Position in PTC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,112
-$1,157 QoQ
Shares Held
45
+2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#586
of 677 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Fortitude Family Office, LLC holds $676,299 across 80 Software - Application names. PTC ranks #30 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
452 | $69,657 | |
| 2 | DDOG |
Datadog, Inc.
|
241 | $62,746 | |
| 3 | NOW |
ServiceNow, Inc.
|
398 | $39,513 | |
| 4 | UBER |
Uber Technologies, Inc
|
547 | $39,471 | |
| 5 | PAYX |
Paychex Inc
|
398 | $39,135 | |
| 6 | ZM |
Zoom Communications, Inc.
|
419 | $36,163 | |
| 7 | ADP |
Automatic Data Processing Inc
|
156 | $34,936 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
67 | $25,146 |
All Filings in PTC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,112 | 45 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,269 | 44 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,613 | 15 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,872 | 24 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,791 | 22 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||