Position in PTC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$204,330
New position
Shares Held
1,434
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026CATALYST FINANCIAL PARTNERS LLC holds $5,736,289 across 11 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
5,245 | $821,681 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,422 | $752,051 | |
| 3 | NOW |
ServiceNow, Inc.
|
6,885 | $683,542 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,850 | $638,257 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,646 | $617,776 | |
| 6 | PAYX |
Paychex Inc
|
5,938 | $583,883 | |
| 7 | DDOG |
Datadog, Inc.
|
1,774 | $461,878 | |
| 8 | WDAY |
Workday, Inc.
|
2,735 | $334,818 |
All Filings in PTC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,330 | 1,434 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||