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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

652 managers (668 13F filers) reported a position in PTC shares at 2025-06-30, 119,582,647 shares in all. 74 filers opened a position and 80 filers sold out during the quarter.

Managers
652
13F filers
668
New
74
Added
277
Reduced
239
Sold out
80
Shares held by filers
119,582,647

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Lathan Corinnadirector2026-10-05-1,750 S$195.75Form 4

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Farther Finance Advisors, LLC2,798$482K0.01%-7913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,758$475K0.01%-12813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC2,758$475K0.22%-4213F-HRTimeline
GraniteShares Advisors LLC2,719$469K0.29%-713F-HRTimeline
Headlands Technologies LLC2,690$464K0.06%-2,48513F-HRTimeline
MUFG SECURITIES AMERICAS INC.2,659$458K0.04%+52913F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,639$455K0.02%-30213F-HRTimelineGroup
DC Investments Management, LLC2,636$454K0.19%013F-HRTimeline
Wealthfront Advisers LLC2,617$451K<0.01%+45613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,595$447K0.04%013F-HRTimeline
Verition Fund Management LLC2,593$447K<0.01%-70,88313F-HRTimeline
denkapparat Operations GmbH2,586$446K0.36%new13F-HRTimeline
Empowered Funds, LLC2,582$445K0.01%+8413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,563$442K0.01%+28413F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…2,538$437K0.06%+2513F-HRTimeline
AlphaQuest LLC2,528$436K0.04%-23013F-HRTimeline
Allworth Financial LP2,438$420K<0.01%+2,19113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,369$408K0.15%new13F-HRTimeline
Cambridge Investment Research Advisors,…2,343$404K<0.01%+26813F-HRTimeline
GROUPAMA ASSET MANAGMENT2,361$400K0.01%-4,54813F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.2,300$396K<0.01%-60,23013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,297$396K0.01%-36913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
E Fund Management Co., Ltd.2,287$394K0.02%-22013F-HRTimeline
Snowden Capital Advisors LLC2,270$391K0.01%+20713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,250$388K0.05%-28513F-HRTimeline
Sequoia Financial Advisors, LLC2,251$388K<0.01%+23713F-HRTimeline
DIVERSIFIED TRUST CO2,156$372K0.01%-813F-HRTimeline
WOLVERINE TRADING, LLC2,126$360K0.01%+18113F-HRTimeline
Advisory Alpha, LLC2,086$360K0.01%+16713F-HRTimeline
Argyle Capital Management, LLC2,084$359K0.13%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,038$351K0.01%+63413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,026$349K<0.01%-51613F-HRTimeline
Portside Wealth Group, LLC2,026$349K0.05%+8313F-HRTimeline
Laurion Capital Management LP2,009$346K0.04%new13F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…2,009$346K<0.01%new13F-HR/ATimelineGroup
PROFUND ADVISORS LLC2,001$345K0.01%-3213F-HRTimeline
Compagnie Lombard Odier SCmA2,000$345K<0.01%-25013F-HRTimeline
Canada Post Corp Registered Pension Plan1,987$342K0.02%+38013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,978$341K0.02%-16513F-HRTimelineGroup
YHB Investment Advisors, Inc.1,954$337K0.03%+41013F-HRTimeline
Vise Technologies, Inc.1,953$337K0.01%13F-HRTimeline
Siemens Fonds Invest GmbH1,938$334K0.02%+24913F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P1,925$332K0.01%-213F-HRTimeline
Horizon Investments, LLC1,913$330K0.01%+17813F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,512$326K0.03%+2413F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,882$324K0.01%-3,11913F-HRTimeline
Union Bancaire Privee, UBP SA1,860$315K<0.01%+90013F-HRTimeline
Aspen Wealth Strategies, LLC1,820$314K0.19%-35813F-HRTimeline
Maven Securities LTDin group Maven Securities LTD1,804$311K0.08%new13F-HRTimelineGroup
Janney Capital Management LLC1,782$307K0.02%-22213F-HRTimeline
CHOREO, LLC1,726$297K<0.01%new13F-HRTimeline
TRUST POINT INC.1,718$296K0.03%-50813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,714$295K<0.01%-4413F-HRTimeline
CENTRAL TRUST Co1,701$293K0.01%-45513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,694$292K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,693$292K<0.01%+54813F-HRTimeline
Aviso Financial Inc.1,691$291K0.01%+6613F-HRTimeline
Gryphon Financial Partners LLC1,686$291K0.04%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…1,645$283K<0.01%new13F-HRTimeline
