Position in PTC
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$284,552
-$42,788 QoQ
Shares Held
1,997
+6.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Apollon Wealth Management, LLC holds $95,508,577 across 36 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
153,586 | $17,536,449 | |
| 2 | DDOG |
Datadog, Inc.
|
51,622 | $13,440,303 | |
| 3 | CRM |
Salesforce, Inc.
|
69,353 | $10,864,840 | |
| 4 | NOW |
ServiceNow, Inc.
|
96,210 | $9,551,728 | |
| 5 | INTU |
Intuit Inc.
|
22,447 | $5,858,667 | |
| 6 | ADSK |
Autodesk, Inc.
|
21,432 | $4,166,809 | |
| 7 | ADP |
Automatic Data Processing Inc
|
15,871 | $3,554,310 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,154 | $3,435,679 |
All Filings in PTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,552 | 1,997 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $327,340 | 1,879 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $388,174 | 1,912 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $351,228 | 2,038 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $217,549 | 1,404 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||