Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PTC INC · COM · quarter ended 2026-03-31 · 9 members disclosed PTC ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 563 holders are listed, largest first: 563
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $12.1B
holders whose share count rose or who opened the position (new + add), by shares: 287
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 107

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PTC ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.6B	11,555,780	+146,966	ADD
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.1B	7,735,222	—	NO PRIOR
3	VANGUARD PORTFOLIO MANAGEMENT LLC	$837M	5,871,374	—	NO PRIOR
4	STATE STREET CORP	$834M	5,855,368	−50,277	TRIM
5	GEODE CAPITAL MANAGEMENT, LLC	$523M	3,671,236	+100,696	ADD
6	Janus Henderson Group Ltd.	$503M	3,530,070	+11,278	ADD
7	Pictet Asset Management Holding SA	$500M	3,505,930	+529,208	ADD
8	Invesco Ltd.	$281M	1,968,927	+258,786	ADD
9	Standard Investments LLC	$258M	1,812,500	0	NO CHANGE
10	Amundi	$246M	1,725,555	+1,040,656	ADD
11	NORTHERN TRUST CORP	$213M	1,492,900	+138,978	ADD
12	WELLINGTON MANAGEMENT GROUP LLP	$200M	1,401,308	−418,991	TRIM
13	MORGAN STANLEY	$191M	1,337,974	+118,485	ADD
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$186M	1,308,641	+314,828	ADD
15	LAZARD ASSET MANAGEMENT LLC	$186M	1,305,846	−204,612	TRIM
16	FERNBRIDGE CAPITAL MANAGEMENT LP	$185M	1,295,434	+69,956	ADD
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$138M	965,045	+38,620	ADD
18	Palestra Capital Management LLC	$127M	890,595	+656,188	ADD
19	Sumitomo Mitsui Trust Group, Inc.	$113M	791,529	−1,380	TRIM
20	DIMENSIONAL FUND ADVISORS LP	$110M	770,014	+117,024	ADD
21	EAGLE CAPITAL MANAGEMENT LLC	$104M	731,625	−1,738,303	TRIM
22	FIL Ltd	$103M	724,028	−13,198	TRIM
23	Legal & General Group Plc	$97.2M	682,211	+3,250	ADD
24	Robeco Institutional Asset Management B.V.	$96.3M	676,062	−33,290	TRIM
25	VANGUARD FIDUCIARY TRUST CO	$95.8M	672,291	—	NO PRIOR
26	Bank of New York Mellon Corp	$94.5M	662,973	−19,621	TRIM
27	DEUTSCHE BANK AG\	$94.0M	660,028	+12,973	ADD
28	JUPITER ASSET MANAGEMENT LTD	$93.4M	672,986	+672,986	NEW
29	BANK OF AMERICA CORP /DE/	$92.9M	652,179	−39,720	TRIM
30	UBS Group AG	$87.8M	616,362	+311,946	ADD
31	CITADEL ADVISORS LLC	$83.1M	583,088	+556,397	ADD
32	RAYMOND JAMES FINANCIAL INC	$78.8M	561,235	−24,972	TRIM
33	BNP Paribas Asset Management Holding S.A.	$73.5M	515,905	−19,064	TRIM
34	Nuveen, LLC	$72.0M	505,470	−39,464	TRIM
35	FMR LLC	$69.3M	486,410	+96,907	ADD
36	TD ASSET MANAGEMENT INC	$62.9M	441,219	−54,707	TRIM
37	Quantinno Capital Management LP	$56.9M	399,056	+194,745	ADD
38	RENAISSANCE TECHNOLOGIES LLC	$55.4M	389,100	+183,600	ADD
39	HSBC HOLDINGS PLC	$50.7M	356,219	−281,215	TRIM
40	Swiss National Bank	$49.7M	348,900	+20,700	ADD
41	AVIVA PLC	$49.3M	345,849	+12,534	ADD
42	BARCLAYS PLC	$46.3M	324,622	−512,059	TRIM
43	Mitsubishi UFJ Asset Management Co., Ltd.	$42.5M	298,594	+24,078	ADD
44	Tensor Edge Capital, LLC	$39.9M	279,909	+129,909	ADD
45	Stephens Investment Management Group LLC	$38.9M	273,088	−70,798	TRIM
46	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$38.8M	272,588	−50,442	TRIM
47	Vanguard Global Advisers, LLC	$37.2M	261,052	—	NO PRIOR
48	Gotham Asset Management, LLC	$37.1M	260,541	+10,253	ADD
49	Candriam S.C.A.	$33.5M	235,165	−45,910	TRIM
50	MACKENZIE FINANCIAL CORP	$32.8M	229,923	+32,249	ADD
51	RHUMBLINE ADVISERS	$32.4M	227,430	+1,687	ADD
52	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$32.1M	225,208	−229,813	TRIM
53	Grantham, Mayo, Van Otterloo & Co. LLC	$30.2M	212,294	+32,670	ADD
54	Zurcher Kantonalbank (Zurich Cantonalbank)	$29.0M	203,296	+203,296	NEW
55	VANGUARD ASSET MANAGEMENT, Ltd	$28.8M	201,771	—	NO PRIOR
