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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

676 managers (698 13F filers) reported a position in PTC shares at 2026-03-31, 113,931,128 shares in all. 85 filers opened a position and 117 filers sold out during the quarter.

Managers
676
13F filers
698
New
85
Added
278
Reduced
236
Sold out
117
Shares held by filers
113,931,128

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COLDSTREAM CAPITAL MANAGEMENT INC3,208$457K0.01%-34113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC3,191$455K0.02%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,182$453K<0.01%-213,51713F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,166$452K<0.01%-5013F-HRTimelineGroup
Delta Global Management LP3,172$452K0.04%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC3,163$451K<0.01%-11,07113F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding3,138$447K-7,487Timeline
Engineers Gate Manager LP3,138$447K0.01%new13F-HRTimeline
Abel Hall, LLC3,136$447K0.1%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,076$438K<0.01%+79513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth3,082$435K<0.01%-6,57713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,011$429K<0.01%+36913F-HRTimelineGroup
Wahed Invest LLC2,977$424K0.06%-15913F-HRTimeline
Qtron Investments LLC2,969$423K0.06%+413F-HRTimeline
Aaron Wealth Advisors LLC2,936$418K0.02%+44313F-HRTimeline
Global X Japan Co., Ltd.2,906$414K0.02%+12413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,855$407K0.01%+7113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,855$407K<0.01%+1,69513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,854$407K<0.01%-1,21413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,851$406K<0.01%+90713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,824$402K0.02%-73613F-HRTimeline
STRS OHIO2,819$402K<0.01%-3713F-HRTimeline
MML INVESTORS SERVICES, LLC2,809$400K<0.01%+14113F-HRTimeline
Yorktown Management & Research Co Inc2,800$399K0.33%013F-HRTimeline
Caprock Group, LLC2,771$395K0.01%-1,18613F-HRTimeline
Continuum Advisory, LLC2,769$395K0.04%-6013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,740$390K<0.01%-1,17913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…2,735$390K<0.01%-3513F-HRTimelineGroup
GraniteShares Advisors LLC2,726$388K0.28%-30713F-HRTimeline
CIBC WORLD MARKET INC.2,717$387K<0.01%+29113F-HRTimeline
Blue Trust, Inc.2,679$382K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV2,668$380K0.05%+34213F-HRTimeline
Versant Capital Management, Inc2,655$378K0.04%+1,76013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,653$378K<0.01%-8713F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC2,624$374K0.01%+83113F-HRTimeline
Patriot Financial Group Insurance Agenc…2,606$371K0.02%+1,31313F-HRTimeline
Vise Technologies, Inc.2,131$371K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC2,639$371K0.01%+68613F-HRTimeline
Advisory Alpha, LLC2,593$369K0.01%+47313F-HRTimeline
Siemens Fonds Invest GmbH2,521$359K0.02%013F-HRTimeline
JT Stratford LLC2,514$358K0.05%-9713F-HRTimeline
Fieldview Capital Management, LLC2,490$355K0.1%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,484$354K<0.01%new13F-HRTimeline
Main Street Research LLC2,481$354K0.02%new13F-HRTimeline
Portside Wealth Group, LLC2,450$349K0.05%+7013F-HRTimeline
Belpointe Asset Management LLC2,435$347K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC2,433$347K0.01%+3413F-HRTimeline
Gratus Wealth Advisors, LLC2,424$345K0.05%-16713F-HRTimeline
NORDEN GROUP LLC2,418$345K0.03%-44813F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC2,443$343K0.11%-31013F-HRTimeline
Andina Capital Management, LLC2,355$336K0.3%new13F-HRTimeline
Kera Capital Partners, Inc.2,321$331K0.04%-28313F-HRTimeline
DIVERSIFIED TRUST CO2,296$327K0.01%+10013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,284$325K<0.01%+1,74613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RDA Financial Network2,184$311K0.08%+63413F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management2,181$311K<0.01%-175,96213F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT2,128$303K0.02%+1,31913F-HRTimeline
Cambridge Investment Research Advisors,…2,129$303K<0.01%-11013F-HRTimeline
SIGNATUREFD, LLC2,113$301K<0.01%+21813F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,077$296K0.01%-23913F-HRTimelineGroup
