SEC ownership of PTC INC.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000857005.

Comparable stake leader

T. Rowe Price Investment Management, Inc.

Disclosed value leader

T. Rowe Price Investment Management, Inc.

Comparable rows

50/50

Latest evidence

31 Mar 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
T. Rowe Price Investment Management, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
31 Mar 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000857005
Issuer location
Boston, MA

Ownership snapshot

Top shareholders of PTC INC. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
T. Rowe Price Investment ...
Disclosed value leader
T. Rowe Price Investment ...
Comparable rows
50/50
Latest evidence
31 Mar 2026
13F 13D/G 3/4/5 Lead comparable stake: 16% 13D/G row: T. Rowe Price Investment Management, Inc. Showing 1-8 of 50 holder rows.

Quick read

T. Rowe Price Investment Management, Inc. leads the comparable SEC ownership view at 16%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens T. Rowe Price Investment Management, Inc.'s linked filing trail.
Comparable ownership Top 5
T. Rowe Price Investment Manageme... 16%
BlackRock, Inc. 10%
VANGUARD CAPITAL MANAGEMENT LLC 7.5%
Neil Barua 0.07%
Paul A. Lacy 0.05%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
T. Rowe Price Investment Management, Inc.
13F 13D/G
Company
16%
from 13D/G
$2,722,829,000
19,108,911 shares
31 Mar 2026
BlackRock, Inc.
13D/G 13F
Company
10%
$1,883,527,283
12,258,557 shares
$0 31 Dec 2024
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
7.5%
$1,269,980,170
8,912,767 shares
$0 31 Mar 2026
Neil Barua
3/4/5
President and CEO, Director
0.07%
$16,371,322
86,553 shares
mixed-class rows
12 Jan 2026
Paul A. Lacy
3/4/5
Director
0.05%
$9,958,556
55,393 shares
mixed-class rows
11 Feb 2026
Kristian Talvitie
3/4/5
EVP, Chief Financial Officer
0.02%
$6,959,193
28,196 shares
mixed-class rows
-$9,518,256 31 Dec 2025
Amarpreet Hanspal
3/4/5
Director
0.01%
$2,089,464
10,316 shares
mixed-class rows
11 Feb 2026
Jon Stevenson
3/4/5
Chief Product Officer
0%
$74,307
436 shares
20 Nov 2025
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$12,116,260.

Buys
$0
Insiders: 0
Sells
$12,116,260
Insiders: 4
Net
-$12,116,260
Shares: -69,634
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 0 Shares: 69,634
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 816 $0 $118,993 -$118,993
3-6 0 3,554 $0 $567,041 -$567,041
6-9 0 62,600 $0 $10,853,908 -$10,853,908
9-12 0 2,664 $0 $576,318 -$576,318

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 25 reporting-owner rows connected to PTC INC.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
25
Largest Forms 3/4/5 holder
Blake D. Moret
Net 12M change
-$12,116,260
Latest report
12 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Blake D. Moret Director $1,020,246,708 Mixed 28 Jul 2023
James E. Heppelmann CEO, Director $174,486,766 Mixed 05 Feb 2024
Neil Barua President and CEO, Director $16,371,322 Mixed 12 Jan 2026
Robert Schechter Director $11,736,208 Mixed 12 Feb 2025
Michael Ditullio President and COO $9,996,766 Mixed 24 May 2024
Paul A. Lacy Director $9,958,556 Mixed 11 Feb 2026
Janice Chaffin Director $7,957,240 Mixed 11 Feb 2026
Kristian Talvitie EVP, Chief Financial Officer $6,959,193 -$9,518,256 -58% Mixed 31 Dec 2025
Klaus Hoehn Director $6,469,632 Mixed 16 Feb 2023
Troy Richardson EVP, Digital Thread $5,522,137 Mixed 17 Nov 2021
Catherine Kniker Chief Marketing Officer $4,788,964 Mixed 13 Nov 2024
Robert Dahdah EVP, Chief Revenue Officer $4,530,874 Mixed 01 Dec 2025
Aaron C. von Staats EVP, Chief Legal Officer $4,361,345 -$1,996,983 -31% Mixed 03 Mar 2026
Phillip M. Fernandez Director $4,028,261 Mixed 16 Jun 2021
Mark D. Benjamin Director $2,240,816 Mixed 11 Feb 2026
Amarpreet Hanspal Director $2,089,464 Mixed 11 Feb 2026
Corinna Lathan Director $1,613,975 -$106,137 -6.2% Mixed 16 Mar 2026
Michal Katz Director $1,139,628 Mixed 11 Feb 2026
Trac Pham Director $910,232 Mixed 15 Mar 2026
Robert Bernshteyn Director $858,571 Mixed 11 Feb 2026