56	Vontobel Holding Ltd.	$28.7M	201,132	−54,524	TRIM
57	Ampersand Capital Group, L.P.	$28.6M	200,498	+6,943	ADD
58	CITIGROUP INC	$28.1M	196,961	−18,869	TRIM
59	RENAISSANCE GROUP LLC	$28.0M	196,826	+10,578	ADD
60	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$27.5M	192,782	−164,515	TRIM
61	DF DENT & CO INC	$25.7M	180,589	−126,203	TRIM
62	SCHRODER INVESTMENT MANAGEMENT GROUP	$24.7M	176,909	−12,445	TRIM
63	CONGRESS ASSET MANAGEMENT CO	$24.6M	172,771	+9,259	ADD
64	ALLIANCEBERNSTEIN L.P.	$23.6M	135,732	+6,210	ADD
65	NORTH STAR ASSET MANAGEMENT INC	$23.2M	162,897	+1,919	ADD
66	CANADA PENSION PLAN INVESTMENT BOARD	$23.2M	162,708	+60,455	ADD
67	NORDEA INVESTMENT MANAGEMENT AB	$21.9M	157,369	−112,027	TRIM
68	JANE STREET GROUP, LLC	$21.4M	150,378	+146,263	ADD
69	EXCHANGE TRADED CONCEPTS, LLC	$20.9M	146,524	+49,123	ADD
70	Fisher Asset Management, LLC	$20.6M	144,916	−567	TRIM
71	PRINCIPAL FINANCIAL GROUP INC	$20.5M	144,207	−5,230	TRIM
72	ROYAL BANK OF CANADA	$20.3M	142,735	−19,561	TRIM
73	2Xideas AG	$20.3M	142,203	−39,274	TRIM
74	TEACHER RETIREMENT SYSTEM OF TEXAS	$19.0M	133,414	+107,226	ADD
75	FRANKLIN RESOURCES INC	$18.3M	128,325	−871,388	TRIM
76	APG Asset Management N.V.	$17.3M	139,569	−16,585	TRIM
77	Alyeska Investment Group, L.P.	$16.8M	118,074	−51,028	TRIM
78	FIRST TRUST ADVISORS LP	$16.4M	115,132	−48,405	TRIM
79	Qube Research & Technologies Ltd	$16.2M	113,725	−141,386	TRIM
80	Independent Family Office, LLC	$16.2M	113,550	−5,450	TRIM
81	NICHOLAS COMPANY, INC.	$16.0M	112,099	0	NO CHANGE
82	COMMERCE BANK	$15.8M	110,562	−171,218	TRIM
83	Assenagon Asset Management S.A.	$15.7M	110,028	+57,818	ADD
84	PARNASSUS INVESTMENTS, LLC	$15.4M	108,105	+568	ADD
85	Aberdeen Group plc	$15.4M	108,040	−3,376	TRIM
86	AMERIPRISE FINANCIAL INC	$15.2M	106,444	+9,291	ADD
87	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$15.1M	106,073	0	NO CHANGE
88	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$15.1M	105,797	−42,605	TRIM
89	Eurizon Capital SGR S.p.A.	$14.9M	104,799	+16,661	ADD
90	BANK OF MONTREAL /CAN/	$14.5M	101,590	−13,736	TRIM
91	WELLS FARGO & COMPANY/MN	$14.3M	100,392	+2,030	ADD
92	SEB Asset Management AB	$13.9M	97,811	—	NO PRIOR
93	Mitsubishi UFJ Trust & Banking Corp	$12.6M	88,633	−302	TRIM
94	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$12.4M	87,149	+35,450	ADD
95	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.3M	86,014	+10,567	ADD
96	FLPUTNAM INVESTMENT MANAGEMENT CO	$12.1M	84,824	+2,959	ADD
97	Laurus Global Equity Management Inc.	$11.9M	83,321	0	NO CHANGE
98	MILLENNIUM MANAGEMENT LLC	$11.3M	79,210	+36,514	ADD
99	Leeward Investments, LLC - MA	$11.1M	77,829	+6,189	ADD
100	FIRST NATIONAL BANK OF OMAHA	$10.7M	74,946	+2,547	ADD
101	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.6M	74,451	+74,451	NEW
102	STATE OF WISCONSIN INVESTMENT BOARD	$10.6M	74,245	−4,541	TRIM
103	STOREBRAND ASSET MANAGEMENT AS	$10.5M	73,417	—	NO PRIOR
104	Silverberg Bernstein Capital Management LLC	$10.3M	72,566	0	NO CHANGE
105	Robeco Schweiz AG	$10.2M	71,443	−299,902	TRIM
106	DANSKE BANK A/S	$10.0M	70,500	+5,300	ADD
107	NATIONAL BANK OF CANADA /FI/	$10.0M	70,249	−7,688	TRIM
108	Taikang Asset Management (Hong Kong) Co Ltd	$9.8M	68,982	+68,982	NEW
109	SEI INVESTMENTS CO	$9.6M	67,615	+24,921	ADD
110	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$9.6M	67,393	+38,778	ADD
111	Korea Investment CORP	$9.2M	64,439	−8,449	TRIM
112	PEREGRINE CAPITAL MANAGEMENT LLC	$9.0M	63,348	−24,100	TRIM
113	FEDERATED HERMES, INC.	$8.9M	62,437	−102,585	TRIM
114	Calamos Advisors LLC	$8.9M	62,428	0	NO CHANGE
115	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.9M	62,223	−7,433	TRIM
116	Varma Mutual Pension Insurance Co	$8.7M	61,400	0	NO CHANGE
