Position in PTC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$275,860
+$30,399 QoQ
Shares Held
1,936
+37.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026World Investment Advisors holds $48,485,283 across 20 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
68,352 | $10,708,024 | |
| 2 | UBER |
Uber Technologies, Inc
|
122,756 | $8,858,072 | |
| 3 | NOW |
ServiceNow, Inc.
|
43,509 | $4,319,573 | |
| 4 | ADBE |
Adobe Inc.
|
19,946 | $4,089,328 | |
| 5 | ADSK |
Autodesk, Inc.
|
18,907 | $3,675,898 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
9,195 | $3,451,067 | |
| 7 | ADP |
Automatic Data Processing Inc
|
10,755 | $2,408,582 | |
| 8 | SHOP |
Shopify Inc.
|
20,983 | $2,395,838 |
All Filings in PTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,860 | 1,936 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $245,461 | 1,409 | Shares | Sole | 2026-03-13 | |
| No filing history on record for this holder in this stock. | ||||||