This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PTC/capital-change-brief"
Use Arkolith's capital_change_brief for PTC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | T. Rowe Price Investment Management, Inc. | Withheld | 19.1M | ▲+3.9% Added · +725K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $1.6B | 11.6M | ▲+1.3% Added · +147K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.1B | 7.7M | ▲New +7.7M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $836.6M | 5.9M | ▲New +5.9M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $834.3M | 5.9M | ▼−0.8% Reduced · −50K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $523.1M | 3.7M | ▲+2.8% Added · +101K sh | Q1 2026 | |
| 7 | JANUS HENDERSON GROUP PLC | $503.0M | 3.5M | ▲+0.3% Added · +11K sh | Q1 2026 | |
| 8 | Pictet Asset Management Holding SA | $499.5M | 3.5M | ▲+18% Added · +529K sh | Q1 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $444.9M | 3.1M | ▲+3.2% Added · +97K sh | Q1 2026 | |
| 10 | Standard Investments LLC | $258.3M | 1.8M | —Held | Q1 2026 | |
| 11 | Amundi | $245.9M | 1.7M | ▲+152% Added · +1.0M sh | Q1 2026 | |
| 12 | NORGES BANK | $295.4M | 1.7M | ▲+88% Added · +792K sh | Q4 2025 | |
| 13 | NORTHERN TRUST CORP | $212.7M | 1.5M | ▲+10% Added · +139K sh | Q1 2026 | |
| 14 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $208.8M | 1.5M | ▲+13% Added · +165K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $190.6M | 1.3M | ▲+9.7% Added · +118K sh | Q1 2026 | |
| 16 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $186.5M | 1.3M | ▲+32% Added · +315K sh | Q1 2026 | |
| 17 | LAZARD ASSET MANAGEMENT LLC | $186.1M | 1.3M | ▼−14% Reduced · −205K sh | Q1 2026 | |
| 18 | FERNBRIDGE CAPITAL MANAGEMENT LP | $184.6M | 1.3M | ▲+5.7% Added · +70K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $137.5M | 965K | ▲+4.2% Added · +39K sh | Q1 2026 | |
| 20 | Palestra Capital Management LLC | $126.9M | 891K | ▲+280% Added · +656K sh | Q1 2026 | |
| 21 | Sumitomo Mitsui Trust Group, Inc. | $112.8M | 792K | ▼−0.2% Reduced · −1K sh | Q1 2026 | |
| 22 | DIMENSIONAL FUND ADVISORS LP | $109.7M | 770K | ▲+18% Added · +117K sh | Q1 2026 | |
| 23 | EAGLE CAPITAL MANAGEMENT LLC | $104.2M | 732K | ▼−70% Reduced · −1.7M sh | Q1 2026 | |
| 24 | FIL Ltd | $103.2M | 724K | ▼−1.8% Reduced · −13K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $97.2M | 682K | ▲+0.5% Added · +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 16, 2026 | Lathan Corinna | Director | Sell (S) | 675 | $106K |
| Mar 15, 2026 | Pham Trac | Director | Option exercise (M) | 1K | $0 |
| Mar 15, 2026 | Pham Trac | Director | Option exercise (M) | 1K | $0 |
| Mar 3, 2026 | VON STAATS AARON C | EVP, Chief Legal Officer | Sell (S) | 3K | $422K |
| Feb 11, 2026 | LICO JAMES A | Director | Option exercise (M) | 410 | $0 |
| Feb 11, 2026 | LICO JAMES A | Director | Grant (A) | 2K | $0 |
| Feb 11, 2026 | LICO JAMES A | Director | Option exercise (M) | 410 | $0 |
| Feb 11, 2026 | CHAFFIN JANICE | Director | Option exercise (M) | 2K | $0 |
| Feb 11, 2026 | CHAFFIN JANICE | Director | Grant (A) | 2K | $0 |
| Feb 11, 2026 | LACY PAUL A | Director | Option exercise (M) | 2K | $0 |
| Feb 11, 2026 | LACY PAUL A | Director | Option exercise (M) | 2K | $0 |
| Feb 11, 2026 | CHAFFIN JANICE | Director | Option exercise (M) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 242 funds | $206.0B |
| MICROSOFT CORPMSFT | 240 funds | $278.7B |
| NVIDIA CORPNVDA | 238 funds | $381.5B |
| ALPHABET INC-CL AGOOGL | 237 funds | $178.5B |
| VISA INC-CLASS A SHARESV | 237 funds | $59.4B |
| ELI LILLY & COLLY | 235 funds | $73.9B |
| BROADCOM INCAVGO | 234 funds | $151.1B |
| META PLATFORMS INC-CLASS AMETA | 234 funds | $111.1B |
| APPLE INCAAPL | 233 funds | $296.4B |
| MASTERCARD INC - AMA | 232 funds | $55.6B |
| JPMORGAN CHASE & COJPM | 231 funds | $69.8B |
| SERVICENOW INCNOW | 229 funds | $16.9B |
Ranked by how many of PTC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PTC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.