Daniel Sundheim’s PTC PTC Stock Holding History

Daniel Sundheim’s Portfolio PTC Stock Details PTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-589,171	Closed	-$108M	–	48
2024 Q4	$108M	Buy	589,171 +121,171	+26%	+$23M	1.8%	21
2024 Q3	$84.5M	Buy	+468,000	New	+$82.2M	1.63%	19

Other funds holding PTC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

FCM

Fernbridge Capital Management Los Angeles, California $1.37B AUM 24.55% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Daniel Sundheim's PTC Position: Q1 2025 in Review

Daniel Sundheim sold out of PTC (PTC) in Q1 2025, closing a stake of 589,171 shares — an estimated $108M sold.

Daniel Sundheim first reported a position in PTC in Q3 2024 and held it in 2 quarters. The position peaked at $108M in Q4 2024. 672 funds tracked by Wall St. Rank hold PTC as of Q1 2025.

Daniel Sundheim reported no remaining PTC position as of Q1 2025 after selling out during the quarter.
Daniel Sundheim sold 589,171 PTC shares in Q1 2025, an estimated $108M.
Daniel Sundheim first reported a position in PTC in Q3 2024 and held it in 2 quarters.
Daniel Sundheim's PTC position peaked at $108M in Q4 2024.
672 funds tracked by Wall St. Rank held PTC as of Q1 2025.

Based on D1 Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.