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 director James A. Lico converted 926 restricted stock units into 926 common shares on October 15, 2026. Each unit represents a contingent right to one common share. The award was granted October 13, 2025, and vests in two substantially equal installments. After the transaction, his reported direct holdings were 1,336 common shares and 926 restricted stock units.
PTC Inc. director Corinna Lathan sold 1,750 shares of common stock on October 5, 2026, at $195.75 per share. The sale was made under a pre-established 10b5-1(c) trading plan adopted on May 14, 2026. After the sale, she reported direct ownership of 6,679 shares.
PTC Inc. director Corinna Lathan reported a proposed sale of 1,750 common shares through Morgan Stanley Smith Barney LLC, with an aggregate market value of $252,052.50. The notice lists October 5, 2026 as the approximate sale date and 108,506,261 shares outstanding. The shares to be sold were acquired upon vesting of restricted stock units during February 10, 2021 through February 11, 2026.
PTC Inc. agreed to be acquired by Schneider Electric SE in a merger under which each outstanding PTC common share, subject to specified exceptions, will convert at the effective time into the right to receive $205 in cash, without interest and subject to withholding taxes. The stated price represents a 42.3% premium to PTC’s last closing price and a 46.1% premium to its volume-weighted average share price for the previous 30 trading days. The transaction values PTC’s equity at approximately $22.6 billion and implies an enterprise value of $23.7 billion. PTC’s board approved the agreement and recommends shareholder approval, subject to specified exceptions; PTC would survive as a wholly owned Schneider Electric subsidiary.
Closing is anticipated by Q3 2027, subject to approval by holders of a majority of outstanding PTC shares, required regulatory approvals and other conditions. The merger is not conditioned on obtaining financing. Schneider Electric has a committed $25 billion bridge facility and expects funding to combine an equity issuance of approximately €5 billion to €6 billion and new debt issuance of approximately €16 billion to €17 billion. PTC may owe Schneider Electric a $700 million termination fee in specified circumstances, including PTC’s termination to accept a Superior Offer or Schneider Electric’s termination following a change in the Board’s recommendation.
PTC INC. (PTC) director Robert Bernshteyn reported the vesting and settlement of restricted stock units into common stock. On September 15, 2026, 1,117 restricted stock units were exercised/converted into 1,117 shares of PTC common stock at a stated price of $0.00 per share. Following this conversion, Bernshteyn directly held 4,382 shares of PTC common stock, and this transaction eliminated his beneficial ownership in the reported class of derivative securities related to this grant. Each restricted stock unit represented a contingent right to receive one share of common stock and was part of a time-based grant made on September 9, 2024 that vested on September 15, 2026. No Rule 10b5-1 trading plan is reported for these transactions.
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.