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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, Q4 2025

Institutional positions in PTC Inc. as of Dec 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
724
+6 vs. Q3 2025
Shares held
116.8M
+2.05M (+1.8%) vs. Q3 2025
Total value
$20.3B
−$2.95B (−12.6%) vs. Q3 2025
New holders
110
262 more added
Sold out
104
273 more reduced

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 724 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 2025: $20.3B
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 2025

Shares, value and share of portfolio for each institution holding PTC Inc.; share changes are against Q3 2025.

Institutions holding PTC in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Crestwood Advisors Group LLC1,404$244.6K0.00%+1,404New
Pensionmark Financial Group, LLC1,409$245.5K0.00%+1,409New
MQS Management LLC1,460$254.3K0.15%+1,460New
TD Waterhouse Canada Inc.1,461$254.5K0.00%+1,441+7,205.0%Added
Sax Wealth Advisors, LLC1,465$255.2K0.01%+25+1.7%Added
Baron Wealth Management LLC1,509$262.9K0.08%+86+6.0%Added
Fidelis Capital Partners, LLC1,512$263.4K0.02%−5−0.3%Reduced
Skopos Labs, Inc.1,509$265.0K0.01%+1,509New
Aviso Financial Inc.1,524$265.5K0.01%−6−0.4%Reduced
RDA Financial Network1,550$270.0K0.07%+51+3.4%Added
Argyle Capital Management Inc.1,551$270.2K0.09%00.0%Unchanged
Aprio Wealth Management, LLC1,574$274.2K0.02%−3−0.2%Reduced
Fifth Third Wealth Advisors LLC1,583$275.8K0.01%−34−2.1%Reduced
R Squared Ltd1,585$276.1K0.13%−195−11.0%Reduced
First Growth Capital LLC1,783$277.4K0.25%+1,783New
Los Angeles Capital Management LLC1,422$280.7K0.00%−37−2.5%Reduced
Balentine LLC1,615$281.3K0.01%+1,615New
Brown Brothers Harriman & Co1,624$282.9K0.00%+795+95.9%Added
CFO4Life Group, LLC1,626$283.3K0.04%+1,626New
Ellevest, Inc.1,658$288.8K0.04%−153−8.4%Reduced
Gryphon Financial Partners LLC1,664$289.9K0.03%+166+11.1%Added
Cookson Peirce & Co Inc1,665$290.1K0.01%+1,665New
Savant Capital, LLC1,675$291.7K0.00%−139−7.7%Reduced
Bridges Investment Management Inc1,682$293.0K0.00%+429+34.2%Added
Oversea-Chinese Banking CORP Ltd1,694$295.1K0.01%00.0%Unchanged
Greenleaf Trust1,734$302.1K0.00%+50+3.0%Added
Janney Capital Management LLC1,766$308.0K0.02%−372−17.4%Reduced
Legato Capital Management LLC1,792$312.2K0.03%+1,792New
Evergreen Capital Management LLC1,793$312.4K0.01%+1,793New
Optas, LLC1,800$313.6K0.05%+1,800New
YHB Investment Advisors, Inc.1,806$314.6K0.02%−148−7.6%Reduced
Jones Financial Companies LLLP1,811$315.5K0.00%+185+11.4%Added
Profund Advisors LLC1,816$316.4K0.01%−293−13.9%Reduced
Chicago Partners Investment Group LLC1,953$316.7K0.01%−584−23.0%Reduced
Aspen Wealth Strategies, LLC1,820$317.1K0.17%00.0%Unchanged
Groupama Asset Managment1,842$320.9K0.00%−95−4.9%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,863$324.5K0.04%−676−26.6%Reduced
Apollon Wealth Management, LLC1,879$327.3K0.01%−33−1.7%Reduced
Signaturefd, LLC1,895$330.1K0.01%+85+4.7%Added
Calamos Wealth Management LLC1,920$334.5K0.01%+283+17.3%Added
Horizon Investments, LLC1,929$336.1K0.00%−542−21.9%Reduced
Blair William & Co1,944$338.7K0.00%−82−4.0%Reduced
Compagnie Lombard Odier SCmA2,000$348.4K0.00%00.0%Unchanged
Trust Point Inc.2,035$354.5K0.03%+63+3.2%Added
