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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

655 managers (674 13F filers) reported a position in PTC shares at 2025-03-31, 117,105,687 shares in all. 88 filers opened a position and 90 filers sold out during the quarter.

Managers
655
13F filers
674
New
88
Added
258
Reduced
240
Sold out
90
Shares held by filers
117,105,687

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Clearstead Advisors, LLC20$3.1K<0.01%013F-HRTimeline
Clean Yield Group18$2.79K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC18$2.79K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC18$2.79K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC16$2.48K<0.01%+1413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15$2.33K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC15$2.32K<0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.14$2.17K<0.01%+113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…14$2.17K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC14$2.17K<0.01%-913F-HRTimeline
LRI Investments, LLC14$2.17K<0.01%013F-HRTimeline
True Wealth Design, LLC13$2.02K<0.01%+613F-HRTimeline
Glen Eagle Advisors, LLC13$2.01K<0.01%013F-HRTimeline
Avion Wealth14$2K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$1.86K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC12$1.86K<0.01%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.10$1.55K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.10$1.55K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10$1.55K<0.01%-1013F-HRTimeline
Financial Management Professionals, Inc.9$1.4K<0.01%-2713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.9$1.4K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC9$1.4K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.8$1.24K<0.01%013F-HRTimeline
Global Financial Private Client, LLC8$1.24K<0.01%+513F-HRTimeline
NVWM, LLC7$1.08K<0.01%new13F-HRTimeline
Greenline Partners, LLC7$1.08K<0.01%new13F-HRTimeline
Rise Advisors, LLC7$1.08K<0.01%-5513F-HRTimeline
VALLEY NATIONAL ADVISERS INC10$1K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.6$926<0.01%-2213F-HRTimeline
TD Capital Management LLC5$775<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5$775<0.01%new13F-HRTimeline
Binnacle Investments Inc5$775<0.01%13F-HRTimeline
ORG Partners LLC4$624<0.01%new13F-HRTimeline
WestEnd Advisors, LLC4$620<0.01%+313F-HRTimeline
Blume Capital Management, Inc.4$620<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4$620<0.01%new13F-HRTimeline
Abound Wealth Management4$620<0.01%-2513F-HRTimeline
Bare Financial Services, Inc4$620<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3$465<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3$465<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC3$465<0.01%013F-HR/ATimeline
Bay Harbor Wealth Management, LLC3$464<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC3$448<0.01%-413F-HRTimeline
Cornerstone Planning Group LLC3$443<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC3$438<0.01%+113F-HRTimeline
BIRCHBROOK, INC.3$419<0.01%013F-HRTimeline
Continuum Advisory, LLC2$310<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$310<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1$155<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1$155<0.01%13F-HRTimeline
American Capital Advisory, LLC1$155<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC1$155<0.01%13F-HRTimeline
Perkins Coie Trust Co1$154<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25613F-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