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ZACKS INVESTMENT MANAGEMENT: PTC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on PTC, newest first. How the timeline and the estimate are built.

ZACKS INVESTMENT MANAGEMENT held 17,826 PTC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,826 shares
    Change vs previous 13F +865 shares

    0.01% of the 13F portfolio, value $2,025,307.

    13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,961 shares
    Change vs previous 13F +3,178 shares

    0.02% of the 13F portfolio, value $2,416,743.

    13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,783 shares
    Change vs previous 13F -2,581 shares

    0.02% of the 13F portfolio, value $2,401,185.

    13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,364 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,322,298.

    13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).