117	NEW YORK STATE COMMON RETIREMENT FUND	$8.7M	61,138	0	NO CHANGE
118	Swedbank AB	$8.6M	60,301	−26,213	TRIM
119	Vanguard Investments Australia, Ltd.	$8.5M	59,548	—	NO PRIOR
120	VICTORY CAPITAL MANAGEMENT INC	$8.4M	59,018	−17,654	TRIM
121	Chevy Chase Trust Holdings, LLC	$8.4M	58,623	−2,112	TRIM
122	PRUDENTIAL FINANCIAL INC	$8.3M	58,502	−1,729	TRIM
123	ROYAL LONDON ASSET MANAGEMENT LTD	$8.3M	58,042	−238	TRIM
124	ADAGE CAPITAL PARTNERS GP, L.L.C.	$8.0M	56,200	−16,900	TRIM
125	PFA Pension, Forsikringsaktieselskab	$7.9M	55,718	+55,718	NEW
126	Tredje AP-fonden	$7.9M	55,185	+39,731	ADD
127	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.8M	55,280	+18,748	ADD
128	ENVESTNET ASSET MANAGEMENT INC	$7.8M	54,810	−4,021	TRIM
129	WORMSER FRERES GESTION	$7.7M	52,729	−2,822	TRIM
130	BALDWIN WEALTH PARTNERS LLC/MA	$7.5M	52,841	+2,112	ADD
131	Asset Management One Co., Ltd.	$7.3M	51,284	−4,009	TRIM
132	LPL Financial LLC	$7.3M	51,101	+1,664	ADD
133	Andra AP-fonden	$7.2M	50,250	+44,450	ADD
134	Resona Asset Management Co.,Ltd.	$7.1M	49,775	+6,879	ADD
135	MEYER HANDELMAN CO	$6.9M	48,544	+48,544	NEW
136	KLP KAPITALFORVALTNING AS	$6.6M	46,100	+4,400	ADD
137	CREDIT AGRICOLE S A	$6.3M	44,531	+31,776	ADD
138	FORA Capital, LLC	$6.1M	42,710	+33,744	ADD
139	NOMURA ASSET MANAGEMENT CO LTD	$5.9M	41,517	+3,153	ADD
140	Lagoda Investment Management, L.P.	$5.9M	41,455	−9,055	TRIM
141	OSAIC HOLDINGS, INC.	$5.7M	40,214	+2,536	ADD
142	Lansforsakringar Fondforvaltning AB (publ)	$5.6M	39,160	+262	ADD
143	Mirae Asset Global Investments Co., Ltd.	$5.4M	38,126	+15,375	ADD
144	State of New Jersey Common Pension Fund D	$5.4M	37,898	0	NO CHANGE
145	TORONTO DOMINION BANK	$5.3M	37,206	−4,823	TRIM
146	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$5.2M	36,144	−112	TRIM
147	OCCUDO QUANTITATIVE STRATEGIES LP	$4.9M	36,213	+36,213	NEW
148	IMC-Chicago, LLC	$4.8M	33,788	+33,788	NEW
149	Swiss Life Asset Management Ltd	$4.7M	33,107	−26,877	TRIM
150	Daiwa Securities Group Inc.	$4.7M	33,077	−36,039	TRIM
151	Tidal Investments LLC	$4.6M	32,551	+8,027	ADD
152	Czech National Bank	$4.6M	32,408	+820	ADD
153	Arizona State Retirement System	$4.6M	32,314	−566	TRIM
154	Y-Intercept (Hong Kong) Ltd	$4.5M	31,898	+22,333	ADD
155	CIBC Bancorp USA Inc.	$4.5M	31,752	—	NO PRIOR
156	PEAK6 LLC	$4.5M	31,590	+31,590	NEW
157	Sone Capital Management, LLC	$4.5M	31,316	+31,316	NEW
158	WESTPORT ASSET MANAGEMENT INC	$4.4M	31,100	0	NO CHANGE
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.4M	31,054	−300	TRIM
160	ProShare Advisors LLC	$4.4M	30,750	−5,444	TRIM
161	National Pension Service	$4.4M	30,569	+30,569	NEW
162	PARADIGM CAPITAL MANAGEMENT INC/NY	$4.3M	30,000	—	NO PRIOR
163	CIBC Asset Management Inc	$4.2M	29,381	+1,220	ADD
164	MetLife Investment Management, LLC	$4.0M	28,396	−974	TRIM
165	Dai-ichi Life Insurance Company, Ltd	$4.0M	28,378	−731	TRIM
166	Sterling Capital Management LLC	$4.0M	28,328	−3,369	TRIM
167	Rafferty Asset Management, LLC	$4.0M	28,060	−9,499	TRIM
168	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$3.9M	27,719	−146	TRIM
169	Stanley-Laman Group, Ltd.	$3.9M	27,069	+721	ADD
170	BRANT POINT INVESTMENT MANAGEMENT LLC	$3.8M	26,692	+6,692	ADD
171	UniSuper Management Pty Ltd	$3.8M	26,366	−1,287	TRIM
172	NISA INVESTMENT ADVISORS, LLC	$3.7M	26,285	+327	ADD
173	DnB Asset Management AS	$3.7M	26,038	+803	ADD
174	Retirement Systems of Alabama	$3.6M	25,270	−215	TRIM
175	Vident Advisory, LLC	$3.6M	24,969	+18,552	ADD
176	Creative Planning	$3.4M	24,136	+6,757	ADD
177	VOYA INVESTMENT MANAGEMENT LLC	$3.4M	23,738	−267	TRIM
178	IFM Investors Pty Ltd	$3.4M	23,617	0	NO CHANGE
179	D. E. Shaw & Co., Inc.	$3.3M	23,050	+23,050	NEW
180	XPONANCE LLC	$3.2M	22,303	+2,563	ADD
181	CWM, LLC	$3.2M	22,298	+264	ADD
