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Ray Dalio’s PTC Holdings & Trades

First Buy
Q2 2014
Duration Held
21 Quarters
Largest Add
Q1 2022
+52,104 Shares
Current Position
58,197 Shares
$10.14 M Value

Ray Dalio's PTC Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 58,197 shares of PTC Inc. (PTC) worth $10.14 M, representing 0.04% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in PTC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 52,104 shares. Largest reduction occurred in Q2 2022, reducing 41,891 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's PTC (PTC) Holding Value Over Time

Track share changes against reported price movement

Quarterly PTC (PTC) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +34,564 Add 146.25% 58,197 $174.21
Q3 2025 +23,633 New Buy 23,633 $203.02
Q4 2022 -14,609 Sold Out 0 $0.00
Q3 2022 +4,396 Add 43.04% 14,609 $104.59
Q2 2022 -41,891 Reduce 80.40% 10,213 $106.34
Q1 2022 +52,104 New Buy 52,104 $107.73
Q3 2021 -37,316 Sold Out 0 $0.00
Q2 2021 +37,316 New Buy 37,316 $141.25
Q1 2021 -14,279 Sold Out 0 $0.00
Q4 2020 +3,319 Add 30.28% 14,279 $119.62
Q3 2020 +8,323 Add 315.62% 10,960 $82.76
Q2 2020 +2,637 New Buy 2,637 $77.74
Q1 2020 -6,147 Sold Out 0 $0.00
Q4 2019 -771 Reduce 11.14% 6,147 $74.83
Q3 2019 +6,918 New Buy 6,918 $68.23
Q2 2019 -4,634 Sold Out 0 $0.00
Q1 2019 +4,634 New Buy 4,634 $92.15
Q1 2015 -5,715 Sold Out 0 $0.00
Q4 2014 +5,715 New Buy 5,715 $36.57
Q3 2014 -6,000 Sold Out 0 $0.00
Q2 2014 +6,000 New Buy 6,000 $38.83

Ray Dalio's PTC Investment FAQs

Ray Dalio first purchased PTC Inc. (PTC) in Q2 2014, acquiring 6,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ray Dalio has held PTC Inc. (PTC) for 21 quarters since Q2 2014.

Ray Dalio's largest addition to PTC Inc. (PTC) was in Q1 2022, adding 52,104 shares worth $5.61 M.

According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 58,197 shares of PTC Inc. (PTC), valued at approximately $10.14 M.

As of the Q4 2025 filing, PTC Inc. (PTC) represents approximately 0.04% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.

Ray Dalio's peak holding in PTC Inc. (PTC) was 58,197 shares, as reported at the end of Q4 2025.