PTC PTC Inc. - Common Stock

NASDAQ · Technology · Wyświetl na SEC EDGAR ↗
$152,77
Cena · Sie 21, 2026
Dane fundamentalne na dzień Lip 31, 2026

O PTC Inc. - Common Stock Przegląd firmy z Wikipedii

PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts. The company was a pioneer in parametric, associative feature-based, solid computer-aided design (CAD) modeling software in 1988, including an Internet-based product for Product Lifecycle Management (PLM) in 1998. PTC markets products and services and an Internet of Things (IoT) and augmented reality (AR) platform for partners and developers.

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PTC Inc. (formerly Parametric Technology Corporation) is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts. The company was a pioneer in parametric, associative feature-based, solid computer-aided design (CAD) modeling software in 1988, including an Internet-based product for Product Lifecycle Management (PLM) in 1998. PTC (NASDAQ: PTC) markets products and services and an Internet of Things (IoT) and augmented reality (AR) platform for partners and developers.

History

PTC was founded by Samuel Geisberg, and Mike Payne formerly from Prime Computer, Computervision, and Applicon, in 1985.In 1988, Steve Walske was named CEO.That same year, the company shipped Pro/ENGINEER and was considered first to market with parametric modeling design software.

In 1989, PTC had its initial public offering at the Nasdaq exchange.

In 1998, PTC shipped Product Lifecycle Management (PLM) Windchill.

In 1999, PTC created a Global Academic Program designed to support educational initiatives in science, technology, engineering, and math (STEM) skills. The program aims to partner schools and universities with companies to assist students in developing real-world skills needed for careers in manufacturing, technology, and other STEM jobs. The program also has a direct recruitment program intended to place students in jobs with PTC's commercial customers.

PTC has also been a corporate sponsor of FIRST (For Inspiration and Recognition of Science and Technology) since 2008, providing participating students with access to PTC software for use in the FIRST Tech Challenge, FIRST Robotics Competition, FIRST Lego League, and FIRST World Championship.

2002 - The company releases Pro/ENGINEER Wildfire. This is the first CAD system to support web-based services.

2005 - Acquired Arbortext for technical publishing technology. Acquired Aptavis for retail, footwear and apparel technology.

2006 - Acquired Mathsoft for its engineering calculation software. Acquired ITEDO for its 3D technical illustration software.

2007 - Acquired CoCreate for its direct modeling technology.

2008 - Acquired Synapsis for its performance analytics technology to improve environmental performance of products.

2009 - Acquired Relex Software for its reliability engineering software.

2010 - James E. Heppelmann announced as CEO effective October 1, 2010. Company renames Pro/ENGINEER to PTC Creo and promises the market product design software that is scalable, open, and easy to use.

2011 - Acquired 4CS for its warranty, service, support and service parts technology. Acquired MKS for its application lifecycle management technology for all software development processes.

2012 - Acquired Servigistics for its suite of service lifecycle management software.

2013 - Acquired NetIDEAS hosting vendor for more technology deployment options. Acquired Enigma for its ability to deliver technical content to aftermarket service environments. Acquired Internet of Things platform developer ThingWorx for its software applications that connect and track network-enabled products.

2014 - Acquired Axeda Corporation

2014 - Acquired ATEGO Software, a leader in MBSE (model-based systems engineering) tool used in aerospace, transportation, and automotive industries (such as Alstom Transport and Rolls-Royce Defence)

2016 - Paid $28 million to resolve probes by the U.S. Department of Justice and the Securities and Exchange Commission, alleging PTC subsidiaries paid over $1.5 million in bribes to Chinese government officials between 2006 and 2011.

Companies acquired by PTC

Prime Computer in 1992. Also acquired Reflex, project modeling and management software technology company, which was sold the following year to the Beck Group.

CDRS and 3DPaint from Evans & Sutherland on April 12, 1995, for $33,507,000.

Rasna Corp., developers of MECHANICA design optimization and simulation software, in May 1995 for $180 million.

PTC acquires Reflex project modeling and management software technology in July 1996, for $30m.

Computervision, developers of CADDS, MEDUSA and the MPDS Plant Design System in 1998

1999 - Division Group (Division Ltd, Division Inc) dVisor Virtual Reality HMD

Polyplan, Technologies acquired 2005 for Manufacturing Process Management

Arbortext in 2005, for $190 million

DENC AG and Cadtrain Inc. in late 2005 for an aggregate of $10 million. DENC adds a German consulting practice with expertise integrating PTC applications with enterprise-resource-planning software. Irvine, Calif.-based Cadtrain provides online training modules for PTC software.

Aptavis Technology Corp, Windchill-based technology and expertise for retail, footwear and apparel, in June 2005

Mathsoft, developers of Mathcad, in April 2006 for $63 million.

ITEDO Software GmbH in October 2006 for $17 million. ITEDO developed technical illustration software and had 34 employees mainly in Germany and the United States.

NC Graphics in May 2007 for an undisclosed sum.

NetRegulus, Inc, an Enterprise Study and Quality management software for Medical Devices, in November 2007

CoCreate in December 2007 for $250 million.

Synapsis Technology in December 2008 for an undisclosed sum.

Relex Software in June 2009 for $25 Million.

Planet Metrics in January 2010 for an undisclosed sum.

MKS Software makers of MKS Integrity - May, 2011

4CS Software Solutions Inc, a developer of warranty management and service lifecycle management software for an undisclosed sum

Servigistics in August 2012

Enigma in July 2013

NetIDEAS in September 2013

ThingWorx in January 2014

Atego (company), a developer of model-based systems and software engineering applications based in Cheltenham, UK for approximately $50 million in cash in July 2014

Axeda Corporation - a leader in the M2M / IoT space connecting things with people and other things, based in Foxborough, MA for approximately $170 million in cash in August 2014

Coldlight in 2015

Vuforia in 2015

Kepware in 2015 for approximately $100 million, plus up to an additional $18 million based on achievement of certain strategic initiatives and financial results.

Onshape in October 2019.

intland (Product CodeBeamer) in May 2022.