GREENLEAF TRUST1,642$283K<0.01%new13F-HRTimeline
Sigma Planning Corp1,642$283K0.01%-1,68613F-HRTimeline
Bellecapital International Ltd.1,604$276K0.05%+6613F-HRTimeline
MBB PUBLIC MARKETS I LLC1,604$276K0.03%-37013F-HRTimeline
Gibbs Wealth Management1,599$276K0.05%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,591$274K<0.01%new13F-HR/ATimelineGroup
Aprio Wealth Management, LLC1,579$272K0.03%+7613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC1,564$270K<0.01%new13F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,523$262K<0.01%-61013F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,499$258K<0.01%+12213F-HRTimelineGroup
O'ROURKE & COMPANY, Inc1,496$258K0.12%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,490$257K<0.01%new13F-HRTimelineGroup
Leonteq Securities AG1,482$255K0.01%-54813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,477$255K<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC1,460$252K<0.01%-37313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,443$247K<0.01%-26913F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC1,430$246K0.01%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,429$246K0.05%new13F-HRTimeline
MQS Management LLC1,417$244K0.13%-2,50413F-HRTimeline
Beacon Pointe Advisors, LLC1,396$241K<0.01%013F-HRTimeline
BSW Wealth Partners1,393$240K0.03%-5113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,384$239K<0.01%+1813F-HRTimeline
TOWNSQUARE CAPITAL LLC1,378$237K0.02%-22,56013F-HRTimeline
Claret Asset Management Corp1,373$237K0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,387$235K<0.01%+42913F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…1,358$234K0.01%13F-HRTimeline
Trust Asset Management LLC1,356$234K0.02%013F-HRTimeline
SteelPeak Wealth, LLC1,347$232K0.01%-5,72313F-HRTimeline
Dynasty Wealth Management, LLC1,318$227K<0.01%-20713F-HRTimeline
Circle Wealth Management, LLC1,312$226K0.01%new13F-HRTimeline
SYON CAPITAL LLC1,305$225K0.01%-30213F-HRTimeline
Patriot Financial Group Insurance Agenc…1,291$222K0.03%new13F-HRTimeline
DeDora Capital, Inc.1,287$222K0.06%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,249$215K0.01%new13F-HRTimeline
Baron Wealth Management LLC1,243$214K0.08%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,237$213K<0.01%+913F-HRTimelineGroup
Moors & Cabot, Inc.1,224$211K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth1,219$210K<0.01%new13F-HRTimelineGroup
GC Wealth Management RIA, LLC1,211$209K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,197$206K<0.01%-30013F-HRTimelineGroup
PINNACLE ASSOCIATES LTD1,195$206K<0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,189$205K0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC1,181$204K<0.01%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC1,170$202K0.11%new13F-HRTimeline
MGO ONE SEVEN LLC1,172$202K0.01%-19113F-HRTimeline
ASR Vermogensbeheer N.V.1,154$199K<0.01%-713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,146$198K0.01%013F-HRTimelineGroup
Parallel Advisors, LLC1,118$193K<0.01%+2713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,080$186K0.05%+17013F-HRTimeline
Strengthening Families & Communities, L…1,052$181K0.1%-10213F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,000$169K<0.01%+1,00013F-HRTimelineGroup
Gitterman Wealth Management, LLC898$155K0.04%new13F-HRTimeline
Manchester Capital Management LLC892$154K0.02%+11513F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…838$141K<0.01%-1,37813F-HRTimelineGroup
CX Institutional795$137K<0.01%+1913F-HR/ATimeline
State of Wyoming764$132K0.02%-39213F-HRTimeline
Oslo Pensjonsforsikring AS753$130K0.02%-16313F-HRTimeline
Brooklyn Investment Group747$129K0.02%+30813F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…705$121K0.01%+28713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…653$111K<0.01%+7413F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO624$108K<0.01%+30213F-HRTimelineGroup
Heritage Wealth Advisors614$106K0.01%013F-HRTimeline
Icon Wealth Advisors, LLC596$103K0.01%new13F-HRTimeline
OFI INVEST ASSET MANAGEMENT663$97.3K<0.01%+27513F-HRTimeline
New Age Alpha Advisors, LLC548$94.4K<0.01%-8113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.547$94K<0.01%+8713F-HRTimelineGroup
TOBAM542$93K0.04%+36913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UMB Bank, n.a.520$89.6K<0.01%+22613F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB514$88.6K<0.01%+12913F-HRTimeline
