Position in PTC
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$303,646
-$67,595 QoQ
Shares Held
2,131
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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, 2026Vise Technologies, Inc. holds $61,790,466 across 47 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
133,863 | $9,659,554 | |
| 2 | SAP |
Sap SE
|
34,555 | $5,325,271 | |
| 3 | CRM |
Salesforce, Inc.
|
32,800 | $5,138,448 | |
| 4 | FRMM |
FORUM MARKETS Inc
|
857,141 | $4,654,275 | |
| 5 | NOW |
ServiceNow, Inc.
|
41,824 | $4,152,286 | |
| 6 | INTU |
Intuit Inc.
|
14,867 | $3,880,287 | |
| 7 | SHOP |
Shopify Inc.
|
32,401 | $3,699,546 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
9,503 | $3,566,665 |
All Filings in PTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,646 | 2,131 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $371,241 | 2,131 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $379,850 | 1,871 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $336,580 | 1,953 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $234,250 | 1,274 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||