182	PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.0M	21,260	+3,488	ADD
183	AQR CAPITAL MANAGEMENT LLC	$3.0M	21,335	+3,041	ADD
184	Jefferies Financial Group Inc.	$3.0M	20,776	+20,776	NEW
185	Corient Private Wealth LLC	$2.9M	21,406	−8,570	TRIM
186	Baker Avenue Asset Management, LP	$2.8M	19,981	+1,364	ADD
187	Oak Thistle LLC	$2.8M	19,884	+19,884	NEW
188	Utah Retirement Systems	$2.8M	19,313	−394	TRIM
189	FIFTH THIRD BANCORP	$2.7M	18,951	+13,900	ADD
190	Illinois Municipal Retirement Fund	$2.7M	18,738	−5,247	TRIM
191	XTX Topco Ltd	$2.6M	18,530	+18,530	NEW
192	Keeler Thomas Management LLC	$2.6M	18,351	+18,351	NEW
193	Summit Trail Advisors, LLC	$2.6M	18,065	+6,658	ADD
194	Vanguard Personalized Indexing Management, LLC	$2.6M	17,901	+2,734	ADD
195	PRUDENTIAL PLC	$2.6M	17,898	−22,519	TRIM
196	Ensign Peak Advisors, Inc	$2.5M	17,869	+1,853	ADD
197	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.5M	17,854	+1,021	ADD
198	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.5M	17,568	+430	ADD
199	TRILLIUM ASSET MANAGEMENT, LLC	$2.5M	16,161	−101	TRIM
200	Rakuten Investment Management, Inc.	$2.5M	17,656	+1,897	ADD
201	NEOS Investment Management LLC	$2.5M	17,255	+160	ADD
202	Optimize Financial Inc	$2.5M	17,222	+10,662	ADD
203	Ethic Inc.	$2.4M	17,011	−4,596	TRIM
204	ZACKS INVESTMENT MANAGEMENT	$2.4M	16,961	+3,178	ADD
205	Edgestream Partners, L.P.	$2.3M	16,433	+5,416	ADD
206	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.3M	16,391	−4,860	TRIM
207	BANK OF NOVA SCOTIA	$2.2M	15,626	−68,118	TRIM
208	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.2M	15,453	+117	ADD
209	Railway Pension Investments Ltd	$2.2M	15,426	0	NO CHANGE
210	Wilmington Savings Fund Society, FSB	$2.2M	15,326	−10,557	TRIM
211	Verition Fund Management LLC	$2.2M	15,253	−12,514	TRIM
212	Allianz Asset Management GmbH	$2.1M	14,925	−6,979	TRIM
213	Argo Wealth Advisory, LLC	$2.1M	14,857	+647	ADD
214	First National Advisers, LLC	$2.1M	14,645	−68	TRIM
215	Elo Mutual Pension Insurance Co	$2.1M	14,547	+14,547	NEW
216	RICE HALL JAMES & ASSOCIATES, LLC	$2.0M	14,158	−542	TRIM
217	Advisors Asset Management, Inc.	$2.0M	13,951	+1,075	ADD
218	OP Asset Management Ltd	$2.0M	13,834	—	NO PRIOR
219	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.9M	13,632	−70	TRIM
220	STIFEL FINANCIAL CORP	$1.9M	13,213	+3,223	ADD
221	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$1.9M	13,200	+3,073	ADD
222	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.8M	12,656	−205	TRIM
223	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$1.8M	12,500	0	NO CHANGE
224	Cetera Investment Advisers	$1.8M	12,393	+2,156	ADD
225	Marks Group Wealth Management, Inc	$1.7M	11,808	+2,640	ADD
226	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.7M	12,198	+4,000	ADD
227	YOUSIF CAPITAL MANAGEMENT, LLC	$1.7M	11,709	−492	TRIM
228	Lombard Odier Asset Management (Europe) Ltd	$1.6M	11,266	−54,482	TRIM
229	TRUIST FINANCIAL CORP	$1.6M	11,200	−1,707	TRIM
230	TWO SIGMA SECURITIES, LLC	$1.6M	11,151	+11,151	NEW
231	MERCER GLOBAL ADVISORS INC /ADV	$1.6M	11,103	+7,546	ADD
232	Curi Capital, LLC	$1.5M	10,764	−3,750	TRIM
233	Banque Transatlantique SA	$1.5M	10,750	0	NO CHANGE
234	Man Group plc	$1.5M	10,405	−59,845	TRIM
235	Board of the Pension Protection Fund	$1.5M	10,400	+10,200	ADD
236	Knollwood Investment Advisory, LLC	$1.4M	10,100	0	NO CHANGE
237	ABN AMRO INVESTMENT SOLUTIONS	$1.4M	10,060	−1,159	TRIM
238	Graham Capital Management, L.P.	$1.4M	10,013	−262	TRIM
239	QUADRANT CAPITAL GROUP LLC	$1.4M	9,830	+6,044	ADD
240	Pathstone Holdings, LLC	$1.4M	9,819	−2,094	TRIM
241	Cohen Klingenstein LLC	$1.4M	9,815	0	NO CHANGE
242	Bank Pictet & Cie (Europe) AG	$1.4M	9,711	−162	TRIM
243	Avanza Fonder AB	$1.3M	9,176	0	NO CHANGE