Recent insider transactions for PTC INC.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Alice Christenson PTC Common Stock Sale -39.2% $118,993 $145.82 -816 1,265 12 May 2026 Direct
Alice Christenson PTC Common Stock Tax liability -15.1% -370 2,081 07 May 2026 Direct
Alice Christenson PTC Common Stock Award 93.8% 1,186 2,451 07 May 2026 Direct
Corinna Lathan PTC Common Stock Sale -7.41% $106,137 $157.24 -675 8,429 16 Mar 2026 Direct
Trac Pham PTC Common Stock Options Exercise 82.5% 1,181 2,612 15 Mar 2026 Direct
Trac Pham PTC Restricted Stock Units Options Exercise -50% -1,181 1,180 15 Mar 2026 Direct
Aaron C. von Staats PTC Common Stock Sale -11.9% $422,240 $160.00 -2,639 19,582 03 Mar 2026 Direct
Aaron C. von Staats PTC Common Stock Sale -1.07% $38,664 $161.10 -240 22,221 11 Feb 2026 Direct
Trac Pham PTC Common Stock Options Exercise 1,431 1,431 11 Feb 2026 Direct
Trac Pham PTC Restricted Stock Units Award 1,703 1,703 11 Feb 2026 Direct
Trac Pham PTC Restricted Stock Units Options Exercise -100% -1,431 0 11 Feb 2026 Direct
James A. Lico PTC Common Stock Options Exercise 410 410 11 Feb 2026 Direct
James A. Lico PTC Restricted Stock Units Award 1,703 1,703 11 Feb 2026 Direct
James A. Lico PTC Restricted Stock Units Options Exercise -100% -410 0 11 Feb 2026 Direct
Corinna Lathan PTC Common Stock Options Exercise 19.7% 1,500 9,104 11 Feb 2026 Direct
Corinna Lathan PTC Restricted Stock Units Award 1,703 1,703 11 Feb 2026 Direct
Corinna Lathan PTC Restricted Stock Units Options Exercise -100% -1,500 0 11 Feb 2026 Direct
Paul A. Lacy PTC Common Stock Options Exercise 12.6% 1,500 13,393 11 Feb 2026 Direct
Paul A. Lacy PTC Restricted Stock Units Options Exercise -100% -1,500 0 11 Feb 2026 Direct
Michal Katz PTC Common Stock Options Exercise 44.4% 1,500 4,875 11 Feb 2026 Direct
Michal Katz PTC Restricted Stock Units Award 1,703 1,703 11 Feb 2026 Direct
Michal Katz PTC Restricted Stock Units Options Exercise -100% -1,500 0 11 Feb 2026 Direct
Amarpreet Hanspal PTC Common Stock Options Exercise 17% 1,500 10,316 11 Feb 2026 Direct
Amarpreet Hanspal PTC Restricted Stock Units Options Exercise -100% -1,500 0 11 Feb 2026 Direct
Janice Chaffin PTC Common Stock Options Exercise 4.31% 1,801 43,597 11 Feb 2026 Direct
Janice Chaffin PTC Restricted Stock Units Award 1,703 1,703 11 Feb 2026 Direct
Janice Chaffin PTC Restricted Stock Units Options Exercise -100% -1,801 0 11 Feb 2026 Direct
Robert Bernshteyn PTC Common Stock Options Exercise 85% 1,500 3,265 11 Feb 2026 Direct
Robert Bernshteyn PTC Restricted Stock Units Award 1,703 1,703 11 Feb 2026 Direct
Robert Bernshteyn PTC Restricted Stock Units Options Exercise 1,500 0 11 Feb 2026 Direct
Mark D. Benjamin PTC Common Stock Options Exercise 15.5% 1,500 11,183 11 Feb 2026 Direct
Mark D. Benjamin PTC Restricted Stock Units Award 2,024 2,024 11 Feb 2026 Direct
Mark D. Benjamin PTC Restricted Stock Units Options Exercise -100% -1,500 0 11 Feb 2026 Direct
Neil Barua PTC Common Stock Tax liability -2.93% -2,611 86,553 12 Jan 2026 Direct
Neil Barua PTC Common Stock Options Exercise 9.36% 7,628 89,164 12 Jan 2026 Direct
Neil Barua PTC Restricted Stock Units Options Exercise -100% -7,628 0 12 Jan 2026 Direct
Jennifer Leigh DiRico PTC Restricted Stock Units Award 61,705 30,136 01 Jan 2026 Direct
Kristian Talvitie PTC Common Stock Tax liability -34.4% -14,809 28,196 31 Dec 2025 Direct
Kristian Talvitie PTC Common Stock Options Exercise 247.2% 30,619 43,005 31 Dec 2025 Direct
Kristian Talvitie PTC Restricted Stock Units Options Exercise -100% -30,619 0 31 Dec 2025 Direct
Kristian Talvitie PTC Common Stock Sale -80.2% $8,707,634 $173.14 -50,291 12,386 09 Dec 2025 Direct
Kristian Talvitie PTC Common Stock Sale -3.6% $408,461 $174.71 -2,338 62,677 08 Dec 2025 Direct
Aaron C. von Staats PTC Common Stock Sale -22% $1,106,085 $174.79 -6,328 22,461 08 Dec 2025 Direct
Kristian Talvitie PTC Common Stock Sale -3.45% $402,160 $173.34 -2,320 65,015 05 Dec 2025 Direct
Robert Dahdah PTC Common Stock Tax liability -32.2% -5,935 12,518 01 Dec 2025 Direct
Robert Dahdah PTC Common Stock Options Exercise 198.7% 12,275 18,453 01 Dec 2025 Direct
Robert Dahdah PTC Restricted Stock Units Options Exercise -35% -12,275 22,796 01 Dec 2025 Direct
Alice Christenson PTC Common Stock Sale -52.3% $229,567 $173.52 -1,323 1,207 25 Nov 2025 Direct
Jon Stevenson PTC Common Stock Tax liability -29.7% -184 436 20 Nov 2025 Direct
Jon Stevenson PTC Common Stock Award 620 620 20 Nov 2025 Direct
* marks a reported price that did not pass the local price check.
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