Skip to main content

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
Gsa Capital Partners LLP0$00.00%−1,002−100.0%Sold out
Bellecapital International Ltd.0$00.00%−988−100.0%Sold out
Mather Group, LLC.0$00.00%−855−100.0%Sold out
Icon Wealth Advisors, LLC0$00.00%−713−100.0%Sold out
Ci Investments Inc.0$00.00%−598−100.0%Sold out
Principal Securities, Inc.0$00.00%−434−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−303−100.0%Sold out
Quarry LP0$00.00%−203−100.0%Sold out
Mowery & Schoenfeld Wealth Management, LLC0$00.00%−200−100.0%Sold out
N.E.W. Advisory Services LLC0$00.00%−93−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−67−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−46−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−44−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−43−100.0%Sold out
Westend Capital Management, LLC0$00.00%−33−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−31−100.0%Sold out
Rise Advisors, LLC0$00.00%−30−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−22−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−22−100.0%Sold out
Winnow Wealth LLC0$00.00%−16−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−19−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−11−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−3−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−3−100.0%Sold out
Activest Wealth Management0$00.00%−3−100.0%Sold out
Breakwater Investment Management0$00.00%−2−100.0%Sold out
North Capital, Inc.0$00.00%−2−100.0%Sold out
Davis Capital Management0$00.00%−1−100.0%Sold out
AXA Investment Managers S.A.––––Not filed
Thematics Asset Management––––Not filed
Ownership Capital B.V.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Glenmede Investment Management, LP––––Not filed
Shell Asset Management Co––––Not filed
Stone Run Capital, LLC––––Not filed
Pinebridge Investments, L.P.––––Not filed
Wolverine Trading, LLC––––Not filed
Wetherby Asset Management Inc––––Not filed
Hemington Wealth Management––––Not filed
Guerra Advisors Inc––––Not filed
Binnacle Investments Inc––––Not filed
Texas Capital Bancshares Inc––––Not filed