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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 2026

Institutional positions in PTC Inc. as of Mar 31, 2026. 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
698
−14 vs. Q4 2025
Shares held
113.9M
+14.3M (+14.4%) vs. Q4 2025
Total value
$16.2B
−$1.12B (−6.5%) vs. Q4 2025
New holders
100
277 more added
Sold out
114
236 more reduced

12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 698 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 2026: $16.2B
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 2026

Shares, value and share of portfolio for each institution holding PTC Inc.; share changes are against Q4 2025.

Institutions holding PTC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vermillion Wealth Management, Inc.1$1420.00%+1New
Curio Wealth, LLC1$1420.00%+1New
TFC Financial Management1$1430.00%−3−75.0%Reduced
American Capital Advisory, LLC1$1430.00%−1−50.0%Reduced
3 Factor Indexing, LLC1$1430.00%+1New
DecisionPoint Financial, LLC2$2850.00%00.0%Unchanged
Seneschal Advisors, LLC2$2850.00%00.0%Unchanged
WestEnd Advisors, LLC2$2850.00%00.0%Unchanged
GHP Investment Advisors, Inc.2$2850.00%+2New
Tidemark, LLC2$2850.00%+2New
TopTier Wealth Management, LLC2$2850.00%+2New
Birchbrook, Inc.3$3850.00%00.0%Unchanged
HFM Investment Advisors, LLC3$4270.00%−2−40.0%Reduced
Davis Capital Management3$4270.00%+3New
Bare Financial Services, Inc4$5700.00%−20−83.3%Reduced
Quaker Wealth Management, LLC4$5700.00%+1+33.3%Added
Abound Wealth Management4$5700.00%+2+100.0%Added
Bogart Wealth, LLC4$5700.00%+4New
Bartlett & Co. Wealth Management LLC5$6910.00%+4+400.0%Added
Thurston, Springer, Miller, Herd & Titak, Inc.5$7110.00%00.0%Unchanged
AdvisorNet Financial, Inc5$7120.00%−52−91.2%Reduced
Hughes Financial Services, LLC5$7120.00%−17−77.3%Reduced
TD Capital Management LLC5$7120.00%00.0%Unchanged
1015 Capital Partners, LLC5$7120.00%00.0%Unchanged
NVWM, LLC5$7120.00%+5New
Portus Wealth Advisors, LLC5$7120.00%+5New
Essential Partners LLC6$8550.00%+4+200.0%Added
Bruce G. Allen Investments, LLC7$9970.00%−11−61.1%Reduced
Elevated Capital Advisors, LLC7$9970.00%00.0%Unchanged
Clayton Financial Group LLC7$9980.00%00.0%Unchanged
Colonial Trust Co8$1.14K0.00%−2−20.0%Reduced
Aspect Partners, LLC8$1.14K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC9$1.28K0.00%00.0%Unchanged
Basepoint Wealth LLC9$1.28K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC9$1.28K0.00%00.0%Unchanged
UMA Financial Services, Inc.9$1.28K0.00%+6+200.0%Added
Torren Management, LLC11$1.57K0.00%−65−85.5%Reduced
Principia Wealth Advisory, LLC11$1.57K0.00%−1−8.3%Reduced
Highline Wealth Partners LLC11$1.57K0.00%+11New
South State Corp.12$1.71K0.00%−5−29.4%Reduced
Spire Wealth Management12$1.71K0.00%+1+9.1%Added
Kilter Group LLC12$1.71K0.00%+6+100.0%Added
State of Wyoming13$1.85K0.00%−670−98.1%Reduced
Raffa Wealth Management, LLC13$1.85K0.00%+1+8.3%Added
Financial Management Professionals, Inc.14$2.00K0.00%+5+55.6%Added
