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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
First Pacific Financial22$3.79K<0.01%-913F-HRTimeline
Fortitude Family Office, LLC22$3.79K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC21$3.62K<0.01%013F-HRTimeline
High Note Wealth, LLC21$3.62K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.20$3.46K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC20$3.45K<0.01%+213F-HRTimeline
Tortoise Investment Management, LLC19$3.27K<0.01%+413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$3.27K<0.01%-10513F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.18$3.1K<0.01%+413F-HRTimeline
Clean Yield Group18$3.1K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC18$3.1K<0.01%013F-HRTimeline
Avion Wealth19$3K<0.01%+513F-HR/ATimeline
HORIZON FINANCIAL SERVICES, LLC14$2.41K<0.01%+213F-HRTimeline
LRI Investments, LLC14$2.41K<0.01%013F-HRTimeline
True Wealth Design, LLC13$2.24K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$2.07K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp11$1.9K<0.01%-413F-HRTimelineGroup
Prestige Wealth Management Group LLC11$1.9K<0.01%+813F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors10$1.72K<0.01%new13F-HRTimelineGroup
Global X Japan Co., Ltd.10$1.72K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10$1.72K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.9$1.55K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC9$1.55K<0.01%013F-HRTimeline
Dunhill Financial, LLC8$1.45K<0.01%-1913F-HRTimeline
Cape Investment Advisory, Inc.8$1.38K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.8$1.38K<0.01%-113F-HR/ATimelineGroup
Cornerstone Planning Group LLC6$1.29K<0.01%+313F-HRTimeline
SJS Investment Consulting Inc.7$1.21K<0.01%-313F-HRTimeline
Principia Wealth Advisory, LLC7$1.21K<0.01%+413F-HRTimeline
Nova Wealth Management, Inc.7$1.21K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC6$1.03K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC6$1.03K<0.01%+313F-HRTimeline
TD Capital Management LLC5$862<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5$862<0.01%new13F-HRTimelineGroup
Parkworth Wealth Management, Inc.5$862<0.01%+313F-HRTimeline
Binnacle Investments Inc5$862<0.01%013F-HRTimeline
ORG Partners LLC4$692<0.01%013F-HRTimeline
TFC Financial Management, Inc.4$690<0.01%new13F-HRTimeline
Stephens Consulting, LLC4$690<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$689<0.01%+313F-HRTimeline
Quaker Wealth Management, LLC3$518<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC3$517<0.01%-2813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3$517<0.01%new13F-HRTimeline
WestEnd Advisors, LLC3$517<0.01%-113F-HRTimeline
BIRCHBROOK, INC.3$466<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$347<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC2$345<0.01%-1413F-HRTimeline
Essential Partners LLC2$345<0.01%13F-HRTimeline
Private Wealth Asset Management, LLC1$172<0.01%013F-HRTimeline
LGT Financial Advisors LLC1$172<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-5213F-HRTimelineValue 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