DAVENPORT & Co LLC2,069$295K<0.01%-1,53713F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,065$294K0.05%013F-HRTimeline
nVerses Capital, LLC2,054$293K0.27%new13F-HRTimeline
Compagnie Lombard Odier SCmA2,000$285K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,997$285K<0.01%+11813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC1,992$284K<0.01%+31713F-HRTimelineGroup
TRUST POINT INC.1,974$281K0.02%-6113F-HRTimeline
Premier Path Wealth Partners, LLC1,948$278K0.04%new13F-HRTimeline
World Investment Advisors1,936$276K<0.01%+52713F-HRTimeline
HUB Investment Partners, LLC1,907$272K0.01%new13F-HRTimeline
Aigen Investment Management, LP1,841$262K0.07%new13F-HRTimeline
Fiduciary Alliance LLC1,911$261K0.02%-2,38013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,822$260K0.01%new13F-HRTimelineGroup
Aspen Wealth Strategies, LLC1,820$259K0.14%013F-HRTimeline
SAX WEALTH ADVISORS, LLC1,465$255K0.01%013F-HRTimeline
GREENLEAF TRUST1,789$255K<0.01%+5513F-HRTimeline
First Growth Capital LLC1,744$249K0.23%-3913F-HRTimeline
&PARTNERS1,719$244K<0.01%+37213F-HRTimeline
Parallel Advisors, LLC1,707$243K<0.01%+33013F-HR/ATimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,709$242K<0.01%-1,95713F-HRTimelineGroup
CFO4Life Group, LLC1,655$236K0.04%+2913F-HRTimeline
Canada Post Corp Registered Pension Plan1,637$233K0.01%-99013F-HRTimeline
GTS SECURITIES LLC1,625$232K0.01%new13F-HRTimeline
Argyle Capital Management, LLC1,551$221K0.07%013F-HRTimeline
Portfolio Design Labs, LLC1,546$220K0.04%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,535$219K<0.01%-14713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,525$217K<0.01%new13F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC1,514$216K0.02%+213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,513$216K0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,489$212K<0.01%new13F-HRTimelineGroup
OXFORD ASSET MANAGEMENT LLP1,481$211K0.09%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PATTON FUND MANAGEMENT, INC.1,465$209K0.04%+15813F-HRTimeline
Oslo Pensjonsforsikring AS1,444$206K0.03%+85413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC1,434$204K0.02%new13F-HRTimeline
PROFUND ADVISORS LLC1,428$203K0.01%-38813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC1,426$203K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC1,415$202K<0.01%+24513F-HRTimeline
Expressive Wealth LLC1,474$202K0.19%new13F-HRTimeline
Aviso Financial Inc.1,405$200K0.01%-11913F-HRTimeline
ASR Vermogensbeheer N.V.1,354$193K<0.01%+22713F-HRTimeline
M&G PLCin group M&G PLC1,352$192K<0.01%+52913F-HRTimelineGroup
Dogwood Wealth Management LLC1,280$182K0.08%-113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,250$178K0.06%+15013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Plato Investment Management Ltd1,211$173K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,092$156K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co1,075$153K<0.01%-1513F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK989$141K<0.01%+40313F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd893$138K0.05%new13F-HRTimeline
Smartleaf Asset Management LLC971$136K<0.01%-213F-HRTimeline
Steward Partners Investment Advisory, L…923$132K<0.01%-33113F-HRTimeline
Larson Financial Group LLC885$126K<0.01%+30813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.881$126K0.01%+7313F-HRTimeline
HARBOUR INVESTMENTS, INC.811$116K<0.01%+67613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…752$107K<0.01%+8913F-HR/ATimelineGroup
MATHER GROUP, LLC.746$106K<0.01%new13F-HRTimeline
CX Institutional730$104K<0.01%-20913F-HRTimeline
Quarry LP717$102K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC697$99.3K<0.01%+29713F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…675$95K<0.01%+2113F-HRTimelineGroup
Allworth Financial LP651$92.7K<0.01%+25813F-HRTimeline
Manchester Capital Management LLC626$89.2K0.01%-413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC552$78.7K<0.01%+41913F-HRTimelineGroup
New Age Alpha Advisors, LLC548$78.1K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC532$75.8K<0.01%-89013F-HRTimeline
Leonteq Securities AG521$74.2K<0.01%-66713F-HRTimeline
MassMutual Private Wealth & Trust, FSB504$71.8K<0.01%+913F-HRTimeline
DARA CAPITAL US, INC.484$69K0.07%013F-HRTimeline
UMB Bank, n.a.478$68.1K<0.01%-10113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Innovative Asset Advisors Group, LLC459$65.4K0.04%13F-HRTimeline
