Pegasystems Ownership 2024 | Who Owns Pegasystems Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

48.62%

Insider Ownership

47.49%

Retail Ownership

3.89%

Institutional Holders

283.00

Pegasystems Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
VANGUARD GROUP INC	6.48%	0.01%	5,460,632	91,395	1.70%	330,532,056	Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.	6.47%	15.86%	5,447,866	-128,960	-2.31%	329,759,329	Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	3.62%	0.04%	3,046,646	-556,210	-15.44%	184,413,482	Jun 30, 2024
BLACKROCK INC.	3.19%	0.00%	2,692,329	85,699	3.29%	162,966,678	Jun 30, 2024
TPG GP A, LLC	2.99%	3.50%	2,522,349	-297,304	-10.54%	152,677,785	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.44%	0.17%	1,216,117	1,216,117	100.00%	73,610,950	Jun 30, 2024
PACER ADVISORS, INC.	1.33%	0.15%	1,122,882	1,122,882	100.00%	67,968,047	Jun 30, 2024
STATE STREET CORP	1.05%	0.00%	888,073	28,096	3.27%	53,755,059,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.94%	0.00%	793,381	43,253	5.77%	48,035,448	Jun 30, 2024
LUXOR CAPITAL GROUP, LP	0.81%	2.91%	683,939	49,861	7.86%	41,398,828	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	0.81%	0.18%	682,871	144,501	26.84%	41,334,161	Jun 30, 2024
FEDERATED HERMES, INC.	0.75%	0.09%	633,407	-87,583	-12.15%	38,340,126,000	Jun 30, 2024
WOODLINE PARTNERS LP	0.74%	0.36%	622,356	289,002	86.70%	37,671,209	Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC	0.66%	0.05%	554,777	283,508	104.51%	33,380,955	Jun 30, 2024
FIRST TRUST ADVISORS LP	0.65%	0.03%	548,123	241,777	78.92%	33,177,913	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.63%	0.10%	533,948	34,416	6.89%	32,304,000	Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.	0.63%	2.20%	533,507	-6,905	-1.28%	32,293,179	Jun 30, 2024
NORGES BANK	0.62%	0.00%	520,111	520,111	100.00%	31,482,319	Jun 30, 2024
FISHER ASSET MANAGEMENT, LLC	0.57%	0.01%	481,296	3,505	0.73%	29,132,904	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.56%	0.01%	475,610	115,174	31.95%	28,788,673	Jun 30, 2024

Pegasystems's largest institutional shareholder is VANGUARD GROUP INC, holding 6.48% of the company's total share outstanding, currently valued at $330.53M. The top 10 institutional shareholders own together 28.33% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BARES CAPITAL MANAGEMENT, INC.	6.47%	15.86%	5,447,866	-128,960	-2.31%	329,759,329	Jun 30, 2024
HARBER ASSET MANAGEMENT LLC	0.56%	7.61%	471,188	47,939	11.33%	28,521,010	Jun 30, 2024
SCOPIA CAPITAL MANAGEMENT LP	0.47%	3.57%	398,122	155,381	64.01%	24,098,325	Jun 30, 2024
TPG GP A, LLC	2.99%	3.50%	2,522,349	-297,304	-10.54%	152,677,785	Jun 30, 2024
HERALD INVESTMENT MANAGEMENT LTD	0.41%	3.44%	347,500	-	-	21,002,900	Jun 30, 2024
SEAPORT GLOBAL ADVISORS, LLC	0.02%	3.30%	15,200	6,935	83.91%	920,056	Jun 30, 2024
CAPITAL IMPACT ADVISORS, LLC	0.02%	3.07%	17,996	-9,132	-33.66%	1,089,298	Jun 30, 2024
LUXOR CAPITAL GROUP, LP	0.81%	2.91%	683,939	49,861	7.86%	41,398,828	Jun 30, 2024
RANGER INVESTMENT MANAGEMENT, L.P.	0.63%	2.20%	533,507	-6,905	-1.28%	32,293,179	Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC	0.01%	1.47%	5,200	5,200	100.00%	314,756	Jun 30, 2024
IRONWOOD INVESTMENT MANAGEMENT LLC	0.05%	1.34%	41,433	124	0.30%	2,507,939	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.04%	0.93%	30,737	30,737	100.00%	1,860,511	Jun 30, 2024
ICON ADVISERS INC/CO	0.04%	0.47%	35,000	-	-	2,074,450	Jun 30, 2024
WOODLINE PARTNERS LP	0.74%	0.36%	622,356	289,002	86.70%	37,671,209	Jun 30, 2024
FCF ADVISORS LLC	0.03%	0.35%	23,378	214	0.92%	1,415,070	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.10%	0.34%	82,087	37,560	84.35%	4,968,726	Jun 30, 2024
CRESTLINE MANAGEMENT, LP	0.08%	0.33%	69,850	-47,193	-40.32%	4,228,021	Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.03%	0.28%	28,071	28,071	100.00%	1,699,138	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.31%	0.24%	261,200	51,100	24.32%	15,810,436	Jun 30, 2024
CLARIVEST ASSET MANAGEMENT LLC	0.05%	0.24%	39,346	-223	-0.56%	2,381,614	Jun 30, 2024

