Position in PTC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,158
-$691 QoQ
Shares Held
19
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#611
of 677 holders
Holding Since
Mar 2022
17 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, 2026SJS Investment Consulting Inc. holds $1,511,774 across 106 Software - Application names. PTC ranks #48 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,615 | $361,678 | |
| 2 | PAYX |
Paychex Inc
|
1,234 | $121,338 | |
| 3 | ZM |
Zoom Communications, Inc.
|
942 | $81,304 | |
| 4 | INTU |
Intuit Inc.
|
282 | $73,602 | |
| 5 | DOCU |
Docusign, Inc.
|
1,471 | $65,341 | |
| 6 | NOW |
ServiceNow, Inc.
|
564 | $55,993 | |
| 7 | UBER |
Uber Technologies, Inc
|
772 | $55,707 | |
| 8 | SNOW |
Snowflake Inc.
|
207 | $52,681 |
All Filings in PTC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158 | 19 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $2,849 | 20 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $28,744 | 165 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $33,498 | 165 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,206 | 7 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,549 | 10 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $1,838 | 10 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $2,708 | 15 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,725 | 15 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,833 | 15 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,623 | 15 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,983 | 14 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,275 | 16 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,794 | 14 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,800 | 15 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $732 | 7 | Shares | Defined | 2022-10-13 | |
| 2022-03-31 | $215 | 2 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||