Question 1

Which hedge funds and institutional investors hold PTC?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for PTC shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for PTC whale holdings?

Accepted Answer

Conviction level reflects how significant PTC is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to PTC, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for PTC?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about PTC?

Accepted Answer

QoQ changes for PTC show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	5.9M	$834.3M	0.0%	$2896.4B
Citadel	583.1K	$83.1M	0.0%	$618.5B
Renaissance Tech	389.1K	$55.4M	0.1%	$63.9B
Geode Capital	386.4K	$55.1M	0.0%	$1607.5B
Wellington	290.1K	$41.3M	0.0%	$535.5B
Gotham Asset	260.5K	$37.1M	0.1%	$32.7B
GMO	212.3K	$30.2M	0.1%	$39.1B
Fisher Investments	144.9K	$20.6M	0.0%	$294.9B
Millennium	130.2K	$18.6M	0.0%	$240.3B
Arrowstreet	105.8K	$15.1M	0.0%	$184.8B
Millennium	79.2K	$11.3M	0.0%	$240.3B
Robeco	71.4K	$10.2M	0.2%	$4.7B
DFA	60.0K	$8.5M	0.0%	$481.4B
Adage Capital	56.2K	$8.0M	0.0%	$64.8B
DE Shaw	50.0K	$7.1M	0.0%	$166.3B
Kayne Anderson	43.1K	$6.1M	0.0%	$34.0B
DE Shaw	23.1K	$3.3M	0.0%	$166.3B
Citadel	22.7K	$3.2M	0.0%	$618.5B
ARK Invest	19.6K	$2.8M	0.0%	$12.9B
Citadel	14.0K	$2.0M	0.0%	$618.5B
Fidelity (FMR)	11.8K	$1.7M	0.0%	$1898.4B
Marshall Wace	9.7K	$1.4M	0.0%	$100.4B
WCM	8.2K	$1.1M	0.0%	$43.8B
Schonfeld	7.0K	$1.0M	0.0%	$14.2B
Caxton	6.0K	$856K	0.0%	$4.4B
BlackRock	5.2K	$746K	—	$5723.5B
American Century	4.4K	$629K	0.0%	$194.3B
Man Group	3.8K	$544K	0.0%	$55.1B
Two Sigma	3.2K	$453K	0.0%	$123.9B
Neuberger Berman (Eisman)	249	$35K	—	$131.4B
Balyasny	219	$31K	—	$77.1B
Invesco	107	$15K	—	$653.3B
Northern Trust	102	$15K	—	$756.6B
Franklin Templeton	73	$10K	—	$408.3B
AQR Capital	14	$2K	—	$218.4B
Acadian	1.7K	$242	0.0%	$70.5M

PTC

Who Holds PTC

Changes This Quarter