The largest Pegasystems shareholder by % of total assets is BARES CAPITAL MANAGEMENT, INC.. The company owns 5.45M shares of Pegasystems (PEGA), representing 15.86% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.44%	0.17%	1,216,117	1,216,117	100.00%	73,610,950	Jun 30, 2024
PACER ADVISORS, INC.	1.33%	0.15%	1,122,882	1,122,882	100.00%	67,968,047	Jun 30, 2024
NORGES BANK	0.62%	0.00%	520,111	520,111	100.00%	31,482,319	Jun 30, 2024
WOODLINE PARTNERS LP	0.74%	0.36%	622,356	289,002	86.70%	37,671,209	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.46%	0.01%	390,580	284,095	266.79%	23,640,724	Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC	0.66%	0.05%	554,777	283,508	104.51%	33,380,955	Jun 30, 2024
FIRST TRUST ADVISORS LP	0.65%	0.03%	548,123	241,777	78.92%	33,177,913	Jun 30, 2024
FMR LLC	0.47%	0.00%	396,348	213,781	117.10%	23,990,930	Jun 30, 2024
SCOPIA CAPITAL MANAGEMENT LP	0.47%	3.57%	398,122	155,381	64.01%	24,098,325	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	0.43%	0.00%	361,982	152,076	72.45%	21,910,799	Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH	0.35%	0.03%	298,885	144,692	93.84%	18,091,509	Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.	0.81%	0.18%	682,871	144,501	26.84%	41,334,161	Jun 30, 2024
D. E. SHAW & CO., INC.	0.24%	0.01%	203,170	144,067	243.76%	12,297,880	Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC	0.15%	0.04%	125,547	125,547	100.00%	7,599,360	Jun 30, 2024
TREXQUANT INVESTMENT LP	0.24%	0.19%	200,845	123,439	159.47%	12,157,148	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.56%	0.01%	475,610	115,174	31.95%	28,788,673	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.13%	0.01%	113,500	113,500	100.00%	6,870,155	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.36%	0.00%	299,342	113,165	60.78%	18,119,172	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.45%	0.04%	376,809	111,333	41.94%	22,808,249	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	0.18%	0.05%	150,490	106,289	240.47%	9,109,160	Jun 30, 2024

