Welcome to our dedicated page for PTC SEC filings (Ticker: PTC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
PTC SEC filings document the formal disclosures of a Massachusetts-based software issuer listed on Nasdaq under the PTC symbol. Recent Form 8-K reports furnish quarterly and fiscal-year operating results, financial metrics such as ARR and cash flow, Regulation FD disclosures, share repurchase authorizations, and exhibits tied to earnings releases.
The filing record also covers corporate governance and capital-structure matters, including annual meeting vote results, director elections, say-on-pay votes, auditor ratification, board appointments, committee assignments, material-event disclosures, and material agreements. These filings frame PTC's public disclosures around its software business, common stock, capital return activity, and shareholder governance.
PTC Inc. executive Jon Stevenson, Chief Product Officer, reported the vesting and conversion of 4,099 restricted stock units into an equal number of shares of PTC common stock on August 15, 2026. Of these shares, 1,204 were tendered to PTC at $149.75 per share to satisfy tax withholding obligations. After the RSU conversion, Stevenson beneficially owned 8,198 derivative securities of the reported class.
PTC INC. President and CEO Neil Barua reported equity compensation activity involving restricted stock units that vested and converted into common stock. On August 15, 2026, 11,471 restricted stock units were exercised, resulting in an acquisition of 11,471 shares of common stock. In connection with this vesting, 5,547 shares of common stock were delivered to the issuer at $149.75 per share to satisfy the reporting person’s tax withholding obligations, with the remaining shares from the vesting event not described as sold in this report. Each restricted stock unit represents a contingent right to receive one share of PTC Inc. common stock, and the reported RSUs were originally granted on July 27, 2023 and vested on August 15, 2026.
T. Rowe Price Investment Management, Inc., a Maryland corporation, reports beneficial ownership of PTC Inc. common stock. It reports holding 13,063,201 shares of PTC Inc. common stock, representing 11.3% of the class as of the stated date.
The firm reports sole voting power over 12,568,696 shares and sole dispositive power over 13,063,201 shares, with no shared voting or dispositive power. It also states that this filing should not be construed as an admission that it is the beneficial owner of these securities.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of 6,458,451 shares of PTC Inc. common stock, representing 5.6% of the class as of June 30, 2026. These shares are held with no sole voting or dispositive power, but with shared voting power over 4,276,695 shares and shared dispositive power over 6,452,323 shares, primarily through affiliated investment adviser subsidiaries such as SSGA Funds Management, Inc. and various State Street Global Advisors entities.
PTC Inc. reported Q3 FY26 revenue of $600.0 million, down 7% year over year, as the Kepware and ThingWorx divestiture and lower license revenue offset flat support and cloud services. Operating income was $166.5 million with a 27.7% operating margin; diluted EPS was $1.03 versus $1.17.
For the nine months ended June 30, 2026, revenue rose to $2.06 billion and net income increased to $876.0 million from $386.2 million, boosted by a $462.6 million gain on the Kepware/ThingWorx sale. Diluted EPS was $7.43. ARR was $2.41 billion, flat reported and up 2% in constant currency; excluding divested businesses, ARR grew 7% (9% constant currency). RPO totaled $2,417.7 million, with 54% expected within 12 months.
Operating cash flow for the first nine months was $851.3 million and free cash flow $835.0 million, both higher year over year, lifting cash and cash equivalents to $351.5 million. PTC deployed capital aggressively, including a $375 million accelerated share repurchase and additional open‑market repurchases of 4.3 million shares for $525 million in Q3, while carrying $1.43 billion of debt and maintaining substantial revolver capacity. It also committed $184.7 million to a solar energy tax‑equity investment, recognizing $78.8 million of related tax credits and other benefits in Q3.
PTC Inc. reported third‑quarter 2026 results with revenue of $600.049 million, down 7% year over year, and GAAP diluted EPS of $1.03 and non‑GAAP EPS of $1.58, both below Q3’25. Operating margin fell to 27.7%, while non‑GAAP operating margin was 41.4%.
Despite lower revenue, Annual Run Rate excluding divested businesses grew 7% as reported and 9.1% in constant currency, with operating cash flow of $260.629 million and free cash flow of $249.349 million, both above guidance. Management raised full‑year 2026 guidance for constant‑currency ARR, revenue and EPS and repurchased approximately $525 million of stock in Q3, contributing to an expected $1.625 billion of buybacks in FY’26.
PTC Inc. filing: T. Rowe Price Investment Management, Inc. amended a Schedule 13G to report 19,095,008 shares beneficially owned, representing 16.0% of the class. The filer reports 18,268,356 shares with sole voting power and 19,095,008 with sole dispositive power. The filing notes that some shares are held on behalf of clients, including T. Rowe Price Capital Appreciation Fund with 7,722,996 shares (6.5%), and affirms the adviser does not claim beneficial ownership for client-held assets.
PTC Inc. chief accounting officer Alice Christenson reported an open-market sale of 816 shares of common stock at an average price of $145.825 per share. After this transaction, she directly holds 1,265 shares of PTC common stock.
PTC Inc. chief accounting officer Alice Christenson reported routine equity compensation activity in company common stock. She received a grant or award acquisition of 1,186 shares at $0.0000 per share, tied to restricted stock units that were granted and vested on May 7, 2026. To cover tax withholding obligations from this vesting, 370 shares were tendered back to the issuer at $147.6500 per share, a non-market, tax-withholding disposition rather than an open-market sale. After these transactions, she directly holds 2,081 shares of PTC common stock.