$PEGA

$35.32 -$1.39 (3.79%) Live

$PEGA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 163.7M shares outstanding

Who owns PEGA?

By type of holder

Institutions 58.1% Insiders 41.9% Everyone else 0.0%

Concentration Top 10 holders own 71.6%

Trefler Alan 47.1% · BlackRock, Inc. 5.9%

Institutional ownership

58.1%

+1.4 pts vs last qtr

Institutional holders

435

-51 vs last qtr

Net shares bought

+2.3M

by institutions in Q2 2026

New / sold out

67 / 118

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Lynrock Lake LP NEW +1.8M
Arrowstreet Capital, Limited Partnership +1.4M

Biggest sellers in Q2 2026

Wellington Management Group LLP −1.7M
Teacher Retirement System Of Texas −1.4M

Who is planning to sell?

Notices of proposed sale, last 12 months

$45.1M

34 notices from 9 people

Shares covered

974.8K

0.60% of the company

Arranged in advance

74%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Alan Trefler Officer 10b5-1 $32.6M
Kenneth Stillwell JR. Officer $5.24M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+15.9%

+1.65% a year

Each share's claim on the business

−13.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$782M vs $1.02B

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years50% 3–5 years10% 1–3 years23% Under 1 year16%

Quarterly turnover

17.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting PEGA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.6M	5.85%	−63.3K (−0.7%)	≤2021	0.0%
Shares held by quarter Peak holding9.6M (Q1'26) Change over 8 quarters+6.7M Share of the company5.850% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	6.5M	3.94%	+93.3K (+1.5%)	≤2021	0.0%
Shares held by quarter Peak holding6.5M (Q2'26) Change over 8 quarters+6.5M Share of the company3.940% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

9.6M

% of company

5.85%

Change vs last qtr

−63.3K (−0.7%)

Held since

≤2021

Vanguard Portfolio Management LLC

6.5M

% of company

3.94%

Change vs last qtr

+93.3K (+1.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Pegasystems Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting PEGA on Form N-PORT; together they hold 30.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$92.5M	3.1M	1.89%	0.07%	June 30, 2026
GX Global X Robotics & Artificial Intelligence ETF Global X Funds	$88.4M	2.0M	1.24%	2.50%	February 28, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$92.5M

% of company

1.89%

% of the fund

0.07%

As of

June 30, 2026

Global X Robotics & Artificial Intelligence ETF

Global X Funds

Position value

$88.4M

% of company

1.24%

% of the fund

2.50%

As of

February 28, 2026

23 more funds behind a free account

See every fund holding Pegasystems Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
TA Trefler Alan Insider	77.1M	47.09%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company47.090% Trefler Alan's insider activity →
JR Jones Richard H Insider	3.5M	2.11%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.110% Jones Richard H's insider activity →

Trefler Alan

Insider

77.1M

% of company

47.09%

Change vs last qtr

—

Held since

—

Jones Richard H

Insider

3.5M

% of company

2.11%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Pegasystems Inc..

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