What is the 13F Pro Quality Score for PTC?

13F Pro ranks PTC INC. (PTC) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View PTC's current score at https://13fpro.ai/company/PTC (free sign-up required for the full ranking).

Where does 13F Pro source PTC data?

All PTC INC. fundamentals and ownership data come directly from SEC EDGAR. PTC INC. files with the SEC under CIK 857005. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is PTC in?

PTC INC. (PTC) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives PTC's revenue?

Per PTC INC.'s latest 10-Q filed with the SEC on 2026-07-31, the biggest revenue drivers are: Support and cloud services ($370.9M, 0% YoY); License ($205.8M, -18% YoY); Professional services ($23.3M, +3% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/PTC.

What are PTC's largest expenses?

PTC INC.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($136.3M, -4% YoY); Research and development ($115.7M, -1% YoY); General and administrative ($60.0M, +11% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended June 30, 2026).

How often is PTC research updated on 13F Pro?

PTC's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

PTC INC.(PTC)Stock Analysis

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13F Pro Quality Score

74.7/100

Rank #108 of 2,960 stocksTOP 5%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

72.4/100

Profitability

97.1/100

Balance Sheet

95.6/100

Earnings Quality

34.7/100

Free Cash Flow

85.3/100

Institutional Flow

75.7/100

Revenue Scale

69.4/100

Dilution Risk

19.1/100

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Why PTC Scores 75/100

exact factor attribution · 2026-09-12

PTC's composite is driven by profitability and free cash flow, held back by shareholder dilution and earnings quality. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+7.1 pts

97th pct

Free cash flow

+5.3 pts

85th pct

Capital efficiency

+4.6 pts

96th pct

Revenue growth

+4.5 pts

72th pct

Scale

+2.9 pts

69th pct

Earnings growth

+2.2 pts

94th pct

Institutional flow

+1.3 pts

76th pct

Earnings quality

-1.5 pts

35th pct

Shareholder dilution

-1.5 pts

19th pct

Latest change (2026-08-02): 70 → 71 · ↑ Revenue growth 36→59; despite ↓ Capital efficiency 94→84

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

PTC Stock Analysis & AI Quality Score

Data updated 2026-09-12

AI stock analysis and institutional research for PTC INC. (PTC), a Technology sector company. 13F Pro's AI-powered ranking engine scores PTC at 74.7/100 on a 32-signal composite quality model, placing it at rank #108 of 2,960 stocks — the top 5% of the AI-ranked universe. PTC scores in the top quartile across profitability (97.1), balance sheet strength (95.6), free cash flow (85.3). Areas of concern include earnings quality (34.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), PTC INC. reports quarterly revenue of $600.0M, net income of $118.8M, an operating margin of 27.8%. Top institutional holders of PTC by reported 13-F value include T. Rowe Price Investment Management, BlackRock, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. PTC trades on the Nasdaq exchange and files with the SEC under CIK 857005. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PTC daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for PTC INC. directly from SEC EDGAR. PTC INC.'s 13F Pro composite quality score has ranged between 63 and 77 since 2021, currently 74.7 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.

✦

Fun facts about PTC INC.

Quirks, history, and lore behind PTC — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise software company · mid-cap · listed on Nasdaq · headquartered in Massachusetts.
2
The Numbers
Annual revenue in the range of $2 billion, with a business that has steadily shifted toward subscription-based recurring revenue over the past decade.
3
The History
Founded in 1985, it pioneered parametric, feature-based CAD software — a genuinely revolutionary approach to 3D design that made older drafting tools look like crayons.
4
The Secret
It has quietly become a major force in Industrial IoT and augmented reality for manufacturing, well beyond its CAD roots — think factory floors talking to the cloud.
5
The Lore
Its flagship CAD product was so dominant in the 1990s that engineers spoke of "the Parametric wars" — and it won; its ThingWorx IoT platform is now a linchpin of smart factories worldwide.
6
The Giveaway
If you've ever designed a part in Creo or managed product data in Windchill, you've lived inside this company's world — the original Parametric Technology Corporation.

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What's Driving PTC's Business? Latest 10-Q Breakdown

✓ 38/38 datapoints verified

AI-extracted from PTC INC.'s 10-Q filed 2026-07-31 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Revenue fell 7% to $600.0M as the Kepware and ThingWorx divestiture and an 18% license decline drove operating margin down ~480 basis points to 27.7%.

Biggest Revenue Drivers

Support and cloud services$370.9M0% YoY

Growth in support and cloud services partially offset the license decline; gross margin percentage held at 80%.

License$205.8M-18% YoY

Reflects the shortened duration of a single large contract renewal and expansion, plus the Kepware and ThingWorx divestiture.

Biggest Revenue Drivers

Total revenue: $600.0M-7% YoY

Support and cloud services$370.9M0% YoY

Growth in support and cloud services partially offset the license decline; gross margin percentage held at 80%.

License$205.8M-18% YoY

Reflects the shortened duration of a single large contract renewal and expansion, plus the Kepware and ThingWorx divestiture.

Professional services$23.3M+3% YoY

PTC continues executing its strategy of leveraging partners to deliver services rather than contracting to deliver services itself.

Largest Expense Items

Sales and marketing$136.3M-4% YoY

Total headcount decreased 5% versus Q3'25 due to the divestiture of the Kepware and ThingWorx businesses.

Research and development$115.7M-1% YoY

Broadly flat; capital expenditures rose on moving a major R&D center to a new office.

General and administrative$60.0M+11% YoY

Includes $2.9M acquisition and transaction-related costs, offset by income under the divestiture Transition Services Agreement.

Amortization of acquired intangible assets$12.0M+4% YoY

Operating-expense portion; total amortization including cost of revenue was $19.7M.

