Position in PTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,444
-$223,796 QoQ
Shares Held
2,090
-35.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#471
of 677 holders
Holding Since
Jun 2024
9 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, 2026Meeder Advisory Services, Inc. holds $32,196,826 across 28 Software - Application names. PTC ranks #24 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
18,290 | $4,096,045 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
9,351 | $3,509,617 | |
| 3 | UBER |
Uber Technologies, Inc
|
45,532 | $3,285,589 | |
| 4 | NOW |
ServiceNow, Inc.
|
29,022 | $2,881,304 | |
| 5 | PAYX |
Paychex Inc
|
24,136 | $2,373,292 | |
| 6 | CRM |
Salesforce, Inc.
|
14,641 | $2,293,659 | |
| 7 | DDOG |
Datadog, Inc.
|
6,978 | $1,816,792 | |
| 8 | SNOW |
Snowflake Inc.
|
6,912 | $1,759,104 |
All Filings in PTC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,444 | 2,090 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $461,240 | 3,237 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $365,841 | 2,100 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $409,897 | 2,019 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $340,888 | 1,978 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $332,057 | 2,143 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $346,778 | 1,886 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $272,977 | 1,511 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $209,828 | 1,155 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||