Larson Financial Group LLC482$83.1K<0.01%+17813F-HRTimeline
Catalyst Capital Advisors LLC453$78.1K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK410$70.7K<0.01%+613F-HRTimelineGroup
MAI Capital Management406$69.9K<0.01%+9313F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …400$68.9K<0.01%new13F-HRTimelineGroup
Crewe Advisors LLC385$66.4K0.01%-5513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…375$64.6K<0.01%+12113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC353$63K0.03%013F-HRTimeline
MUFG Securities EMEA plc354$61K<0.01%new13F-HR/ATimeline
Covestor Ltd352$61K0.04%-7513F-HRTimeline
Geneos Wealth Management Inc.326$56.2K<0.01%+2913F-HRTimeline
Global Retirement Partners, LLC322$55.5K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC315$53.3K<0.01%-3613F-HRTimeline
CYBER HORNET ETFs LLC309$53K0.04%new13F-HRTimeline
Cromwell Holdings LLC307$52.9K0.03%+913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP300$51.7K0.01%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS285$49.1K0.01%-26513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC268$46.2K<0.01%+20713F-HRTimelineGroup
PINNEY & SCOFIELD, INC.256$44.1K0.03%013F-HRTimeline
MOTCO187$40.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust231$39.8K<0.01%013F-HRTimeline
Beacon Capital Management, LLC226$38.9K0.01%-1813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …200$34.5K0.06%013F-HRTimeline
Arax Advisory Partners199$34.3K<0.01%+4313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC175$30.2K<0.01%013F-HRTimeline
NewEdge Advisors, LLC168$29K<0.01%+513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC167$28.8K<0.01%-113F-HRTimeline
NewSquare Capital LLC146$25.2K<0.01%+1613F-HRTimeline
Versant Capital Management, Inc141$24.3K<0.01%+10113F-HRTimeline
IFP Advisors, Inc129$22.2K<0.01%+6413F-HRTimeline
Hemington Wealth Management130$22K<0.01%+3413F-HRTimeline
SBI Securities Co., Ltd.125$21.5K<0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC124$21.4K<0.01%-6113F-HRTimeline
Opal Wealth Advisors, LLC120$20.7K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC116$20K<0.01%-3213F-HRTimeline
GW&K Investment Management, LLC112$19K<0.01%-1913F-HRTimeline
Quarry LP109$18.8K<0.01%-73313F-HRTimeline
GeoWealth Management, LLC106$18.3K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC88$18K0.01%new13F-HRTimeline
TrinityBridge Ltd100$17K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC93$16K<0.01%013F-HRTimeline
Clearstead Advisors, LLC92$15.9K<0.01%+7213F-HRTimeline
First Horizon Advisors, Inc.89$15.4K<0.01%-1613F-HRTimeline
SIERRA OCEAN, LLC89$15.3K0.01%-3313F-HRTimeline
Bell Investment Advisors, Inc84$14.5K<0.01%-113F-HRTimeline
PRIVATE TRUST CO NA83$14.3K<0.01%-3613F-HRTimeline
SUMMIT SECURITIES GROUP LLC81$14K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…73$12.6K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC65$11.2K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC64$11K<0.01%+1413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56$10K<0.01%-4513F-HRTimelineGroup
CVA Family Office, LLC52$8.96K<0.01%-2013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.51$8.79K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc49$8.45K<0.01%-9813F-HRTimeline
CoreCap Advisors, LLC49$8.45K<0.01%+213F-HRTimeline
Caitong International Asset Management …48$8.27K0.01%-22013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV47$8.1K<0.01%-1613F-HRTimeline
Financial Connections Group, Inc.50$8K<0.01%013F-HRTimeline
CGC Financial Services, LLC40$6.89K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.35$5.95K<0.01%+2913F-HRTimeline
HARBOUR INVESTMENTS, INC.33$5.69K<0.01%-4313F-HRTimeline
Westend Capital Management, LLC33$5.69K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC28$5K<0.01%-513F-HRTimeline
Golden State Wealth Management, LLC29$5K<0.01%013F-HRTimeline
Sachetta, LLC29$5K<0.01%new13F-HRTimeline
Rise Advisors, LLC28$4.83K<0.01%+2113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…28$4.83K<0.01%+1413F-HRTimeline
Hughes Financial Services, LLC22$4.75K<0.01%new13F-HRTimeline
Howard Hughes Medical Institute26$4.48K<0.01%new13F-HRTimeline
Bare Financial Services, Inc24$4.14K<0.01%+2013F-HRTimeline
Asset Dedication, LLC23$3.96K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC23$3.96K<0.01%-4413F-HRTimeline

Events

  • Lathan Corinna sold 1,750 PTC shares on 2026-10-05, Form 4 filed 2026-10-06. 0001714701-26-000005

    Accepted , ingested