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PTC
PTC Inc.Information TechnologyApplication SoftwareLatest close $1445 of 27 marquee funds currently hold2 CUSIPs mapped
Current holders
5
27 funds tracked
Ever held
14
Current + past
New this quarter
1
Exited this quarter
2
Marquee-fund ownership over time
Aug 12, 2014Feb 14, 2020Aug 14, 2023May 15, 2026
Now
6
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $172 | $144 | -16% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $172 | $144 | -16% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $144 | — |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $172 | $144 | -16% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $193 | $144 | -26% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 8× in & out | Q4 2025 | Q2 2026 | → $142 | -19% |
| Point72 Asset Management 2× in & out | Q1 2026 | Q2 2026 | → $142 | -7% |
| Millennium Management 2× in & out | Q3 2025 | Q4 2025 | — | +0% |
| Lone Pine Capital | Q4 2022 | Q2 2025 | → $172 | +32% |
| D1 Capital Partners | Q4 2024 | Q2 2025 | → $172 | -10% |
| Maverick Capital 4× in & out | Q4 2023 | Q3 2024 | → $172 | +11% |
| Duquesne Family Office 2× in & out | Q3 2023 | Q4 2023 | → $155 | +6% |
| Coatue Management | Q1 2020 | Q2 2020 | → $65 | -26% |
| JANA Partners | Q1 2018 | Q2 2019 | → $87 | +22% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PTC INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
2
Filings · last 90d
15
Total on file
636
Recent SEC buffer
Most recent
May 12, 2026
30d / 90d windows measured from May 12, 2026 — the most recent Form 4 on file — not from today.
- Form 40001654954-26-004735May 12, 2026
- Form 40001654954-26-004635May 8, 2026
- Form 40001714701-26-000003Mar 18, 2026
- Form 40001627340-26-000002Mar 16, 2026
- Form 40001252191-26-000002Mar 4, 2026
- Form 40001252191-26-000001Feb 12, 2026
- Form 40001627340-26-000001Feb 12, 2026
- Form 40000857005-26-000001Feb 12, 2026
- Form 40001714701-26-000001Feb 12, 2026
- Form 40001193635-26-000001Feb 12, 2026
- Form 40001751561-26-000001Feb 12, 2026
- Form 40001394887-26-000001Feb 12, 2026
- Form 40001202443-26-000002Feb 12, 2026
- Form 40001436655-26-000001Feb 12, 2026
- Form 40001525550-26-000002Feb 12, 2026
Showing 15 of 636 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · PTC Inc.Annual figures sourced directly from PTC Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$2.74B
FY2025+19% YoY
Net income
$734M
FY2025+95% YoY
EPS (diluted)
$6.08
FY2025+95% YoY
Free cash flow(?)
$856.69M
FY2025+16% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PTC INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- 8-KMaterial eventMay 6, 2026
- 8-KMaterial eventMar 16, 2026
- 8-KMaterial eventFeb 11, 2026
- 10-QQuarterly reportFeb 5, 2026
- 8-KMaterial eventFeb 4, 2026
- DEF 14AFORM DEF 14ADec 23, 2025
- 8-KMaterial eventDec 4, 2025
- 10-KAnnual reportNov 21, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventNov 5, 2025
- 8-KMaterial eventOct 14, 2025
- 10-QQuarterly reportJul 31, 2025
- 8-KMaterial eventJul 30, 2025
- 10-QQuarterly reportMay 1, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| D.E. Shaw | Q2 2026 | open | $142 | $144 | +2% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $153 | $142 | -7% |
| Renaissance Technologies | Q1 2026 | open | $151 | $144 | -4% |
| Citadel Advisors | Q4 2025 | open | $180 | $144 | -20% |
| Bridgewater Associates | Q4 2025 | Q2 2026 | $175 | $142 | -19% |
| Millennium Management | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $171 | $172 | +0% |
| Point72 Asset Management | Q1 2025 | Q2 2025 | $171 | $172 | +0% |
| D1 Capital Partners | Q4 2024 | Q2 2025 | $191 | $172 | -10% |
| D.E. Shaw | Q4 2024 | Q4 2025 | $191 | $180 | -6% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $193 | $168 | -13% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $172 | $191 | +11% |
| Two Sigma Investments | Q3 2024 | open | $172 | $144 | -16% |
| D.E. Shaw | Q3 2024 | Q1 2026 | $0.00 | — | +0% |
| AQR Capital Management | Q3 2024 | open | $172 | $144 | -16% |
| Millennium Management | Q3 2024 | open | $172 | $144 | -16% |
| Maverick Capital | Q4 2023 | Q3 2024 | $155 | $172 | +11% |
| Duquesne Family Office | Q3 2023 | Q4 2023 | $146 | $155 | +6% |
| Maverick Capital | Q1 2023 | Q3 2023 | $134 | $146 | +9% |
| Lone Pine Capital | Q4 2022 | Q2 2025 | $130 | $172 | +32% |
| Bridgewater Associates | Q2 2022 | Q1 2023 | $110 | $134 | +22% |
| Bridgewater Associates | Q3 2021 | Q4 2021 | $132 | $122 | -8% |
| Maverick Capital | Q4 2020 | Q1 2021 | $99 | $146 | +48% |
| Bridgewater Associates | Q3 2020 | Q2 2021 | $86 | $129 | +50% |
| Coatue Management | Q1 2020 | Q2 2020 | $87 | $65 | -26% |
| Bridgewater Associates | Q4 2019 | Q2 2020 | $74 | $65 | -12% |
| Bridgewater Associates | Q2 2019 | Q3 2019 | $85 | $66 | -23% |
| JANA Partners | Q1 2018 | Q2 2019 | $71 | $87 | +22% |
| Duquesne Family Office | Q2 2017 | Q4 2017 | $53 | $64 | +22% |
| Bridgewater Associates | Q1 2015 | Q2 2015 | $34 | $40 | +18% |
| Maverick Capital | Q4 2014 | Q2 2015 | $38 | $39 | +4% |
| Bridgewater Associates | Q3 2014 | Q4 2014 | $38 | $37 | -2% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.