Position in PTC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,249
+$822 QoQ
Shares Held
11
+266.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#625
of 677 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTC Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026HFM Investment Advisors, LLC holds $34,587 across 38 Software - Application names. PTC ranks #14 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
8 | $3,002 | |
| 2 | UBER |
Uber Technologies, Inc
|
37 | $2,669 | |
| 3 | ADSK |
Autodesk, Inc.
|
11 | $2,138 | |
| 4 | ROP |
Roper Technologies Inc
|
6 | $2,030 | |
| 5 | IDCC |
InterDigital, Inc.
|
7 | $1,981 | |
| 6 | DDOG |
Datadog, Inc.
|
7 | $1,822 | |
| 7 | ZM |
Zoom Communications, Inc.
|
21 | $1,812 | |
| 8 | ADP |
Automatic Data Processing Inc
|
8 | $1,791 |
All Filings in PTC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,249 | 11 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $427 | 3 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $871 | 5 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,015 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $689 | 4 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $154 | 1 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||