PTC — PTC INC

Ownership history in First Personal Financial Services  ·  12 quarters on record

This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in PTC INC (PTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2018 Q1)
Avg. % of fund
0.01%
First filed
2016 Q2
Last filed
2024 Q2
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 UNCHANGED 13 — 0% 0.00% $2K $181.67
2024 Q1 UNCHANGED 13 — 0% 0.00% $2K $188.94
2023 Q4 UNCHANGED 13 — 0% 0.00% $2K $174.96
2023 Q3 REDUCED 13 -757 -98.3% 0.00% $2K $141.68
2018 Q1 ADDED 770 +290 +60.4% 0.01% $60K $78.01
2017 Q4 ADDED 480 +55 +12.9% 0.01% $29K $60.77
2017 Q3 REDUCED 425 -287 -40.3% 0.01% $24K $56.28
2017 Q2 ADDED 712 +18 +2.6% 0.01% $39K $55.12
2017 Q1 UNCHANGED 694 — 0% 0.01% $36K $52.55
2016 Q4 ADDED 694 +23 +3.4% 0.01% $32K $46.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PTC price (monthly, adj. close)

Other funds also holding PTC

As of 2025 Q4 — sorted by position size

RIVULET CAPITAL, LLC 3Y 7Y 40.33% Standard Investments LLC 3Y 7Y 15.77% Ampersand Capital Group, L.P. 15.03% Laurus Global Equity Management Inc. 3Y 11.82% FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 10.49% 2Xideas AG 3Y 8.85% Independent Family Office, LLC 3Y 8.66% Silverberg Bernstein Capital Management LLC 7.3% TORQUE ASSET MANAGEMENT LLC 6.23% Daventry Group, LP 3Y 6.13%
← Back to First Personal Financial Services Holdings