Unified Investment Management

Position in PTC — Ptc Inc.

CIK 2054855 Atlanta, GA

Position in PTC

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$820,172

+$97,549 QoQ

Shares Held

5,756

+38.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Unified Investment Management holds $3,228,218 across 5 Software - Application names. PTC ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	4,943	$922,709
2	PTC	Ptc Inc. This page	5,756	$820,172
3	UBER	Uber Technologies, Inc	8,579	$617,087
4	ADBE	Adobe Inc.	2,208	$536,720
5	ASUR	Asure Software Inc	38,550	$331,530

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$820,172	5,756	+38.8%	Shares	Sole	2026-04-29
2025-12-31	$722,623	4,148	-0.0%	Shares	Sole	2026-02-09
2025-09-30	$842,533	4,150	-5.7%	Shares	Sole	2025-10-27
2025-06-30	$758,468	4,401	+19.6%	Shares	Sole	2025-07-15
2025-03-31	$570,216	3,680	-2.4%	Shares	Sole	2025-04-25
2024-12-31	$693,189	3,770	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.