As of Jun 30 2024, Pegasystems's largest institutional buyer is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.. The company purchased 1.22M stocks of PEGA, valued at $73.61M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CADIAN CAPITAL MANAGEMENT, LP	-	-	-	-880,000	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0.02%	0.00%	14,578	-699,831	-97.96%	870,307	Jun 30, 2024
CAPITAL RESEARCH GLOBAL INVESTORS	3.62%	0.04%	3,046,646	-556,210	-15.44%	184,413,482	Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.07%	0.00%	60,603	-403,271	-86.94%	3,668,000	Jun 30, 2024
TPG GP A, LLC	2.99%	3.50%	2,522,349	-297,304	-10.54%	152,677,785	Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC	0.23%	0.04%	190,033	-137,074	-41.90%	11,502,697	Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.	6.47%	15.86%	5,447,866	-128,960	-2.31%	329,759,329	Jun 30, 2024
BESSEMER GROUP INC	0.00%	-	336	-122,984	-99.73%	20,000	Jun 30, 2024
WALLEYE CAPITAL LLC	-	-	-	-116,300	-100.00%	-	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.01%	0.01%	6,100	-111,400	-94.81%	369,233	Jun 30, 2024
MORGAN STANLEY	0.34%	0.00%	283,475	-104,806	-26.99%	17,158,844	Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/	0.03%	0.00%	26,953	-103,328	-79.31%	1,632,000	Jun 30, 2024
NATIXIS	-	-	-	-97,093	-100.00%	-	Jun 30, 2024
DEUTSCHE BANK AG\	0.02%	0.00%	19,810	-96,239	-82.93%	1,199,099	Jun 30, 2024
ALGERT GLOBAL LLC	0.05%	0.08%	41,077	-94,865	-69.78%	2,486,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.13%	0.00%	109,481	-92,530	-45.80%	6,626,885	Jun 30, 2024
FEDERATED HERMES, INC.	0.75%	0.09%	633,407	-87,583	-12.15%	38,340,126,000	Jun 30, 2024
TWIN TREE MANAGEMENT, LP	0.07%	0.01%	57,824	-69,836	-54.70%	3,500,087	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.21%	0.07%	179,238	-62,394	-25.82%	10,849,282	Jun 30, 2024
EAM GLOBAL INVESTORS LLC	-	-	-	-60,095	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, Pegasystems's biggest institutional seller is CADIAN CAPITAL MANAGEMENT, LP. The company sold -0.88M shares of PEGA, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	1.44%	0.17%	1,216,117	1,216,117	100.00%	73,610,950	Jun 30, 2024
PACER ADVISORS, INC.	1.33%	0.15%	1,122,882	1,122,882	100.00%	67,968,047	Jun 30, 2024
NORGES BANK	0.62%	0.00%	520,111	520,111	100.00%	31,482,319	Jun 30, 2024
PANAGORA ASSET MANAGEMENT INC	0.15%	0.04%	125,547	125,547	100.00%	7,599,360	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	0.13%	0.01%	113,500	113,500	100.00%	6,870,155	Jun 30, 2024
NORDEA INVESTMENT MANAGEMENT AB	0.10%	0.01%	85,207	85,207	100.00%	5,145,651	Jun 30, 2024
BURGUNDY ASSET MANAGEMENT LTD.	0.07%	0.04%	58,896	58,896	100.00%	3,564,975	Jun 30, 2024
AXA S.A.	0.04%	0.01%	31,880	31,880	100.00%	1,929,697	Jun 30, 2024
