Position in PTC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$468,754
-$464,982 QoQ
Shares Held
4,126
-37.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#381
of 677 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $34,087,897 across 11 Software - Application names. PTC ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
51,422 | $13,421,142 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,714 | $8,061,282 | |
| 3 | SHOP |
Shopify Inc.
|
46,162 | $5,270,777 | |
| 4 | DUOL |
Duolingo, Inc.
|
20,045 | $2,305,575 | |
| 5 | NOW |
ServiceNow, Inc.
|
16,193 | $1,607,641 | |
| 6 | CRM |
Salesforce, Inc.
|
5,161 | $808,522 | |
| 7 | SNOW |
Snowflake Inc.
|
3,098 | $788,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,894 | $710,856 |
All Filings in PTC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,754 | 4,126 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $933,736 | 6,553 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $620,884 | 3,564 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $924,350 | 4,553 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $232,141 | 1,347 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,095,496 | 7,070 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $799,466 | 4,348 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $736,008 | 4,074 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $708,694 | 3,901 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $732,709 | 3,878 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $599,587 | 3,427 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $763,513 | 5,389 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $558,385 | 3,924 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $677,567 | 5,284 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $451,350 | 3,760 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $415,994 | 3,977 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $508,943 | 4,786 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $502,729 | 4,667 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||