Position in PTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$44,762
-$3,684 QoQ
Shares Held
394
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#525
of 677 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $54,220,149 across 123 Software - Application names. PTC ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
143,821 | $10,378,123 | |
| 2 | NOW |
ServiceNow, Inc.
|
78,294 | $7,773,028 | |
| 3 | CRM |
Salesforce, Inc.
|
34,622 | $5,423,882 | |
| 4 | SNOW |
Snowflake Inc.
|
19,978 | $5,084,401 | |
| 5 | ADBE |
Adobe Inc.
|
23,740 | $4,867,174 | |
| 6 | RNG |
RingCentral, Inc.
|
99,068 | $3,861,670 | |
| 7 | DDOG |
Datadog, Inc.
|
11,802 | $3,072,768 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8,843 | $1,980,389 |
All Filings in PTC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,762 | 394 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $48,446 | 340 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $76,129 | 437 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $22,129 | 109 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $22,231 | 129 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,071 | 65 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,458 | 46 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,020 | 61 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $10,355 | 57 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $18,516 | 98 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $15,396 | 88 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $12,184 | 86 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $12,237 | 86 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,027 | 86 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $13,924 | 116 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,957 | 143 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,973 | 122 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $84,237 | 782 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $11,388 | 94 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $10,062 | 84 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $5,085 | 36 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,680 | 34 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,066 | 34 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,812 | 34 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,011 | 13 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||