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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

704 managers (726 13F filers) reported a position in PTC shares at 2025-12-31, 116,810,426 shares in all. 74 filers opened a position and 104 filers sold out during the quarter.

Managers
704
13F filers
726
New
74
Added
263
Reduced
273
Sold out
104
Shares held by filers
116,810,426

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.105$18.3K<0.01%+213F-HRTimelineGroup
Basecamp Wealth Advisors LLC104$18.1K<0.01%13F-HRTimeline
SageView Advisory Group, LLC103$17.9K<0.01%new13F-HRTimeline
TrinityBridge Ltd100$17K<0.01%013F-HRTimeline
Financial Connections Group, Inc.100$17K0.01%+5013F-HRTimeline
Guinness Asset Management LTD94$16.5K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC88$15.3K<0.01%+2413F-HRTimeline
SHP Wealth Management82$14.5K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…78$13.6K<0.01%+513F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…77$13.4K0.01%13F-HRTimeline
Westfuller Advisors, LLC76$13.2K0.01%+4013F-HRTimeline
Torren Management, LLC76$13.2K0.01%13F-HRTimeline
WHITTIER TRUST CO75$13.1K<0.01%013F-HRTimeline
True Wealth Design, LLC70$12.2K<0.01%+4013F-HRTimeline
ORG Partners LLC66$11.5K<0.01%+5713F-HRTimeline
Frazier Financial Advisors, LLC65$11.3K0.01%013F-HRTimeline
Quent Capital, LLC60$10.5K<0.01%-4713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…58$10.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA57$9.93K<0.01%-4513F-HRTimeline
AdvisorNet Financial, Inc57$9.93K<0.01%+813F-HRTimeline
LRI Investments, LLC56$9.77K<0.01%+4213F-HRTimeline
Marquette Asset Management, LLC55$9.58K<0.01%+2313F-HRTimeline
CVA Family Office, LLC55$9.58K<0.01%-2413F-HRTimeline
Scarborough Advisors, LLC53$9.23K<0.01%-813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.52$9.06K<0.01%+113F-HRTimeline
CoreCap Advisors, LLC52$9.06K<0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56$9K<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV47$8.19K<0.01%013F-HRTimeline
First Pacific Financial47$8.19K<0.01%+2113F-HRTimeline
NewEdge Advisors, LLC40$6.97K<0.01%-3,02813F-HRTimeline
CGC Financial Services, LLC40$6.97K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp43$6.7K0.01%013F-HR/ATimeline
Golden State Wealth Management, LLC34$5.92K<0.01%+513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…31$5.4K<0.01%-113F-HRTimeline
Sachetta, LLC29$5.05K<0.01%-1113F-HRTimeline
Capital Advisors, Ltd. LLC28$5K<0.01%013F-HRTimeline
Howard Hughes Medical Institute26$4.53K<0.01%013F-HRTimeline
Strive Financial Group ,LLC26$4.53K<0.01%13F-HR/ATimeline
Private Wealth Management Group, LLC24$4.18K<0.01%+113F-HRTimeline
Bare Financial Services, Inc24$4.18K<0.01%-313F-HRTimeline
Asset Dedication, LLC23$4.01K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC23$4.01K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC22$3.83K<0.01%013F-HRTimeline
High Note Wealth, LLC21$3.66K<0.01%013F-HRTimeline
Rossby Financial, LCC21$3.66K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC21$3.5K<0.01%013F-HRTimeline
Clean Yield Group18$3.14K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.18$3.14K<0.01%-113F-HRTimeline
Bruce G. Allen Investments, LLC18$3.14K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…18$3.14K<0.01%+813F-HRTimeline
Avion Wealth22$3K<0.01%-213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17$2.96K<0.01%+1313F-HRTimelineGroup
Piscataqua Savings Bank17$2.96K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16$2.79K<0.01%+913F-HRTimelineGroup
Clearstead Trust, LLC15$2.61K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC15$2.61K<0.01%-913F-HRTimeline
FIRST HORIZON CORP14$2.44K<0.01%new13F-HRTimeline
North Star Investment Management Corp.14$2.44K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC14$2.44K<0.01%-213F-HRTimeline
Dunhill Financial, LLC12$2.16K<0.01%+413F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$2.09K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC12$2.09K<0.01%+113F-HRTimeline
Cornerstone Financial Management LLC12$2.09K<0.01%13F-HR/ATimeline
Bay Harbor Wealth Management, LLC12$2.09K<0.01%+413F-HRTimeline
Phillip James Consulting Co.15$2K0.04%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11$1.93K<0.01%-213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.11$1.92K<0.01%-513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management11$1.92K<0.01%-813F-HRTimelineGroup
OPTIMA CAPITAL LLC11$1.92K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC11$1.78K<0.01%-9613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors10$1.74K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC10$1.74K<0.01%13F-HRTimeline
Financial Management Professionals, Inc.9$1.57K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9$1.57K<0.01%-2613F-HRTimeline
Prestige Wealth Management Group LLC9$1.57K<0.01%-413F-HRTimeline
Financial Network Wealth Advisors LLC9$1.57K<0.01%013F-HRTimeline
Basepoint Wealth LLC9$1.57K<0.01%new13F-HRTimeline
Aspect Partners, LLC8$1.39K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC8$1.39K<0.01%+213F-HRTimeline
Clayton Financial Group LLC7$1.22K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC7$1.22K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.7$1.22K<0.01%013F-HRTimeline
Kilter Group LLC6$1.05K<0.01%+113F-HRTimeline
Horrell Capital Management, Inc.4$1K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$872<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$871<0.01%new13F-HRTimeline
TD Capital Management LLC5$871<0.01%013F-HRTimeline
1015 Capital Partners, LLC5$871<0.01%13F-HRTimeline
TFC Financial Management, Inc.4$697<0.01%013F-HRTimeline
Investors Portfolio Services LLC3$609<0.01%13F-HRTimeline
Quaker Wealth Management, LLC3$523<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.3$523<0.01%new13F-HRTimeline
BIRCHBROOK, INC.3$471<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$349<0.01%013F-HRTimeline
American Capital Advisory, LLC2$349<0.01%+113F-HRTimeline
Seneschal Advisors, LLC2$349<0.01%-113F-HRTimeline
WestEnd Advisors, LLC2$348<0.01%-113F-HRTimeline
Triumph Capital Management2$348<0.01%new13F-HRTimeline
Essential Partners LLC2$348<0.01%013F-HRTimeline
Abound Wealth Management2$318<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1$174<0.01%013F-HRTimeline
Nemes Rush Group LLC1$174<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1$174<0.01%-17813F-HRTimeline
United Financial Planning Group LLC1$174<0.01%new13F-HRTimeline

Events

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

    Accepted , ingested