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Canopy Investors's investment thesis on PTC Inc. ($PTC) — Q2 2026 | Buyside Digest

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$PTCNYSEPTC Inc.

BULL

Canopy Investors—PTC

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$140.30USD

-0.5% vs last month

$124.55Pitched

+12.6% since pitch

Market Cap$15.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

PTC's deterministic software is essential for physical manufacturing and engineering design, making it highly insulated from AI-driven disruption. The company's deep...

— Kris Webster, Michael Poulsen, and Jack McManus

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