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Pegasystems Inc. (PEGA) institutional ownership

Latest close $31.32 Jul 10, 2026
Market cap$5.4B 52-week range SectorTechnology
Funds holding · Q1 2026
505
reported PEGA position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net sold $211M
293 buyers · 212 sellers

Pegasystems Inc. (PEGA) price and institutional activity

Dates

Q1 2026

$743M bought by 293 investors
AQR Capital Management LLC$81MBoston Partners$59M +291 more
$954M sold by 212 investors
Massachusetts Financial Services Co-$118MNorth Peak Capital Management, LLC-$111M +210 more
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Bought Sold Totals per quarter; hover a bar for the names.

Pegasystems Inc. (PEGA) institutional activity · 505

Investor Type Est. change Change Δ Own Date
Massachusetts Financial Services Co · Reduced −$118M
Change −2.6M Date Q1 2026
Massachusetts Financial Services Co Reduced· Q1 2026 −$118M −2.6M Q1 2026
North Peak Capital Management, LLC · Exited −$111M
Change −2.4M Δ Own −100.0% Date Q1 2026
North Peak Capital Management, LLC Exited· Q1 2026 −$111M −2.4M −100.0% Q1 2026
Invesco Ltd. · Reduced −$96M
Change −2.1M Δ Own −66.4% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −$96M −2.1M −66.4% Q1 2026
Mirae Asset Global Etfs Holdings Ltd. · Reduced −$85M
Change −1.8M Date Q1 2026
Mirae Asset Global Etfs Holdings Ltd. Reduced· Q1 2026 −$85M −1.8M Q1 2026
Capital Research Global Investors · Exited −$83M
Change −1.8M Δ Own −100.0% Date Q1 2026
Capital Research Global Investors Exited· Q1 2026 −$83M −1.8M −100.0% Q1 2026
AQR Capital Management LLC · Added +$81M
Change +1.7M Date Q1 2026
AQR Capital Management LLC Added· Q1 2026 +$81M +1.7M Q1 2026
Boston Partners · Added +$59M
Change +1.3M Date Q1 2026
Boston Partners Added· Q1 2026 +$59M +1.3M Q1 2026
Copeland Capital Management, LLC · New +$52M
Change +1.1M Date Q1 2026
Copeland Capital Management, LLC New· Q1 2026 +$52M +1.1M Q1 2026
Fuller & Thaler Asset Management, Inc. · New +$50M
Change +1.1M Date Q1 2026
Fuller & Thaler Asset Management, Inc. New· Q1 2026 +$50M +1.1M Q1 2026
Shannon River Fund Management LLC · Exited −$48M
Change −1.0M Δ Own −100.0% Date Q1 2026
Shannon River Fund Management LLC Exited· Q1 2026 −$48M −1.0M −100.0% Q1 2026
BlackRock · Added +$31M
Change +659K Date Q1 2026
BlackRock Added· Q1 2026 +$31M +659K Q1 2026
Capital Impact Advisors, LLC · Reduced −$30M
Change −639K Date Q1 2026
Capital Impact Advisors, LLC Reduced· Q1 2026 −$30M −639K Q1 2026
First Trust Advisors LP · Added +$29M
Change +630K Date Q1 2026
First Trust Advisors LP Added· Q1 2026 +$29M +630K Q1 2026
Hood River Capital Management LLC · Reduced −$28M
Change −613K Date Q1 2026
Hood River Capital Management LLC Reduced· Q1 2026 −$28M −613K Q1 2026
American Century Companies Inc · Reduced −$27M
Change −572K Date Q1 2026
American Century Companies Inc Reduced· Q1 2026 −$27M −572K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 505

Famous investor activity in Pegasystems Inc. (PEGA)

