Institutional Ownership
Pegasystems Inc
CUSIP 705573103COMPEGAQ1 2026
13D / 13G Filings
19
Schedule 13D/13G on record
Beneficial Filers
7
Distinct reporting persons
Largest Stake
50.1%
Max % of class reported
Institutional Holders
467
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
19 filings · latest Nov 12, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 12, 2025 | Alan Trefler | 13G/A | 46.0% | 79.20M | SEC |
| 2 | Aug 1, 2025 | Trefler Alan | 13G/A | 46.0% | 79.49M | SEC |
| 3 | Jul 17, 2025 | Blackrock, Inc. | 13G | 5.1% | 8.67M | SEC |
| 4 | Nov 12, 2024 | Trefler Alan | 13G/A | 46.7% | 40.25M | SEC |
| 5 | Nov 12, 2024 | Capital Research Global Investors | 13G/A | 3.6% | 3.08M | SEC |
| 6 | Sep 10, 2024 | Bares Capital Management, Inc. | 13G/A | — | — | SEC |
| 7 | Feb 14, 2024 | Bares Capital Management, Inc. | 13G/A | 7.0% | 5.86M | SEC |
| 8 | Feb 13, 2024 | Vanguard Group Inc | 13G/A | 6.1% | 5.12M | SEC |
| 9 | Feb 12, 2024 | Trefler Alan | 13G/A | 47.7% | 40.14M | SEC |
| 10 | Feb 9, 2024 | Capital Research Global Investors | 13G | 5.2% | 4.37M | SEC |
9 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Pegasystems Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 9.64M | $410.15M |
| 2 | Aqr Capital Management LLC | 4.54M | $190.91M |
| 3 | State Street Corp | 2.86M | $121.55M |
| 4 | Wellington Management Group LLP | 2.69M | $114.45M |
| 5 | Geode Capital Management, LLC | 2.52M | $107.22M |
| 6 | Dimensional Fund Advisors LP | 2.52M | $107.20M |
| 7 | Massachusetts Financial Services Co /Ma/ | 2.38M | $101.39M |
| 8 | First Trust Advisors LP | 2.05M | $87.19M |
| 9 | Jacobs Levy Equity Management, Inc | 1.48M | $62.94M |
| 10 | Boston Partners | 1.46M | $62.00M |