Cornerstone Financial Management LLC15$2.14K0.00%+3+25.0%Added
Vanguard National Trust Co15$2.14K0.00%+15New
Piscataqua Savings Bank17$2.42K0.00%00.0%Unchanged
First Horizon Corp17$2.42K0.00%+3+21.4%Added
Bay Harbor Wealth Management, LLC17$2.42K0.00%+5+41.7%Added
Signature Equity Partners, LLC17$2.42K0.00%+7+70.0%Added
DiNuzzo Private Wealth, Inc.17$2.42K0.00%−1−5.6%Reduced
Rialto Wealth Management, LLC17$2.42K0.00%+9+112.5%Added
Clear Street Markets LLC19$2.71K0.00%−159−89.3%Reduced
SJS Investment Consulting Inc.20$2.85K0.00%−145−87.9%Reduced
TD Waterhouse Canada Inc.20$2.85K0.00%−1,441−98.6%Reduced
Cornerstone Planning Group LLC21$2.89K0.00%+10+90.9%Added
High Note Wealth, LLC21$2.99K0.00%00.0%Unchanged
Sound Income Strategies, LLC21$2.99K0.00%00.0%Unchanged
Avion Wealth25$3.00K0.00%+3+13.6%Added
Private Wealth Management Group, LLC23$3.28K0.00%−1−4.2%Reduced
Triumph Capital Management25$3.56K0.00%+23+1,150.0%Added
Strive Financial Group ,LLC26$4.00K0.00%00.0%Unchanged
Westfuller Advisors, LLC29$4.13K0.00%−47−61.8%Reduced
Pension & Wealth Management Advisors, Inc.29$4.13K0.00%+11+61.1%Added
Retirement Wealth Solutions LLC32$4.56K0.00%+32New
Annis Gardner Whiting Capital Advisors, LLC33$4.70K0.00%+2+6.5%Added
Golden State Wealth Management, LLC34$4.84K0.00%00.0%Unchanged
EFG International AG35$4.99K0.00%−1,064−96.8%Reduced
JPL Wealth Management, LLC35$4.99K0.00%+35New
Capital Analysts, LLC34$5.00K0.00%−22−39.3%Reduced
Wall Street Financial Group, Inc.36$5.13K0.00%+36New
LRI Investments, LLC36$5.14K0.00%−20−35.7%Reduced
Kemnay Advisory Services Inc.37$5.27K0.00%+37New
Sachetta, LLC37$5.27K0.00%+8+27.6%Added
ZRC Wealth Management, LLC37$5.27K0.00%+37New
Atlantic Trust, LLC39$5.56K0.00%+24+160.0%Added
CGC Financial Services, LLC40$5.70K0.00%00.0%Unchanged
Byrne Asset Management LLC40$5.70K0.00%+40New
Armstrong Advisory Group, Inc40$5.70K0.00%+40New
Transamerica Financial Advisors, Inc.41$5.84K0.00%+25+156.3%Added
Kerr Financial Planning Corp43$5.93K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC42$5.99K0.01%+42New
Golden State Equity Partners44$6.27K0.00%+44New
Fortitude Family Office, LLC44$6.27K0.00%+29+193.3%Added
Creative Financial Designs Inc47$6.70K0.00%00.0%Unchanged
Horizon Financial Services, LLC47$6.70K0.00%+38+422.2%Added
International Assets Investment Management, LLC47$6.70K0.00%−11−19.0%Reduced
Whittier Trust Co of Nevada Inc48$6.93K0.00%+37+336.4%Added
Rossby Financial, LCC50$7.13K0.00%+29+138.1%Added
Dunhill Financial, LLC50$7.16K0.00%+38+316.7%Added
CoreCap Advisors, LLC53$7.55K0.00%+1+1.9%Added
TSFG, LLC56$8.00K0.00%+56New
MV Capital Management, Inc.57$8.12K0.00%+5+9.6%Added
Scarborough Advisors, LLC61$8.69K0.00%+8+15.1%Added
Private Trust Co NA62$8.83K0.00%+5+8.8%Added
Frazier Financial Advisors, LLC65$9.26K0.01%00.0%Unchanged
Bullock Wealth Management Group70$9.98K0.01%−42−37.5%Reduced
First Pacific Financial72$10.3K0.00%+25+53.2%Added
Marquette Asset Management, LLC73$10.4K0.00%+18+32.7%Added