PIM
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Plato Investment Management’s PTC PTC Stock Holding History

Plato Investment Management’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 		$173K Hold
1,211
– – 0.01% 410
2025
Q4 		$212K Buy
1,211
+18
+2% +$3.35K 0.01% 393
2025
Q3 		$240K Buy
+1,193
New +$243K 0.02% 384

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

Plato Investment Management's PTC Position: Q1 2026 in Review

Plato Investment Management held its PTC (PTC) position steady in Q1 2026 at 1,211 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #410.

Plato Investment Management first reported a position in PTC in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q3 2025. 692 funds tracked by Wall St. Rank hold PTC as of Q1 2026.

  • Plato Investment Management held 1,211 shares of PTC worth $173K as of Q1 2026.
  • Plato Investment Management left its PTC share count unchanged in Q1 2026.
  • PTC made up 0.01% of Plato Investment Management's portfolio in Q1 2026, its #410 holding.
  • Plato Investment Management first reported a position in PTC in Q3 2025 and has held it in 3 quarters since.
  • Plato Investment Management's PTC position peaked at $240K in Q3 2025.
  • 692 funds tracked by Wall St. Rank held PTC as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.