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692 hedge funds and large institutions have $16.2B invested in PTC in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 274 increasing their positions, 234 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 234

2.32% less ownership

Funds ownership: 98.06%95.74% (-2.3%)

4% less funds holding

Funds holding: 720692 (-28)

12% less first-time investments, than exits

New positions opened: 99 | Existing positions closed: 113

20% less capital invested

Capital invested by funds: $20.3B → $16.2B (-$4.08B)

31% less funds holding in top 10

Funds holding in top 10: 1611 (-5)

49% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $82M

Holders
692
Holders Change
-28
Holders Change %
-3.89%
% of All Funds
8.52%
Holding in Top 10
11
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-31.25%
% of All Funds
0.14%
New
99
Increased
274
Reduced
234
Closed
113
Calls
$42.1M
Puts
$82M
Net Calls
-$39.9M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$2.72B +$115M +724,665 +4%
BlackRock
2
BlackRock
New York
$1.65B +$23.2M +146,966 +1%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.1B +$1.22B +7,735,222 New
VPM
4
Vanguard Portfolio Management
Pennsylvania
$837M +$928M +5,871,374 New
State Street
5
State Street
Massachusetts
$834M -$7.95M -50,277 -0.9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$523M +$15.9M +100,696 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$503M +$1.78M +11,278 +0.3%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$500M +$83.6M +529,208 +18%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$445M +$15.4M +97,138 +3%
Invesco
10
Invesco
Georgia
$281M +$40.9M +258,786 +15%
SI
11
Standard Investments
New York
$258M
Amundi
12
Amundi
France
$246M +$164M +1,040,656 +152%
Northern Trust
13
Northern Trust
Illinois
$213M +$22M +138,978 +10%
VLKIM
14
Van Lanschot Kempen Investment Management
Netherlands
$209M +$26.1M +164,925 +13%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$200M -$66.2M -418,991 -23%
Morgan Stanley
16
Morgan Stanley
New York
$191M +$18.7M +118,485 +10%
UBS AM
17
UBS AM
Illinois
$186M +$49.8M +314,828 +32%
Lazard Asset Management
18
Lazard Asset Management
New York
$186M -$32.3M -204,612 -14%
FCM
19
Fernbridge Capital Management
California
$185M +$11.1M +69,956 +6%
Charles Schwab
20
Charles Schwab
California
$138M +$6.1M +38,620 +4%
PCM
21
Palestra Capital Management
New York
$127M +$104M +656,188 +280%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$113M -$218K -1,380 -0.2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$110M +$18.5M +117,024 +18%
Eagle Capital Management (New York)
24
Eagle Capital Management (New York)
New York
$104M -$275M -1,738,303 -70%
Fidelity International
25
Fidelity International
Bermuda
$103M -$2.09M -13,198 -2%