244	B. Metzler seel. Sohn & Co. AG	$1.3M	9,028	0	NO CHANGE
245	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.3M	9,000	0	NO CHANGE
246	Crossmark Global Holdings, Inc.	$1.3M	8,916	—	NO PRIOR
247	Perbak Capital Partners LLP	$1.3M	8,797	+8,797	NEW
248	denkapparat Operations GmbH	$1.2M	8,746	+3,526	ADD
249	MACQUARIE GROUP LTD	$1.2M	8,503	−1,134	TRIM
250	Investment Management Corp of Ontario	$1.2M	8,464	−102,114	TRIM
251	GLENMEDE TRUST CO NA	$1.2M	8,295	−9,062	TRIM
252	Empowered Funds, LLC	$1.2M	8,227	+5,128	ADD
253	Ballentine Partners, LLC	$1.2M	8,222	−365	TRIM
254	ALPS ADVISORS INC	$1.2M	8,144	+603	ADD
255	WCM INVESTMENT MANAGEMENT, LLC	$1.1M	8,210	+333	ADD
256	Fideuram Asset Management (Ireland) dac	$1.1M	6,683	+6,364	ADD
257	Norinchukin Bank, The	$1.1M	7,829	+2	ADD
258	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.1M	7,477	−21,658	TRIM
259	HighVista Strategies LLC	$1.1M	7,474	+1,100	ADD
260	Iyo Bank, Ltd.	$1.1M	7,435	0	NO CHANGE
261	US BANCORP \DE\	$1.1M	7,406	−327	TRIM
262	Strategic Advisors LLC	$1.0M	7,342	−106	TRIM
263	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.0M	7,340	−10,213	TRIM
264	MIZUHO SECURITIES USA LLC	$1.0M	7,194	−1,529	TRIM
265	Numerai GP LLC	$1.0M	7,176	+1,028	ADD
266	Tributary Capital Management, LLC	$1.0M	7,168	+674	ADD
267	Schonfeld Strategic Advisors LLC	$1.0M	7,042	+7,042	NEW
268	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$998K	7,006	−64,306	TRIM
269	HARTFORD INVESTMENT MANAGEMENT CO	$978K	6,862	−83	TRIM
270	AIA Group Ltd	$965K	6,770	0	NO CHANGE
271	BROWN ADVISORY INC	$957K	6,714	−1,129	TRIM
272	SteelPeak Wealth, LLC	$934K	6,553	+2,989	ADD
273	OSSIAM	$933K	6,550	−143	TRIM
274	OAK ASSOCIATES LTD /OH/	$910K	6,386	+6,386	NEW
275	Nippon Life Global Investors Americas, Inc.	$906K	6,360	+6,360	NEW
276	QRG CAPITAL MANAGEMENT, INC.	$892K	6,261	+5,098	ADD
277	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$891K	6,247	+166	ADD
278	NATIXIS	$877K	6,153	−166,943	TRIM
279	Sequoia Financial Advisors, LLC	$858K	6,023	+1,459	ADD
280	CAXTON ASSOCIATES LLP	$856K	6,004	−365	TRIM
281	Allspring Global Investments Holdings, LLC	$848K	5,950	+457	ADD
282	Maryland State Retirement & Pension System	$826K	5,796	0	NO CHANGE
283	Unified Investment Management	$820K	5,756	+1,608	ADD
284	Verdence Capital Advisors LLC	$810K	5,686	+454	ADD
285	Drake & Associates, LLC	$809K	5,681	−1,215	TRIM
286	BOOTHBAY FUND MANAGEMENT, LLC	$808K	5,673	+5,673	NEW
287	Addison Capital Co	$790K	5,543	+775	ADD
288	Federation des caisses Desjardins du Quebec	$789K	5,541	+1,154	ADD
289	M&T BANK CORP	$779K	5,469	−3,844	TRIM
290	NOMURA HOLDINGS INC	$758K	5,317	+1,260	ADD
291	Atria Investments, Inc	$724K	5,082	−1	TRIM
292	Orion Porfolio Solutions, LLC	$705K	4,950	+2,839	ADD
293	Archford Capital Strategies, LLC	$699K	4,903	+80	ADD
294	Cerity Partners LLC	$697K	4,893	+1,327	ADD
295	MUFG Securities EMEA plc	$695K	4,878	−35,039	TRIM
296	TOKIO MARINE ASSET MANAGEMENT CO LTD	$690K	4,843	0	NO CHANGE
297	Kesler, Norman & Wride, LLC	$690K	4,840	+4,840	NEW
298	Arcus Capital Partners, LLC	$666K	4,674	—	NO PRIOR
299	Wealthfront Advisers LLC	$664K	4,660	+409	ADD
300	Kintegral Advisory, LLC	$663K	4,655	−206	TRIM
301	Woodline Partners LP	$661K	4,639	+2,448	ADD
302	NewEdge Advisors, LLC	$660K	4,629	+4,629	NEW
303	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$659K	4,627	+4,627	NEW
304	Callan Family Office, LLC	$658K	4,618	+423	ADD
305	HighTower Advisors, LLC	$653K	4,586	+1,139	ADD
306	Wedmont Private Capital	$639K	4,429	+151	ADD
307	Sienna Gestion	$635K	4,514	0	NO CHANGE
308	PANAGORA ASSET MANAGEMENT INC	$633K	4,441	0	NO CHANGE
309	AMERICAN CENTURY COMPANIES INC	$629K	4,416	−18,392	TRIM
310	Aries Wealth Management	$626K	4,395	+4,395	NEW
311	Saudi Central Bank	$625K	4,389	+4,389	NEW
