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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

660 managers (677 13F filers) reported a position in PTC shares at 2024-12-31, 116,814,084 shares in all. 76 filers opened a position and 44 filers sold out during the quarter.

Managers
660
13F filers
677
New
76
Added
243
Reduced
236
Sold out
44
Shares held by filers
116,814,084

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Connections Group, Inc.50$9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV47$8.64K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.47$8.64K<0.01%013F-HRTimeline
WR Wealth Planners, LLC46$8.46K<0.01%013F-HRTimeline
CGC Financial Services, LLC40$7.36K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.36$6.62K<0.01%-2213F-HRTimeline
Abound Wealth Management29$5.33K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC29$5.33K<0.01%13F-HRTimeline
Dunhill Financial, LLC29$5.31K<0.01%+513F-HRTimeline
Washington Trust Advisors, Inc.28$5.23K<0.01%+913F-HRTimeline
Capital Advisors, Ltd. LLC28$5K<0.01%013F-HRTimeline
State of Wyoming27$4.96K<0.01%-1,06713F-HRTimeline
First Pacific Financial26$4.78K<0.01%013F-HRTimeline
2UniFi Bank25$4.6K<0.01%13F-HRTimeline
Asset Dedication, LLC23$4.23K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC23$4.23K<0.01%+613F-HRTimeline
Sound Income Strategies, LLC21$3.86K<0.01%013F-HRTimeline
High Note Wealth, LLC21$3.86K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC20$3.68K<0.01%-31513F-HRTimeline
TD Waterhouse Canada Inc.20$3.68K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20$3.68K<0.01%new13F-HRTimeline
Clean Yield Group18$3.31K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC18$3.31K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.15$2.76K<0.01%-113F-HRTimeline
Tortoise Investment Management, LLC15$2.76K<0.01%-1513F-HR/ATimeline
Raleigh Capital Management Inc.15$2.76K<0.01%+713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14$2.58K<0.01%013F-HRTimeline
LRI Investments, LLC14$2.57K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.13$2.39K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC13$2.39K<0.01%013F-HRTimeline
NewSquare Capital LLC12$2.21K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.12$2.21K<0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$2.21K<0.01%-313F-HRTimeline
Avion Wealth14$2K<0.01%+613F-HRTimeline
SOA Wealth Advisors, LLC.10$1.84K<0.01%013F-HR/ATimeline
SJS Investment Consulting Inc.10$1.84K<0.01%-513F-HRTimeline
Cassady Schiller Wealth Management, LLC10$1.84K<0.01%new13F-HRTimeline
Bogart Wealth, LLC9$1.66K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC9$1.66K<0.01%-1113F-HRTimeline
Cape Investment Advisory, Inc.8$1.47K<0.01%new13F-HRTimeline
True Wealth Design, LLC7$1.29K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC7$1.29K<0.01%13F-HRTimeline
Clark Wealth Partners6$1.1K<0.01%13F-HRTimeline
TD Capital Management LLC5$919<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors4$735<0.01%+213F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3$552<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC3$552<0.01%013F-HR/ATimeline
Global Financial Private Client, LLC3$552<0.01%new13F-HRTimeline
BIRCHBROOK, INC.3$497<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2$368<0.01%new13F-HRTimeline
Continuum Advisory, LLC2$368<0.01%013F-HRTimeline
Transce3nd, LLC2$368<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.2$368<0.01%13F-HRTimeline
WealthTrak Capital Management LLC2$368<0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC2$367<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC2$340<0.01%13F-HRTimeline
WestEnd Advisors, LLC1$184<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1$184<0.01%new13F-HRTimeline
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, 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