Global X Japan Co., Ltd. PTC β€” PTC INC

Ownership history in Global X Japan Co., Ltd.  Β·  4 quarters on record

AI Ownership Summary

Global X Japan Co., Ltd. reported PTC INC (PTC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows PTC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global X Japan Co., Ltd.'s position in PTC INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PTC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PTC stock page Global X Japan Co., Ltd. fund profile Global X Japan Co., Ltd. full holdings
How Global X Japan Co., Ltd. held PTC β€” position size vs. price
% of Fund (quarterly)    PTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 2,906 +124 +4.5% 0.02% $414K 2026-04-13 $134.21
2025 Q4 ADDED β€” β€” β€” 2,782 +2,243 +416.1% 0.04% $485K 2026-01-13 $169.37
2025 Q3 ADDED β€” β€” β€” 539 +529 +5290.0% 0.01% $109K 2025-10-15 $202.80
2025 Q2 INITIATED β€” β€” β€” 10 β€” β€” 0.00% $2K 2025-07-11 $193.51

🏒 Other funds also holding PTC

As of 2026 Q1 β€” sorted by position size

Laurus Global Equity Management Inc. 3Y 11.63% Silverberg Bernstein Capital Management LLC 5.7% WORMSER FRERES GESTION 5.54% Argo Wealth Advisory, LLC 1.24% TILIA FIDUCIARY PARTNERS, INC. 3Y 1.0% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 0.55% Leeward Investments, LLC - MA 3Y 0.55% Pictet Asset Management Holding SA 0.53% Stanley-Laman Group, Ltd. 3Y 7Y 0.47% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.42%

FAQ About Global X Japan Co., Ltd. and PTC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global X Japan Co., Ltd. reported owning PTC?

Global X Japan Co., Ltd. reported PTC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PTC position in Global X Japan Co., Ltd.'s portfolio?

The largest reported portfolio weight for PTC was 0.04% in 2025 Q4.

What is the latest reported PTC position on this page?

The most recent filing on this page is 2026 Q1, when Global X Japan Co., Ltd. reported 2,906 shares, equal to 0.02% of portfolio, with an estimated market value of $414K.

What does the chart on this PTC ownership page compare?

The chart compares Global X Japan Co., Ltd.'s quarterly PTC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Global X Japan Co., Ltd. time their PTC position?

Based on 13F filing dates vs. subsequent PTC price moves, Global X Japan Co., Ltd. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PTC relative to SPY over the holding period was -57.6%.

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