312	JOHNSON INVESTMENT COUNSEL INC	$618K	4,340	−34	TRIM
313	EQUITABLE TRUST CO	$615K	4,319	−70	TRIM
314	CHOREO, LLC	$614K	4,310	+771	ADD
315	Baird Financial Group, Inc.	$613K	4,304	+4,304	NEW
316	Osmosis Investment Management UK Ltd	$611K	4,288	+4,288	NEW
317	OMERS ADMINISTRATION Corp	$610K	4,284	0	NO CHANGE
318	Brooklyn Investment Group	$588K	4,126	+2,617	ADD
319	TWINBEECH CAPITAL LP	$584K	4,100	+4,100	NEW
320	AZZAD ASSET MANAGEMENT INC /ADV	$553K	3,884	−156	TRIM
321	Tower Research Capital LLC (TRC)	$549K	3,853	+1,270	ADD
322	Banque Cantonale Vaudoise	$548K	3,851	−499	TRIM
323	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$542K	3,807	−20	TRIM
324	D.A. DAVIDSON & CO.	$539K	3,783	+101	ADD
325	Sanctuary Advisors, LLC	$536K	3,762	−317	TRIM
326	Gibbs Wealth Management	$524K	3,675	+2,448	ADD
327	MARTINGALE ASSET MANAGEMENT L P	$516K	3,620	+45	ADD
328	TEMA ETFS LLC	$511K	3,588	+14	ADD
329	Brookstone Capital Management	$505K	3,544	0	NO CHANGE
330	E. Ohman J:or Asset Management AB	$503K	3,530	−1,100	TRIM
331	North Dakota State Investment Board	$491K	3,446	−643	TRIM
332	Metis Global Partners, LLC	$482K	3,386	−2,710	TRIM
333	HB Wealth Management, LLC	$481K	3,375	+289	ADD
334	Alliance Wealth Advisors, LLC /UT	$474K	3,329	−1,097	TRIM
335	MUFG SECURITIES AMERICAS INC.	$469K	3,293	+66	ADD
336	E Fund Management Co., Ltd.	$464K	3,253	—	NO PRIOR
337	Sowell Financial Services LLC	$463K	3,250	+188	ADD
338	Meeder Advisory Services, Inc.	$461K	3,237	+1,137	ADD
339	GLOBEFLEX CAPITAL L P	$461K	3,234	0	NO CHANGE
340	Aurora Investment Counsel	$459K	3,220	+1,150	ADD
341	COLDSTREAM CAPITAL MANAGEMENT INC	$457K	3,208	−341	TRIM
342	SECURIAN ASSET MANAGEMENT, INC	$455K	3,191	0	NO CHANGE
343	TWO SIGMA INVESTMENTS, LP	$453K	3,182	−213,517	TRIM
344	Delta Global Management LP	$452K	3,172	+3,172	NEW
345	Squarepoint Ops LLC	$451K	3,163	−11,071	TRIM
346	Engineers Gate Manager LP	$447K	3,138	+3,138	NEW
347	Abel Hall, LLC	$447K	3,136	+3,136	NEW
348	Rockefeller Capital Management L.P.	$438K	3,076	+795	ADD
349	Focus Partners Wealth	$435K	3,082	−6,577	TRIM
350	Kestra Advisory Services, LLC	$429K	3,011	+369	ADD
351	Qtron Investments LLC	$423K	2,969	+4	ADD
352	Aaron Wealth Advisors LLC	$418K	2,936	+443	ADD
353	Global X Japan Co., Ltd.	$414K	2,906	+124	ADD
354	Laird Norton Wetherby Trust Company, LLC	$407K	2,855	+71	ADD
355	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$407K	2,855	+2,855	NEW
356	GUGGENHEIM CAPITAL LLC	$407K	2,854	−1,214	TRIM
357	BLAIR WILLIAM & CO/IL	$406K	2,851	+907	ADD
358	MML INVESTORS SERVICES, LLC	$400K	2,809	+141	ADD
359	Yorktown Management & Research Co Inc	$399K	2,800	0	NO CHANGE
360	Caprock Group, LLC	$395K	2,771	−1,186	TRIM
361	Continuum Advisory, LLC	$395K	2,769	+2,769	NEW
362	COMMONWEALTH EQUITY SERVICES, LLC	$390K	2,740	−1,179	TRIM
363	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$390K	2,735	−35	TRIM
364	CIBC WORLD MARKET INC.	$387K	2,717	+291	ADD
365	Blue Trust, Inc.	$382K	2,679	0	NO CHANGE
366	Phoenix Financial Ltd.	$378K	2,653	−87	TRIM
367	EVERGREEN CAPITAL MANAGEMENT LLC	$374K	2,624	+831	ADD
368	Patriot Financial Group Insurance Agency, LLC	$371K	2,606	+1,313	ADD
369	Vise Technologies, Inc.	$371K	2,131	0	NO CHANGE
370	Chicago Partners Investment Group LLC	$371K	2,639	+686	ADD
371	Advisory Alpha, LLC	$369K	2,593	+473	ADD
372	Siemens Fonds Invest GmbH	$359K	2,521	0	NO CHANGE
373	JT Stratford LLC	$358K	2,514	−97	TRIM
374	Fieldview Capital Management, LLC	$355K	2,490	+2,490	NEW
375	GATEWAY INVESTMENT ADVISERS LLC	$354K	2,484	+2,484	NEW
376	Main Street Research LLC	$354K	2,481	+2,481	NEW
377	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$350K	2,453	+257	ADD
378	Portside Wealth Group, LLC	$349K	2,450	+70	ADD
