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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in PTC Inc. as of Mar 31, 2025. 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
671
+8 vs. Q4 2024
Shares held
117.1M
+3.07M (+2.7%) vs. Q4 2024
Total value
$18.1B
−$2.82B (−13.5%) vs. Q4 2024
New holders
99
256 more added
Sold out
91
239 more reduced

11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 671 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 heldQ1 2025: $18.1B
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, Q1 2025

Shares, value and share of portfolio for each institution holding PTC Inc.; share changes are against Q4 2024.

Institutions holding PTC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Perkins Coie Trust Co1$1540.00%+1New
Halbert Hargrove Global Advisors, LLC1$1550.00%+1New
Private Wealth Asset Management, LLC1$1550.00%+1New
American Capital Advisory, LLC1$1550.00%+1New
HFM Investment Advisors, LLC1$1550.00%+1New
Continuum Advisory, LLC2$3100.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$3100.00%00.0%Unchanged
Birchbrook, Inc.3$4190.00%00.0%Unchanged
Winnow Wealth LLC3$4380.00%+1+50.0%Added
Cornerstone Planning Group LLC3$4430.00%+3New
Principia Wealth Advisory, LLC3$4480.00%−4−57.1%Reduced
Bay Harbor Wealth Management, LLC3$4640.00%+3New
Caldwell Sutter Capital, Inc.3$4650.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$4650.00%00.0%Unchanged
Ancora Advisors, LLC3$4650.00%+3New
Abound Wealth Management4$6200.00%−25−86.2%Reduced
WestEnd Advisors, LLC4$6200.00%+3+300.0%Added
Blume Capital Management, Inc.4$6200.00%+4New
UMA Financial Services, Inc.4$6200.00%+4New
Kestra Investment Management, LLC4$6200.00%+4New
Bare Financial Services, Inc4$6200.00%+4New
ORG Partners LLC4$6240.00%+4New
TD Capital Management LLC5$7750.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$7750.00%+5New
Binnacle Investments Inc5$7750.00%+5New
Washington Trust Advisors, Inc.6$9260.00%−22−78.6%Reduced
Valley National Advisers Inc10$1.00K0.00%+10New
Rise Advisors, LLC7$1.08K0.00%−55−88.7%Reduced
NVWM, LLC7$1.08K0.00%+7New
Greenline Partners, LLC7$1.08K0.00%+7New
Cape Investment Advisory, Inc.8$1.24K0.00%00.0%Unchanged
Global Financial Private Client, LLC8$1.24K0.00%+5+166.7%Added
Financial Management Professionals, Inc.9$1.40K0.00%−27−75.0%Reduced
Financial Network Wealth Advisors LLC9$1.40K0.00%00.0%Unchanged
Rakuten Securities, Inc.9$1.40K0.00%+9New
Pension & Wealth Management Advisors, Inc.10$1.55K0.00%−10−50.0%Reduced
SOA Wealth Advisors, LLC.10$1.55K0.00%00.0%Unchanged
SJS Investment Consulting Inc.10$1.55K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$1.86K0.00%00.0%Unchanged
Horizon Financial Services, LLC12$1.86K0.00%+12New
Avion Wealth14$2.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC13$2.01K0.00%00.0%Unchanged
True Wealth Design, LLC13$2.02K0.00%+6+85.7%Added
Hexagon Capital Partners LLC14$2.17K0.00%−9−39.1%Reduced
LRI Investments, LLC14$2.17K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC14$2.17K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.14$2.17K0.00%+1+7.7%Added
Tortoise Investment Management, LLC15$2.32K0.00%00.0%Unchanged
South State Corp.15$2.33K0.00%+15New
WealthTrak Capital Management LLC16$2.48K0.00%+14+700.0%Added
Clean Yield Group18$2.79K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC18$2.79K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC18$2.79K0.00%+18New
Clearstead Advisors, LLC20$3.10K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.20$3.12K0.00%00.0%Unchanged
Sound Income Strategies, LLC21$3.25K0.00%00.0%Unchanged
High Note Wealth, LLC21$3.25K0.00%00.0%Unchanged
Asset Dedication, LLC23$3.56K0.00%00.0%Unchanged
Dunhill Financial, LLC27$4.26K0.00%−2−6.9%Reduced
Golden State Wealth Management, LLC29$4.49K0.00%00.0%Unchanged
Group One Trading, L.P.31$4.80K0.00%+31New
First Pacific Financial31$4.80K0.00%+5+19.2%Added
Capital Advisors, Ltd. LLC33$5.00K0.00%+5+17.9%Added
Versant Capital Management, Inc40$6.20K0.00%−66−62.3%Reduced
CGC Financial Services, LLC40$6.20K0.00%00.0%Unchanged
Financial Connections Group, Inc.50$7.00K0.00%00.0%Unchanged
CoreCap Advisors, LLC47$7.28K0.00%−199−80.9%Reduced
Saudi Central Bank47$7.28K0.04%+47New
JFS Wealth Advisors, LLC50$7.75K0.00%−1−2.0%Reduced
MV Capital Management, Inc.50$7.75K0.00%+3+6.4%Added
Activest Wealth Management52$8.06K0.00%+52New
Cullen/Frost Bankers, Inc.60$9.30K0.00%+60New
Assetmark, Inc61$9.45K0.00%−272−81.7%Reduced
Creative Financial Designs Inc63$9.76K0.00%+16+34.0%Added
Quent Capital, LLC64$9.92K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC65$10.1K0.01%00.0%Unchanged
Private Wealth Management Group, LLC67$10.4K0.00%+16+31.4%Added
CVA Family Office, LLC72$11.2K0.00%+20+38.5%Added
Farmers & Merchants Investments Inc73$11.3K0.00%00.0%Unchanged
Harbour Investments, Inc.76$11.8K0.00%+61+406.7%Added
Ameriflex Group, Inc.80$12.4K0.01%00.0%Unchanged
Bell Investment Advisors, Inc85$13.2K0.00%00.0%Unchanged
Atala Financial Inc85$13.2K0.01%00.0%Unchanged
IFP Advisors, Inc65$13.2K0.00%+19+41.3%Added
Hemington Wealth Management96$14.0K0.00%−7−6.8%Reduced
N.E.W. Advisory Services LLC93$14.4K0.00%+93New
Close Asset Management Ltd100$15.0K0.00%00.0%Unchanged
Capital Analysts, LLC101$16.0K0.00%+45+80.4%Added
First Horizon Advisors, Inc.105$16.3K0.00%−5−4.5%Reduced
Private Trust Co NA119$18.4K0.00%+43+56.6%Added
Sierra Ocean, LLC122$18.9K0.01%+10+8.9%Added
SBI Securities Co., Ltd.123$19.1K0.00%−1−0.8%Reduced
Spire Wealth Management124$19.2K0.00%−4−3.1%Reduced
GW&K Investment Management, LLC131$20.0K0.00%+57+77.0%Added
NewSquare Capital LLC130$20.1K0.00%+118+983.3%Added
AdvisorNet Financial, Inc147$22.8K0.00%+98+200.0%Added
TD Private Client Wealth LLC148$22.9K0.00%+35+31.0%Added
SRS Capital Advisors, Inc.156$24.2K0.00%+87+126.1%Added
GWM Advisors LLC163$25.3K0.00%−8,907−98.2%Reduced
Bartlett & Co. Wealth Management LLC168$26.0K0.00%+168New