Position in PTC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$28,970
-$7,364 QoQ
Shares Held
255
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#538
of 677 holders
Holding Since
Mar 2026
2 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, 2026Cedar Mountain Advisors, LLC holds $4,133,862 across 32 Software - Application names. PTC ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
16,866 | $3,777,140 | |
| 2 | INTU |
Intuit Inc.
|
577 | $150,597 | |
| 3 | PAYX |
Paychex Inc
|
343 | $33,727 | |
| 4 | PTC |
Ptc Inc.
This page
|
255 | $28,970 | |
| 5 | DFIN |
Donnelley Financial Solutions, Inc.
|
385 | $16,150 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
43 | $16,138 | |
| 7 | DAVE |
Dave Inc./DE
|
38 | $14,158 | |
| 8 | NOW |
ServiceNow, Inc.
|
106 | $10,523 |
All Filings in PTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,970 | 255 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $36,334 | 255 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||