Position in PTC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,816
-$274,135 QoQ
Shares Held
60
-97.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#578
of 677 holders
Holding Since
Sep 2023
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, 2026Lloyd Advisory Services, LLC. holds $478,467 across 13 Software - Application names. PTC ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
2,190 | $215,342 | |
| 2 | ADP |
Automatic Data Processing Inc
|
665 | $148,926 | |
| 3 | ADBE |
Adobe Inc.
|
232 | $47,564 | |
| 4 | NOW |
ServiceNow, Inc.
|
195 | $19,359 | |
| 5 | UBER |
Uber Technologies, Inc
|
213 | $15,370 | |
| 6 | ADSK |
Autodesk, Inc.
|
49 | $9,526 | |
| 7 | SHOP |
Shopify Inc.
|
73 | $8,335 | |
| 8 | PTC |
Ptc Inc.
This page
|
60 | $6,816 |
All Filings in PTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,816 | 60 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $280,951 | 1,983 | Shares | Other | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||