Position in PTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$514,994
-$149,009 QoQ
Shares Held
4,533
-2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#364
of 677 holders
Holding Since
Mar 2021
13 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, 2026Wealthfront Advisers LLC holds $154,720,040 across 29 Software - Application names. PTC ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
270,951 | $19,551,824 | |
| 2 | ADP |
Automatic Data Processing Inc
|
74,503 | $16,684,946 | |
| 3 | NOW |
ServiceNow, Inc.
|
160,440 | $15,928,483 | |
| 4 | ADBE |
Adobe Inc.
|
77,353 | $15,858,912 | |
| 5 | CRM |
Salesforce, Inc.
|
90,625 | $14,197,312 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
34,030 | $12,772,139 | |
| 7 | DDOG |
Datadog, Inc.
|
46,715 | $12,162,717 | |
| 8 | PAYX |
Paychex Inc
|
117,236 | $11,527,815 |
All Filings in PTC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,994 | 4,533 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $664,003 | 4,660 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $740,566 | 4,251 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $721,533 | 3,554 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $451,013 | 2,617 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $334,846 | 2,161 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $252,821 | 1,375 | Shares | Sole | 2025-04-01 | |
| 2024-09-30 | $207,759 | 1,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $208,738 | 1,149 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $217,281 | 1,150 | Shares | Sole | 2024-04-19 | |
| 2021-12-31 | $212,133 | 1,751 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $216,834 | 1,535 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $205,786 | 1,495 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||