T. Rowe Price Investment Management (PTC) discloses 13.1M-share position in PTC Inc.
Rhea-AI Filing Summary
T. Rowe Price Investment Management, Inc., a Maryland corporation, reports beneficial ownership of PTC Inc. common stock. It reports holding 13,063,201 shares of PTC Inc. common stock, representing 11.3% of the class as of the stated date.
The firm reports sole voting power over 12,568,696 shares and sole dispositive power over 13,063,201 shares, with no shared voting or dispositive power. It also states that this filing should not be construed as an admission that it is the beneficial owner of these securities.
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Key Figures
Shares beneficially owned: 13,063,201 shares
Percent of class: 11.3%
Sole voting power: 12,568,696 shares
+3 more
6 metrics
Shares beneficially owned
13,063,201 shares
Beneficial ownership of PTC Inc. common stock reported by T. Rowe Price Investment Management, Inc.
Percent of class
11.3%
Percentage of PTC Inc. common stock class beneficially owned
Sole voting power
12,568,696 shares
Shares of PTC Inc. common stock over which sole voting power is reported
Shared voting power
0 shares
Shares of PTC Inc. common stock over which shared voting power is reported
Sole dispositive power
13,063,201 shares
Shares of PTC Inc. common stock over which sole dispositive power is reported
Shared dispositive power
0 shares
Shares of PTC Inc. common stock over which shared dispositive power is reported
Key Terms
Schedule 13G/A, beneficial owner, sole voting power, sole dispositive power
4 terms
Schedule 13G/A regulatory
"Form type: SCHEDULE 13G/A reporting institutional ownership of PTC INC common stock"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficial owner regulatory
"declares that the filing shall not be construed as an admission that it is the beneficial owner"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Number of shares as to which the person has sole power to vote or to direct the vote"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"sole power to dispose or to direct the disposition of 13,063,201 shares"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
FAQ
What stake in PTC (PTC) does T. Rowe Price Investment Management report?
T. Rowe Price Investment Management reports beneficial ownership of 13,063,201 shares of PTC Inc. common stock, representing 11.3% of the outstanding class as of the reported date.
What percentage of PTC (PTC) common stock is held by T. Rowe Price?
T. Rowe Price Investment Management reports holding 11.3% of PTC Inc.’s common stock class, based on 13,063,201 shares beneficially owned as disclosed in the ownership section.
AI-generated analysis. How Rhea-AI works. Not financial advice.