IncQuery Group in April 2025.

Products

PTC has eight core product families: Creo, Windchill, Mathcad, Integrity, Servigistics, ThingWorx, ServiceMax, Arbortext Editor. The company's technology is primarily used by discrete manufacturers to design, operate and maintain complex products. PTC's technology is also used to connect products to the Internet for the purposes of capturing and analyzing information from them.

PTC Creo

The PTC CAD product provides a set of Computer Aided Design capabilities. PTC CAD is a suite of 2D and 3D product design software used to create, analyze and view product designs. PTC Creo software was released in June 2011 to replace and supersede PTC's products formerly known as Pro/ENGINEER, CoCreate, and ProductView.

PTC Windchill

Web-based database software that provides access to product information like MCAD and ECAD data files, process documents, and software engineering information. The PTC Windchill product provides a set of PLM Product Lifecycle Management capabilities and consists of multiple products.

PTC Integrity

PTC Integrity provides a set of Application Lifecycle Management (ALM) and systems engineering capabilities.

PTC Servigistics

Service lifecycle management SLM software that is used by manufacturers to understand how service planning, customer service, and analysis of returned product data can improve service value over a product's life.

ThingWorx

A platform for the rapid development of applications designed for smart, connected sensors, devices, and products – or the Internet of Things.

Vuforia

Vuforia is an Augmented Reality Software Development Kit (SDK) for mobile devices that enables the creation of augmented reality applications.

Support of STEM Education

Awards and accolades

4th Annual Postscapes Internet of Things (IoT) Awards:

Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗

Wikidata ↗

PTC Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy

Cena
$152.77
Kapitalizacja Rynkowa
$17.64B
P/E (TTM)
24.3
EPS (TTM)
$6.08
Przychody (TTM)
$2.74B
Stopa dywidendy
ROE
20.3%
D/E Dług/Kapitał
0.0
Zakres 52 tyg.
$109 – $218

PTC Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok

Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS

Przychody i Zysk Netto $2.74B
10-point trend, +140.2%
2016-09-30 2025-09-30
EPS $6.08
10-point trend, +1366.7%
2016-09-30 2025-09-30
Wolny przepływ pieniężny $857M
10-point trend, +445.7%
2016-09-30 2025-09-30
Marże 26.8%
10-point trend, +17.2%
2016-09-30 2025-09-30

Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?

Wskaźnik
Trend 5-letni
PTC
Mediana porównawcza
P/E (TTM)
5-point trend, +12.3%
24.3
44.3
P/S (TTM)
5-point trend, +14.1%
6.4
7.8
P/B
5-point trend, -7.9%
4.6
8.5
EV / EBITDA
3-point trend, -24.4%
16.1
Price / FCF (Cena / FCF)
5-point trend, -30.5%
20.6

Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC

Wskaźnik
Trend 5-letni
PTC
Mediana porównawcza
Gross Margin (Marża brutto)
5-point trend, +5.4%
83.8%
79.3%
Operating Margin (Marża Operacyjna)
5-point trend, +70.2%
35.9%
Net Profit Margin (Marża Zysku Netto)
5-point trend, +1.6%
26.8%
14.8%
ROA
5-point trend, -6.6%
11.3%
7.7%
ROE
5-point trend, -19.7%
20.3%
13.2%
ROIC
5-point trend, -10.5%
20.3%

Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu

Wskaźnik
Trend 5-letni
PTC
Mediana porównawcza
Debt / Equity (Dług / Kapitał Własny)
3-point trend, +85.7%
0.0
31.3
Current Ratio (Wskaźnik bieżący)
5-point trend, -18.8%
1.1
1.6
Quick Ratio (Wskaźnik Szybkości)
5-point trend, -13.9%
1.0

Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni

Wskaźnik
Trend 5-letni
PTC
Mediana porównawcza
Revenue YoY (Przychody R/R)
5-point trend, +51.6%
19.2%
Revenue CAGR 3Y (Przychody CAGR 3L)
5-point trend, +51.6%
12.3%
Revenue CAGR 5Y (Przychody CAGR 5L)
5-point trend, +51.6%
13.4%
EPS YoY
5-point trend, +50.9%
94.9%
Net Income YoY (Zysk Netto R/R)
5-point trend, +53.9%
95.0%

Wskaźniki na akcję EPS, wartość księgowa na akcję, przepływy pieniężne na akcję, dywidenda na akcję

Wskaźnik
Trend 5-letni
PTC
Mediana porównawcza
EPS (Diluted) (EPS (Rozwodniony))
5-point trend, +50.9%
$6.08

Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności

Wskaźnik
Trend 5-letni
PTC
Mediana porównawcza

PTC Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu

KUP 26 analityków
  • Mocne kupno 6 23,1%
  • Kup 9 34,6%
  • Trzymaj 10 38,5%
  • Sprzedaj 1 3,8%
  • Mocna sprzedaż 0 0,0%

12-miesięczny cel cenowy

20 analityków · 2026-08-20
Średni cel $167.50 +9,6%
Średnia cel $173.35 +13,5%

Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników

Średnie zaskoczenie
0.48%
Okres EPS Actual EPS Szacowany Niespodzianka
30 czerwca 2026 $1.58 $1.58 -0.00%
31 marca 2026 $2.69 $2.13 0.56%
31 grudnia 2025 $1.92 $1.58 0.34%
30 września 2025 $3.47 $2.29 1.2%
30 czerwca 2025 $1.64 $1.22 0.42%
31 marca 2025 $1.79 $1.41 0.38%

Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora

Ticker Kapitalizacja Rynkowa P/E Przychody r/r Marża Netto ROE Marża brutto
PTC $24.27B 33.4 19.2% 26.8% 20.3% 83.8%
CRCL -180.2 63.9%
IOT $16.29B -1402.5 29.6% -0.56% -0.69% 76.7%
U $19.12B -46.0 2.0% -21.8% -12.5% 74.2%
NTNX $20.22B 115.6 18.1% 7.4% -25.1% 86.8%
GWRE $19.12B 279.3 22.6% 5.8% 5.1% 62.5%
FIG $19.17B -10.1 41.0% -118.4% -85.1% 82.4%
TYL $21.86B 63.0 9.1% 13.5% 8.6% 46.5%
DT $10.90B 68.5 18.8% 8.1% 6.0% 81.6%
TRMB $18.49B 44.5 -2.6% 11.8% 7.4% 69.1%
BMNR $10M 3.3 84.1% 5719.1% 8.0%

Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne

Rachunek zysków i strat 18
Dane roczne Rachunek zysków i strat dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +101.9% $2.74B $2.30B $2.10B $1.93B $1.81B $1.46B $1.26B $1.24B $1.16B $1.14B $1.26B $1.36B
Cost of Revenue 12-point trend, +19.1% $445M $445M $441M $386M $371M $334M $325M $327M $329M $326M $335M $374M
Gross Profit 12-point trend, +133.3% $2.29B $1.85B $1.66B $1.55B $1.44B $1.12B $930M $915M $836M $815M $921M $983M
R&D Expense 12-point trend, +102.1% $458M $433M $394M $339M $300M $257M $247M $250M $236M $229M $228M $226M
SG&A Expense 12-point trend, +71.0% $226M $232M $234M $205M $206M $160M $128M $143M $145M $146M $159M $132M
Operating Expenses 12-point trend, +66.8% $1.31B $1.27B $1.20B $1.10B $1.06B $913M $867M $843M $794M $852M $879M $787M
Operating Income 12-point trend, +399.7% $982M $588M $458M $447M $381M $211M $63M $73M $42M $-37M $42M $197M
Interest Expense 12-point trend, +844.4% $77M $120M $129M $54M $50M $76M $43M $42M $42M $30M $15M $8M
Interest Income 5-point trend, +22.5% · · · · · · · $4M $3M $3M $4M $3M
Other Non-op 12-point trend, +1647.6% $15M $553.0K $4M $4M $61M $271.0K $305.0K $-2M $-772.0K $-2M $-1M $-957.0K
Pretax Income 12-point trend, +394.4% $920M $469M $333M $397M $392M $135M $20M $29M $-1M $-67M $27M $186M
Income Tax 12-point trend, +618.3% $186M $93M $87M $84M $-85M $4M $48M $-23M $-8M $-13M $-21M $26M
Net Income 12-point trend, +358.2% $734M $376M $246M $313M $477M $131M $-27M $52M $6M $-54M $48M $160M
EPS (Basic) 12-point trend, +350.0% $6.12 $3.14 $2.07 $2.67 $4.08 $1.13 $-0.23 $0.45 $0.05 $-0.48 $0.41 $1.36
EPS (Diluted) 12-point trend, +353.7% $6.08 $3.12 $2.06 $2.65 $4.03 $1.12 $-0.23 $0.44 $0.05 $-0.48 $0.41 $1.34
Shares (Basic) 12-point trend, +1.6% 120,005,000 119,679,000 118,341,000 117,194,000 116,836,000 115,663,000 117,724,000 116,390,000 115,523,000 114,612,000 114,775,000 118,094,000
Shares (Diluted) 12-point trend, +0.7% 120,777,000 120,742,000 119,334,000 118,233,000 118,367,000 116,267,000 117,724,000 118,158,000 117,356,000 114,612,000 116,012,000 119,984,000
EBITDA 12-point trend, +296.1% $1.08B $696M $563M $535M $466M $292M $141M $161M $128M $50M $126M $274M
Bilans 29
Dane roczne Bilans dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, -37.2% $184M $266M $288M $272M $327M $275M $270M $260M $280M $278M $273M $294M
Short-term Investments 7-point trend, +0.00 · · · · $0 $28M $28M $26M $18M $19M $0 ·
Receivables 12-point trend, +324.8% $1.00B $862M $811M $637M $541M $415M $373M $129M $152M $161M $197M $236M
Prepaid Expense 12-point trend, +216.2% $119M $103M $96M $89M $70M $69M $53M $49M $50M $53M $56M $38M
Other Current Assets 12-point trend, -41.2% $79M $68M $82M $71M $135M $45M $60M $170M $166M $132M $141M $134M
Current Assets 12-point trend, +88.9% $1.38B $1.30B $1.28B $1.07B $1.07B $833M $783M $634M $667M $643M $705M $732M
PP&E (Net) 12-point trend, -10.2% $61M $75M $88M $98M $100M $101M $106M $81M $64M $67M $65M $68M
PP&E (Gross) 12-point trend, +20.2% $344M $362M $402M $490M $478M $461M $440M $393M $355M $332M $303M $287M
Accum. Depreciation 12-point trend, +29.6% $284M $287M $313M $392M $378M $359M $335M $312M $292M $265M $238M $219M
Goodwill 12-point trend, +245.0% $3.49B $3.46B $3.36B $2.35B $2.19B $1.63B $1.24B $1.18B $1.18B $1.17B $1.07B $1.01B
Intangibles 12-point trend, +144.8% $825M $897M $941M $383M $379M $238M $170M $200M $258M $310M $291M $337M
Other Non-current Assets 12-point trend, +1210.9% $546M $358M $357M $390M $313M $213M $140M $36M $34M $35M $41M $42M
Total Assets 12-point trend, +200.8% $6.62B $6.38B $6.29B $4.69B $4.51B $3.38B $2.66B $2.33B $2.36B $2.35B $2.21B $2.20B
Accounts Payable 12-point trend, -41.9% $12M $24M $43M $40M $33M $25M $42M $53M $35M $18M $13M $20M
Short-term Debt · · · · · · $0 · · · · ·
Current Liabilities 12-point trend, +97.5% $1.24B $1.67B $1.67B $792M $779M $681M $638M $735M $679M $655M $617M $627M
Capital Leases 7-point trend, +148254000.00 $148M $158M $168M $168M $181M $180M $0 · · · · ·
Deferred Tax 12-point trend, -17.6% $30M $32M $30M $28M $4M $12M $42M $6M $18M $14M $42M $37M
Other Non-current Liabilities 12-point trend, +127.4% $188M $64M $40M $36M $50M $56M $102M $58M $53M $70M $53M $83M
Total Liabilities 12-point trend, +107.3% $2.79B $3.17B $3.61B $2.39B $2.47B $1.94B $1.46B $1.45B $1.47B $1.50B $1.35B $1.35B
Long-term Debt 8-point trend, +82.3% $1.17B $1.23B $1.69B $1.35B $1.44B $1.01B $669M $643M · · · ·
Total Debt 3-point trend, +166.7% $25M $521M $9M · · · · · · · · ·
Common Stock 12-point trend, +3.9% $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Paid-in Capital 12-point trend, +14.1% $1.82B $1.97B $1.82B $1.72B $1.72B $1.60B $1.50B $1.56B $1.61B $1.60B $1.55B $1.60B
Retained Earnings 12-point trend, +420.5% $2.08B $1.35B $973M $728M $415M $-62M $-191M $-599M $-651M $-657M $-603M $-650M
AOCI 12-point trend, +14.0% $-81M $-102M $-118M $-153M $-96M $-103M $-111M $-86M $-74M $-100M $-92M $-94M
Stockholders' Equity 12-point trend, +348.1% $3.83B $3.21B $2.68B $2.30B $2.04B $1.44B $1.20B $875M $885M $843M $860M $854M
Liabilities + Equity 12-point trend, +200.8% $6.62B $6.38B $6.29B $4.69B $4.51B $3.38B $2.66B $2.33B $2.36B $2.35B $2.21B $2.20B
Shares Outstanding 12-point trend, +3.9% 119,536,000 120,155,000 118,846,000 117,472,000 117,163,000 116,125,000 114,899,000 117,981,000 115,333,000 114,968,000 113,745,000 115,025,000
Przepływy pieniężne 17
Dane roczne Przepływy pieniężne dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +32.6% $103M $108M $105M $88M $85M $81M $78M $87M $87M $87M $84M $77M
Stock-based Comp 12-point trend, +324.9% $216M $223M $206M $175M $177M $115M $86M $83M $77M $66M $50M $51M