Arax Advisory Partners450$64.2K<0.01%-7213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp416$59.3K<0.01%-97613F-HRTimelineGroup
Axiom Investment Management LLC413$58.8K0.04%13F-HRTimeline
Parkside Financial Bank & Trust404$57.6K<0.01%+13913F-HRTimeline
Covestor Ltd399$57K0.04%+4313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …374$53.3K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc340$48.4K<0.01%-9713F-HRTimeline
MAI Capital Management338$48.2K<0.01%+11713F-HRTimeline
CYBER HORNET ETFs LLC330$47K0.03%-1013F-HRTimeline
Cromwell Holdings LLC311$44.3K0.02%+413F-HRTimeline
TOTH FINANCIAL ADVISORY CORP300$42.7K<0.01%013F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …289$41.2K<0.01%013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…286$40.8K<0.01%-1,97013F-HRTimeline
VEGA INVESTMENT SOLUTIONS285$40.6K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich281$40K<0.01%-50,79313F-HRTimeline
Crewe Advisors LLC265$37.8K<0.01%-1213F-HRTimeline
Quent Capital, LLC258$36.8K<0.01%+19813F-HRTimeline
PINNEY & SCOFIELD, INC.256$36.5K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC255$36.3K0.01%new13F-HRTimeline
Clearstead Advisors, LLC240$34.2K<0.01%-16813F-HRTimeline
Keating Financial Advisory Services, In…238$33.9K0.01%+913F-HRTimeline
True Wealth Design, LLC206$29.4K0.01%+13613F-HRTimeline
STANCE CAPITAL LLC200$28.5K0.01%new13F-HRTimeline
Root Financial Partners, LLC189$26.9K<0.01%+2613F-HRTimeline
MOTCO187$26.6K<0.01%013F-HRTimeline
Heritage Wealth Advisors171$24.4K<0.01%-44313F-HRTimeline
CVA Family Office, LLC165$23.5K<0.01%+11013F-HRTimeline
Owl Creek Wealth Partners LLC161$22.9K0.01%13F-HRTimeline
PALLADIEM, LLC160$22.3K0.02%013F-HRTimeline
GW&K Investment Management, LLC154$22K<0.01%+2013F-HRTimeline
Bell Investment Advisors, Inc133$19K<0.01%-1113F-HRTimeline
SBI Securities Co., Ltd.131$18.7K<0.01%+613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.121$17.2K<0.01%+1613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC121$17.2K<0.01%-6613F-HRTimeline
Capital Advisors, Ltd. LLC115$16K<0.01%+8713F-HRTimeline
ROTHSCHILD INVESTMENT LLC112$16K<0.01%-813F-HRTimeline
Destiny Wealth Partners, LLC105$15K<0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC101$14.4K<0.01%-313F-HRTimeline
Cassaday & Co Wealth Management LLC100$14.2K<0.01%new13F-HRTimeline
TrinityBridge Ltd100$14K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC96$13.7K<0.01%new13F-HRTimeline
SHP Wealth Management95$13.7K<0.01%+1313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC95$13.5K<0.01%new13F-HRTimeline
Guinness Asset Management LTD94$13.4K<0.01%013F-HRTimeline
Wedbush Fund Advisers, LLC81$11.5K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC79$11.3K<0.01%-913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…78$11.1K<0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…77$11K0.01%013F-HRTimeline
Marquette Asset Management, LLC73$10.4K<0.01%+1813F-HRTimeline
First Pacific Financial72$10.3K<0.01%+2513F-HRTimeline
Bullock Wealth Management Group70$9.98K0.01%-4213F-HRTimeline
Frazier Financial Advisors, LLC65$9.26K0.01%013F-HRTimeline
PRIVATE TRUST CO NA62$8.83K<0.01%+513F-HRTimeline
Scarborough Advisors, LLC61$8.69K<0.01%+813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.57$8.12K<0.01%+513F-HRTimeline
TSFG, LLC56$8K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC53$7.55K<0.01%+113F-HRTimeline
Dunhill Financial, LLC50$7.16K<0.01%+3813F-HRTimeline
Rossby Financial, LCC50$7.13K<0.01%+2913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48$6.93K<0.01%+3713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…47$6.7K<0.01%-1113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV47$6.7K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC47$6.7K<0.01%+3813F-HRTimeline
Fortitude Family Office, LLC44$6.27K<0.01%+2913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…44$6.27K<0.01%new13F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …42$5.99K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp43$5.93K<0.01%013F-HR/ATimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…41$5.84K<0.01%+2513F-HRTimelineGroup
Byrne Asset Management LLC40$5.7K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC40$5.7K<0.01%new13F-HRTimeline
CGC Financial Services, LLC40$5.7K<0.01%013F-HRTimeline

Events

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

    Accepted , ingested