Larson Financial Group LLC

Position in PTC — Ptc Inc.

CIK 1731061 ST LOUIS, MO

Position in PTC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$96,909

-$29,194 QoQ

Shares Held

853

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#511

of 677 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Larson Financial Group LLC holds $25,117,242 across 97 Software - Application names. PTC ranks #35 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MANH	Manhattan Associates Inc	30,350	$4,226,237
2	UBER	Uber Technologies, Inc	36,965	$2,667,394
3	DDOG	Datadog, Inc.	7,089	$1,845,692
4	SHOP	Shopify Inc.	15,432	$1,762,025
5	NOW	ServiceNow, Inc.	10,109	$1,003,621
6	FICO	Fair Isaac Corp	798	$953,434
7	DOCU	Docusign, Inc.	20,672	$918,250
8	IDCC	InterDigital, Inc.	3,147	$891,010

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,909	853	-3.6%	Shares	Sole	2026-08-14
2026-03-31	$126,103	885	+53.4%	Shares	Sole	2026-05-15
2025-12-31	$100,519	577	+1.2%	Shares	Sole	2026-02-06
2025-09-30	$115,721	570	+18.3%	Shares	Sole	2025-11-14
2025-06-30	$83,067	482	+58.6%	Shares	Sole	2025-08-08
2025-03-31	$47,104	304	+23.6%	Shares	Sole	2025-05-02
2024-12-31	$45,232	246	-9.9%	Shares	Sole	2025-02-07
2024-09-30	$49,320	273	+5.8%	Shares	Sole	2024-11-12
2024-06-30	$46,870	258	-4.4%	Shares	Sole	2024-08-02
2024-03-31	$51,013	270	-4.3%	Shares	Sole	2024-05-03
2023-12-31	$49,338	282	-24.0%	Shares	Sole	2024-02-01
2023-09-30	$52,563	371	+2.8%	Shares	Sole	2023-11-03
2023-06-30	$51,370	361	-0.3%	Shares	Sole	2023-08-03
2023-03-31	$46,419	362	0.0%	Shares	Sole	2023-05-04
2022-12-31	$43,454	362	-9.7%	Shares	Sole	2023-02-03
2022-09-30	$41,944	401	-0.5%	Shares	Sole	2022-11-03
2022-06-30	$42,855	403	—	Shares	Sole	2022-08-04
No filing history on record for this holder in this stock.