Deferred Tax 12-point trend, -31.8% $-26M $-39M $17M $43M $-158M $-25M $2M $-57M $-28M $-44M $-49M $-20M
Amort. of Intangibles 12-point trend, -8.5% $46M $42M $40M $35M $29M $29M $24M $31M $59M $58M $56M $50M
Restructuring 10-point trend, -101.5% · · $-424.0K $32M $2M $26M $49M $-1M $8M $76M $43M $28M
Other Non-cash 12-point trend, -539.6% $-159M $81M $37M $-183M $-213M $-68M $147M $82M $-7M $129M $47M $36M
Operating Cash Flow 12-point trend, +184.9% $868M $750M $611M $435M $369M $234M $285M $248M $135M $183M $180M $305M
CapEx 12-point trend, -56.4% $11M $14M $24M $19M $25M $20M $64M $36M $25M $26M $31M $25M
Investing Cash Flow 12-point trend, +89.0% $-38M $-125M $-866M $-201M $-688M $-526M $-150M $-49M $-16M $-237M $-140M $-349M
Stock Issued 12-point trend, +2871.7% $26M $26M $22M $21M $22M $18M $13M $1.02B $11M $21.0K $41.0K $877.0K
Stock Repurchased 12-point trend, +33.4% $300M $0 $0 $125M $30M $0 $115M $1.10B $51M $0 $65M $225M
Net Stock Activity 12-point trend, -22.3% $-274M $26M $22M $-104M $-8M $18M $-102M $-84M $-40M $21.0K $-65M $-224M
Financing Cash Flow 12-point trend, -962.3% $-909M $-651M $268M $-264M $370M $297M $-123M $-211M $-118M $52M $-42M $105M
Net Change in Cash 12-point trend, -257.5% $-81M $-22M $16M $-54M $51M $5M $10M $-20M $2M $5M $-20M $52M
Taxes Paid 12-point trend, +377.3% $122M $69M $66M $55M $56M $53M $39M $23M $35M $26M $30M $26M
Free Cash Flow 12-point trend, +206.8% $857M $736M $587M $416M $344M $214M $221M $212M $109M $157M $149M $279M
Levered FCF 12-point trend, +192.1% $795M $640M $491M $373M $283M $139M $279M $136M $297M $133M $123M $272M
Rentowność 8
Dane roczne Rentowność dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, +15.6% 83.8% 80.7% 79.0% 80.0% 79.5% 77.1% 74.1% 73.7% 71.7% 71.5% 73.3% 72.5%
Operating Margin 12-point trend, +147.5% 35.9% 25.6% 21.9% 23.1% 21.1% 14.5% 5.0% 5.9% 3.5% -3.2% 3.3% 14.5%
Net Margin 12-point trend, +126.9% 26.8% 16.4% 11.7% 16.2% 26.4% 9.0% -2.2% 4.2% 0.54% -4.8% 3.8% 11.8%
Pretax Margin 12-point trend, +144.8% 33.6% 20.4% 15.9% 20.5% 21.7% 9.2% 1.6% 2.3% -0.12% -5.9% 2.1% 13.7%
EBITDA Margin 12-point trend, +96.3% 39.6% 30.3% 26.9% 27.7% 25.8% 20.0% 11.2% 12.9% 11.0% 4.3% 10.0% 20.2%
ROA 12-point trend, +42.0% 11.3% 5.9% 4.5% 6.8% 12.1% 4.3% -1.1% 2.2% 0.27% -2.4% 2.2% 8.0%
ROE 12-point trend, +13.1% 20.3% 12.1% 9.3% 14.1% 25.4% 9.4% -2.3% 6.1% 0.72% -6.4% 5.5% 18.0%
ROIC 12-point trend, +2.7% 20.3% 12.6% 12.6% 15.4% 22.7% 14.2% -7.1% 15.2% -20.5% -3.6% 8.7% 19.8%
Płynność i wypłacalność 4
Dane roczne Płynność i wypłacalność dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -4.3% 1.1 0.8 0.8 1.3 1.4 1.2 1.2 0.9 1.0 1.0 1.1 1.2
Quick Ratio 12-point trend, +13.4% 1.0 0.7 0.7 1.1 1.1 1.1 1.1 0.6 0.7 0.7 0.8 0.8
Debt / Equity 3-point trend, +85.7% 0.0 0.2 0.0 · · · · · · · · ·
Interest Coverage 12-point trend, -47.1% 12.8 4.9 3.5 8.2 7.5 2.8 1.5 1.8 1.0 -1.2 2.8 24.1
Efektywność 2
Dane roczne Efektywność dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -37.4% 0.4 0.4 0.4 0.4 0.5 0.5 0.5 0.5 0.5 0.5 0.6 0.7
Receivables Turnover 12-point trend, -49.6% 2.9 2.7 2.9 3.3 3.8 3.7 5.0 8.8 7.4 6.4 5.8 5.8
Na akcję 5
Dane roczne Na akcję dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +331.2% $32.01 $26.75 $22.53 $19.55 $17.40 $12.39 $10.46 $7.41 $7.68 $7.33 $7.56 $7.42
Revenue / Share 12-point trend, +100.5% $22.68 $19.04 $17.57 $16.35 $15.27 $12.54 $10.67 $10.51 $9.92 $9.95 $10.82 $11.31
Cash Flow / Share 12-point trend, +183.0% $7.18 $6.21 $5.12 $3.68 $3.12 $2.01 $2.42 $2.10 $1.15 $1.60 $1.55 $2.54
Cash / Share 12-point trend, -39.6% $1.54 $2.21 $2.42 $2.32 $2.79 $2.37 $2.35 $2.20 $2.43 $2.42 $2.40 $2.55
EPS (TTM) 12-point trend, +353.7% $6.08 $3.12 $2.06 $2.65 $4.03 $1.12 $-0.23 $0.44 $0.05 $-0.48 $0.41 $1.34
Stopy Wzrostu 9
Dane roczne Stopy Wzrostu dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -19.8% 19.2% 9.6% 8.5% 7.0% 23.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -4.3% 12.3% 8.3% 12.9% · · · · · · · · ·
Revenue CAGR 5Y 13.4% · · · · · · · · · · ·
EPS YoY 5-point trend, -63.5% 94.9% 51.5% -22.3% -34.2% 259.8% · · · · · · ·
EPS CAGR 3Y 3-point trend, +41.6% 31.9% -8.2% 22.5% · · · · · · · · ·
EPS CAGR 5Y 40.3% · · · · · · · · · · ·
Net Income YoY 5-point trend, -64.1% 95.0% 53.3% -21.6% -34.4% 264.9% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +40.4% 32.9% -7.6% 23.4% · · · · · · · · ·
Net Income CAGR 5Y 41.2% · · · · · · · · · · ·
Wycena (TTM) 13
Dane roczne Wycena (TTM) dla PTC
Wskaźnik Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +101.9% $2.74B $2.30B $2.10B $1.93B $1.81B $1.46B $1.26B $1.24B $1.16B $1.14B $1.26B $1.36B
Net Income TTM 12-point trend, +358.2% $734M $376M $246M $313M $477M $131M $-27M $52M $6M $-54M $48M $160M
Market Cap 12-point trend, +471.8% $24.27B $21.71B $16.84B $12.29B $14.03B $9.61B $7.83B $12.53B $6.49B $5.09B $3.61B $4.24B
Enterprise Value 3-point trend, +45.6% $24.11B $21.96B $16.56B · · · · · · · · ·
P/E 12-point trend, +21.3% 33.4 57.9 68.8 39.5 29.7 73.9 -296.4 241.3 1125.6 -92.3 77.4 27.5
P/S 12-point trend, +183.2% 8.9 9.4 8.0 6.4 7.8 6.6 6.2 10.1 5.6 4.5 2.9 3.1
P/B 12-point trend, +27.6% 6.3 6.8 6.3 5.4 6.9 6.7 6.5 14.3 7.3 6.0 4.2 5.0
P / Cash Flow 12-point trend, +100.7% 28.0 28.9 27.6 28.2 38.1 41.1 27.5 50.6 48.2 27.8 20.1 13.9
P / FCF 12-point trend, +86.4% 28.3 29.5 28.7 29.5 40.8 45.0 35.5 59.2 59.5 32.5 24.2 15.2
EV / EBITDA 3-point trend, -24.4% 22.2 31.5 29.4 · · · · · · · · ·
EV / FCF 3-point trend, -0.2% 28.1 29.9 28.2 · · · · · · · · ·
EV / Revenue 3-point trend, +11.5% 8.8 9.6 7.9 · · · · · · · · ·
Earnings Yield 12-point trend, -17.6% 3.0% 1.7% 1.5% 2.5% 3.4% 1.4% -0.34% 0.41% 0.09% -1.1% 1.3% 3.6%

Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat

Rachunek zysków i strat
2025-09-302024-09-302023-09-302022-09-302021-09-30
Przychody $2.74B$2.30B$2.10B$1.93B$1.81B
Marża Brutto % 83.8%80.7%79.0%80.0%79.5%
Marża Operacyjna % 35.9%25.6%21.9%23.1%21.1%
Zysk netto $734M$376M$246M$313M$477M
Rozwodniony EPS $6.08$3.12$2.06$2.65$4.03
Bilans
2025-09-302024-09-302023-09-302022-09-302021-09-30
Dług / Kapitał Własny 0.00.20.0
Wskaźnik bieżący 1.10.80.81.31.4
Wskaźnik Szybkości 1.00.70.71.11.1
Przepływy pieniężne
2025-09-302024-09-302023-09-302022-09-302021-09-30
Wolny przepływ pieniężny $857M$736M$587M$416M$344M

Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie

Sygnały transakcyjne Ostatnie sygnały kupna/sprzedaży z ceną wejścia i wskaźnikiem ryzyka/zysku

Moje wskaźniki Twoja osobista lista obserwowanych — wybrane wiersze z Pełnych Fundamentów

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Właściciele instytucjonalni (13F) 738 emitentów · $7.4B łącznie · Na dzień 30 czerwca 2026

Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.

Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
Nowe pozycje Zamknięte pozycje Zwiększone Zmniejszony Zmiana liczby akcji netto
105 (-5 vs poprzedni kw.) 107 (+2 vs poprzedni kw.) 220 (-50 vs poprzedni kw.) 280 (+55 vs poprzedni kw.) -2.0M

Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.

Instytucja Wartość Akcje % z śledzonych 13F Typ
VANGUARD CAPITAL MANAGEMENT LLC $857 787 311 7 550 280 11,66% Akcje
STATE STREET CORP $733 048 416 6 452 323 9,96% Akcje
VANGUARD PORTFOLIO MANAGEMENT LLC $650 882 710 5 729 097 8,84% Akcje
Pictet Asset Management Holding SA $418 150 869 3 680 544 5,68% Akcje
GEODE CAPITAL MANAGEMENT, LLC $382 915 424 3 368 522 5,20% Akcje
NORGES BANK $356 229 608 3 135 548 4,84% Akcje
CITADEL ADVISORS LLC $258 375 043 2 274 228 3,51% Akcje
Standard Investments LLC $205 918 125 1 812 500 2,80% Akcje
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. $168 582 698 1 483 872 2,29% Akcje
FERNBRIDGE CAPITAL MANAGEMENT LP $125 097 107 1 101 110 1,70% Akcje
JANE STREET GROUP, LLC $118 483 301 1 042 895 1,61% Akcje
Sumitomo Mitsui Trust Group, Inc. $91 547 960 805 809 1,24% Akcje
Robeco Institutional Asset Management B.V. $89 568 193 788 383 1,22% Akcje
DIMENSIONAL FUND ADVISORS LP $86 973 044 765 541 1,18% Akcje
FIL Ltd $84 710 911 745 629 1,15% Akcje
LAZARD ASSET MANAGEMENT LLC $78 377 948 689 886 1,07% Akcje
VANGUARD FIDUCIARY TRUST CO $73 730 391 648 978 1,00% Akcje
JUPITER ASSET MANAGEMENT LTD $59 622 882 527 633 0,81% Akcje
WELLINGTON MANAGEMENT GROUP LLP $50 800 598 447 149 0,69% Akcje
TD Asset Management Inc $48 719 717 428 833 0,66% Akcje
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $46 664 626 410 744 0,63% Akcje
Freestone Grove Partners LP $42 915 950 377 748 0,58% Akcje
Thematics Asset Management $42 879 245 211 207 0,58% Akcje
TWO SIGMA ADVISERS, LP $42 873 081 246 100 0,58% Akcje
Quantinno Capital Management LP $41 991 115 369 607 0,57% Akcje
Point72 Asset Management, L.P. $38 777 933 341 325 0,53% Akcje
Swiss National Bank $38 116 155 335 500 0,52% Akcje
Tensor Edge Capital, LLC $38 075 483 335 142 0,52% Akcje
Qube Research & Technologies Ltd $37 996 865 334 450 0,52% Akcje
SCS Capital Management LLC $37 911 884 333 702 0,52% Akcje
BNP PARIBAS FINANCIAL MARKETS $37 835 879 333 033 0,51% Akcje
Mitsubishi UFJ Asset Management Co., Ltd. $37 641 720 331 324 0,51% Akcje
Nuveen Asset Management, LLC $37 574 570 204 354 0,51% Akcje
TUDOR INVESTMENT CORP ET AL $37 132 406 326 841 0,50% Akcje
RIVULET CAPITAL, LLC $36 775 731 211 100 0,50% Akcje
Impax Asset Management Group plc $33 331 015 293 381 0,45% Akcje
Grantham, Mayo, Van Otterloo & Co. LLC $32 567 897 286 664 0,44% Akcje
RENAISSANCE TECHNOLOGIES LLC $30 856 476 271 600 0,42% Akcje
BANK OF AMERICA CORP /DE/ $29 697 995 261 403 0,40% Akcje
California Public Employees Retirement System $29 090 977 256 060 0,40% Akcje
BlackRock, Inc. $28 592 342 251 671 0,39% Akcje
TWO SIGMA INVESTMENTS, LP $28 568 825 251 464 0,39% Akcje
Vanguard Global Advisers, LLC $28 508 725 250 935 0,39% Akcje
Candriam S.C.A. $27 656 487 243 668 0,38% Akcje
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $27 266 173 239 998 0,37% Akcje
VANGUARD ASSET MANAGEMENT, Ltd $26 734 024 235 314 0,36% Akcje
Railway Pension Investments Ltd $26 655 860 234 626 0,36% Akcje
GOLDMAN SACHS GROUP INC $26 112 918 229 847 0,35% Akcje
RHUMBLINE ADVISERS $26 067 708 229 450 0,35% Akcje
Assenagon Asset Management S.A. $25 561 000 224 989 0,35% Akcje
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $24 661 884 173 078 0,34% Akcje
CAPITAL FUND MANAGEMENT S.A. $24 344 009 214 277 0,33% Akcje
Ampersand Capital Group, L.P. $24 085 093 211 998 0,33% Akcje
JANUS HENDERSON GROUP PLC $22 830 175 160 223 0,31% Akcje
Zurcher Kantonalbank (Zurich Cantonalbank) $22 731 430 200 083 0,31% Akcje
Stephens Investment Management Group LLC $22 306 301 196 341 0,30% Akcje
RENAISSANCE GROUP LLC $21 470 420 188 984 0,29% Akcje
EXCHANGE TRADED CONCEPTS, LLC $21 277 335 187 284 0,29% Akcje
Capital Investment Services of America, Inc. $21 013 306 184 960 0,29% Akcje
2Xideas AG $20 234 168 178 102 0,27% Akcje
FMR LLC $20 129 533 177 181 0,27% Akcje
Gotham Asset Management, LLC $19 588 523 172 419 0,27% Akcje
AVIVA PLC $19 288 933 169 782 0,26% Akcje
ALLIANCEBERNSTEIN L.P. $18 098 225 127 014 0,25% Akcje
MIROVA $18 033 997 158 736 0,25% Akcje
KLP KAPITALFORVALTNING AS $17 245 998 151 800 0,23% Akcje
PRINCIPAL FINANCIAL GROUP INC $16 973 676 149 403 0,23% Akcje
BARCLAYS PLC $16 477 313 145 034 0,22% Akcje
Fisher Asset Management, LLC $16 192 591 142 527 0,22% Akcje
Legal & General Group Plc $16 030 259 141 099 0,22% Akcje
APG Asset Management N.V. $14 889 836 149 842 0,20% Akcje
Caisse de depot et placement du Quebec $14 877 684 130 954 0,20% Akcje
Eurizon Capital SGR S.p.A. $14 671 131 129 133 0,20% Akcje
RAYMOND JAMES FINANCIAL INC $14 361 213 126 408 0,20% Akcje
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND $13 479 714 118 649 0,18% Akcje
Ownership Capital B.V. $13 400 538 66 006 0,18% Akcje
NICHOLAS COMPANY, INC. $12 728 751 112 039 0,17% Akcje
Independent Family Office, LLC $12 702 507 111 808 0,17% Akcje
MILLENNIUM MANAGEMENT LLC $12 543 339 110 407 0,17% Akcje
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11 924 278 104 958 0,16% Akcje
Laurus Investment Counsel Inc. $11 872 409 83 321 0,16% Akcje
PEAK6 LLC $11 781 357 103 700 0,16% Opcja sprzedaży
DNB Asset Management AS $11 742 616 103 359 0,16% Akcje
Mitsubishi UFJ Trust & Banking Corp $11 446 776 100 755 0,16% Akcje
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11 430 833 80 222 0,16% Akcje
PARNASSUS INVESTMENTS, LLC $10 572 319 93 058 0,14% Akcje
MEYER HANDELMAN CO $10 552 551 92 884 0,14% Akcje
Verition Fund Management LLC $10 224 900 90 000 0,14% Opcja kupna
STOREBRAND ASSET MANAGEMENT AS $9 930 650 87 410 0,13% Akcje
CANADA PENSION PLAN INVESTMENT BOARD $9 879 753 86 962 0,13% Akcje
SEB Asset Management AB $9 556 893 84 120 0,13% Akcje
Tredje AP-fonden $8 657 196 76 201 0,12% Akcje
Leeward Investments, LLC - MA $8 457 048 74 439 0,11% Akcje
MACKENZIE FINANCIAL CORP $8 448 494 74 364 0,11% Akcje
XTX Topco Ltd $8 420 205 74 115 0,11% Akcje
Robeco Schweiz AG $8 276 262 72 848 0,11% Akcje
Silverberg Bernstein Capital Management LLC $8 221 501 72 366 0,11% Akcje
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $8 214 000 72 300 0,11% Akcje
Swedbank AB $8 196 166 72 143 0,11% Akcje
TEACHER RETIREMENT SYSTEM OF TEXAS $8 018 594 70 580 0,11% Akcje

