Pegasystems Inc
PEGA- Exchange
- Nasdaq
- Industry
- Services-Computer Processing & Data Preparation
- SEC CIK
- 0001013857
In the last 90 days, Pegasystems Inc insiders filed 0 open-market purchases and 12 sales; 440 institutions reported holding it in 13F filings for Q2 2026, worth $2.85B in total; no superinvestor holds it.
Holders of 5% or more of PEGA
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Pegasystems Inc, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Trefler Alan | 13G/A | 47.80%79.1M shares | +1.80 ppfrom 46.00% | Feb 12, 20216 filings | Oct 30, 2026 | SEC |
| BlackRock, Inc. | 13G | 5.10%8.67M shares | New | Jul 17, 20251 filing | Jul 17, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
23 Schedule 13D and 13G filings on Pegasystems Inc, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Oct 30, 20264:07 PM ET | Trefler Alan | 13G/A | 47.80%79.1M shares | +1.80 ppfrom 46.00% | Sep 30, 2026 | SEC |
| Mar 27, 202611:22 AM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | –Below 5% | Mar 13, 2026 | SEC |
| Nov 12, 20254:17 PM ET | Trefler Alan | 13G/A | 46.00%79.2M shares | 0.00 ppfrom 46.00% | Sep 30, 2025 | SEC |
| Aug 1, 20255:05 PM ET | Trefler Alan | 13G/A | 46.00%79.5M shares | – | Jun 30, 2025 | SEC |
| Jul 17, 20258:12 PM ET | BlackRock, Inc. | 13G | 5.10%8.67M shares | New | Jun 30, 2025 | SEC |
| Nov 12, 2024 | Trefler Alan | 13G/AOld format | – | – | – | SEC |
| Nov 12, 2024 | Capital Research Global Investors | 13G/AOld format | – | – | – | SEC |
| Sep 10, 2024 | Bares Capital Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2024 | Bares Capital Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Feb 12, 2024 | Trefler Alan | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2024 | Capital Research Global Investors | 13GOld format | – | New | – | SEC |
| Feb 14, 20234:55 PM ET | Pegasystems Inc | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Bares Capital Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2023 | Luxor Capital Group, LP | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13GOld format | – | New | – | SEC |
| Feb 15, 2022 | Bares Capital Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 20224:54 PM ET | Pegasystems Inc | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Bares Capital Management, Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | Luxor Capital Group, LP | 13G/AOld format | – | – | – | SEC |
| Feb 16, 2021 | Bares Capital Management, Inc. | 13GOld format | – | New | – | SEC |
| Feb 12, 2021 | Trefler Alan | 13G/AOld format | – | – | – | SEC |
| Feb 8, 2021 | Luxor Capital Group, LP | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
152 notices from officers, directors and other affiliates planning to sell Pegasystems Inc shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Nov 4, 20264:21 PM ET | Kenneth Stillwell Jr.Officer | 16.3K | $577.7K | Nov 4, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Nov 2, 20264:28 PM ET | Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025Affiliate of the Director | 1.00K | $34.0K | Nov 2, 202610b5-1 | Merrill Lynch | SEC |
| Oct 29, 20264:05 PM ET | Lawrence WeberDirector | 2.97K | $100.3K | Oct 29, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Oct 28, 20264:05 PM ET | Rifat Kerim AkgonulOfficer | 7.08K | $249.5K | Oct 28, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Oct 1, 20263:53 PM ET | Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025Affiliate of the Director | 1.00K | $34.1K | Oct 1, 202610b5-1 | Merrill Lynch | SEC |
| Sep 16, 20264:02 PM ET | Efstathios A KouninisOfficer | 982 | $36.7K | Sep 16, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 15, 20264:23 PM ET | Dianne Ledingham Family Legacy Trust U/A DTD 3/12/2025Affiliate of the Director | 1.00K | $38.0K | Sep 15, 202610b5-1 | Merrill Lynch | SEC |
| Sep 11, 20264:21 PM ET | Rifat Kerim AkgonulOfficer | 7.00K | $252.2K | Sep 11, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 11, 20264:19 PM ET | Kenneth Stillwell Jr.Officer | 39.6K | $1.42M | Sep 11, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Sep 3, 20264:16 PM ET | Efstathios A KouninisOfficer | 1.06K | $41.2K | Sep 3, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 31, 20264:03 PM ET | Efstathios A KouninisOfficer | 1.01K | $36.9K | Aug 31, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 25, 20264:04 PM ET | Rifat Kerim AkgonulOfficer | 3.00K | $102.0K | Aug 25, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 10, 20264:09 PM ET | Efstathios A KouninisOfficer | 860 | $28.5K | Aug 10, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Aug 7, 20264:14 PM ET | Efstathios A KouninisOfficer | 860 | $27.8K | Aug 7, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 16, 20264:14 PM ET | Efstathios A KouninisOfficer | 750 | $24.2K | Jun 16, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Jun 15, 20263:48 PM ET | Trefler AlanOfficer · 10% stockholder | 50.0K | $1.63M | Jun 15, 2026 | Wells Fargo Clearing Services | SEC |
| Jun 1, 20264:24 PM ET | Efstathios A KouninisOfficer | 750 | $27.7K | Jun 1, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 29, 20264:21 PM ET | Efstathios A KouninisOfficer | 750 | $26.1K | May 29, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 19, 20264:10 PM ET | Rifat Kerim AkgonulOfficer | 4.54K | $151.6K | May 19, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| May 5, 20264:11 PM ET | Kenneth Stillwell Jr.Officer | 8.38K | $305.6K | May 5, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Apr 1, 20264:43 PM ET | Kenneth StillwellOfficer | 1.00K | $42.6K | Apr 1, 202610b5-1 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 17, 20264:01 PM ET | Efstathios A KouninisOfficer | 1.00K | $42.9K | Mar 17, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 16, 20264:03 PM ET | Rifat Kerim AkgonulOfficer | 7.59K | $329.5K | Mar 16, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 11, 20264:04 PM ET | Rifat Kerim AkgonulOfficer | 8.09K | $352.4K | Mar 11, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
| Mar 10, 20264:12 PM ET | Kenneth Stillwell Jr.Officer | 44.0K | $1.97M | Mar 10, 2026 | Morgan Stanley Smith Barney LLC Executive Financial Services | SEC |
Showing the latest 25. See the PEGA notices from the last 12 months