Skip to content
Disclosery

PTC PTC INC

Follow

Stock (common), issuer CIK 857005

662 managers (684 13F filers) reported a position in PTC shares at 2026-06-30, 111,857,242 shares in all. 100 filers opened a position and 114 filers sold out during the quarter.

Managers
662
13F filers
684
New
100
Added
233
Reduced
284
Sold out
114
Shares held by filers
111,857,242

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Phillip James Consulting Co.15$1.7K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14$1.59K<0.01%-2613F-HRTimeline
DiNuzzo Private Wealth, Inc.14$1.59K<0.01%-313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13$1.48K<0.01%+113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp12$1.36K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC12$1.36K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.12$1.36K<0.01%new13F-HRTimeline
Montgomery Financial Services LLC12$1.36K<0.01%13F-HRTimeline
Cape Investment Advisory, Inc.11$1.25K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC11$1.25K<0.01%+813F-HRTimeline
American Capital Advisory, LLC10$1.14K<0.01%+913F-HRTimeline
Stone House Investment Management, LLC10$1.14K<0.01%new13F-HRTimeline
NVWM, LLC10$1.14K<0.01%+513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC10$1.14K<0.01%+513F-HRTimeline
Mosley Wealth Management10$1.14K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC10$1.14K<0.01%-113F-HRTimeline
Signature Equity Partners, LLC10$1.14K<0.01%-713F-HRTimeline
Silver Grove Financial Group, Inc.10$1.14K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC10$1.14K<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC9$1.02K<0.01%-2313F-HRTimeline
Financial Management Professionals, Inc.9$1.02K<0.01%-513F-HRTimeline
Basepoint Wealth LLC9$1.02K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC9$1.02K<0.01%-1213F-HRTimeline
Activest Wealth Management8$909<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.8$909<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC8$909<0.01%-913F-HRTimeline
Planning Strategies Inc.8$909<0.01%13F-HRTimeline
Elevated Capital Advisors, LLC7$795<0.01%013F-HRTimeline
MidFirst Bank7$795<0.01%new13F-HRTimeline
Networth Advisors, LLC7$795<0.01%new13F-HRTimeline
Triumph Capital Management6$682<0.01%-1913F-HRTimeline
TFC Financial Management, Inc.6$682<0.01%+513F-HRTimeline
Tidemark, LLC6$682<0.01%+413F-HRTimeline
DecisionPoint Financial, LLC5$599<0.01%+313F-HRTimeline
TD Capital Management LLC5$568<0.01%013F-HRTimeline
Princeton Global Asset Management LLC5$568<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC5$568<0.01%-213F-HRTimeline
Key Capital Management, INC5$568<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$567<0.01%013F-HRTimeline
North Star Investment Management Corp.4$454<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc4$454<0.01%-113F-HRTimeline
Torren Management, LLC4$454<0.01%-713F-HRTimeline
Synergy Investment Management, LLC3$397<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.3$341<0.01%new13F-HRTimeline
Kilter Group LLC3$341<0.01%-913F-HRTimeline
Provenance Wealth Advisors, LLC3$341<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC3$341<0.01%-1213F-HR/ATimeline
1015 Capital Partners, LLC3$341<0.01%-213F-HRTimeline
Essential Partners LLC3$341<0.01%-313F-HRTimeline
BIRCHBROOK, INC.3$307<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2$228<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$228<0.01%-213F-HRTimeline
Seneschal Advisors, LLC2$228<0.01%013F-HRTimeline
WestEnd Advisors, LLC2$227<0.01%013F-HRTimeline
Davis Capital Management2$227<0.01%-113F-HRTimeline
Highland Investment Advisors LLC2$227<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1$114<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1$114<0.01%-1013F-HRTimeline
CKW FINANCIAL GROUP2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Navigoe, LLC1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd241$92new13F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
GFS Advisors, LLC18$1.29Mnew13F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.

Events

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

    Accepted , ingested