Insiderzy spółki 34 insiderów · 8 dyrektorzy generalni · 13 dyrektorzy

Insider Rola Ostatnia aktywność Posiadane akcje Kupna 12m Sprzedaże 12m Netto 12m
Jeffrey D Glidden Chief Financial Officer, EVP 15 listopada 2014 M 163 266 0 0 $0
Robert Ranaldi EVP Worldwide Sales 5 listopada 2015 A 41 256 0 0 $0
Marc Diouane EVP Global Services & Partners 27 stycznia 2014 S 13 762 0 0 $0
William Berutti EVP PTC Business Units 15 lipca 2012 M 20 791 0 0 $0
Richard C Harrison Executive Chairman 30 czerwca 2012 M 1 329 117 0 0 $0
Brian A Shepherd EVP, PLM & SCM Segments 1 maja 2012 M 29 148 0 0 $0
Paul J Cunningham EVP Worldwide Sales 9 marca 2011 A 51 802 0 0 $0
Cornelius F Moses III Senior Finance Consultant 15 listopada 2010 M 181 823 0 0 $0
Robert Bernshteyn Dyrektor 11 lutego 2026 A 3 265 0 0 $0
James A Lico Dyrektor 11 lutego 2026 A 410 0 0 $0
Janice Chaffin Dyrektor 11 lutego 2026 A 43 597 0 0 $0
Paul A Lacy Dyrektor 11 lutego 2026 M 13 393 0 0 $0
Klaus Hoehn Dyrektor 15 czerwca 2016 M 8 704 0 0 $0
Renato Zambonini Dyrektor 2 marca 2016 A 59 148 0 0 $0
BOGAN THOMAS F Dyrektor 4 marca 2015 A 46 826 0 0 $0
Michael E Porter Dyrektor 4 marca 2015 M 231 599 0 0 $0
Robert N Goldman Dyrektor 3 marca 2010 A 91 295 0 0 $0
Noel G Posternak Dyrektor 26 lutego 2010 S 143 671 0 0 $0
Oscar B Marx III Dyrektor 5 marca 2008 A 57 675 0 0 $0
Joseph M Odonnell Dyrektor 7 marca 2007 A 32 288 0 0 $0
Jon Stevenson 15 sierpnia 2026 M 3 331 0 0 $0
Neil Barua 15 sierpnia 2026 M 92 477 0 0 $0
Aaron C Von Staats 3 marca 2026 S 19 582 0 5 $-1 566 971
Amarpreet Hanspal 11 lutego 2026 M 10 316 0 0 $0
Phillip M Fernandez 3 marca 2017 S 12 575 0 0 $0
Matthew Lessner Cohen 15 lutego 2017 M 18 873 0 0 $0
Andrew Miller 8 lutego 2017 G 58 013 0 0 $0
Donald K Grierson 7 lutego 2017 S 64 829 0 0 $0
James E Heppelmann 1 lutego 2017 S 611 022 0 0 $0
Barry F Cohen 25 stycznia 2017 S 107 103 0 0 $0
Anthony Dibona 23 stycznia 2017 S 27 371 0 0 $0
Craig Hayman 15 listopada 2016 M 50 149 0 0 $0
Robert C Gremley 15 listopada 2016 M 8 611 0 0 $0
Robert Schechter 3 października 2016 S 60 035 0 0 $0

Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S

Aktywiści i właściciele 5%+ 1 akcja

Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.

