Unified Investment Management

Position in PTC — Ptc Inc.

CIK 2054855 Atlanta, GA

Position in PTC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$683,250

-$136,922 QoQ

Shares Held

6,014

+4.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#339

of 681 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Unified Investment Management holds $2,736,674 across 5 Software - Application names. PTC ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	4,525	$708,886
2	PTC	Ptc Inc. This page	6,014	$683,250
3	UBER	Uber Technologies, Inc	8,689	$626,998
4	WDAY	Workday, Inc.	3,361	$411,453
5	ASUR	Asure Software Inc	38,550	$306,087

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,250	6,014	+4.5%	Shares	Sole	2026-07-27
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.