Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,466
Closed -$706K 475
2025
Q4
$778K Sell
4,466
-79
-2% -$14.7K 0.03% 221
2025
Q3
$923K Sell
4,545
-747
-14% -$152K 0.04% 213
2025
Q2
$912K Buy
5,292
+44
+0.8% +$7.09K 0.04% 213
2025
Q1
$813K Sell
5,248
-6
-0.1% -$1.03K 0.04% 226
2024
Q4
$966K Buy
5,254
+8
+0.2% +$1.52K 0.04% 220
2024
Q3
$948K Sell
5,246
-723
-12% -$127K 0.04% 224
2024
Q2
$1.08M Sell
5,969
-695
-10% -$124K 0.05% 212
2024
Q1
$1.26M Sell
6,664
-31
-0.5% -$5.58K 0.05% 201
2023
Q4
$1.17M Sell
6,695
-1,219
-15% -$187K 0.05% 206
2023
Q3
$1.12M Buy
7,914
+92
+1% +$13.2K 0.06% 204
2023
Q2
$1.11M Hold
7,822
0.05% 204
2023
Q1
$1M Sell
7,822
-634
-7% -$80.6K 0.05% 225
2022
Q4
$1.02M Sell
8,456
-1,838
-18% -$220K 0.05% 218
2022
Q3
$1.08M Sell
10,294
-342
-3% -$39K 0.06% 201
2022
Q2
$1.13M Buy
10,636
+686
+7% +$74.1K 0.07% 200
2022
Q1
$1.07M Sell
9,950
-1,063
-10% -$119K 0.05% 211
2021
Q4
$1.33M Sell
11,013
-397
-3% -$47.8K 0.06% 205
2021
Q3
$1.37M Buy
11,410
+790
+7% +$105K 0.06% 200
2021
Q2
$1.5M Buy
10,620
+241
+2% +$32.9K 0.07% 192
2021
Q1
$1.43M Buy
10,379
+1,457
+16% +$194K 0.07% 185
2020
Q4
$1.07M Buy
8,922
+535
+6% +$53.2K 0.05% 217
2020
Q3
$694K Sell
8,387
-344
-4% -$29.3K 0.04% 293
2020
Q2
$679K Buy
8,731
+760
+10% +$53.8K 0.04% 227
2020
Q1
$488K Sell
7,971
-72
-0.9% -$5.33K 0.03% 256
2019
Q4
$602K Buy
8,043
+19
+0.2% +$1.35K 0.03% 248
2019
Q3
$547K Sell
8,024
-165
-2% -$12.1K 0.03% 248
2019
Q2
$735K Sell
8,189
-36
-0.4% -$3.23K 0.04% 228
2019
Q1
$758K Buy
8,225
+225
+3% +$19.9K 0.05% 219
2018
Q4
$663K Buy
8,000
+480
+6% +$42.1K 0.05% 207
2018
Q3
$799K Buy
7,520
+539
+8% +$52.7K 0.05% 206
2018
Q2
$655K Buy
6,981
+3,806
+120% +$329K 0.05% 217
2018
Q1
$248K Buy
+3,175
New +$232K 0.02% 264
2015
Q3
Sell
-6,225
Closed -$255K 292
2015
Q2
$255K Buy
6,225
+465
+8% +$18.4K 0.02% 283
2015
Q1
$208K Sell
5,760
-53
-0.9% -$1.83K 0.01% 269
2014
Q4
$213K Buy
5,813
+50
+0.9% +$1.85K 0.02% 267
2014
Q3
$213K Buy
+5,763
New +$220K 0.02% 260

Other funds holding PTC

Logan Capital Management's PTC Position: Q1 2026 in Review

Logan Capital Management sold out of PTC (PTC) in Q1 2026, closing a stake of 4,466 shares — an estimated $706K sold.

Logan Capital Management first reported a position in PTC in Q3 2014 and held it in 36 quarters. The position peaked at $1.5M in Q2 2021. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Logan Capital Management reported no remaining PTC position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 4,466 PTC shares in Q1 2026, an estimated $706K.
  • Logan Capital Management first reported a position in PTC in Q3 2014 and held it in 36 quarters.
  • Logan Capital Management's PTC position peaked at $1.5M in Q2 2021.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.