B. RILEY ASSET MANAGEMENT, LLC	0.04%	0.93%	30,737	30,737	100.00%	1,860,511	Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP	0.04%	0.03%	30,079	30,079	100.00%	1,820,697	Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.	0.03%	0.01%	28,510	28,510	100.00%	1,725,710	Jun 30, 2024
EAGLE ASSET MANAGEMENT INC	0.03%	0.01%	27,260	27,260	100.00%	1,615,700	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.03%	0.00%	26,397	26,397	100.00%	1,597,786	Jun 30, 2024
IMC-CHICAGO, LLC	0.02%	0.00%	15,313	15,313	100.00%	926,896	Jun 30, 2024
CROSSMARK GLOBAL HOLDINGS, INC.	0.01%	0.01%	11,995	11,995	100.00%	726,000	Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC	0.01%	0.00%	9,274	9,274	100.00%	561,355	Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC	0.01%	0.00%	9,029	9,029	100.00%	546,530	Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	0.01%	0.00%	7,461	7,461	100.00%	445,000	Jun 30, 2024
CERITY PARTNERS LLC	0.01%	0.00%	7,250	7,250	100.00%	438,843	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.01%	0.01%	7,111	7,111	100.00%	430,429	Jun 30, 2024
MARINER, LLC	0.01%	0.00%	6,406	6,406	100.00%	387,730	Jun 30, 2024
DIAMETRIC CAPITAL, LP	0.01%	0.18%	5,579	5,579	100.00%	337,696	Jun 30, 2024
WOLVERINE TRADING, LLC	0.01%	0.00%	5,493	5,493	100.00%	332,491	Jun 30, 2024
WOLVERINE TRADING, LLC	0.01%	0.00%	5,400	5,400	100.00%	326,862	Jun 30, 2024
CANNON GLOBAL INVESTMENT MANAGEMENT, LLC	0.01%	1.47%	5,200	5,200	100.00%	314,756	Jun 30, 2024
OLYMPIAD RESEARCH LP	0.01%	0.19%	4,246	4,246	100.00%	257,010	Jun 30, 2024
TOROSO INVESTMENTS, LLC	0.01%	0.00%	4,212	4,212	100.00%	254,952	Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.	0.00%	0.00%	4,114	4,114	100.00%	249,020	Jun 30, 2024
COUNTERPOINT MUTUAL FUNDS LLC	0.00%	0.05%	3,659	3,659	100.00%	221,479	Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT	0.00%	0.00%	2,049	2,049	100.00%	124,000	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.00%	0.00%	887	887	100.00%	53,690	Jun 30, 2024
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.00%	0.01%	542	542	100.00%	32,000	Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP	0.00%	-	225	225	100.00%	13,619	Jun 30, 2024
INNEALTA CAPITAL, LLC	0.00%	0.00%	46	46	100.00%	2,784	Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC	0.00%	0.00%	43	43	100.00%	2,603	Jun 30, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.	-	0.00%	33	33	100.00%	1,997	Jun 30, 2024
ROTHSCHILD INVESTMENT LLC	-	0.00%	30	30	100.00%	1,816	Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC	-	0.00%	26	26	100.00%	1,574	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	13	13	100.00%	786	Jun 30, 2024
JFS WEALTH ADVISORS, LLC	-	0.00%	13	13	100.00%	787	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	-	-	11	11	100.00%	666	Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.	-	-	6	6	100.00%	364	Jun 30, 2024
SJS INVESTMENT CONSULTING INC.	-	0.00%	6	6	100.00%	364	Jun 30, 2024
TORONTO DOMINION BANK	-	-	3	3	100.00%	182	Jun 30, 2024
MV CAPITAL MANAGEMENT, INC.	-	-	2	2	100.00%	122	Jun 30, 2024