Margins: Total gross margin fell 8% to $490.5M (82% vs 83%), with license and support margin percentages unchanged. Operating margin declined ~480bps to 27.7% from 32.6%, primarily due to lower revenue.

Watch Items from the Filing

ARR was $2.41 billion, flat versus Q3'25 (+2% constant currency); excluding the divested Kepware and ThingWorx businesses ARR grew 7% (9% constant currency).
Kepware and ThingWorx divestiture removed $46 million of Q3'25 revenue; PLM software revenue fell 12% to $335.8M on the divestiture and lower Europe license revenue.
Total debt rose to $1,425.1M from $1,200.0M; $525M of Q3 buybacks were partly funded by $225M net borrowings, plus $273.7M repurchased in July on $301.3M net borrowings.
Europe revenue fell to $202.5M from $239.3M; approximately 55% of revenue is transacted in non-U.S. Dollar currencies.
New $184.7M solar energy VIE investment: $113.5M and $21.1M commitments remain, with a deficit restoration obligation capped at 55% of aggregate capital contributions.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$600.0M

Net Income

Q2 2026

$118.8M

Free Cash Flow

Q2 2026

$249.3M

Operating Margin

Q2 2026

27.8%

ROIC

Q2 2026

13.6%

D/E Ratio

Q2 2026

0.41

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+19.2% YoY

$2.74BFY 2025

FY22 $1.93BFY23 $2.10BFY24 $2.30BFY25 $2.74B

Net Income

+95.0% YoY

$734.0MFY 2025

FY22 $313.1MFY23 $245.5MFY24 $376.3MFY25 $734.0M

Operating Income

+67.1% YoY

$982.4MFY 2025

FY22 $447.4MFY23 $458.5MFY24 $588.1MFY25 $982.4M

EPS (Diluted)

+94.9% YoY

$6.08FY 2025

FY22 $2.65FY23 $2.06FY24 $3.12FY25 $6.08

Total Assets

+3.7% YoY

$6.62BFY 2025

FY22 $4.69BFY23 $6.29BFY24 $6.38BFY25 $6.62B

Total Debt

-31.5% YoY

$1.20BFY 2025

FY22 $1.35BFY23 $1.70BFY24 $1.75BFY25 $1.20B

Op. Cash Flow

+15.7% YoY

$867.7MFY 2025

FY22 $435.3MFY23 $610.9MFY24 $750.0MFY25 $867.7M

Free Cash Flow

+16.5% YoY

$856.7MFY 2025

FY22 $415.8MFY23 $587.0MFY24 $735.6MFY25 $856.7M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$2.74B +19.2%	$2.30B +9.6%	$2.10B +8.5%	$1.93B +7.0%	$1.81B +23.9%	$1.46B
Net Income	$734.0M +95.0%	$376.3M +53.3%	$245.5M -21.6%	$313.1M -34.4%	$476.9M +264.9%	$130.7M
Operating Income	$982.4M +67.1%	$588.1M +28.3%	$458.5M +2.5%	$447.4M +17.5%	$380.7M +80.6%	$210.9M
EPS (Diluted)	$6.08 +94.9%	$3.12 +51.5%	$2.06 -22.3%	$2.65 -34.2%	$4.03 +259.8%	$1.12
Total Assets	$6.62B +3.7%	$6.38B +1.5%	$6.29B +34.2%	$4.69B +4.0%	$4.51B +33.3%	$3.38B
Total Debt	$1.20B -31.5%	$1.75B +3.1%	$1.70B +25.6%	$1.35B -6.2%	$1.44B +43.2%	$1.01B
Operating Cash Flow	$867.7M +15.7%	$750.0M +22.8%	$610.9M +40.3%	$435.3M +18.0%	$368.8M +57.7%	$233.8M
Free Cash Flow	$856.7M +16.5%	$735.6M +25.3%	$587.0M +41.2%	$415.8M +20.8%	$344.1M +61.1%	$213.6M

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Available Research

13F Pro tracks comprehensive data for PTC INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of PTC

T. Rowe Price Investment Management, Inc.
$1.5B13,047,842 sh
BlackRock, Inc.
$1.3B11,499,640 sh
VANGUARD CAPITAL MANAGEMENT LLC
$857.8M7,550,280 sh
STATE STREET CORP
$733.0M6,452,323 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$650.9M5,729,097 sh
GEODE CAPITAL MANAGEMENT, LLC
$426.7M3,754,033 sh
Jupiter Topco LLC
$418.6M3,684,121 sh
Pictet Asset Management Holding SA
$418.2M3,680,544 sh
NORGES BANK
$356.2M3,135,548 sh
Invesco Ltd.
$303.9M2,675,136 sh

Fund	Value	Shares
T. Rowe Price Investment Management, Inc.	$1.5B	13,047,842
BlackRock, Inc.	$1.3B	11,499,640
VANGUARD CAPITAL MANAGEMENT LLC	$857.8M	7,550,280
STATE STREET CORP	$733.0M	6,452,323
VANGUARD PORTFOLIO MANAGEMENT LLC	$650.9M	5,729,097
GEODE CAPITAL MANAGEMENT, LLC	$426.7M	3,754,033
Jupiter Topco LLC	$418.6M	3,684,121
Pictet Asset Management Holding SA	$418.2M	3,680,544
NORGES BANK	$356.2M	3,135,548
Invesco Ltd.	$303.9M	2,675,136

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Is PTC a good stock to buy?

13F Pro's AI-powered analysis of PTC INC. (PTC) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PTC are available on the PTC stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PTC is classified as a large company.

Which hedge funds own PTC?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PTC. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of PTC INC.'s investment landscape.