Position in PTC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$480,191
New position
Shares Held
3,370
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Application
Technology · as of Jun 30, 2026CERTUITY, LLC holds $16,570,020 across 21 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
64,719 | $4,670,123 | |
| 2 | SHOP |
Shopify Inc.
|
23,975 | $2,737,465 | |
| 3 | ADP |
Automatic Data Processing Inc
|
4,410 | $987,619 | |
| 4 | CRM |
Salesforce, Inc.
|
5,448 | $853,483 | |
| 5 | ZM |
Zoom Communications, Inc.
|
8,156 | $703,944 | |
| 6 | ADBE |
Adobe Inc.
|
3,347 | $686,201 | |
| 7 | PCTY |
Paylocity Holding Corp
|
6,259 | $654,253 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,383 | $519,067 |
All Filings in PTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480,191 | 3,370 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||