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PTC Inc.

PTC
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0000857005

No open-market purchases or sales by PTC Inc. insiders were filed in the last 90 days; 685 institutions reported holding it in 13F filings for Q2 2026, worth $12.7B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q4 2024

Institutional positions in PTC Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
674
+63 vs. Q3 2024
Shares held
116.8M
+901.4K (+0.8%) vs. Q3 2024
Total value
$21.5B
+$523.8M (+2.5%) vs. Q3 2024
New holders
107
242 more added
Sold out
44
236 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2024: 674 institutions
Q1 2021: 453 institutionsQ2 2021: 480 institutionsQ3 2021: 477 institutionsQ4 2021: 482 institutionsQ1 2022: 495 institutionsQ2 2022: 481 institutionsQ3 2022: 482 institutionsQ4 2022: 541 institutionsQ1 2023: 533 institutionsQ2 2023: 547 institutionsQ3 2023: 563 institutionsQ4 2023: 608 institutionsQ1 2024: 621 institutionsQ2 2024: 617 institutionsQ3 2024: 620 institutionsQ4 2024: 674 institutionsQ1 2025: 671 institutionsQ2 2025: 665 institutionsQ3 2025: 732 institutionsQ4 2025: 724 institutionsQ1 2026: 698 institutionsQ2 2026: 685 institutions
Value heldQ4 2024: $21.5B
Q1 2021: $13.7BQ2 2021: $14.3BQ3 2021: $12.1BQ4 2021: $12.4BQ1 2022: $10.9BQ2 2022: $10.8BQ3 2022: $10.8BQ4 2022: $12.2BQ1 2023: $13.2BQ2 2023: $14.8BQ3 2023: $15.9BQ4 2023: $19.6BQ1 2024: $21.7BQ2 2024: $21.2BQ3 2024: $21.1BQ4 2024: $21.5BQ1 2025: $18.1BQ2 2025: $20.6BQ3 2025: $23.4BQ4 2025: $20.3BQ1 2026: $16.2BQ2 2026: $12.7B
Institutions holding PTC and their total value by quarter
QuarterHoldersValue
Q2 2026685$12.7B
Q1 2026698$16.2B
Q4 2025724$20.3B
Q3 2025732$23.4B
Q2 2025665$20.6B
Q1 2025671$18.1B
Q4 2024674$21.5B
Q3 2024620$21.1B
Q2 2024617$21.2B
Q1 2024621$21.7B
Q4 2023608$19.6B
Q3 2023563$15.9B
Q2 2023547$14.8B
Q1 2023533$13.2B
Q4 2022541$12.2B
Q3 2022482$10.8B
Q2 2022481$10.8B
Q1 2022495$10.9B
Q4 2021482$12.4B
Q3 2021477$12.1B
Q2 2021480$14.3B
Q1 2021453$13.7B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding PTC Inc.; share changes are against Q3 2024.

Institutions holding PTC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Checchi Capital Advisers, LLC0$00.00%−1,254−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−1,251−100.0%Sold out
Diametric Capital, LP0$00.00%−1,182−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−1,128−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−844−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−200−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−109−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−52−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−1,445−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−38−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−29−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−17−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−12−100.0%Sold out
Reuter James Wealth Management, LLC0$00.00%−10−100.0%Sold out
Claris Advisors, LLC0$00.00%−3−100.0%Sold out
Bokf, NA0$00.00%−2−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Eagle Asset Management Inc––––Not filed
Raymond James & Associates––––Not filed
Rakuten Investment Management, Inc.––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Banque Cantonale Vaudoise––––Not filed
Raymond James Trust N.A.––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
FinTrust Capital Advisors, LLC––––Not filed
ClariVest Asset Management LLC––––Not filed