379	Belpointe Asset Management LLC	$347K	2,435	+2,435	NEW
380	Snowden Capital Advisors LLC	$347K	2,433	+34	ADD
381	Gratus Wealth Advisors, LLC	$345K	2,424	−167	TRIM
382	NORDEN GROUP LLC	$345K	2,418	−448	TRIM
383	KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	$343K	2,443	−310	TRIM
384	Andina Capital Management, LLC	$336K	2,355	+2,355	NEW
385	Kera Capital Partners, Inc.	$331K	2,321	−283	TRIM
386	Diversified Trust Co	$327K	2,296	+100	ADD
387	Fifth Third Wealth Advisors LLC	$322K	2,263	+680	ADD
388	RDA Financial Network	$311K	2,184	+634	ADD
389	BALYASNY ASSET MANAGEMENT L.P.	$311K	2,181	−175,962	TRIM
390	SIGNATUREFD, LLC	$301K	2,113	+218	ADD
391	Meiji Yasuda Asset Management Co Ltd.	$296K	2,077	−239	TRIM
392	DAVENPORT & Co LLC	$295K	2,069	−1,537	TRIM
393	DIVERSIFIED MANAGEMENT INC	$294K	2,065	0	NO CHANGE
394	nVerses Capital, LLC	$293K	2,054	+2,054	NEW
395	Compagnie Lombard Odier SCmA	$285K	2,000	0	NO CHANGE
396	Apollon Wealth Management, LLC	$285K	1,997	+118	ADD
397	Savant Capital, LLC	$284K	1,992	+317	ADD
398	Premier Path Wealth Partners, LLC	$278K	1,948	+1,948	NEW
399	World Investment Advisors	$276K	1,936	+527	ADD
400	HUB Investment Partners, LLC	$272K	1,907	+1,907	NEW
401	AIGEN INVESTMENT MANAGEMENT, LP	$262K	1,841	+1,841	NEW
402	Ascent Group, LLC	$260K	1,822	+1,822	NEW
403	Aspen Wealth Strategies, LLC	$259K	1,820	0	NO CHANGE
404	SAX WEALTH ADVISORS, LLC	$255K	1,465	0	NO CHANGE
405	GREENLEAF TRUST	$255K	1,789	+55	ADD
406	First Growth Capital LLC	$249K	1,744	−39	TRIM
407	&PARTNERS	$244K	1,719	+372	ADD
408	CFO4Life Group, LLC	$236K	1,655	+29	ADD
409	GTS SECURITIES LLC	$232K	1,625	+1,625	NEW
410	Argyle Capital Management, LLC	$221K	1,551	0	NO CHANGE
411	Portfolio Design Labs, LLC	$220K	1,546	+1,546	NEW
412	BRIDGES INVESTMENT MANAGEMENT INC	$219K	1,535	−147	TRIM
413	Stratos Wealth Partners, LTD.	$217K	1,525	+1,525	NEW
414	FIDELIS CAPITAL PARTNERS, LLC	$216K	1,514	+2	ADD
415	JOURNEY STRATEGIC WEALTH LLC	$216K	1,513	+1,513	NEW
416	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$212K	1,489	+1,489	NEW
417	OXFORD ASSET MANAGEMENT LLP	$211K	1,481	+1,481	NEW
418	PATTON FUND MANAGEMENT, INC.	$209K	1,465	+158	ADD
419	OSLO PENSJONSFORSIKRING AS	$206K	1,444	—	NO PRIOR
420	CATALYST FINANCIAL PARTNERS LLC	$204K	1,434	+1,434	NEW
421	PROFUND ADVISORS LLC	$203K	1,428	−388	TRIM
422	MGO ONE SEVEN LLC	$202K	1,415	+245	ADD
423	Expressive Wealth LLC	$202K	1,474	+1,474	NEW
424	Aviso Financial Inc.	$200K	1,405	−119	TRIM
425	ASR Vermogensbeheer N.V.	$193K	1,354	+227	ADD
426	M&G Plc	$192K	1,352	+529	ADD
427	Dogwood Wealth Management LLC	$182K	1,280	−1	TRIM
428	TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA	$178K	1,250	+150	ADD
429	Plato Investment Management Ltd	$173K	1,211	0	NO CHANGE
430	Ameritas Investment Partners, Inc.	$156K	1,092	0	NO CHANGE
431	CENTRAL TRUST Co	$153K	1,075	−15	TRIM
432	Aster Capital Management (DIFC) Ltd	$138K	893	+893	NEW
433	Smartleaf Asset Management LLC	$136K	971	−2	TRIM
434	Steward Partners Investment Advisory, LLC	$132K	923	−331	TRIM
435	Larson Financial Group LLC	$126K	885	+308	ADD
436	Pinnacle Wealth Planning Services, Inc.	$126K	881	+73	ADD
437	MATHER GROUP, LLC.	$106K	746	+746	NEW
438	Quarry LP	$102K	717	+717	NEW
439	ASSETMARK, INC	$99.3K	697	+297	ADD
440	Allworth Financial LP	$92.7K	651	+258	ADD
441	Manchester Capital Management LLC	$89.2K	626	−4	TRIM
442	New Age Alpha Advisors, LLC	$78.1K	548	0	NO CHANGE
443	Leonteq Securities AG	$74.2K	521	−667	TRIM
444	Livforsakringsbolaget Skandia, Omsesidigt	$71.2K	500	−9,200	TRIM
445	DARA CAPITAL US, INC.	$69.0K	484	0	NO CHANGE
446	UMB Bank, n.a.	$68.1K	478	−101	TRIM
447	Arax Advisory Partners	$64.2K	450	−72	TRIM
448	Atlantic Union Bankshares Corp	$59.3K	416	−976	TRIM
