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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, Q2 2025

Institutional positions in PTC Inc. as of Jun 30, 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
665
+1 vs. Q1 2025
Shares held
119.6M
+2.65M (+2.3%) vs. Q1 2025
Total value
$20.6B
+$2.48B (+13.7%) vs. Q1 2025
New holders
81
276 more added
Sold out
80
237 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 665 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 heldQ2 2025: $20.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding PTC Inc.; share changes are against Q1 2025.

Institutions holding PTC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Connections Group, Inc.50$8.00K0.00%00.0%Unchanged
CGC Financial Services, LLC40$6.89K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.35$5.95K0.00%+29+483.3%Added
Harbour Investments, Inc.33$5.69K0.00%−43−56.6%Reduced
Westend Capital Management, LLC33$5.69K0.00%+33New
Capital Advisors, Ltd. LLC28$5.00K0.00%−5−15.2%Reduced
Golden State Wealth Management, LLC29$5.00K0.00%00.0%Unchanged
Sachetta, LLC29$5.00K0.00%+29New
Annis Gardner Whiting Capital Advisors, LLC28$4.83K0.00%+14+100.0%Added
Rise Advisors, LLC28$4.83K0.00%+21+300.0%Added
Hughes Financial Services, LLC22$4.75K0.00%+22New
Howard Hughes Medical Institute26$4.48K0.00%+26New
Bare Financial Services, Inc24$4.14K0.00%+20+500.0%Added
Private Wealth Management Group, LLC23$3.96K0.00%−44−65.7%Reduced
Asset Dedication, LLC23$3.96K0.00%00.0%Unchanged
First Pacific Financial22$3.79K0.00%−9−29.0%Reduced
Fortitude Family Office, LLC22$3.79K0.00%+22New
Sound Income Strategies, LLC21$3.62K0.00%00.0%Unchanged
High Note Wealth, LLC21$3.62K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.20$3.46K0.00%00.0%Unchanged
MorganRosel Wealth Management, LLC20$3.45K0.00%+2+11.1%Added
Spire Wealth Management19$3.27K0.00%−105−84.7%Reduced
Tortoise Investment Management, LLC19$3.27K0.00%+4+26.7%Added
DiNuzzo Private Wealth, Inc.18$3.10K0.00%+4+28.6%Added
Clean Yield Group18$3.10K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC18$3.10K0.00%00.0%Unchanged
Avion Wealth19$3.00K0.00%+5+35.7%Added
LRI Investments, LLC14$2.41K0.00%00.0%Unchanged
Horizon Financial Services, LLC14$2.41K0.00%+2+16.7%Added
True Wealth Design, LLC13$2.24K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$2.07K0.00%00.0%Unchanged
South State Corp.11$1.90K0.00%−4−26.7%Reduced
Prestige Wealth Management Group LLC11$1.90K0.00%+8+266.7%Added
Pension & Wealth Management Advisors, Inc.10$1.72K0.00%00.0%Unchanged
Colonial Trust Co10$1.72K0.00%+10New
Global X Japan Co., Ltd.10$1.72K0.00%+10New
Financial Management Professionals, Inc.9$1.55K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC9$1.55K0.00%00.0%Unchanged
Dunhill Financial, LLC8$1.45K0.00%−19−70.4%Reduced
Rakuten Securities, Inc.8$1.38K0.00%−1−11.1%Reduced
Cape Investment Advisory, Inc.8$1.38K0.00%00.0%Unchanged
Cornerstone Planning Group LLC6$1.29K0.00%+3+100.0%Added
SJS Investment Consulting Inc.7$1.21K0.00%−3−30.0%Reduced
Principia Wealth Advisory, LLC7$1.21K0.00%+4+133.3%Added
Rialto Wealth Management, LLC6$1.03K0.00%+6New
Bay Harbor Wealth Management, LLC6$1.03K0.00%+3+100.0%Added
TD Capital Management LLC5$8620.00%00.0%Unchanged
Binnacle Investments Inc5$8620.00%00.0%Unchanged
Parkworth Wealth Management, Inc.5$8620.00%+3+150.0%Added
Arlington Trust Co LLC5$8620.00%+5New
ORG Partners LLC4$6920.00%00.0%Unchanged
TFC Financial Management4$6900.00%+4New
Stephens Consulting, LLC4$6900.00%+4New
HFM Investment Advisors, LLC4$6890.00%+3+300.0%Added
Kestra Investment Management, LLC4$6200.00%00.0%Unchanged
Quaker Wealth Management, LLC3$5180.00%+3New
Group One Trading, L.P.3$5170.00%−28−90.3%Reduced
WestEnd Advisors, LLC3$5170.00%−1−25.0%Reduced
Total Investment Management Inc3$5170.00%+3New
Birchbrook, Inc.3$4660.00%00.0%Unchanged
DecisionPoint Financial, LLC2$3470.00%+2New
WealthTrak Capital Management LLC2$3450.00%−14−87.5%Reduced
Essential Partners LLC2$3450.00%+2New
Private Wealth Asset Management, LLC1$1720.00%00.0%Unchanged
LGT Financial Advisors LLC1$1720.00%+1New
Activest Wealth Management0$00.00%−52−100.0%Sold out
Praesidium Investment Management Company, LLC0$00.00%−325,967−100.0%Sold out
Stony Point Capital LLC0$00.00%−74,713−100.0%Sold out
Capital Fund Management S.A.0$00.00%−63,896−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−29,221−100.0%Sold out
George Kaiser Family Foundation0$00.00%−24,555−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−24,303−100.0%Sold out
Sone Capital Management, LLC0$00.00%−20,380−100.0%Sold out
Magnetar Financial LLC0$00.00%−18,116−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−17,139−100.0%Sold out
Otter Creek Advisors, LLC0$00.00%−11,397−100.0%Sold out
Platinum Investment Management Ltd0$00.00%−9,808−100.0%Sold out
Engineers Gate Manager LP0$00.00%−9,085−100.0%Sold out
Machina Capital S.A.S.0$00.00%−7,341−100.0%Sold out
TT International Asset Management LTD0$00.00%−6,952−100.0%Sold out
Allstate Corp0$00.00%−6,474−100.0%Sold out
Oak Thistle LLC0$00.00%−6,275−100.0%Sold out
Twinbeech Capital LP0$00.00%−5,868−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,713−100.0%Sold out
Nomura Holdings Inc0$00.00%−4,916−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−4,865−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,765−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−4,643−100.0%Sold out
Jane Street Group, LLC0$00.00%−4,605−100.0%Sold out
PGGM Investments0$00.00%−4,540−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−4,479−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−4,252−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−4,113−100.0%Sold out
Portfolio Design Labs, LLC0$00.00%−3,772−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−3,356−100.0%Sold out
Aristeia Capital LLC0$00.00%−3,294−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−2,998−100.0%Sold out
Ascent Group, LLC0$00.00%−2,587−100.0%Sold out
United Services Automobile Association0$00.00%−2,570−100.0%Sold out
Dohj, LLC0$00.00%−2,352−100.0%Sold out