Position in PTC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$108,838
-$43,595 QoQ
Shares Held
958
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#508
of 677 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $40,012,178 across 105 Software - Application names. PTC ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
79,680 | $7,910,630 | |
| 2 | UBER |
Uber Technologies, Inc
|
78,687 | $5,678,053 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
8,460 | $3,175,207 | |
| 4 | CRM |
Salesforce, Inc.
|
17,943 | $2,810,950 | |
| 5 | PAYX |
Paychex Inc
|
20,401 | $2,006,030 | |
| 6 | SHOP |
Shopify Inc.
|
17,150 | $1,958,187 | |
| 7 | SNOW |
Snowflake Inc.
|
6,600 | $1,679,700 | |
| 8 | DDOG |
Datadog, Inc.
|
6,336 | $1,649,640 |
All Filings in PTC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,838 | 958 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $152,433 | 875 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $49,739 | 245 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $55,493 | 322 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $31,074 | 169 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $29,808 | 165 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $32,155 | 177 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $42,322 | 224 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $36,391 | 208 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $47,037 | 332 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $40,697 | 286 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $34,109 | 266 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $38,292 | 319 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,325 | 223 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $24,458 | 230 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $25,206 | 234 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $12,098 | 101 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $9,040 | 64 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,477 | 18 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $17,223 | 144 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $12,738 | 154 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,990 | 167 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $11,201 | 183 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||