TILIA FIDUCIARY PARTNERS, INC.

Position in PTC — Ptc Inc.

CIK 1910210 WILMINGTON, NC

Position in PTC

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,554,184

-$265,128 QoQ

Shares Held

13,680

+7.1% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#269

of 677 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TILIA FIDUCIARY PARTNERS, INC. holds $2,905,666 across 3 Software - Application names. PTC ranks #1 (53.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PTC	Ptc Inc. This page	13,680	$1,554,184
2	INTU	Intuit Inc.	4,411	$1,151,271
3	ADP	Automatic Data Processing Inc	894	$200,211

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,554,184	13,680	+7.1%	Shares	Sole	2026-08-18
2026-03-31	$1,819,312	12,768	+11.0%	Shares	Sole	2026-04-09
2025-12-31	$2,004,634	11,507	+6.2%	Shares	Sole	2026-01-12
2025-09-30	$2,199,721	10,835	-1.7%	Shares	Sole	2025-10-10
2025-06-30	$1,899,876	11,024	+3.1%	Shares	Sole	2025-07-21
2025-03-31	$1,656,725	10,692	+5.0%	Shares	Sole	2025-04-14
2024-12-31	$1,871,796	10,180	+5.2%	Shares	Sole	2025-01-10
2024-09-30	$1,748,246	9,677	+7.1%	Shares	Sole	2024-10-08
2024-06-30	$1,641,933	9,038	+6.9%	Shares	Sole	2024-07-11
2024-03-31	$1,597,865	8,457	+5.8%	Shares	Sole	2024-04-12
2023-12-31	$1,398,280	7,992	+4.4%	Shares	Sole	2024-01-12
2023-09-30	$1,084,702	7,656	+8.2%	Shares	Sole	2023-10-10
2023-06-30	$1,007,057	7,077	+13.5%	Shares	Sole	2023-07-13
2023-03-31	$799,770	6,237	+5.3%	Shares	Sole	2023-05-10
2022-12-31	$711,237	5,925	+1.6%	Shares	Sole	2023-02-10
2022-09-30	$609,922	5,831	+6.0%	Shares	Sole	2022-10-27
2022-06-30	$584,763	5,499	+4.1%	Shares	Sole	2022-08-01
2022-03-31	$568,977	5,282	+1.2%	Shares	Sole	2022-04-18
2021-12-31	$632,281	5,219	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.