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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
Rivulet Capital, LLC0$00.00%−211,100−100.0%Sold out
Palo DS Manager LLC0$00.00%−103,256−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−98,415−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−89,060−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−88,161−100.0%Sold out
Freestone Grove Partners LP0$00.00%−81,579−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−77,838−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−70,049−100.0%Sold out
Bridgewater Associates, LP0$00.00%−58,197−100.0%Sold out
Daventry Group, LP0$00.00%−52,891−100.0%Sold out
Dakota Wealth Management0$00.00%−41,081−100.0%Sold out
Covea Finance0$00.00%−22,500−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−20,643−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−20,253−100.0%Sold out
Avanda Investment Management Pte. Ltd.0$00.00%−18,314−100.0%Sold out
Havemeyer Place LP0$00.00%−17,108−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−16,794−100.0%Sold out
Kornitzer Capital Management Inc0$00.00%−16,000−100.0%Sold out
ING Groep NV0$00.00%−15,482−100.0%Sold out
Magnetar Financial LLC0$00.00%−14,481−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−10,606−100.0%Sold out
Banco Santander, S.A.0$00.00%−10,506−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−9,653−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−9,421−100.0%Sold out
Machina Capital S.A.S.0$00.00%−8,262−100.0%Sold out
Robocap Asset Management Ltd0$00.00%−8,062−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−8,008−100.0%Sold out
1832 Asset Management L.P.0$00.00%−7,797−100.0%Sold out
Kentucky Retirement Systems0$00.00%−7,487−100.0%Sold out
Intech Investment Management LLC0$00.00%−6,988−100.0%Sold out
Integrated Quantitative Investments LLC0$00.00%−6,374−100.0%Sold out
Supplemental Annuity Collective Trust of NJ0$00.00%−6,000−100.0%Sold out
GAM Holding AG0$00.00%−5,927−100.0%Sold out
Capstone Capital Management Ltd0$00.00%−5,757−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−4,670−100.0%Sold out
Logan Capital Management Inc0$00.00%−4,466−100.0%Sold out
Southeast Asset Advisors Inc.0$00.00%−4,412−100.0%Sold out
Permanens Capital L.P.0$00.00%−4,173−100.0%Sold out
Inceptionr LLC0$00.00%−4,156−100.0%Sold out
Quest Partners LLC0$00.00%−4,094−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−3,977−100.0%Sold out
Diversify Advisory Services, LLC0$00.00%−3,313−100.0%Sold out
Versor Investments LP0$00.00%−2,998−100.0%Sold out
Aristeia Capital LLC0$00.00%−2,992−100.0%Sold out
Forum Financial Management, LP0$00.00%−2,819−100.0%Sold out
Sendero Wealth Management, LLC0$00.00%−2,775−100.0%Sold out
Whalen Wealth Management Inc.0$00.00%−2,775−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−2,575−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−2,436−100.0%Sold out
Inscription Capital, LLC0$00.00%−2,184−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−2,167−100.0%Sold out
NewEdge Wealth, LLC0$00.00%−2,152−100.0%Sold out
Encompass More Asset Management0$00.00%−2,126−100.0%Sold out
Frec Markets, Inc.0$00.00%−2,099−100.0%Sold out
Calamos Wealth Management LLC0$00.00%−1,920−100.0%Sold out
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors0$00.00%−1,863−100.0%Sold out
Groupama Asset Managment0$00.00%−1,842−100.0%Sold out
YHB Investment Advisors, Inc.0$00.00%−1,806−100.0%Sold out
Optas, LLC0$00.00%−1,800−100.0%Sold out
Legato Capital Management LLC0$00.00%−1,792−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−1,694−100.0%Sold out
Cookson Peirce & Co Inc0$00.00%−1,665−100.0%Sold out
Gryphon Financial Partners LLC0$00.00%−1,664−100.0%Sold out
Ellevest, Inc.0$00.00%−1,658−100.0%Sold out
Balentine LLC0$00.00%−1,615−100.0%Sold out
R Squared Ltd0$00.00%−1,585−100.0%Sold out
Aprio Wealth Management, LLC0$00.00%−1,574−100.0%Sold out
Baron Wealth Management LLC0$00.00%−1,509−100.0%Sold out
MQS Management LLC0$00.00%−1,460−100.0%Sold out
BSW Wealth Partners0$00.00%−1,364−100.0%Sold out
Claret Asset Management Corp0$00.00%−1,351−100.0%Sold out
Circle Wealth Management, LLC0$00.00%−1,345−100.0%Sold out
Trust Asset Management LLC0$00.00%−1,320−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−1,270−100.0%Sold out
DeDora Capital, Inc.0$00.00%−1,262−100.0%Sold out
AlphaGrep UK Ltd0$00.00%−1,247−100.0%Sold out
Custom Index Systems, LLC0$00.00%−1,244−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,242−100.0%Sold out
71 West Capital Partners0$00.00%−1,222−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−1,217−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−1,203−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−1,201−100.0%Sold out
Scientech Research LLC0$00.00%−1,171−100.0%Sold out
Cigna Investments Inc0$00.00%−1,167−100.0%Sold out
Moors & Cabot, Inc.0$00.00%−1,159−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−1,000−100.0%Sold out
Ofi Invest Asset Management0$00.00%−1,030−100.0%Sold out
Simplex Trading, LLC0$00.00%−814−100.0%Sold out
Walleye Capital LLC0$00.00%−441−100.0%Sold out
Intact Investment Management Inc.0$00.00%−400−100.0%Sold out
Sentry Investment Management LLC0$00.00%−267−100.0%Sold out
Bayforest Capital Ltd0$00.00%−181−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−156−100.0%Sold out
MCF Advisors LLC0$00.00%−139−100.0%Sold out
Reflection Asset Management0$00.00%−114−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−103−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−100−100.0%Sold out
Whittier Trust Co0$00.00%−75−100.0%Sold out
Howard Hughes Medical Institute0$00.00%−26−100.0%Sold out
Asset Dedication, LLC0$00.00%−23−100.0%Sold out