
CIK 1510434
Seattle, WA
Position in PTC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$237,672
-$421,628 QoQ
Shares Held
2,092
-54.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#470
of 677 holders
Holding Since
Mar 2026
2 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, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $38,521,561 across 25 Software - Application names. PTC ranks #24 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
64,290 | $14,397,744 | |
| 2 | PAYX |
Paychex Inc
|
97,627 | $9,599,662 | |
| 3 | UBER |
Uber Technologies, Inc
|
30,208 | $2,179,809 | |
| 4 | SHOP |
Shopify Inc.
|
11,434 | $1,305,533 | |
| 5 | PCTY |
Paylocity Holding Corp
|
7,355 | $768,817 | |
| 6 | DDOG |
Datadog, Inc.
|
2,934 | $763,895 | |
| 7 | ADBE |
Adobe Inc.
|
3,580 | $733,971 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,940 | $728,120 |
All Filings in PTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,672 | 2,092 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $659,300 | 4,627 | Shares | Other | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||