PTC β€” PTC INC

Ownership history in Perpetual Ltd  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Perpetual Ltd 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.05% (2023 Q4)
πŸ“Š Avg. % of fund
0.63%
πŸ“… First filed
2023 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
11

Position Intelligence

Perpetual Ltd Γ— PTC AI Analytics

πŸ“‰ Perpetual Ltd underperformed the S&P 500 by –0.8% annually on this PTC position. Timing score: 50% (5/10 decisions correct). Average cost basis: $139.66. Maximum drawdown during holding period: –18.0%.

πŸ“ˆ Position Alpha vs SPY
-0.8%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
10 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct

πŸ’° Entry Quality
$139.66
+45.4% vs current ($203.02)

Best entry: $128.23 (2023 Q1)  Β·  Worst: $142.30 (2023 Q2)

πŸ›‘οΈ Drawdown Resilience
–18.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
27%
buy-side decisions

3 adds Β· 8 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.02% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    PTC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 8,033 -8,573 -51.6% 0.02% $1.6M $203.02
2025 Q2 REDUCED 16,606 -1,071 -6.1% 0.03% $2.9M $172.34
2025 Q1 REDUCED 17,677 -408,165 -95.8% 0.03% $2.7M $154.95
2024 Q4 REDUCED 425,842 -62,956 -12.9% 0.92% $78.3M $183.87
2024 Q3 REDUCED 488,798 -6,683 -1.3% 0.96% $88.3M $180.66
2024 Q2 REDUCED 495,481 -72,225 -12.7% 0.98% $90.0M $181.67
2024 Q1 REDUCED 567,706 -13,827 -2.4% 1.05% $107.3M $188.94
2023 Q4 REDUCED 581,533 -123,928 -17.6% 1.05% $101.7M $174.96
2023 Q3 ADDED 705,461 +116,193 +19.7% 1.03% $99.9M $141.68
2023 Q2 ADDED 589,268 +461,877 +362.6% 0.72% $83.9M $142.30
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