Pegasystems Inc. (PEGA) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Kouninis Efstathios A. · Officer 2 operations −$24K
Price $32.31 Qty −750 Owned 2K Trade date Jun 16, 2026 Filed date Jun 18, 2026
Kouninis Efstathios A. Officer 2 operations $32.31 −750 −$24K 2K Jun 16, 2026 Jun 18, 2026
Trefler Leon · Officer 2 operations 0
Owned 8K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Trefler Leon Officer 2 operations 0 8K Jun 7, 2026 Jun 9, 2026
Trefler Leon · Officer Tax withholding or exercise payment (F) -$36K
Price $34.71 Qty -1K Owned 123K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Trefler Leon Officer Tax withholding or exercise payment (F) $34.71 -1K -$36K 123K Jun 7, 2026 Jun 9, 2026
Stillwell Kenneth · Officer 2 operations 0
Owned 16K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Stillwell Kenneth Officer 2 operations 0 16K Jun 7, 2026 Jun 9, 2026
Stillwell Kenneth · Officer Tax withholding or exercise payment (F) -$71K
Price $34.71 Qty -2K Owned 118K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Stillwell Kenneth Officer Tax withholding or exercise payment (F) $34.71 -2K -$71K 118K Jun 7, 2026 Jun 9, 2026
Kouninis Efstathios A. · Officer 2 operations 0
Owned 998 Trade date Jun 7, 2026 Filed date Jun 9, 2026
Kouninis Efstathios A. Officer 2 operations 0 998 Jun 7, 2026 Jun 9, 2026
Kouninis Efstathios A. · Officer Tax withholding or exercise payment (F) -$3K
Price $34.71 Qty -81 Owned 3K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Kouninis Efstathios A. Officer Tax withholding or exercise payment (F) $34.71 -81 -$3K 3K Jun 7, 2026 Jun 9, 2026
Higgins John Gerard · Officer 2 operations 0
Owned 7K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Higgins John Gerard Officer 2 operations 0 7K Jun 7, 2026 Jun 9, 2026
Higgins John Gerard · Officer Tax withholding or exercise payment (F) -$44K
Price $34.71 Qty -1K Owned 56K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Higgins John Gerard Officer Tax withholding or exercise payment (F) $34.71 -1K -$44K 56K Jun 7, 2026 Jun 9, 2026
Akgonul Rifat Kerim · Officer 2 operations 0
Owned 7K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Akgonul Rifat Kerim Officer 2 operations 0 7K Jun 7, 2026 Jun 9, 2026
Akgonul Rifat Kerim · Officer Tax withholding or exercise payment (F) -$38K
Price $34.71 Qty -1K Owned 111K Trade date Jun 7, 2026 Filed date Jun 9, 2026
Akgonul Rifat Kerim Officer Tax withholding or exercise payment (F) $34.71 -1K -$38K 111K Jun 7, 2026 Jun 9, 2026
Higgins John Gerard · Officer 2 operations 0
Owned 15K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Higgins John Gerard Officer 2 operations 0 15K Jun 5, 2026 Jun 8, 2026
Higgins John Gerard · Officer Tax withholding or exercise payment (F) -$44K
Price $35.44 Qty -1K Owned 55K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Higgins John Gerard Officer Tax withholding or exercise payment (F) $35.44 -1K -$44K 55K Jun 5, 2026 Jun 8, 2026
Kouninis Efstathios A. · Officer 2 operations 0
Owned 3K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Kouninis Efstathios A. Officer 2 operations 0 3K Jun 5, 2026 Jun 8, 2026
Kouninis Efstathios A. · Officer Tax withholding or exercise payment (F) -$4K
Price $35.44 Qty -108 Owned 3K Trade date Jun 5, 2026 Filed date Jun 8, 2026
Kouninis Efstathios A. Officer Tax withholding or exercise payment (F) $35.44 -108 -$4K 3K Jun 5, 2026 Jun 8, 2026
15 of 116
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Pegasystems Inc. (PEGA) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Pegasystems Inc 40.1M
% of shares outstanding 48.5% Filing date Feb 14, 2023
Pegasystems Inc 40.1M 48.5% Feb 14, 2023
Trefler Alan 40.2M
% of shares outstanding 46.7% Filing date Nov 12, 2024
Trefler Alan 40.2M 46.7% Nov 12, 2024
Bares Capital Management, Inc. 5.9M
% of shares outstanding 7.0% Filing date Feb 14, 2024
Bares Capital Management, Inc. 5.9M 7.0% Feb 14, 2024
Vanguard Group Inc 5.1M
% of shares outstanding 6.1% Filing date Feb 13, 2024
Vanguard Group Inc 5.1M 6.1% Feb 13, 2024
Capital Research Global Investors 3.1M
% of shares outstanding 3.6% Filing date Nov 12, 2024
Capital Research Global Investors 3.1M 3.6% Nov 12, 2024
Luxor Capital Group, LP 1.5M
% of shares outstanding 1.8% Filing date Feb 14, 2023
Luxor Capital Group, LP 1.5M 1.8% Feb 14, 2023
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Pegasystems Inc. (PEGA) ownership FAQ

Who owns PEGA?

505 reporting institutions disclosed PEGA position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.