Syon Capital LLC2,064$359.6K0.02%+501+32.1%Added
Diversified Management Inc2,065$359.7K0.08%+2,065New
Aurora Investment Counsel2,070$360.6K0.19%−325−13.6%Reduced
Frec Markets, Inc.2,099$365.8K0.11%+2,099New
Meeder Advisory Services, Inc.2,100$365.8K0.02%+81+4.0%Added
Brinker Capital Investments, LLC2,111$367.8K0.00%−4,371−67.4%Reduced
Advisory Alpha, LLC2,120$369.3K0.01%+7+0.3%Added
Encompass More Asset Management2,126$370.4K0.07%+2,126New
Vise Technologies, Inc.2,131$371.3K0.01%+260+13.9%Added
NewEdge Wealth, LLC2,152$374.9K0.00%+2,152New
Robertson Stephens Wealth Management, LLC2,167$377.6K0.01%+2,167New
Inscription Capital, LLC2,184$380.5K0.04%+2,184New
Woodline Partners LP2,191$381.7K0.00%+2,191New
Northwestern Mutual Wealth Management Co2,196$382.6K0.00%−55−2.4%Reduced
Diversified Trust Co2,196$382.6K0.01%−13−0.6%Reduced
Cambridge Investment Research Advisors, Inc.2,239$390.0K0.00%−61−2.7%Reduced
Zions Bancorporation, National Association2,256$393.0K0.02%+1,885+508.1%Added
Rockefeller Capital Management L.P.2,281$397.5K0.00%+216+10.5%Added
Meiji Yasuda Asset Management Co Ltd.2,316$403.5K0.02%+83+3.7%Added
Resources Management Corp2,326$405.0K0.05%+76+3.4%Added
Kera Capital Partners, Inc.2,604$406.6K0.05%+2,604New
Portside Wealth Group, LLC2,380$414.6K0.06%+230+10.7%Added
Snowden Capital Advisors LLC2,399$417.9K0.01%−28−1.2%Reduced
CIBC World Markets Inc.2,426$422.6K0.00%+2,426New
Vinva Investment Management Ltd2,436$427.3K0.01%+2,436New
Aaron Wealth Advisors2,493$434.3K0.02%+888+55.3%Added
Siemens Fonds Invest GmbH2,521$442.2K0.02%+583+30.1%Added
Harbor Investment Advisory, LLC2,575$448.6K0.03%−20−0.8%Reduced
Tower Research Capital LLC (TRC)2,583$450.0K0.01%−1,087−29.6%Reduced
Gratus Wealth Advisors, LLC2,591$451.4K0.06%−211−7.5%Reduced
Van Eck Associates Corp2,594$452.0K0.00%+795+44.2%Added
JT Stratford LLC2,611$454.9K0.06%+2,611New
Canada Post Corp Registered Pension Plan2,627$457.6K0.02%+640+32.2%Added
Kestra Advisory Services, LLC2,642$460.3K0.00%−157−5.6%Reduced
MML Investors Services, LLC2,668$464.7K0.00%−152−5.4%Reduced
Ronald Blue Trust, Inc.2,679$466.7K0.01%−2,230−45.4%Reduced
Phoenix Holdings Ltd.2,740$479.1K0.01%+1,049+62.0%Added
Kirtland Hills Capital Management, LLC2,753$479.6K0.17%00.0%Unchanged
Farther Finance Advisors, LLC2,760$480.8K0.01%−229−7.7%Reduced
Massachusetts Financial Services Co2,770$482.6K0.00%−167,910−98.4%Reduced
Sendero Wealth Management, LLC2,775$483.4K0.05%−30−1.1%Reduced
Whalen Wealth Management Inc.2,775$483.4K0.26%+2,775New
Global X Japan Co., Ltd.2,782$484.7K0.04%+2,243+416.1%Added
Laird Norton Trust Company, LLC2,784$485.0K0.01%+2,784New
Yorktown Management & Research Co Inc2,800$487.8K0.39%00.0%Unchanged
Forum Financial Management, LP2,819$491.1K0.01%+855+43.5%Added
Continuum Advisory, LLC2,829$492.8K0.05%+349+14.1%Added
STRS Ohio2,856$497.5K0.00%−61,995−95.6%Reduced
Norden Group LLC2,866$499.3K0.05%−141−4.7%Reduced
Qtron Investments LLC2,965$516.5K0.07%+2,965New
Aristeia Capital LLC2,992$521.2K0.01%+1,306+77.5%Added
Versor Investments LP2,998$522.3K0.08%−2,297−43.4%Reduced
GraniteShares Advisors LLC3,033$528.4K0.32%+600+24.7%Added
Sowell Financial Services LLC3,062$533.4K0.02%−33−1.1%Reduced
HB Wealth Management, LLC3,086$537.6K0.00%−89−2.8%Reduced
Empowered Funds, LLC3,099$539.9K0.01%+95+3.2%Added