PTC — PTC INC

Ownership history in N.E.W. Advisory Services LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 93 — 0% 0.00% $19K $203.02
2025 Q2 UNCHANGED 93 — 0% 0.00% $16K $172.34
2025 Q1 INITIATED 93 — — 0.00% $14K $154.95
% 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 N.E.W. Advisory Services LLC Holdings