PEGA · NASDAQ · Software - Application

Pegasystems (PEGA)

Connects AI decisioning, customer engagement, service, and workflow automation for complex enterprise processes.

$34.68
vs last close−0.28 (−0.80%)

13F · 13D/G · Form 4

Institutions58.35%95.94M shares
450 holders · as of Jun 30, 2026
Insiders49.95%82.12M shares
13 holders · as of Sep 17, 2026
Adds to108.30%

164.40M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 108.30%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Alan Trefler1Insiderdirector, 10 percent owner, officer: C.E.O. & Chairman
49.20%79.20Mfiled Sep 16, 2026
BlackRock, Inc.Institution
5.82%9.57Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
3.93%6.46Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
2.99%4.92Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.51%4.13Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
1.84%3.03Mas of Jun 30, 2026
First Trust Advisors LPInstitution
1.80%2.96Mas of Jun 30, 2026
State Street CorpInstitution
1.78%2.93Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.63%2.68Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.57%2.59Mas of Jun 30, 2026
Arrowstreet Capital, Limited PartnershipInstitution
1.23%2.02Mas of Jun 30, 2026
Lynrock Lake LPInstitution
1.08%1.78Mas of Jun 30, 2026
Invesco Ltd.Institution
0.97%1.59Mas of Jun 30, 2026
Thrivent Financial for LutheransInstitution
0.92%1.51Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
0.88%1.44Mas of Jun 30, 2026
Copeland Capital Management, LLCInstitution
0.86%1.41Mas of Jun 30, 2026
Boston PartnersInstitution
0.82%1.35Mas of Jun 30, 2026
Morgan StanleyInstitution
0.71%1.17Mas of Jun 30, 2026
Capital Impact Advisors, LLCInstitution
0.69%1.13Mas of Jun 30, 2026
Federated Hermes, Inc.Institution
0.69%1.13Mas of Jun 30, 2026
Jacobs Levy Equity Management, IncInstitution
0.68%1.12Mas of Jun 30, 2026
Millennium Management LLCInstitution
0.68%1.12Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.68%1.11Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
0.67%1.11Mas of Jun 30, 2026
Fisher Asset Management, LLCInstitution
0.67%1.10Mas of Jun 30, 2026
  1. Alan Trefler's transaction reports restate only vehicles that traded; the 2025 ownership statement (79.20M) plus the 1.70M net shares acquired since is used instead.

13F, as of Jun 30, 2026

450 holders · 95.94M shares · 68 new positions · 246 increased · 158 reduced · 116 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.9.57M5.82%−63.3KAug 7, 2026
Vanguard Portfolio Management LLC6.46M3.93%+93.3KAug 13, 2026
AQR Capital Management LLC4.92M2.99%+380.1KAug 14, 2026
Vanguard Capital Management LLC4.13M2.51%−31.7KAug 13, 2026
Massachusetts Financial Services Co /MA/3.03M1.84%+654.4KAug 3, 2026
First Trust Advisors LP2.96M1.80%+909.8KAug 11, 2026
State Street Corp2.93M1.78%+77.5KAug 7, 2026
Dimensional Fund Advisors LP2.68M1.63%+164.0KAug 11, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Alan Trefler46.00%79.20M13GNov 12, 2025
Trefler Alan46.00%79.49M13GAug 1, 2025
BlackRock, Inc.5.10%8.67M13GJul 17, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 16, 2026
Efstathios A. Kouninisofficer: SVP, Chief Accounting Officer
Sale982$37.351,009
Sep 15, 2026
Dianne Ledinghamdirector
Sale1,000$38.0039,280
Sep 11, 2026
Kenneth Stillwellofficer: COO, CFO
Sale39,627$35.7795,225
Sep 11, 2026
Rifat Kerim Akgonulofficer: Chief Product Officer
Sale7,000$36.03104,804
Sep 3, 2026
Efstathios A. Kouninisofficer: SVP, Chief Accounting Officer
Sale1,063$38.751,164
Aug 31, 2026
Efstathios A. Kouninisofficer: SVP, Chief Accounting Officer
Sale1,012$36.501,009
Aug 25, 2026
Rifat Kerim Akgonulofficer: Chief Product Officer
Sale · 2 lots3,000$33.99108,049
Aug 10, 2026
Efstathios A. Kouninisofficer: SVP, Chief Accounting Officer
Sale860$33.101,009
Aug 7, 2026
Efstathios A. Kouninisofficer: SVP, Chief Accounting Officer
Sale860$32.301,869
Jun 16, 2026
Efstathios A. Kouninisofficer: SVP, Chief Accounting Officer
Sale · 2 lots750$32.312,376

House and Senate disclosures

Not reported.