Pegasystems's largest new institutional shareholder by number of shares is MIRAE ASSET GLOBAL ETFS HOLDINGS LTD., purchased 1.22M shares, valued at $73.61M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
CADIAN CAPITAL MANAGEMENT, LP	-	-	-	-880,000	-100.00%	-	Jun 30, 2024
WALLEYE CAPITAL LLC	-	-	-	-116,300	-100.00%	-	Jun 30, 2024
NATIXIS	-	-	-	-97,093	-100.00%	-	Jun 30, 2024
EAM GLOBAL INVESTORS LLC	-	-	-	-60,095	-100.00%	-	Jun 30, 2024
DEUTSCHE BANK AG\	-	-	-	-59,700	-100.00%	-	Jun 30, 2024
EAM INVESTORS, LLC	-	-	-	-56,038	-100.00%	-	Jun 30, 2024
BANK OF NOVA SCOTIA	-	-	-	-52,219	-100.00%	-	Jun 30, 2024
HOLOCENE ADVISORS, LP	-	-	-	-47,356	-100.00%	-	Jun 30, 2024
NATIONAL BANK OF CANADA /FI/	-	-	-	-42,300	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-33,653	-100.00%	-	Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC	-	-	-	-26,071	-100.00%	-	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	-	-	-	-15,900	-100.00%	-	Jun 30, 2024
TWINBEECH CAPITAL LP	-	-	-	-15,591	-100.00%	-	Jun 30, 2024
JANNEY MONTGOMERY SCOTT LLC	-	-	-	-11,722	-100.00%	-	Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.	-	-	-	-11,633	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	-	-	-	-10,951	-100.00%	-	Jun 30, 2024
NUMERAI GP LLC	-	-	-	-10,220	-100.00%	-	Jun 30, 2024
GUGGENHEIM CAPITAL LLC	-	-	-	-9,197	-100.00%	-	Jun 30, 2024
CUSTOM INDEX SYSTEMS, LLC	-	-	-	-7,332	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-6,916	-100.00%	-	Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP	-	-	-	-6,575	-100.00%	-	Jun 30, 2024
MOTLEY FOOL ASSET MANAGEMENT LLC	-	-	-	-6,540	-100.00%	-	Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.	-	-	-	-5,997	-100.00%	-	Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	-	-	-	-5,436	-100.00%	-	Jun 30, 2024
CORTON CAPITAL INC.	-	-	-	-4,579	-100.00%	-	Jun 30, 2024
VINVA INVESTMENT MANAGEMENT LTD	-	-	-	-3,734	-100.00%	-	Jun 30, 2024
RANGE FINANCIAL GROUP LLC	-	-	-	-3,229	-100.00%	-	Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC	-	-	-	-3,100	-100.00%	-	Jun 30, 2024
VISE TECHNOLOGIES, INC.	-	-	-	-3,096	-100.00%	-	Jun 30, 2024
HARVEST FUND MANAGEMENT CO., LTD	-	-	-	-3,058	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-699	-100.00%	-	Jun 30, 2024
SPIRE WEALTH MANAGEMENT	-	-	-	-500	-100.00%	-	Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC	-	-	-	-330	-100.00%	-	Jun 30, 2024
MEEDER ASSET MANAGEMENT INC	-	-	-	-160	-100.00%	-	Jun 30, 2024
CREWE ADVISORS LLC	-	-	-	-41	-100.00%	-	Jun 30, 2024
TRANSCENDENT CAPITAL GROUP LLC	-	-	-	-20	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-18	-100.00%	-	Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC	-	-	-	-5	-100.00%	-	Jun 30, 2024
NBC SECURITIES, INC.	-	-	-	-1	-100.00%	-	Jun 30, 2024

