Leeward Investments, LLC - MA

Position in PTC — Ptc Inc.

CIK 1923173 BOSTON, MA

Position in PTC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$8,457,014

-$2,632,840 QoQ

Shares Held

74,439

-4.4% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#119

of 677 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Leeward Investments, LLC - MA holds $8,457,014 across 1 Software - Application name. PTC ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	PTC	Ptc Inc. This page	74,439	$8,457,014

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,457,014	74,439	-4.4%	Shares	Sole	2026-07-30
2026-03-31	$11,089,854	77,829	+8.6%	Shares	Sole	2026-04-17
2025-12-31	$12,480,404	71,640	-5.4%	Shares	Sole	2026-02-05
2025-09-30	$15,377,546	75,744	-3.5%	Shares	Sole	2025-11-07
2025-06-30	$13,526,621	78,488	+7.5%	Shares	Sole	2025-07-31
2025-03-31	$11,315,998	73,030	+15.1%	Shares	Sole	2025-04-29
2024-12-31	$11,669,677	63,467	-5.1%	Shares	Sole	2025-02-04
2024-09-30	$12,085,612	66,897	-19.1%	Shares	Sole	2024-10-31
2024-06-30	$15,015,207	82,651	-4.3%	Shares	Sole	2024-07-19
2024-03-31	$16,321,015	86,382	+4.0%	Shares	Sole	2024-04-19
2023-12-31	$14,534,102	83,071	-2.6%	Shares	Sole	2024-02-02
2023-09-30	$12,086,437	85,308	-1.1%	Shares	Sole	2023-10-11
2023-06-30	$12,272,094	86,241	-6.7%	Shares	Sole	2023-07-27
2023-03-31	$11,847,682	92,394	-1.7%	Shares	Sole	2023-04-20
2022-12-31	$11,282,439	93,989	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$9,951,748	95,141	-0.8%	Shares	Sole	2022-10-24
2022-06-30	$10,201,515	95,933	-0.8%	Shares	Sole	2022-07-19
2022-03-31	$10,422,017	96,751	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.