PTC PTC INC

Ownership history in Stanley-Laman Group, Ltd.  ·  18 quarters on record

AI Ownership Summary

Stanley-Laman Group, Ltd. reported PTC INC (PTC) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2023 Q4. The latest visible filing shows PTC at 0.47% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stanley-Laman Group, 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 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

How Stanley-Laman Group, Ltd. held PTC — position size vs. price
% of Fund (quarterly)    PTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,069 +721 +2.7% 0.47% $3.9M 2026-04-16 $138.27
2025 Q4 ADDED 26,348 +6,066 +29.9% 0.58% $4.6M 2026-01-23 $162.14
2025 Q3 REDUCED 20,282 -3,383 -14.3% 0.59% $4.1M 2025-10-22 $203.03
2025 Q2 REDUCED 23,665 -2,093 -8.1% 0.61% $4.1M 2025-07-29 $204.19
2025 Q1 REDUCED 25,758 -541 -2.1% 0.61% $4.0M 2025-04-16 $143.98
2024 Q4 ADDED 26,299 +784 +3.1% 0.68% $4.8M 2025-01-29 $189.08
2024 Q3 ADDED 25,515 +1,455 +6.0% 0.65% $4.6M 2024-10-22 $182.93
2024 Q2 REDUCED 24,060 -165 -0.7% 0.63% $4.4M 2024-07-18 $176.08
2024 Q1 REDUCED 24,225 -1,439 -5.6% 0.64% $4.6M 2024-04-17 $177.48
2023 Q4 REDUCED 25,664 -1,120 -4.2% 0.69% $4.5M 2024-02-02 $178.73
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Stanley-Laman Group, 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 Stanley-Laman Group, Ltd. reported owning PTC?

Stanley-Laman Group, Ltd. reported PTC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PTC position in Stanley-Laman Group, Ltd.'s portfolio?

The largest reported portfolio weight for PTC was 0.69% in 2023 Q4.

What is the latest reported PTC position on this page?

The most recent filing on this page is 2026 Q1, when Stanley-Laman Group, Ltd. reported 27,069 shares, equal to 0.47% of portfolio, with an estimated market value of $3.9M.

What does the chart on this PTC ownership page compare?

The chart compares Stanley-Laman Group, 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.

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