Is PTC INC. financially healthy?

PTC INC. scores 8 out of 9 on the Piotroski F-score. Its Altman Z-score puts it in the safe zone. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.

Who are the largest institutional holders of PTC INC.?

Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (trimming), STATE STREET CORP (adding), GEODE CAPITAL MANAGEMENT, LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

PTC INC. (PTC)

Nasdaq · Common Stock · Services-Prepackaged Software

One email a week from me: what it filed, which 13F holders added or cut, where its scores stand. Free.

U.S.-based computer software company

Financial health

Two standard screens, computed from the XBRL in FY2025 against FY2024. Every test shows the numbers behind it — a score with its inputs hidden is a number you cannot check.

Piotroski F-score

8 / 9

PASSReturn on assets positiveROA 11.1%
PASSOperating cash flow positiveOCF 868M
PASSReturn on assets improving5.9% → 11.1%
PASSCash flow exceeds earningsOCF 868M vs NI 734M
PASSLong-term debt ratio falling19.2% → 17.7% of assets
PASSCurrent ratio improving0.78 → 1.12
FAILNo share dilution121M → 121M shares
PASSGross margin improving80.6% → 83.8%
PASSAsset turnover improving0.36× → 0.41×

Altman Z-score

5.91safe

Bankruptcy-risk screen combining working capital, retained earnings, operating income, market value against liabilities, and asset turnover. Above 2.99 is the safe zone; below 1.81 is distress.

Cash conversion: 118.2%
Share count change: 0.0%

Six-year record

Year	Revenue	Net income	Free cash flow	Gross margin	Shares
FY2020	$1.5B	$130.7M	$213.6M	77.1%	116,267,000
FY2021	$1.8B	$476.9M	$344.1M	79.5%	118,367,000
FY2022	$1.9B	$313.1M	$415.8M	80.0%	118,233,000
FY2023	$2.1B	$245.5M	$587.0M	79.0%	119,334,000
FY2024	$2.3B	$376.3M	$735.6M	80.6%	120,742,000

Ownership flow

15 institutions tracked — 6 added, 7 reduced, 2 opened a new position. Index money added 623,612 shares while active managers cut 1,302,591.

Institutional holders of PTC INC. and their share-count change
Manager	Kind	Shares	Change	Value
PRICE T ROWE ASSOCIATES INC /MD/	Active fund	1,168,473	−1,953,711	$132.8M
CITADEL ADVISORS LLC	Hedge fund	2,339,129	+1,719,341	$265.7M
WELLINGTON MANAGEMENT GROUP LLP	Active fund	661,891	−739,417	$75.2M
STATE STREET CORP	Index	6,452,323

Capital returned

What the company actually paid out and bought back, as reported — the record behind any yield figure.

Shares repurchased

2025Q4: $200.0M
2024Q4: $75.0M
2023Q4: $0
2022Q4: $0
2021Q4: $119.7M
2020Q4: $0

Identity

CIK: 0000857005
LEI: 54930050SSMU8SKDJ030
FIGI: BBG000C2VBB0
SIC: 7372 · Services-Prepackaged Software
Incorporated: MA
Headquarters: BOSTON, MA
Employees: 8,000 (2024)
Founded: 1985-05-00

Ownership

Institutional: 107.9%
Institutions: 1,041
Insiders: 0.4%

Ownership percentages are a vendor aggregate, not a filing — unlike everything else on this page.

Other services-prepackaged software companies

PTC INC. files under SIC 7372 — all 91 services-prepackaged software companies compared on assets and F-score.

MICROSOFT CORPMSFT Salesforce, Inc.CRM CoreWeave, Inc.CRWV SYNOPSYS INCSNPS Block, Inc.XYZ INTUIT INC.INTU

Questions about PTC INC.

Is PTC INC. financially healthy?: PTC INC. scores 8 out of 9 on the Piotroski F-score. Its Altman Z-score puts it in the safe zone. Every test and the numbers behind it are shown above, so the arithmetic is checkable rather than something you have to take on trust.
Who are the largest institutional holders of PTC INC.?: Among the managers tracked here, the biggest positions as of the 2026-Q2 13F filings are BlackRock, Inc. (trimming), STATE STREET CORP (adding), GEODE CAPITAL MANAGEMENT, LLC (adding). Direction is the change in share count against that manager's own previous filing; managers with no prior filing are left out rather than counted as new buyers.

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Sourced from SEC EDGAR primary filings. Figures are as reported by the company and are not investment advice. Scores are standard published screens computed from those filings; every input is shown above so you can check the arithmetic.