Pegasystems's largest sold out institutional shareholder by shares sold is CADIAN CAPITAL MANAGEMENT, LP, sold -0.88M shares, valued at -, as of undefined.

Pegasystems Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Papp Investment Trust	1.33%	17,130	-	-	Feb 29, 2024
RANGER FUNDS INVESTMENT TRUST	0.60%	13,796	3,230	30.57%	Jan 31, 2024
HSBC FUNDS	0.35%	11,350	-	-	Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL	0.32%	33,229,000	-	-	Jan 31, 2024
GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC	0.32%	251,000	-	-	Dec 29, 2023
EntrepreneurShares Series Trust	0.30%	79,286	67,450	569.87%	Dec 31, 2023
ELLSWORTH GROWTH & INCOME FUND LTD	0.24%	334,000	-	-	Dec 29, 2023
BANCROFT FUND LTD	0.22%	306,000	-	-	Dec 29, 2023
HARTFORD HLS SERIES FUND II INC	0.20%	48,016	-	-	Dec 31, 2023
TETON WESTWOOD FUNDS	0.17%	109,000	-	-	Dec 29, 2023
Vanguard Montgomery Funds	0.16%	39,223	29,216	291.96%	Mar 31, 2024
SunAmerica Specialty Series	0.12%	62,500	-	-	Apr 30, 2021
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)	0.10%	700,000	-	-	Mar 31, 2024
NEW ECONOMY FUND	0.10%	439,100	-	-	Feb 29, 2024
Federated Hermes MDT Series	0.08%	201,498	-	-	Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.08%	14,649	14,649	-	Mar 28, 2024
REYNOLDS FUNDS INC	0.06%	700	-	-	Mar 31, 2024
T. Rowe Price Science & Technology Fund, Inc.	0.06%	86,900	86,900	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.05%	28,205	-	-	Mar 31, 2024
SMALLCAP WORLD FUND INC	0.05%	3,265,026	-719,463	-18.06%	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.04%	156,232	144,983	1288.85%	Jan 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.	0.04%	124,000	-	-	Mar 31, 2024
Capitol Series Trust	0.03%	304,500	304,500	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI	0.03%	149,099	-8,232	-5.23%	Mar 31, 2024
VANGUARD EXPLORER FUND	0.02%	307,356	93,039	43.41%	Jan 31, 2024
STATE STREET INSTITUTIONAL FUNDS	0.02%	18,243	-	-	Mar 31, 2024
Northern Lights Variable Trust	0.02%	20,918	-	-	Mar 31, 2024
Global X Funds	0.02%	879,671	-	-	Jan 31, 2024
ADVISORS SERIES TRUST	0.02%	912,000	912,000	-	Mar 31, 2024
VANGUARD HORIZON FUNDS	0.02%	436,013	-240	-0.06%	Mar 31, 2024
M FUND INC	0.02%	8,092	-	-	Mar 31, 2024
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS)	0.02%	556,366	-	-	Jan 31, 2024
AMCAP FUND	0.02%	136,300	-	-	Feb 29, 2024
Federated Hermes Adviser Series	0.02%	96,754	-9,632	-9.05%	Mar 31, 2024
BARON SELECT FUNDS	0.02%	160,000	-	-	Mar 31, 2024
Calamos Global Dynamic Income Fund	0.01%	173,000	-	-	Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund	0.01%	380	-492	-56.42%	Mar 31, 2024
Oaktree Diversified Income Fund Inc.	0.01%	41,000	-	-	Mar 31, 2024
SCM Trust	0.01%	35,000	-	-	Dec 31, 2023
Federated Hermes Equity Funds	0.01%	199,131	5,725	2.96%	Jan 31, 2024
VANGUARD INDEX FUNDS	0.01%	3,618,659	-598,535	-14.19%	Mar 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.01%	20,889	-	-	Mar 31, 2024
BNY Mellon Strategic Funds, Inc.	0.01%	18,045	-430	-2.33%	Mar 31, 2024
FIDELITY COMMONWEALTH TRUST	0.01%	24,971	403	1.64%	Feb 29, 2024
FIDELITY COVINGTON TRUST	0.01%	143,033	132,005	1197.00%	Mar 31, 2024
NEIMAN FUNDS	0.01%	1,200	-	-	Mar 31, 2024
Voya EQUITY TRUST	0.01%	10,989	-	-	Feb 29, 2024
