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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, 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
Banque Pictet & Cie SA0$00.00%−5,100−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−4,325−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−3,921−100.0%Sold out
Cerity Partners LLC0$00.00%−3,983−100.0%Sold out
111 Capital0$00.00%−3,729−100.0%Sold out
Keybank National Association0$00.00%−3,689−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−3,349−100.0%Sold out
Legal Advantage Investments, Inc.0$00.00%−3,300−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2,925−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,880−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−2,841−100.0%Sold out
Keebeck Alpha, LP0$00.00%−2,442−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,302−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,179−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−2,075−100.0%Sold out
Willis Johnson & Associates, Inc.0$00.00%−2,070−100.0%Sold out
LGT Group Foundation0$00.00%−1,980−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−1,981−100.0%Sold out
Park Avenue Securities LLC0$00.00%−1,975−100.0%Sold out
Legacy Wealth Asset Management, LLC0$00.00%−1,900−100.0%Sold out
Ieq Capital, LLC0$00.00%−1,684−100.0%Sold out
Ellevest, Inc.0$00.00%−1,574−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−1,494−100.0%Sold out
GTS Securities LLC0$00.00%−1,472−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,389−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−1,343−100.0%Sold out
DeDora Capital, Inc.0$00.00%−1,324−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−1,277−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−1,265−100.0%Sold out
Cigna Investments Inc0$00.00%−1,243−100.0%Sold out
Colony Group, LLC0$00.00%−1,236−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−1,213−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−1,194−100.0%Sold out
Delta Capital Management LLC0$00.00%−1,190−100.0%Sold out
Greenleaf Trust0$00.00%−1,162−100.0%Sold out
Claret Asset Management Corp0$00.00%−1,136−100.0%Sold out
Torray LLC0$00.00%−1,136−100.0%Sold out
Canandaigua National Bank & Trust Co0$00.00%−1,118−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−1,106−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−1,093−100.0%Sold out
Longboard Asset Management, LP0$00.00%−1,091−100.0%Sold out
Citadel Advisors LLC0$00.00%−974−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−597−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−437−100.0%Sold out
Cyrus J. Lawrence, LLC0$00.00%−395−100.0%Sold out
Park Place Capital Corp0$00.00%−351−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−277−100.0%Sold out
BOK Financial Private Wealth, Inc.0$00.00%−271−100.0%Sold out
GeoWealth Management, LLC0$00.00%−108−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−100−100.0%Sold out
Concord Wealth Partners0$00.00%−100−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−88−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−25−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−15−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−12−100.0%Sold out
Bogart Wealth, LLC0$00.00%−9−100.0%Sold out
Clark Wealth Partners0$00.00%−6−100.0%Sold out
Colonial Trust Co0$00.00%−4−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Transce3nd, LLC0$00.00%−2−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−2−100.0%Sold out
Clear Street Markets LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Caxton Associates LP––––Not filed
Boston Financial Mangement LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Vise Technologies, Inc.––––Not filed
Natixis Investment Managers International––––Not filed
Global Retirement Partners, LLC––––Not filed
Zions Bancorporation, N.A.––––Not filed
WR Wealth Planners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed