PTC Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:PMTA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
21 Nov 24	Sell€313,661	Alice Christenson	Individual	1,703	€184.18
20 Aug 24	Sell€93,571	Alice Christenson	Individual	590	€158.60
06 Aug 24	Sell€155,499	Aaron Von Staats	Individual	1,000	€155.50
06 Aug 24	Sell€785,414	Robert Schechter	Individual	5,000	€157.08
24 May 24	Sell€1,112,329	Michael DiTullio	Individual	6,592	€168.89
09 May 24	Sell€316,497	Corinna Lathan	Individual	1,901	€166.49
03 May 24	Sell€486,821	Michal Katz	Individual	3,000	€162.27

Insider Trading Volume

Insider Buying: PMTA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of PMTA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	115,897	0.091%
Individual Insiders	1,324,974	1.04%
Public Companies	5,910,905	4.64%
Institutions	119,957,491	94.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 72.07% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.1%	T. Rowe Price Group, Inc.	18,180,228	€3.3b	24.5%	0.31%
11.7%	The Vanguard Group, Inc.	14,052,412	€2.6b	1.38%	0.04%
11.3%	BlackRock, Inc.	13,609,184	€2.5b	-3.36%	0.04%
4.92%	Rockwell Automation, Inc.	5,910,905	€1.1b	0%	no data
4.23%	State Street Global Advisors, Inc.	5,076,319	€924.5m	2.7%	0.04%
2.47%	Geode Capital Management, LLC	2,961,897	€539.4m	1.29%	0.04%
2.44%	Wellington Management Group LLP	2,931,233	€533.9m	-2.91%	0.09%
2.12%	Lone Pine Capital LLC	2,548,199	€464.1m	0%	2.99%
2.08%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	2,500,732	€455.4m	2.34%	0.12%
2.08%	Pictet Asset Management Limited	2,499,110	€455.2m	-25.1%	0.42%
1.19%	Fernbridge Capital Management LP	1,429,005	€260.3m	83.7%	15.36%
1.19%	UBS Asset Management AG	1,426,940	€259.9m	-3.88%	0.03%
0.99%	Northern Trust Global Investments	1,183,363	€215.5m	-4.68%	0.03%
0.97%	Invesco Capital Management LLC	1,159,699	€211.2m	3.56%	0.09%
0.96%	Standard Investments LLC	1,155,000	€210.4m	0%	9.36%
0.92%	Impax Asset Management Group Plc	1,105,972	€201.4m	-3.14%	0.59%
0.91%	Franklin Resources, Inc.	1,094,650	€199.4m	2.87%	0.07%
0.9%	Fidelity International Ltd	1,085,779	€197.7m	-4.1%	0.09%
0.89%	Lazard Asset Management LLC	1,074,126	€195.6m	1.81%	0.18%
0.84%	Liontrust Asset Management PLC	1,003,922	€182.8m	0%	0.82%
0.81%	James Heppelmann	968,357	€176.4m	0%	no data
0.79%	Ownership Capital B.V.	947,144	€172.5m	-17.6%	5.87%
0.77%	Massachusetts Financial Services Company	924,456	€168.4m	19.5%	0.04%
0.76%	Legal & General Investment Management Limited	915,786	€166.8m	4.13%	0.03%
0.69%	Van Lanschot Kempen Investment Management N.V.	829,438	€151.1m	7.89%	1.1%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 05:14
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

PTC Inc. is covered by 47 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Joseph Vruwink	Baird
Raimo Lenschow	Barclays
Saket Kalia	Barclays