Zgłaszający Złożono Udział Status Cel Zgłoszenie
Rockwell Automation, Inc. ×8 zgłoszenia 1 sierpnia 2023 Pierwotne zgłoszenie Kampania zarządu SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Posiadanie ETF-ów Posiadane przez 196 funduszy ETF

Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.

Fundusz Waga Jednostki Na dzień Źródło
PRNT · ARK ETF Trust 4,78% 21 049 NS 30 kwietnia 2026 N-PORT
BULD · Pacer Funds Trust 3,02% 1 084 NS 30 kwietnia 2026 N-PORT
HUSV · First Trust Exchange-Traded Fund III 2,05% 10 907 NS 30 kwietnia 2026 N-PORT
CSMD · Professionally Managed Portfolios 1,99% 63 412 NS 30 kwietnia 2026 N-PORT
NUMG · Nushares ETF Trust 1,63% 42 377 NS 30 kwietnia 2026 N-PORT
RSPT · Invesco Exchange-Traded Fund Trust 1,49% 562 265 SH 21 sierpnia 2026 Dziennie
FBOT · Fidelity Covington Trust 1,42% 21 673 NS 31 maja 2026 N-PORT
SPGP · Invesco Exchange-Traded Fund Trust 1,17% 173 188 SH 21 sierpnia 2026 Dziennie
ROBO · EXCHANGE TRADED CONCEPTS TRUST 0,97% 125 605 NS 30 kwietnia 2026 N-PORT
DTEC · ALPS ETF Trust 0,88% 4 704 NS 31 maja 2026 N-PORT
QQQJ · Invesco Exchange-Traded Fund Trust … 0,87% 67 085 SH 21 sierpnia 2026 Dziennie
FXL · First Trust Exchange-Traded AlphaDE… 0,82% 89 267 NS 30 kwietnia 2026 N-PORT
FSCS · First Trust Exchange-Traded Fund VI 0,81% 4 188 NS 30 czerwca 2026 N-PORT
FSGS · First Trust Exchange-Traded Fund VI 0,80% 2 007 NS 30 czerwca 2026 N-PORT
SUPP · TCW ETF Trust 0,79% 701 NS 30 kwietnia 2026 N-PORT
NUMV · Nushares ETF Trust 0,73% 23 033 NS 30 kwietnia 2026 N-PORT
QLTY · GMO ETF Trust 0,64% 207 868 NS 31 maja 2026 N-PORT
IGV · iShares Trust 0,61% 554 803 SH 21 sierpnia 2026 Dziennie
VFMV · VANGUARD WELLINGTON FUND 0,57% 20 863 SH 19 sierpnia 2026 Dziennie
USMV · iShares Trust 0,55% 866 343 SH 21 sierpnia 2026 Dziennie
ESMV · iShares Trust 0,55% 283 SH 21 sierpnia 2026 Dziennie
OASC · Unified Series Trust 0,51% 3 099 NS 31 maja 2026 N-PORT
KRMA · Global X Funds 0,50% 4 350 NS 31 maja 2026 N-PORT
COWG · Pacer Funds Trust 0,49% 78 350 NS 30 kwietnia 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 0,46% 3 578 000 21 sierpnia 2026 Dziennie
VUSE · ETF Series Solutions 0,41% 20 261 NS 31 maja 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,36% 1 523 467 SH 19 sierpnia 2026 Dziennie
VERS · ProShares Trust 0,36% 188 NS 31 maja 2026 N-PORT
SNSR · Global X Funds 0,35% 6 421 NS 31 maja 2026 N-PORT
JSTC · Tidal Trust I 0,34% 8 298 NS 31 maja 2026 N-PORT
NULG · Nushares ETF Trust 0,34% 65 396 NS 30 kwietnia 2026 N-PORT
ROBT · First Trust Exchange-Traded Fund VI 0,34% 21 746 NS 30 czerwca 2026 N-PORT
BTAL · AGF Investments Trust 0,33% 8 096 NS 30 czerwca 2026 N-PORT
ACWV · iShares, Inc. 0,28% 60 614 SH 21 sierpnia 2026 Dziennie
SZNE · Pacer Funds Trust 0,26% 260 NS 30 kwietnia 2026 N-PORT
MMLG · First Trust Exchange-Traded Fund VI… 0,26% 1 770 NS 31 maja 2026 N-PORT
QQWZ · Pacer Funds Trust 0,25% 843 NS 30 kwietnia 2026 N-PORT
COWZ · Pacer Funds Trust 0,25% 327 456 NS 30 kwietnia 2026 N-PORT
CSM · ProShares Trust 0,22% 8 352 NS 31 maja 2026 N-PORT
RSP · Invesco Exchange-Traded Fund Trust 0,21% 1 383 124 SH 21 sierpnia 2026 Dziennie
SMIZ · Zacks Trust 0,21% 3 909 NS 31 maja 2026 N-PORT
BFOR · ALPS ETF Trust 0,21% 3 177 NS 31 maja 2026 N-PORT
GSEW · Goldman Sachs ETF Trust 0,20% 26 036 NS 31 maja 2026 N-PORT
QLC · FlexShares Trust 0,20% 13 020 NS 30 kwietnia 2026 N-PORT
SIZE · iShares Trust 0,20% 5 616 SH 21 sierpnia 2026 Dziennie
EUSA · iShares, Inc. 0,19% 23 699 SH 21 sierpnia 2026 Dziennie
XPND · First Trust Exchange-Traded Fund VI… 0,19% 553 NS 31 maja 2026 N-PORT
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,18% 100 619 NS 30 kwietnia 2026 N-PORT
IWS · iShares Trust 0,17% 178 830 SH 21 sierpnia 2026 Dziennie
VB · VANGUARD INDEX FUNDS 0,16% 2 643 213 SH 19 sierpnia 2026 Dziennie