449	Axiom Investment Management LLC	$58.8K	413	—	NO PRIOR
450	Parkside Financial Bank & Trust	$57.6K	404	+139	ADD
451	Migdal Insurance & Financial Holdings Ltd.	$53.3K	374	+374	NEW
452	MAI Capital Management	$48.2K	338	+117	ADD
453	CYBER HORNET ETFs LLC	$47.0K	330	−10	TRIM
454	Cromwell Holdings LLC	$44.3K	311	+4	ADD
455	TOTH FINANCIAL ADVISORY CORP	$42.7K	300	0	NO CHANGE
456	OSTERWEIS CAPITAL MANAGEMENT INC	$41.2K	289	0	NO CHANGE
457	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	$40.8K	286	−1,970	TRIM
458	VEGA INVESTMENT SOLUTIONS	$40.6K	285	0	NO CHANGE
459	Bank Julius Baer & Co. Ltd, Zurich	$40.0K	281	−50,793	TRIM
460	Crewe Advisors LLC	$37.8K	265	−12	TRIM
461	PINNEY & SCOFIELD, INC.	$36.5K	256	0	NO CHANGE
462	Clearstead Advisors, LLC	$34.2K	240	−168	TRIM
463	Keating Financial Advisory Services, Inc.	$33.9K	238	+9	ADD
464	Rakuten Securities, Inc.	$32.1K	225	−1	TRIM
465	True Wealth Design, LLC	$29.4K	206	+136	ADD
466	STANCE CAPITAL LLC	$28.5K	200	+200	NEW
467	MOTCO	$26.6K	187	0	NO CHANGE
468	Heritage Wealth Advisors	$24.4K	171	−443	TRIM
469	CVA Family Office, LLC	$23.5K	165	+110	ADD
470	Owl Creek Wealth Partners LLC	$22.9K	161	—	NO PRIOR
471	Treasurer of the State of North Carolina	$22.6K	158,647	+11,024	ADD
472	Bell Investment Advisors, Inc	$19.0K	133	−11	TRIM
473	SBI Securities Co., Ltd.	$18.7K	131	+6	ADD
474	DekaBank Deutsche Girozentrale	$16.7K	115,193	0	NO CHANGE
475	Destiny Wealth Partners, LLC	$15.0K	105	+105	NEW
476	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	$14.6K	102,380	0	NO CHANGE
477	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	$14.5K	101,681	0	NO CHANGE
478	Basecamp Wealth Advisors LLC	$14.4K	101	—	NO PRIOR
479	Cassaday & Co Wealth Management LLC	$14.2K	100	+100	NEW
480	Salomon & Ludwin, LLC	$13.7K	96	+96	NEW
481	SHP Wealth Management	$13.7K	95	+13	ADD
482	Guinness Asset Management LTD	$13.4K	94	0	NO CHANGE
483	NATIXIS ADVISORS, LLC	$12.3K	86,400	−2,324	TRIM
484	C WorldWide Group Holding A/S	$12.0K	84,002	−120	TRIM
485	JFS WEALTH ADVISORS, LLC	$11.3K	79	−9	TRIM
486	FARMERS & MERCHANTS INVESTMENTS INC	$11.1K	78	0	NO CHANGE
487	Marquette Asset Management, LLC	$10.4K	73	+18	ADD
488	First Pacific Financial	$10.3K	72	+25	ADD
489	Frazier Financial Advisors, LLC	$9.3K	65	0	NO CHANGE
490	CANADA LIFE ASSURANCE Co	$9.2K	64,424	−3,774	TRIM
491	PRIVATE TRUST CO NA	$8.8K	62	+5	ADD
492	Scarborough Advisors, LLC	$8.7K	61	+8	ADD
493	State of Alaska, Department of Revenue	$8.5K	59,626	−120	TRIM
494	MV CAPITAL MANAGEMENT, INC.	$8.1K	57	+5	ADD
495	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$6.7K	47	−11	TRIM
496	Mn Services Vermogensbeheer B.V.	$6.6K	46,069	0	NO CHANGE
497	KBC Group NV	$6.2K	43,793	+2,946	ADD
498	Mowery & Schoenfeld Wealth Management, LLC	$6.0K	42	+42	NEW
499	KERR FINANCIAL PLANNING Corp	$5.9K	43	0	NO CHANGE
500	Transamerica Financial Advisors, LLC	$5.8K	41	+25	ADD

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PTC

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 1 Kevin Hern R–OK-1 $100K–$200K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $37.1M held
Trimming: 2 Caxton Associates, Bridgewater Associates $856K held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PTC INC

Merged timeline of congressional filings and notable-manager moves on PTC
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	SELL	$50K–$100K
2026-09-25	Kevin Hern Congress	SELL	$50K–$100K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+10,253 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−58,197 sh
2026-05-14	Caxton Associates 13F	TRIM	−365 sh

6 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

9 members of Congress disclosed PTC — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).