SAX WEALTH ADVISORS, LLC

Position in PTC — Ptc Inc.

CIK 1846150 PARSIPPANY, NJ

Position in PTC

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$208,747

-$46,470 QoQ

Shares Held

1,465

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Technology · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $5,352,299 across 6 Software - Application names.

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	5,257	$1,368,712
2	ADP	Automatic Data Processing Inc	6,058	$1,356,689
3	SHOP	Shopify Inc.	8,799	$1,004,669
4	CRM	Salesforce, Inc.	4,201	$658,128
5	UBER	Uber Technologies, Inc	8,409	$606,793
6	NOW	ServiceNow, Inc.	3,599	$357,308

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$208,747	1,465	0.0%	Shares	Sole	2026-04-08
2025-12-31	$255,217	1,465	+1.7%	Shares	Sole	2026-01-12
2025-09-30	$292,348	1,440	+0.7%	Shares	Sole	2025-10-20
2025-06-30	$246,446	1,430	—	Shares	Sole	2025-07-23
No filing history on record for this holder in this stock.