Innovator ETFs Trust	0.01%	24,953	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.01%	1,232	-	-	Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS	0.01%	3,079	-2,680	-46.54%	Mar 31, 2024
AMG FUNDS III	0.01%	26,974	-	-	Mar 28, 2024
Calvert Responsible Index Series, Inc.	0.00%	7,494	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV	0.00%	1,005,000	-	-	Jan 31, 2024
FIDELITY CAPITAL TRUST	0.00%	42,700	-	-	Jan 31, 2024
Exchange Listed Funds Trust	0.00%	4,354	-	-	Feb 29, 2024
TOCQUEVILLE TRUST	0.00%	500	-	-	Jan 31, 2024
Humankind Benefit Corp	0.00%	80	-9	-10.11%	Dec 31, 2023
TrimTabs ETF Trust	0.00%	2,288	-144	-5.92%	Jan 31, 2024
GPS Funds I	0.00%	18,731	-	-	Mar 31, 2024
JNL VARIABLE FUND LLC	0.00%	19,045	-	-	Mar 31, 2020
AIM GROWTH SERIES (INVESCO GROWTH SERIES)	0.00%	99,014	-	-	Mar 31, 2024
MSS Series Trust	0.00%	241	-	-	Feb 29, 2024
Bernstein Fund Inc	0.00%	25,250	-	-	Mar 31, 2024
IndexIQ ETF Trust	0.00%	6,662	-517	-7.20%	Jan 31, 2024
VANGUARD WORLD FUND	0.00%	691,360	-42,044	-5.73%	Feb 29, 2024
EATON VANCE GROWTH TRUST	0.00%	28,598	-	-	Feb 29, 2024
North Square Investments Trust	0.00%	24,490	24,490	-	Feb 29, 2024
WILLIAM BLAIR FUNDS	0.00%	234,282	-	-	Mar 31, 2024
Franklin Alternative Strategies Funds	0.00%	1,289,000	434,000	50.76%	Feb 29, 2024
UNIFIED SERIES TRUST	0.00%	36,000	35,986	257042.86%	Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.00%	5,095	-196,658	-97.47%	Mar 31, 2024
Collaborative Investment Series Trust	0.00%	331	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	425,326	9,791	2.36%	Feb 29, 2024
John Hancock Exchange-Traded Fund Trust	0.00%	12,114	-	-	Jan 31, 2024
COMMERCE FUNDS	0.00%	39,460	-	-	Jan 31, 2024
ETF Managers Trust	0.00%	13,304	-	-	Dec 31, 2023
AMERICAN CENTURY ETF TRUST	0.00%	198,000	99,000	100.00%	Feb 29, 2024
Columbia Funds Variable Series Trust II	0.00%	51,073	-	-	Mar 31, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	82,290	30,855	59.99%	Mar 31, 2024
FIDELITY SECURITIES FUND	0.00%	123,400	-	-	Jan 31, 2024
Goldman Sachs ETF Trust II	0.00%	1,417	-	-	Feb 29, 2024
FIDELITY PURITAN TRUST	0.00%	63,793	-	-	Jan 31, 2024
OPTIMUM FUND TRUST	0.00%	50,662	-	-	Mar 28, 2024
SCHWAB CAPITAL TRUST	0.00%	43,284	1,405	3.35%	Jan 31, 2024
TIMOTHY PLAN	0.00%	4,855	-	-	Mar 31, 2024
GUINNESS ATKINSON FUNDS	0.00%	474	-158	-25.00%	Mar 31, 2024
PFM Multi-Manager Series Trust	0.00%	800	-	-	Dec 31, 2023
Voya PARTNERS INC	0.00%	74,831	-	-	Mar 31, 2024
FundVantage Trust	0.00%	13,838	12,519	949.13%	Mar 28, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	25,188	-2,022	-7.43%	Mar 31, 2024
AMG FUNDS	0.00%	23,000	-	-	Mar 28, 2024
Forethought Variable Insurance Trust	0.00%	3,349	1,487	79.86%	Mar 28, 2024
MAINSTAY VP FUNDS TRUST	0.00%	97,924	-	-	Mar 31, 2024
PUTNAM ASSET ALLOCATION FUNDS	0.00%	25,167	-449	-1.75%	Mar 31, 2024
SEI Catholic Values Trust	0.00%	1,983	-	-	Feb 29, 2024
T. Rowe Price Index Trust, Inc.	0.00%	15,783	186	1.19%	Mar 31, 2024
Franklin Alternative Strategies Funds	0.00%	331,000	-	-	Feb 29, 2024
MASSMUTUAL PREMIER FUNDS	0.00%	16,377	-	-	Dec 31, 2023
VANGUARD QUANTITATIVE FUNDS	0.00%	2,800	2,000	250.00%	Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III	0.00%	4,600	-1,400	-23.33%	Mar 31, 2024

