Position in PTC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$290,727
-$340,361 QoQ
Shares Held
2,559
-42.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#443
of 677 holders
Holding Since
Jun 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, 2026Wedmont Private Capital holds $18,827,462 across 29 Software - Application names. PTC ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
9,669 | $3,628,969 | |
| 2 | CRM |
Salesforce, Inc.
|
12,110 | $1,897,152 | |
| 3 | UBER |
Uber Technologies, Inc
|
24,665 | $1,779,826 | |
| 4 | INTU |
Intuit Inc.
|
6,696 | $1,747,656 | |
| 5 | ADP |
Automatic Data Processing Inc
|
5,202 | $1,164,987 | |
| 6 | NOW |
ServiceNow, Inc.
|
10,157 | $1,008,386 | |
| 7 | DDOG |
Datadog, Inc.
|
3,594 | $935,733 | |
| 8 | SNOW |
Snowflake Inc.
|
3,175 | $808,037 |
All Filings in PTC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,727 | 2,559 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $631,088 | 4,429 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $745,270 | 4,278 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $830,351 | 4,090 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $698,666 | 4,054 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $611,587 | 3,947 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $740,260 | 4,026 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $715,774 | 3,962 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $719,413 | 3,960 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $689,819 | 3,651 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $630,905 | 3,606 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $468,252 | 3,305 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $435,153 | 3,058 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $377,765 | 2,946 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $325,668 | 2,713 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $259,303 | 2,479 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $337,204 | 3,171 | Shares | Sole | 2022-07-11 | |
| No filing history on record for this holder in this stock. | ||||||