Foster Group 13F: New $365K Stake in PTC

Foster Group added a new holding to its portfolio during the period, purchasing shares of software company PTC Inc. (NasdaqGS: PTC). According to a Form 13F filing with the Securities and Exchange Commission on October 13, 2026, the institutional investor bought 2,603 shares. The reported value of the new stake stood at $365,201. Because 13F filings look backward at portfolio positions from the end of the quarter, this disclosure reflects the fund's holdings at that time and may not match its current trades today.

What Changed in Foster Group's PTC Position

The newly disclosed position represents a brand-new holding for Foster Group. The firm did not own any shares of the software provider prior to this period, starting fresh with 2,603 shares. Institutional reports like this offer a snapshot of portfolio management choices, though they arrive weeks after the quarter ends.

Other Institutional Activity in PTC

Other large money managers also adjusted their positions in PTC Inc. T. Rowe Price Investment Management, Inc. reduced its holdings by 6,061,476 shares, ending with 13,047,842 shares worth about $2,517,972,493 after a 31.7% decrease. Blackrock Inc. trimmed its stake by 56,626 shares, or 0.5%, leaving it with 11,499,640 shares valued at roughly $2,219,200,478. Vanguard Capital Management LLC cut its holdings by 184,870 shares, a 2.4% decrease that brought its total to 7,550,280 shares worth about $1,457,053,002. State Street Corporation grew its holdings by 597,220 shares, a 10.2% increase to finish with 6,452,323 shares valued at roughly $1,245,169,264. Vanguard Portfolio Management LLC trimmed its position by 142,083 shares, or 2.4%, leaving it with 5,729,097 shares worth about $1,105,601,114.

PTC Inc. Stock Up 0.1%

Shares of PTC Inc. recently traded around $193.37. The stock sits 26.3% above its 50-day moving average and 32.5% above its 200-day moving average. The recent price is 6.5% below its 52-week high of $206.82 and well above its 52-week low of $108.50.

Recent Earnings

PTC Inc. reported trailing-twelve-month revenue of $2,953,971,968 alongside earnings of $10.31 per share. The company posted a net profit margin of 41.4% and a return on equity of 35.1%. Year-over-year revenue growth stood at a decline of 6.8%. The company's next earnings update is scheduled for November 11, 2026.

Insider Buying and Selling at PTC Inc.

Company insiders have made several stock transactions in recent months. Officer Staats Aaron C Von sold 2,639 shares on March 3, 2026, at a price of $160.00 for a total of $422,240. Director Corinna Lathan sold 675 shares on March 16, 2026, at $157.24 per share, totaling $106,137. Officer Alice Christenson sold 816 shares on May 12, 2026, at $145.82 for a total value of $118,993. Later, Director Corinna Lathan sold 1,750 shares on October 5, 2026, at $195.75 per share, bringing in $342,562.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on PTC in early October. On October 5, 2026, Rosenblatt downgraded the stock to a Neutral rating while raising its price target to $205.00 from $190.00. On October 6, 2026, Citigroup maintained a Neutral rating and lifted its target to $205.00 from $141.00. Oppenheimer downgraded the stock to a Perform rating on October 6, 2026, without issuing a price target. Mizuho maintained a Neutral rating on October 6, 2026, while raising its target to $205.00 from $160.00. BMO Capital downgraded the stock to Market Perform on October 6, 2026, and raised its target to $205.00 from $164.00. Analyst consensus lists a Hold recommendation with a mean price target of $201.00 across 15 opinions.

About PTC

PTC Inc. develops application software for clients across the Americas, Europe, and the Asia Pacific region. Headquartered in Boston, Massachusetts, the firm provides digital solutions that help industrial enterprises design, manufacture, and service physical products. Institutional investments in the company highlight how professional managers allocate capital across software providers.

Bottom Line

Investors tracking Foster Group's position will look toward the upcoming earnings release on November 11, 2026, for further financial updates. Future regulatory filings will show whether the fund builds upon its new holding or adjusts its exposure as market conditions shift. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.