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PTC

Information Technology, filed as PTC INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2

  • 1 Owner
  • Max 0.0%
  • $2.4M
  • 1 add

In 2026 Q2 Cathie Wood added to PTC.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (Cathie Wood, Ark Investment Management). Not free-float ownership.

  1. Cathie Wood Add 0.02%

Who owns PTC

Sorted by value, long equity only, as of 2026 Q2.

History
Cathie Wood, Ark Investment Management 0.02% Add +7.6% 21,049 $2.4M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by PTC's executives, directors and 10% owners in the last 12 months, from their Form 4s

All PTC insider trades
  • None no insider bought on the open market
  • $9.1M sold by 2 insiders outside a trading plan
  • $2.8M sold by 3 insiders under 10b5-1 plans
  1. Corinna Lathan Director
    Planned sale
    $343K 1,750 shares at $195.75 21% of stake
    Traded Oct 5 Filed Oct 6
  2. Alice Christenson Chief Accounting Officer
    Sale
    $119K 816 shares at $145.83 39% of stake
    Traded May 12 Filed May 12
  3. Corinna Lathan Director
    Planned sale
    $106K 675 shares at $157.24 7.4% of stake
    Traded Mar 16 Filed Mar 18
  4. Aaron C Von Staats EVP, Chief Legal Officer
    Planned sale
    $422K 2,639 shares at $160.00 12% of stake
    Traded Mar 3 Filed Mar 4
  5. Aaron C Von Staats EVP, Chief Legal Officer
    Planned sale
    $39K 240 shares at $161.10 1.1% of stake
    Traded Feb 11 Filed Feb 12
  6. Kristian Talvitie CFO
    Sale
    $8.7M 50,291 shares at $173.14 80% of stake
    Traded Dec 9, 2025 Filed Dec 11, 2025
  7. Kristian Talvitie CFO
    Planned sale
    $811K 4,658 shares at $174.03 6.9% of stake
    Traded Dec 5–8 Filed Dec 8, 2025
  8. Aaron C Von Staats EVP, Chief Legal Officer
    Planned sale
    $1.1M 6,328 shares at $174.79 22% of stake
    Traded Dec 8, 2025 Filed Dec 8, 2025
  9. Alice Christenson Chief Accounting Officer
    Sale
    $230K 1,323 shares at $173.52 52% of stake
    Traded Nov 25, 2025 Filed Nov 26, 2025

Also filed in the last 12 months, not counted as buying or selling: 22 option exercises, 17 share withholdings for taxes, and 7 stock grants.

Congress

6 members of Congress traded PTC in the last three years: 11 buys and 10 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Partial sale $1K–$15K Sep 17 filed Oct 12
  2. Kevin Hern R-OK-1Joint Sell $50K–$100K Sep 9 filed Sep 25
  3. Kevin Hern R-OK-1Joint Sell $50K–$100K Aug 31 filed Sep 25
  4. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Jan 28 filed Feb 13
  6. April McClain Delaney D-MD-6Child Sell $1K–$15K Jan 30 filed Feb 2

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
DEFA14A
DEFA14A
8-K 1.01,7.01,9.01
SCHEDULE 13G/A —
SCHEDULE 13G —
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —
10-Q
8-K 2.02,7.01,9.01
SCHEDULE 13G —
SCHEDULE 13G/A —
8-K 7.01,9.01
8-K 5.07
10-Q
8-K 2.02,9.01
SCHEDULE 13G/A —

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.1B $2.3B $2.74B
Gross profit $1.66B $1.85B $2.29B
Gross margin * 79.0% 80.6% 83.8%
Net income $245.54M $376.33M $734M
Net margin * 11.7% 16.4% 26.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.28B $1.3B $1.38B
Total non-current assets * $5.01B $5.08B $5.23B
Total assets $6.29B $6.38B $6.62B
Total current liabilities $1.67B $1.67B $1.24B
Total non-current liabilities * $1.94B $1.5B $1.55B
Total equity $2.68B $3.21B $3.83B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $610.86M $749.98M $867.7M
Cash from investing -$866.12M -$124.81M -$38.29M
Cash from financing $268.31M -$650.72M -$908.51M
Net change in cash $15.91M -$22.33M -$81.48M

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.