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PTC · MSFT in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PTCMSFT
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PTC
  • MSFT
020406080202120222023202420252026
Holders and value by quarter
QuarterPTCMSFT
Q3 20207 holders, $158m63 holders, $218bn
Q4 20206 holders, $597m66 holders, $228bn
Q1 20214 holders, $626m65 holders, $241bn
Q2 20216 holders, $1.0bn62 holders, $273bn
Q3 202113 holders, $1.2bn64 holders, $283bn
Q4 20217 holders, $1.3bn65 holders, $336bn
Q1 20228 holders, $1.2bn63 holders, $297bn
Q2 20225 holders, $1.3bn67 holders, $245bn
Q3 20225 holders, $962m68 holders, $216bn
Q4 202215 holders, $1.2bn62 holders, $217bn
Q1 20238 holders, $1.3bn65 holders, $254bn
Q2 20238 holders, $1.4bn69 holders, $304bn
Q3 202315 holders, $1.5bn71 holders, $281bn
Q4 202316 holders, $2.2bn66 holders, $333bn
Q1 202413 holders, $2.3bn68 holders, $361bn
Q2 202412 holders, $2.4bn67 holders, $374bn
Q3 202413 holders, $2.3bn69 holders, $356bn
Q4 202416 holders, $2.2bn70 holders, $338bn
Q1 202511 holders, $1.0bn67 holders, $294bn
Q2 20259 holders, $1.4bn65 holders, $401bn
Q3 202512 holders, $2.1bn70 holders, $427bn
Q4 202512 holders, $1.7bn68 holders, $411bn
Q1 20267 holders, $1.2bn64 holders, $312bn
Q2 20268 holders, $771m60 holders, $291bn
PTC

PTC Inc

Holders
11
Reported value
$1.0bn
Buyers
8
Sellers
7

Breadth +1 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPIndustrials and automation · L3VLUPPrepackaged software
MSFT

Microsoft Corp

Holders
67
Reported value
$294bn
Buyers
28
Sellers
41

Breadth -13 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPPrepackaged software

Who holds both, Q1 2025

Among the 68 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PTC (1)

Durable Capital Partners LP

Only MSFT (57)

Acadian Asset Management LLC, AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, and 32 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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