PTC INC PTC

US Technology Services-Prepackaged Software
$124.55
+4.0%
52w: $112.33 – $216.53

Latest 13F among current holders filed 3 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
112.33164.43216.53
Jun 20, 2025 Jul 2, 2026
Institutional holders
691
-28 QoQ
13F value
$16.23B
-28.3% QoQ
Smart-money holders
31
signal tier ≥ 2
New smart buyers
4
Q1 2026
Options barometer
0.5×
$42.1M calls / $82.0M puts

Institutional value by quarter

$23.04B
Q1 2024
$21.43B
Q2 2024
$21.20B
Q3 2024
$21.48B
Q4 2024
$18.15B
Q1 2025
$20.52B
Q2 2025
$23.59B
Q3 2025
$22.64B
Q4 2025
$16.23B
Q1 2026

Number of holders

622
Q1 2024
617
Q2 2024
620
Q3 2024
674
Q4 2024
671
Q1 2025
665
Q2 2025
730
Q3 2025
719
Q4 2025
691
Q1 2026

Who owns PTC?

Q1 2026 filings
FundTypeSharesValue% of fundChange
T. Rowe Price Investment Management, Inc. Long only active19.1M$2.72B1.9%-38.9%
BlackRock, Inc. Index provider11.6M$1.65B0.0%+1.3%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical7.7M$1.10B0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical5.9M$836.6M0.0%
STATE STREET CORP Index provider5.9M$834.3M0.0%-0.9%
GEODE CAPITAL MANAGEMENT, LLC Index provider3.7M$523.1M0.0%+2.8%
JANUS HENDERSON GROUP PLC Diversified mechanical3.5M$503.0M0.2%+0.3%
Pictet Asset Management Holding SA Diversified mechanical3.5M$499.5M0.5%+17.8%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical3.1M$444.9M0.1%+3.2%
Invesco Ltd. Index provider2.0M$280.6M0.0%+15.1%
Standard Investments LLC ★3Fundamental concentrated1.8M$258.3M15.2%Held
Amundi Diversified mechanical1.7M$245.9M0.1%+151.9%
NORTHERN TRUST CORP Index provider1.5M$212.7M0.0%+10.3%
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Other1.5M$208.8M1.8%+12.7%
WELLINGTON MANAGEMENT GROUP LLP Long only active1.4M$199.7M0.0%-23.0%
MORGAN STANLEY Bank broker1.3M$190.6M0.0%+9.7%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker1.3M$186.5M0.0%+31.7%
LAZARD ASSET MANAGEMENT LLC Diversified mechanical1.3M$186.1M0.3%-13.5%
FERNBRIDGE CAPITAL MANAGEMENT LP ★3Fundamental concentrated1.3M$184.6M11.8%+5.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider965.0K$137.5M0.0%+4.2%
Palestra Capital Management LLC ★2Fundamental concentrated890.6K$126.9M5.0%+279.9%
Sumitomo Mitsui Trust Group, Inc. Diversified mechanical791.5K$112.8M0.1%-0.2%
DIMENSIONAL FUND ADVISORS LP Quant stat arb770.0K$109.7M0.0%+17.9%
EAGLE CAPITAL MANAGEMENT LLC ★3Fundamental concentrated731.6K$104.2M0.3%-70.4%
FIL Ltd Other724.0K$103.2M0.1%-1.8%
Legal & General Group Plc Diversified mechanical682.2K$97.2M0.0%+0.5%
Robeco Institutional Asset Management B.V. Other676.1K$96.3M0.1%-4.7%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical672.3K$95.8M0.0%
Bank of New York Mellon Corp Diversified mechanical663.0K$94.5M0.0%-2.9%
DEUTSCHE BANK AG\ Bank broker660.0K$94.0M0.0%+2.0%
GOLDMAN SACHS GROUP INC Bank broker657.6K$93.7M0.0%+56.9%
JUPITER ASSET MANAGEMENT LTD Other673.0K$93.4M0.5%New
BANK OF AMERICA CORP /DE/ Bank broker652.2K$92.9M0.0%-5.7%
JPMORGAN CHASE & CO Bank broker641.0K$89.5M0.0%+23.5%
UBS Group AG Bank broker616.4K$87.8M0.0%+102.5%
CITADEL ADVISORS LLC Multistrat pod583.1K$83.1M0.1%+2084.6%
RAYMOND JAMES FINANCIAL INC Bank broker561.2K$78.8M0.0%-4.3%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Bank broker515.9K$73.5M0.1%-3.6%
Nuveen, LLC Diversified mechanical505.5K$72.0M0.0%-7.2%
FMR LLC Long only active486.4K$69.3M0.0%+24.9%
TD Asset Management Inc Diversified mechanical441.2K$62.9M0.1%-11.0%
Pacer Advisors, Inc. Diversified mechanical425.1K$60.6M0.2%+243.8%
Quantinno Capital Management LP Diversified mechanical399.1K$56.9M0.1%+95.3%
RENAISSANCE TECHNOLOGIES LLC Quant stat arb389.1K$55.4M0.1%+89.3%
HSBC HOLDINGS PLC Bank broker356.2K$50.7M0.0%-44.1%
Liontrust Investment Partners LLP Other354.3K$50.5M0.9%-39.6%
Swiss National Bank Index provider348.9K$49.7M0.0%+6.3%
AVIVA PLC Other345.8K$49.3M0.1%+3.8%
BARCLAYS PLC Bank broker324.6K$46.3M0.0%-61.2%
Impax Asset Management Group plc Other299.7K$42.7M0.3%-48.3%

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