Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ptc Inc (PTC)

687 + Investors. Track Smart Money conviction in PTC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -23
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — PTC

Based on 690 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PTC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
690 hedge funds hold PTC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

371 buying360 selling
Last quarter: 371 funds bought or added vs 360 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 86 → 123 → 115 → 104. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
426 out of 690 hedge funds have held PTC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -31%

Value
-31%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~104 new funds/quarter

102 → 86 → 123 → 115 → 104 new funds/Q
New funds entering each quarter: 86 → 123 → 115 → 104. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 25% newcomers

■ 66% veterans ■ 9% 1-2yr ■ 25% new
Entry-cohort mix of 703 holders: 462 (66%) are 2+ year veterans, 62 entered 1–2 years ago, and 179 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
63 of 689 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PTC

In 2026 Q1, 371 hedge funds were net buyers of PTC (104 opened a new position, 267 added to an existing one), while 360 reduced or exited (233 trimmed, 127 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 40% of total institutional value in PTC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -23 funds (more exits than new entries). Total institutional holders: 690.

Hedge Fund Ownership: PTC

How many hedge funds hold PTC — quarterly history vs. share price
Quarterly hedge fund ownership of PTC vs. share price

Market Analysis: PTC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ptc Inc (PTC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PTC has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PTC
-17.9%
XLK
+39.8%

PTC outperformed XLK by -57.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PTC
-17.6%
XLK
+5.4%

Since the filing became public, PTC outperformed XLK by -23.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

42 top-rated funds 6 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PTC
687 + Investors

Track Smart Money conviction in PTC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 687 713 -3.65%
13F Shares 114M 111M 2.39%
Total Value $12.92B $18.75B -31.12%
New Positions 102 115 -13
Increased Positions 267 252 +15
Closed Positions 128 115 +13
Reduced Positions 228 268 -40
Total Calls 5 7 -28.57%
Total Puts 9 8 12.5%
PUT/CALL Ratio 1.8 1.14 Bearish

Statistics: PTC

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

687 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PTC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rivulet Capital, LLC 40.33% 211,100 $36.8M
2 Ampersand Capital Group, L.P. 15.63% 200,498 $28.6M
3 Standard Investments LLC 14.13% 1,812,500 $258.3M
4 Fernbridge Capital Management LP 11.83% 1,295,434 $184.6M
5 Laurus Global Equity Management Inc. 11.63% 83,321 $11.9M
6 2Xideas AG 7.94% 142,203 $20.3M
7 Tensor Edge Capital, LLC 6.86% 279,909 $39.9M
8 Independent Family Office, LLC 6.66% 113,550 $16.2M
9 Silverberg Bernstein Capital Management LLC 5.70% 72,566 $10.3M
10 Wormser Freres Gestion 5.54% 52,729 $7.7M
11 Palestra Capital Management LLC 4.95% 890,595 $126.9M
12 Lagoda Investment Management, L.P. 3.64% 41,455 $5.9M
13 Capital Investment Services of America, Inc. 2.76% 185,800 $26.5M
14 Westport Asset Management Inc 1.96% 31,100 $4.4M
15 Van Lanschot Kempen Investment Management N.V. 1.83% 1,465,377 $208.8M
16 Liontrust Investment Partners LLP 1.52% 586,190 $102.1M
17 Board of the Pension Protection Fund 1.36% 10,400 $1.5M
18 Argo Wealth Advisory, LLC 1.24% 14,857 $2.1M
19 Optimize Financial Inc 1.21% 17,222 $2.5M
20 Renaissance Group LLC 1.17% 196,826 $28.0M
21 Keeler Thomas Management LLC 1.11% 18,351 $2.6M
22 North Star Asset Management Inc 1.01% 162,897 $23.2M
23 Mirova 1.00% 173,039 $24.7M
24 Tilia Fiduciary Partners, INC. 1.00% 12,768 $1.8M
25 Taikang Asset Management (Hong Kong) Co Ltd 0.98% 68,982 $9.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ptc Inc (PTC)

What does the Smart Money Trend signal show for PTC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PTC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PTC?

Slight buying edge — 51% buying: Last quarter: 371 funds bought or added vs 360 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PTC holders?

Elite ownership — 40% AUM from top-100 funds: 63 of 689 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PTC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PTC?

62% of holders stayed for 2+ years: 426 out of 690 hedge funds have held PTC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ptc Inc (PTC) following the 2026 Q1 hedge fund 13F filings?

As of today, PTC has moved -17.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.4% for the XLK sector ETF — an outperformance of -23.0%. Since the quarter end (March 31, 2026), PTC has gained -17.9% vs +39.8% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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