Who owns PTC Inc. (PTC)
Which tracked institutional funds hold PTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PTC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PTC is one-sided between 2025-Q4 and 2026-Q1: 101 added or opened and 301 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PTC’s largest tracked holder by dollar value, T. Rowe Price Investment Management, Inc., sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in PTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 692 tracked filers holding PTC, 372 increased or opened the position and 361 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PTC between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- VANGUARD CAPITAL MANAGEMENT LLC$1.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$837M
- VANGUARD FIDUCIARY TRUST CO$96M
- JUPITER ASSET MANAGEMENT LTD$93M
- Vanguard Global Advisers, LLC$37M
- VANGUARD ASSET MANAGEMENT, Ltd$29M
Full exits 52
- VANGUARD GROUP INC$2.6B
- CCLA Investment Management$117M
- Select Equity Group, L.P.$99M
- TWO SIGMA ADVISERS, LP$43M
- RIVULET CAPITAL, LLC$37M
- Torque Asset Management LLC$18M
Largest adds
- T. Rowe Price Investment Management, Inc.$480M
- Amundi$127M
- Palestra Capital Management LLC$86M
- CITADEL ADVISORS LLC$78M
- Pacer Advisors, Inc.$43M
- UBS Group AG$35M
Largest trims
- BlackRock, Inc.$633M
- EAGLE CAPITAL MANAGEMENT LLC$326M
- STATE STREET CORP$194M
- NORGES BANK$194M
- FRANKLIN RESOURCES INC$156M
- WELLINGTON MANAGEMENT GROUP LLP$117M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. added | 19,108,911 | $2.7B | 15.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,504,502 | $1.4B | 7.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,735,222 | $1.1B | 6.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,871,374 | $837M | 4.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,855,368 | $834M | 4.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,671,236 | $523M | 2.9% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 3,530,070 | $503M | 2.8% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 3,505,930 | $500M | 2.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 3,122,184 | $445M | 2.5% | 2026-Q1 |
| Invesco Ltd. added | 1,930,352 | $275M | 1.5% | 2026-Q1 |
| Standard Investments LLC | 1,812,500 | $258M | 1.4% | 2026-Q1 |
| Amundi added | 1,725,555 | $246M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,492,900 | $213M | 1.2% | 2026-Q1 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. added | 1,465,377 | $209M | 1.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,401,308 | $200M | 1.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,337,974 | $191M | 1.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,308,641 | $186M | 1.0% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 1,305,846 | $186M | 1.0% | 2026-Q1 |
| FERNBRIDGE CAPITAL MANAGEMENT LP added | 1,295,434 | $185M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 965,045 | $138M | 0.8% | 2026-Q1 |
| Palestra Capital Management LLC added | 890,595 | $127M | 0.7% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 791,529 | $113M | 0.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 770,014 | $110M | 0.6% | 2026-Q1 |
| EAGLE CAPITAL MANAGEMENT LLC trimmed | 731,625 | $104M | 0.6% | 2026-Q1 |
| FIL Ltd trimmed | 724,028 | $103M | 0.6% | 2026-Q1 |
| Liontrust Investment Partners LLP | 586,190 | $102M | 0.6% | 2026-Q1 |
| NORGES BANK trimmed | 651,519 | $101M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 682,211 | $97M | 0.5% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 676,062 | $96M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 672,291 | $96M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 662,973 | $94M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 660,028 | $94M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 657,612 | $94M | 0.5% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 672,986 | $93M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 652,179 | $93M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 641,025 | $90M | 0.5% | 2026-Q1 |
| UBS Group AG added | 616,362 | $88M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 583,088 | $83M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 561,235 | $79M | 0.4% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 515,905 | $74M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 505,470 | $72M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 960,005 | $64M | 0.4% | 2026-Q1 |
| FMR LLC added | 441,847 | $63M | 0.4% | 2026-Q1 |
| TD Asset Management Inc trimmed | 441,219 | $63M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 399,056 | $57M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 389,100 | $55M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 356,219 | $51M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 348,900 | $50M | 0.3% | 2026-Q1 |
| AVIVA PLC added | 345,849 | $49M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 324,622 | $46M | 0.3% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 299,679 | $43M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 298,594 | $43M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 289,006 | $41M | 0.2% | 2026-Q1 |
| Tensor Edge Capital, LLC added | 279,909 | $40M | 0.2% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 273,088 | $39M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 272,588 | $39M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 261,052 | $37M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 260,541 | $37M | 0.2% | 2026-Q1 |
| Candriam S.C.A. trimmed | 235,165 | $34M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 229,923 | $33M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 227,430 | $32M | 0.2% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 225,208 | $32M | 0.2% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 212,294 | $30M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 203,296 | $29M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 201,771 | $29M | 0.2% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 201,132 | $29M | 0.2% | 2026-Q1 |
| Ampersand Capital Group, L.P. added | 200,498 | $29M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 196,961 | $28M | 0.2% | 2026-Q1 |
| RENAISSANCE GROUP LLC added | 196,826 | $28M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 192,782 | $27M | 0.2% | 2026-Q1 |
| Capital Investment Services of America, Inc. added | 185,800 | $26M | 0.1% | 2026-Q1 |
| DF DENT & CO INC trimmed | 180,589 | $26M | 0.1% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 176,909 | $25M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 173,078 | $25M | 0.1% | 2026-Q1 |
| MIROVA added | 173,039 | $25M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 172,771 | $25M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 135,732 | $24M | 0.1% | 2026-Q1 |
| NORTH STAR ASSET MANAGEMENT INC added | 162,897 | $23M | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 162,708 | $23M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 158,647 | $23M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 157,369 | $22M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 150,378 | $21M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 146,524 | $21M | 0.1% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 144,916 | $21M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 144,207 | $21M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 142,735 | $20M | 0.1% | 2026-Q1 |
| 2Xideas AG trimmed | 142,203 | $20M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 133,414 | $19M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,659,219 | $2.6B | 14.3% | 2025-Q4 stale |
| CCLA Investment Management trimmed | 674,102 | $117M | 0.7% | 2025-Q4 stale |
| Select Equity Group, L.P. trimmed | 568,572 | $99M | 0.6% | 2025-Q4 stale |
| AXA Investment Managers S.A. new | 337,238 | $68M | 0.4% | 2025-Q3 stale |
| AXA S.A. added | 332,254 | $57M | 0.3% | 2025-Q2 stale |
| Praesidium Investment Management Company, LLC trimmed | 325,967 | $51M | 0.3% | 2025-Q1 stale |
| Durable Capital Partners LP added | 278,710 | $48M | 0.3% | 2025-Q2 stale |
| Junto Capital Management LP trimmed | 215,160 | $44M | 0.2% | 2025-Q3 stale |
| Thematics Asset Management added | 211,207 | $43M | 0.2% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 246,100 | $43M | 0.2% | 2025-Q4 stale |
| RIVULET CAPITAL, LLC trimmed | 211,100 | $37M | 0.2% | 2025-Q4 stale |
| Clearbridge Investments, LLC trimmed | 153,115 | $31M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.