Optimize Financial »

Ptc shares owned by Optimize Financial

Quarter-by-quarter ownership of Ptc (PTC) shares owned by Optimize Financial from 13F filings

Historical chart of Optimize Financial investment in Ptc

Tip: Access up to 7 years of quarterly data

All positions including Ptc held by Optimize Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ptc by Optimize Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 6.5k 203.02

More positions owned by Optimize Financial

Proficient Auto Logistics In (PAL)
Warner Bros Discovery Inc Series A Cl A (WBD)
Applovin Corp Com Cl A Cl A (APP)
Micron Technology (MU)
Applied Materials (AMAT)
KLA-Tencor Corporation (KLAC)
MKS Instruments (MKSI)
Semtech Corporation (SMTC)
Sinclair Broadcast Group Inc Cl A Cl A (SBGI)
Wix (WIX)
Altice Usa Inc A Cl A (ATUS)
Liberty Broadband C CL C (LBRDK)
International Business Machines (IBM)
Dell Technologies Inc Cl C CL C (DELL)
NVIDIA Corporation (NVDA)

View all positions for Optimize Financial

Top funds holding Ptc

T. Rowe Price Investment Management
Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Henderson Group
Pictet Asset Management Holding SA
Wellington Management Company
Eagle Capital Management
Lombard Odier Asset Management
40 North Industries
Lazard Asset Management
Northern Trust
Invesco
Select Equity

View all funds holding Ptc