Position in PTC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$908
-$5,385 QoQ
Shares Held
8
-74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#641
of 677 holders
Holding Since
Mar 2024
8 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, 2026Washington Trust Advisors, Inc. holds $36,972,140 across 19 Software - Application names. PTC ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
275,959 | $19,913,201 | |
| 2 | SNOW |
Snowflake Inc.
|
55,518 | $14,129,331 | |
| 3 | ADP |
Automatic Data Processing Inc
|
10,585 | $2,370,509 | |
| 4 | SHOP |
Shopify Inc.
|
1,234 | $140,898 | |
| 5 | PAYX |
Paychex Inc
|
1,047 | $102,950 | |
| 6 | CRM |
Salesforce, Inc.
|
585 | $91,645 | |
| 7 | ADSK |
Autodesk, Inc.
|
364 | $70,768 | |
| 8 | INTU |
Intuit Inc.
|
163 | $42,543 |
All Filings in PTC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908 | 8 | Shares | Other | 2026-07-29 | |
| 2025-09-30 | $6,293 | 31 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $6,031 | 35 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $929 | 6 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $5,148 | 28 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $3,432 | 19 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $3,451 | 19 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $3,589 | 19 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||