PTC · Company research
PTC, INC (PTC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 251464 | 28568825 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Crossmark Global Holdings, Inc. | 1539204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15064 | 1711421 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 578 | 65667 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 2 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57571 | 6540641 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRELUDE CAPITAL MANAGEMENT, LLC | 1387508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2930 | 332877 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15115 | 1717215 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TEALWOOD ASSET MANAGEMENT INC | 1164062 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6514 | 740 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62900 | 7146069 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2559 | 319210 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Storgate, LLC | 2110835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3477 | 395022 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26476 | 3007938 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SteelPeak Wealth, LLC | 1801868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4126 | 468755 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 143 | 16239 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43008 | 4886 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 4772 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39710 | 4511453 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94990 | 10788 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inscription Capital, LLC | 1767868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2799 | 317994 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32845 | 3731520 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250935 | 28508725 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151800 | 17245998 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ZACKS INVESTMENT MANAGEMENT | 1086483 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17826 | 2025307 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1364 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17163 | 1949888 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1343 | 152578 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1012614 | 115043077 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Retirement Wealth Solutions LLC | 2044741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 1023 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Elevated Capital Advisors, LLC | 1802387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 795 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183902 | 20893106 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21073 | 2394103 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17132 | 1945918 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5232 | 594408 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20535 | 2333 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34118 | 3876146 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AIA Group Ltd | 1522877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6770 | 769140 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Argo Wealth Advisory, LLC | 2104895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15188 | 1725509 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aspen Wealth Strategies, LLC | 1972517 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1820 | 206770 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62540 | 7105169 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11773 | 1337502 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23471 | 2666540 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independent Family Office, LLC | 1756485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111808 | 12702507 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fideuram Asset Management (Ireland) dac | 2109923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4363 | 494263 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58086 | 6599151 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3453 | 392295 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Basecamp Wealth Advisors LLC | 2115254 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105 | 11929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1672142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27000 | 3067470 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4284 | 486705 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2625 | 298226 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Associated Banc-Corp | 7789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500 | 284025 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Calamos Advisors LLC | 1316507 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61290 | 6963157 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13754 | 1562537 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wahed Invest LLC | 1763146 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3085 | 350487 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Allspring Global Investments Holdings, LLC | 1890906 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4066 | 487025 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183487 | 20845814 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mn Services Vermogensbeheer B.V. | 1666940 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34469 | 3916 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 765541 | 86973044 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 375 | 42604 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27778 | 3155859 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRIVATE CLIENT SERVICES, LLC | 1457005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10753 | 1221648 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Investment Management Corp of Ontario | 1811568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7564 | 859346 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Advisory Alpha, LLC | 1576762 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2549 | 289592 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Meiji Yasuda Asset Management Co Ltd. | 1491685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1876 | 213132 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF NOVA SCOTIA | 9631 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14053 | 1596561 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254176 | 28876935 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 335500 | 38116155 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50563 | 5744462 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2544 | 289024 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AlphaCore Capital LLC | 1713662 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4808 | 546237 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Ampersand Capital Group, L.P. | 2059671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 211998 | 24085093 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| E Fund Management Co., Ltd. | 1842296 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3193 | 362757 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Banque Cantonale Vaudoise | 1793755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3349 | 380 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Baird Financial Group, Inc. | 1648711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5946 | 675525 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 909 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3589 | 407746 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 853 | 96909 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Impax Asset Management Group plc | 1749768 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 293381 | 33331015 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90 | 10222 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FEDERATED HERMES, INC. | 1056288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 54874 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4312 | 489886 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.