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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

676 managers (698 13F filers) reported a position in PTC shares at 2026-03-31, 113,931,128 shares in all. 85 filers opened a position and 117 filers sold out during the quarter.

Managers
676
13F filers
698
New
85
Added
278
Reduced
236
Sold out
117
Shares held by filers
113,931,128

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Trust, LLC39$5.56K<0.01%+2413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC37$5.27K<0.01%new13F-HRTimeline
Sachetta, LLC37$5.27K<0.01%+813F-HRTimeline
Kemnay Advisory Services Inc.37$5.27K<0.01%new13F-HRTimeline
LRI Investments, LLC36$5.14K<0.01%-2013F-HRTimeline
Wall Street Financial Group, Inc.36$5.13K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC34$5K<0.01%-2213F-HRTimelineGroup
JPL Wealth Management, LLC35$4.99K<0.01%new13F-HR/ATimeline
EFG International AGin group EFG International AG35$4.99K<0.01%-1,06413F-HRTimelineGroup
Golden State Wealth Management, LLC34$4.84K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…33$4.7K<0.01%+213F-HRTimeline
Retirement Wealth Solutions LLC32$4.56K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC29$4.13K<0.01%-4713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…29$4.13K<0.01%+1113F-HRTimeline
Strive Financial Group ,LLC26$4K<0.01%013F-HRTimeline
Triumph Capital Management25$3.56K<0.01%+2313F-HRTimeline
Private Wealth Management Group, LLC23$3.28K<0.01%-113F-HRTimeline
Avion Wealth25$3K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC21$2.99K<0.01%013F-HRTimeline
High Note Wealth, LLC21$2.99K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC21$2.89K<0.01%+1013F-HRTimeline
TD Waterhouse Canada Inc.20$2.85K<0.01%-1,44113F-HRTimeline
SJS Investment Consulting Inc.20$2.85K<0.01%-14513F-HRTimeline
SUMMIT SECURITIES GROUP LLC19$2.71K<0.01%-15913F-HRTimeline
DiNuzzo Private Wealth, Inc.17$2.42K<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC17$2.42K<0.01%+913F-HRTimeline
FIRST HORIZON CORP17$2.42K<0.01%+313F-HRTimeline
Bay Harbor Wealth Management, LLC17$2.42K<0.01%+513F-HRTimeline
Piscataqua Savings Bank17$2.42K<0.01%013F-HRTimeline
Signature Equity Partners, LLC17$2.42K<0.01%+713F-HRTimeline
Cornerstone Financial Management LLC15$2.14K<0.01%+313F-HR/ATimeline
Financial Management Professionals, Inc.14$2K<0.01%+513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC13$1.85K<0.01%+113F-HRTimeline
State of Wyoming13$1.85K<0.01%-67013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12$1.71K<0.01%-513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management12$1.71K<0.01%+113F-HRTimelineGroup
Kilter Group LLC12$1.71K<0.01%+613F-HRTimeline
Principia Wealth Advisory, LLC11$1.57K<0.01%-113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC11$1.57K<0.01%new13F-HRTimeline
Torren Management, LLC11$1.57K<0.01%-6513F-HRTimeline
Prestige Wealth Management Group LLC9$1.28K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$1.28K<0.01%+613F-HRTimeline
Financial Network Wealth Advisors LLC9$1.28K<0.01%013F-HRTimeline
Basepoint Wealth LLC9$1.28K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8$1.14K<0.01%-213F-HRTimelineGroup
Aspect Partners, LLC8$1.14K<0.01%013F-HRTimeline
Clayton Financial Group LLC7$998<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC7$997<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC7$997<0.01%-1113F-HRTimeline
Essential Partners LLC6$855<0.01%+413F-HRTimeline
AdvisorNet Financial, Inc5$712<0.01%-5213F-HRTimeline
TD Capital Management LLC5$712<0.01%013F-HRTimeline
NVWM, LLC5$712<0.01%new13F-HRTimeline
Hughes Financial Services, LLC5$712<0.01%-1713F-HRTimeline
Portus Wealth Advisors, LLC5$712<0.01%new13F-HRTimeline
1015 Capital Partners, LLC5$712<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…5$711<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5$691<0.01%+413F-HRTimeline
Bogart Wealth, LLC4$570<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC4$570<0.01%+113F-HRTimeline
Abound Wealth Management4$570<0.01%+213F-HRTimeline
Bare Financial Services, Inc4$570<0.01%-2013F-HRTimeline
Davis Capital Management3$427<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$427<0.01%-213F-HRTimeline
BIRCHBROOK, INC.3$385<0.01%013F-HRTimeline
WestEnd Advisors, LLC2$285<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2$285<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$285<0.01%013F-HRTimeline
Tidemark, LLC2$285<0.01%new13F-HRTimeline
Seneschal Advisors, LLC2$285<0.01%013F-HRTimeline
TopTier Wealth Management, LLC2$285<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$143<0.01%-313F-HRTimeline
American Capital Advisory, LLC1$143<0.01%-113F-HRTimeline
3 FACTOR INDEXING, LLC1$143<0.01%13F-HRTimeline
Vermillion Wealth Management, Inc.1$142<0.01%new13F-HRTimeline
CURIO WEALTH, LLC1$142<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