Pegasystems Inc

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Pegasystems Inc
TickerPEGA
CIK #0001013857
CUSIP705573103
SectorTechnology - Services-Computer Processing & Data Preparation
Address101 Main St, Cambridge, MA 02142-1590
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Pegasystems Inc 2019-05-15 1.0 M Exemption: 506(b) · Minimum: $1,000,000 · Duration: One year or less · Revenue: Over $100,000,000
CIK Filing 2011 - 2026
[0001013857] 10-K
[0001013857] 10-Q
[0001013857] 3
[0001013857] 4
[0001013857] 5
[0001013857] 8-K
[0001013857] D
[0001013857] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Inc Pegasystems Inc [2025-07-17] 0.0
Capital Research Global Investors Pegasystems Inc [2024-02-09] 5.2
Vanguard Group Inc Pegasystems Inc [2023-02-09] 5.2
Bares Capital Management Inc Pegasystems Inc [2021-02-16] 6.45
Luxor Capital Group LP Pegasystems Inc [2021-02-08] 2.15
Form 3/4/5 Filer 2011 - 2026
Pegasystems Inc
Kouninis Efstathios A
Higgins John Gerard
Trefler Leon
Akgonul Rifat Kerim
Stillwell Kenneth
Trefler Alan
Jones Richard H
Lafond Christopher
Gyenes Peter
Rowlands Sharon T
Ghai Rohit
Weber Larry
Ledingham Dianne
PYLE Michael R
Stafford Hayden
KRA Douglas I
Hovsepian Ronald W
Ohalloran James P
Kaplan Steven F
Wyman William W
Brown Rafeal E
Dynes Craig A
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Kouninis Efstathios A
Common stock
2026-03-17 Sell 1,000 $42.88 42,880
Akgonul Rifat Kerim
Stock Options · derivative
2026-03-16 Option exercise 30,000 $0.00
Akgonul Rifat Kerim
Common stock
2026-03-16 Option exercise 30,000 $23.64 709,200
Akgonul Rifat Kerim
Common stock
2026-03-16 Sell 7,594 $43.39 329,504
Akgonul Rifat Kerim
Common stock
2026-03-16 Tax withheld 22,406 $43.36 971,524
Akgonul Rifat Kerim
Common stock
2026-03-11 Tax withheld 21,912 $43.49 952,953
Akgonul Rifat Kerim
Stock Options · derivative
2026-03-11 Option exercise 30,000 $0.00
Akgonul Rifat Kerim
Common stock
2026-03-11 Option exercise 30,000 $23.64 709,200
Akgonul Rifat Kerim
Common stock
2026-03-11 Sell 8,088 $43.57 352,394
Trefler Leon
Common stock
2026-03-10 Sell 6,700 $44.76 299,892
Stillwell Kenneth
Common stock
2026-03-10 Sell 44,000 $44.81 1,971,640
Kouninis Efstathios A
Restricted Stock Units · derivative
2026-03-07 Option exercise 332 $0.00
Higgins John Gerard
Common stock
2026-03-07 Tax withheld 1,272 $47.24 60,089
Stillwell Kenneth
Common stock
2026-03-07 Option exercise 5,220 $0.00
Akgonul Rifat Kerim
Restricted Stock Units · derivative
2026-03-07 Option exercise 2,278 $0.00
Trefler Leon
Restricted Stock Units · derivative
2026-03-07 Option exercise 2,658 $0.00
Akgonul Rifat Kerim
Common stock
2026-03-07 Option exercise 2,278 $0.00
Higgins John Gerard
Common stock
2026-03-07 Option exercise 2,278 $0.00
Trefler Leon
Common stock
2026-03-07 Option exercise 2,658 $0.00
Akgonul Rifat Kerim
Common stock
2026-03-07 Tax withheld 669 $47.24 31,604
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 484 89,064,005
2025-12-31 477 94,312,518
2025-09-30 430 94,668,374
2025-06-30 419 92,319,207
2025-03-31 333 42,759,807
2024-12-31 323 40,463,738
2024-09-30 303 39,975,533
2024-06-30 283 40,957,153
2024-03-31 269 39,752,270
2023-12-31 241 38,676,075
2023-09-30 194 39,263,661
2023-06-30 175 39,016,295
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 211,348 211,348
Assenagon Asset Management SA [2026-06-30] SOLE 88,180 88,180
Lifestyle Asset Management Inc [2026-06-30] SOLE 0 55,750
Curbstone Financial Management Corp [2026-06-30] SOLE 17,952 35,904
First Citizens Bank & Trust Co [2026-06-30] SOLE 35,864 35,864
Envestnet Portfolio Solutions Inc [2026-06-30] SOLE 35,691 35,691
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 731 29,892
Marshall Financial Group LLC [2026-06-30] SOLE 0 28,842
Louisiana State Employees Retirement System [2026-06-30] SOLE 26,500 26,500
Handelsbanken Fonder AB [2026-06-30] SOLE 0 25,388
Yousif Capital Management LLC [2026-06-30] SOLE 7,419 25,051
Fluent Financial LLC [2026-06-30] SOLE 0 24,668
Commonwealth of Pennsylvania Public School Empls Retrmt SYS [2026-06-30] SOLE 21,604 21,604
Diversified Trust Co [2026-06-30] SOLE 0 17,634
Private Client Services LLC [2026-06-30] SOLE 0 14,476
Burns Matteson Capital Management LLC [2026-06-30] SOLE 12,749 12,749
Gallacher Capital Management LLC [2026-06-30] SOLE 0 10,431
Kings Path Partners LLC [2026-06-30] SOLE 0 9,601
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 9,406
Alaska Retirement Management Board [2026-06-30] SOLE 8,843 8,843
Farther Finance Advisors LLC [2026-06-30] SOLE 0 8,703
Merit Financial Group LLC [2026-06-30] OTR 0 6,280
Merit Financial Group LLC [2026-06-30] SOLE 0 3,453
IFP Advisors LLC [2026-06-30] SOLE 3,204 3,204
Gamma Investing LLC [2026-06-30] DFND 1,313 1,313
Versant Capital Management Inc [2026-06-30] SOLE 1,074 1,074
Highline Wealth Partners LLC [2026-06-30] SOLE 322 322
Wealth Enhancement Trust Services Inc [2026-06-30] DFND 0 302
Spire Wealth Management [2026-06-30] SOLE 0 300
Corecap Advisors LLC [2026-06-30] SOLE 0 243
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