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Optimize Financial’s PTC PTC Stock Holding History

Optimize Financial’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
2026
Q1 		$2.45M Buy
17,222
+10,662
+163% +$1.68M 1.21% 29
2025
Q4 		$1.14M Buy
6,560
+92
+1% +$17.1K 0.58% 43
2025
Q3 		$1.31M Buy
+6,468
New +$1.32M 0.68% 47

Other funds holding PTC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimize Financial's PTC Position: Q1 2026 in Review

Optimize Financial increased its PTC (PTC) stake by 163% in Q1 2026, buying an estimated $1.68M and bringing the position to 17,222 shares worth $2.45M. The position accounts for 1.21% of the portfolio, ranked #29.

Optimize Financial first reported a position in PTC in Q3 2025 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Optimize Financial held 17,222 shares of PTC worth $2.45M as of Q1 2026.
  • Optimize Financial bought 10,662 PTC shares in Q1 2026, an estimated $1.68M.
  • PTC made up 1.21% of Optimize Financial's portfolio in Q1 2026, its #29 holding.
  • Optimize Financial first reported a position in PTC in Q3 2025 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.