Position in PTC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,022
-$972 QoQ
Shares Held
9
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 677 holders
Holding Since
Mar 2023
14 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, 2026Financial Management Professionals, Inc. holds $1,317,772 across 28 Software - Application names. PTC ranks #26 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
1,813 | $680,455 | |
| 2 | UBER |
Uber Technologies, Inc
|
2,634 | $190,069 | |
| 3 | CRM |
Salesforce, Inc.
|
491 | $76,920 | |
| 4 | SHOP |
Shopify Inc.
|
548 | $62,570 | |
| 5 | TEAM |
Atlassian Corp
|
493 | $38,350 | |
| 6 | PAYX |
Paychex Inc
|
347 | $34,120 | |
| 7 | SOUN |
Soundhound Ai, Inc.
|
5,050 | $32,673 | |
| 8 | ADP |
Automatic Data Processing Inc
|
112 | $25,082 |
All Filings in PTC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022 | 9 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,994 | 14 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,567 | 9 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,827 | 9 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,551 | 9 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,394 | 9 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,619 | 36 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $10,478 | 58 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3 | 14 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $3 | 14 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2 | 9 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1 | 9 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1 | 9 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1 | 9 | Shares | Sole | 2023-04-13 | |
| No filing history on record for this holder in this stock. | ||||||