MORGAN STANLEY

Position in PTC — Ptc Inc.

CIK 895421 NEW YORK, NY

Back to PTC Full portfolio

Position in PTC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$173,841,812

-$16,806,097 QoQ

Shares Held

1,530,163

+14.4% QoQ

Ownership

1.41%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#13

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Common Shares in PTC Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $33,109,415,108 across 179 Software - Application names. PTC ranks #25 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	72,847,766	$5,256,694,785
2	CRM	Salesforce, Inc.	23,311,316	$3,651,950,754
3	SHOP	Shopify Inc.	25,517,034	$2,913,534,933
4	NOW	ServiceNow, Inc.	26,630,984	$2,643,924,082
5	ADP	Automatic Data Processing Inc	8,361,515	$1,872,561,274
6	CDNS	Cadence Design Systems Inc	3,585,961	$1,345,882,872
7	INTU	Intuit Inc.	4,935,654	$1,288,205,694
8	DDOG	Datadog, Inc.	4,643,376	$1,208,949,367

All Filings in PTC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,841,812	1,530,163	+14.4%	Shares	Defined	2026-08-13
2026-03-31	$190,647,909	1,337,974	+9.7%	Shares	Defined	2026-05-15
2025-12-31	$212,447,171	1,219,489	+10.3%	Shares	Defined	2026-05-27
2025-09-30	$224,460,937	1,105,610	+27.4%	Shares	Defined	2026-05-27
2025-06-30	$149,616,450	868,147	-5.7%	Shares	Defined	2025-08-15
2025-03-31	$142,589,323	920,228	+19.3%	Shares	Defined	2025-05-15
2024-12-31	$141,888,429	771,678	-10.0%	Shares	Defined	2025-05-15
2024-09-30	$154,865,540	857,221	+10.8%	Shares	Defined	2025-05-14
2024-06-30	$140,497,212	773,365	+6.5%	Shares	Defined	2025-05-14
2024-03-31	$137,164,953	725,971	-11.5%	Shares	Defined	2024-10-17
2023-12-31	$143,575,318	820,618	+16.8%	Shares	Defined	2024-08-16
2023-09-30	$99,552,439	702,657	+5.9%	Shares	Defined	2023-11-15
2023-06-30	$94,458,025	663,795	+13.0%	Shares	Defined	2023-08-14
2023-03-31	$75,314,986	587,343	+2.5%	Shares	Defined	2023-05-15
2022-12-31	$68,787,477	573,038	+17.1%	Shares	Defined	2023-02-14
2022-09-30	$51,189,145	489,380	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$51,142,091	480,930	+73.0%	Shares	Defined	2022-10-27
2022-03-31	$29,939,047	277,934	+12.2%	Shares	Defined	2022-10-27
2021-12-31	$30,017,817	247,774	-13.6%	Shares	Defined	2022-02-14
2021-09-30	$34,356,010	286,802	+22.4%	Shares	Defined	2021-11-15
2021-06-30	$33,108,656	234,381	+59.2%	Shares	Defined	2021-08-23
2021-03-31	$20,263,453	147,210	-34.7%	Shares	Defined	2021-05-17
2020-12-31	$26,952,914	225,340	+117.2%	Shares	Defined	2021-02-16
2020-09-30	$8,581,783	103,745	+8.2%	Shares	Defined	2020-11-13
2020-06-30	$7,455,389	95,840	+11.7%	Shares	Defined	2020-08-14
2020-03-31	$5,252,184	85,806	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.