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. reported sharply stronger results for the quarter ended March 31, 2026, helped by a major business sale. Revenue rose to $774.3 million from $636.4 million, driven mainly by higher license sales in its PLM and CAD software lines. Net income jumped to $590.7 million, or diluted EPS of $4.98, up from $1.35, largely due to a roughly $360 million after‑tax gain on the divestiture of its Kepware and ThingWorx businesses. ARR reached $2.36 billion, up 3%, or 11% when excluding the divested units, underscoring growth in the core subscription business. Cash from operations increased to $320.9 million, and PTC used $626 million to repurchase shares, including a $375 million accelerated share repurchase funded by divestiture proceeds, while maintaining total debt at $1.2 billion.
PTC Inc. reported strong second fiscal quarter 2026 results and expanded its share repurchase plans. Revenue reached $774 million, up 22% year over year, with operating margin improving to 38% and non-GAAP operating margin rising to 53%.
Annual Run Rate excluding divested businesses was $2.388 billion on a constant currency basis, up 8.5%. GAAP diluted EPS was $4.98, boosted by a gain on the sale of Kepware and ThingWorx, while non-GAAP diluted EPS rose 50% to $2.69.
Operating cash flow grew 14% to $321 million and free cash flow to $318 million. PTC used about $625 million for share repurchases in Q2, targets $1.225–$1.325 billion in repurchases for fiscal 2026, and has a new $2.0 billion authorization for October 2026 through September 2028.
PTC Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 8,912,767 shares of PTC common stock, representing 7.48% of the class. The filing shows sole dispositive power over 8,912,767 shares and sole voting power of 1,177,545 shares. The statement describes holdings across Vanguard affiliates and funds and is signed on 04/30/2026.
PTC Inc: A filing amendment shows The Vanguard Group reports no beneficial ownership of PTC Inc. common stock. The Schedule 13G/A amendment states Amount beneficially owned: 0 and Percent of class: 0%. The filing explains an internal realignment that disaggregated certain Vanguard subsidiaries' holdings and states those subsidiaries now report separately under SEC Release No. 34-39538.
PTC Inc. director Corinna Lathan sold 675 shares of common stock in an open‑market transaction at $157.24 per share. The sale took place on March 16, 2026 and was executed under a pre-established Rule 10b5-1(c) trading plan adopted on November 11, 2025.
After this sale, Lathan directly holds 8,429 shares of PTC common stock. Because the trade was made pursuant to a pre-arranged trading plan, the timing reflects a scheduled diversification step rather than a discretionary market-timing decision.
PTC Inc. director Trac Pham exercised restricted stock units to acquire common shares. On March 15, 2026, 1,181 restricted stock units converted into 1,181 shares of PTC common stock at an exercise price of $0.00 per share. Following the transaction, Pham directly owned 2,612 common shares.
The restricted stock units were part of a time-based grant made on March 17, 2025 that vests in two substantially equal installments on March 15, 2026 and March 15, 2027. After this vesting event, Pham beneficially owned 1,180 derivative securities of the same class.
PTC Inc. has completed the sale of its Kepware industrial connectivity and ThingWorx IoT businesses to TPG, receiving cash proceeds of $523 million. Net after-tax transaction proceeds are expected to be approximately $375 million, which PTC plans to use for share repurchases, including a $375 million accelerated share repurchase in Q2’26 with final settlement expected in Q3’26.
For FY’26, PTC now guides to revenue of $2,540 million to $2,805 million and free cash flow of about $850 million, with constant-currency ARR (excluding Kepware and ThingWorx) still expected to grow 7.5% to 9.5%. Q2’26 revenue guidance is $685 million to $745 million, with free cash flow of $310 million to $315 million.
PTC expects FY’26 GAAP EPS of $6.94 to $9.66 and non-GAAP EPS of $6.36 to $8.84, reflecting a roughly $465 million gain on the sale and divestiture-related expenses and taxes. The company plans total FY’26 share repurchases of about $1.125 billion to $1.325 billion, including approximately $250 million in Q2’26 and additional buybacks in the second half of the year.
PTC Inc. executive vice president and chief legal officer Aaron C. von Staats reported an open-market sale of 2,639 shares of PTC common stock on March 3, 2026. The shares were sold at an average price of $160 per share under a pre-established Rule 10b5-1(c) trading plan.
After this transaction, von Staats directly holds 19,582 shares of PTC common stock. The trading plan governing this sale was adopted on September 5, 2025, indicating the sale was pre-scheduled rather than a discretionary trade.
PTC Inc.'s EVP and Chief Legal Officer, Aaron C. Von Staats, sold a total of 240 shares of PTC common stock in open-market transactions on February 11, 2026. The sales, made under a pre‑established Rule 10b5‑1(c) trading plan adopted on September 5, 2025, were executed at prices around $161–$162 per share.
After these transactions, he directly beneficially owned 22,221 shares of PTC common stock. A footnote explains that this amount reflects 58 shares purchased under the 2016 Employee Stock Purchase Plan for the offering period ending January 31, 2026.