Pegasystems's largest mutual fund holder by % of total assets is "Papp Investment Trust", owning 17.13K shares, compromising 1.33% of its total assets.

Pegasystems Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	283	3.28%
31 Mar, 24	274	11.84%
31 Dec, 23	245	27.60%
30 Sep, 23	192	9.09%
30 Jun, 23	176	-10.20%
31 Mar, 23	196	4.81%
31 Dec, 22	187	3.89%
30 Sep, 22	180	-18.18%
30 Jun, 22	220	-15.38%
31 Mar, 22	260	-5.11%
31 Dec, 21	274	6.20%
30 Sep, 21	258	2.38%
30 Jun, 21	252	-5.26%
31 Mar, 21	266	0.76%
31 Dec, 20	264	-
30 Sep, 20	264	10.92%
30 Jun, 20	238	10.70%
31 Mar, 20	215	7.50%
31 Dec, 19	200	5.26%
30 Sep, 19	190	-2.06%
30 Jun, 19	194	5.43%
31 Mar, 19	184	17.20%
31 Dec, 18	157	-11.80%
30 Sep, 18	178	-14.83%
30 Jun, 18	209	-2.34%
31 Mar, 18	214	12.04%
31 Dec, 17	191	-1.04%
30 Sep, 17	193	5.46%
30 Jun, 17	183	12.27%
31 Mar, 17	163	3.16%
31 Dec, 16	158	12.06%
30 Sep, 16	141	-11.32%
30 Jun, 16	159	1.27%
31 Mar, 16	157	1.95%
31 Dec, 15	154	4.76%
30 Sep, 15	147	10.53%
30 Jun, 15	133	-0.75%
31 Mar, 15	134	-5.63%
31 Dec, 14	142	-3.40%
30 Sep, 14	147	-5.16%
30 Jun, 14	155	6.90%
31 Mar, 14	145	-
31 Dec, 13	145	10.69%
30 Sep, 13	131	0.77%
30 Jun, 13	130	170.83%
31 Mar, 13	48	9.09%
31 Dec, 12	44	10.00%
30 Sep, 12	40	-18.37%
30 Jun, 12	49	8.89%
31 Mar, 12	45	-6.25%
31 Dec, 11	48	-11.11%
30 Sep, 11	54	8.00%
30 Jun, 11	50	16.28%
31 Mar, 11	43	16.22%
31 Dec, 10	37	-19.57%
30 Sep, 10	46	15.00%
30 Jun, 10	40	5.26%
31 Mar, 10	38	-
31 Dec, 09	38	-13.64%
30 Sep, 09	44	2.33%
30 Jun, 09	43	30.30%
31 Mar, 09	33	6.45%
31 Dec, 08	31	34.78%
30 Sep, 08	23	35.29%
30 Jun, 08	17	13.33%
31 Mar, 08	15	-6.25%
31 Dec, 07	16	6.67%
30 Sep, 07	15	-6.25%
30 Jun, 07	16	33.33%
31 Mar, 07	12	-
31 Dec, 06	12	71.43%
30 Sep, 06	7	-12.50%
30 Jun, 06	8	-27.27%
31 Mar, 06	11	-8.33%
31 Dec, 05	12	9.09%
30 Sep, 05	11	-8.33%
30 Jun, 05	12	-7.69%
31 Mar, 05	13	30.00%
31 Dec, 04	10	25.00%
30 Sep, 04	8	-
30 Jun, 04	8	-11.11%
31 Mar, 04	9	12.50%
31 Dec, 03	8	33.33%
30 Sep, 03	6	50.00%
30 Jun, 03	4	-33.33%
31 Mar, 03	6	-25.00%
31 Dec, 02	8	60.00%
30 Sep, 02	5	-16.67%
30 Jun, 02	6	200.00%
31 Mar, 02	2	-
30 Jun, 01	2	-33.33%
31 Mar, 01	3	50.00%
31 Dec, 00	2	-33.33%
30 Sep, 00	3	-40.00%
30 Jun, 00	5	-16.67%
31 Mar, 00	6	50.00%
31 Dec, 99	4	-
30 Sep, 99	4	-20.00%
30 Jun, 99	5	-
31 Mar, 99	5	-

As of 30 Jun 24, 283 institutions are holding Pegasystems's shares, representing an increase of 3.28% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	40,969,939	5.56%
31 Mar, 24	38,812,872	-0.01%
31 Dec, 23	38,815,033	-1.08%
30 Sep, 23	39,238,553	-0.61%
30 Jun, 23	39,479,747	0.79%
31 Mar, 23	39,171,603	-1.81%
31 Dec, 22	39,894,432	-0.32%
30 Sep, 22	40,024,289	4.83%
30 Jun, 22	38,181,244	-2.34%
31 Mar, 22	39,097,857	-1.49%
31 Dec, 21	39,689,176	0.69%
30 Sep, 21	39,415,712	1.10%
30 Jun, 21	38,985,317	1.88%
31 Mar, 21	38,265,292	-3.06%
31 Dec, 20	39,473,272	1.03%
30 Sep, 20	39,069,829	-0.55%
30 Jun, 20	39,286,026	0.18%
31 Mar, 20	39,213,733	3.91%
31 Dec, 19	37,736,470	3.02%
30 Sep, 19	36,628,959	-1.71%
30 Jun, 19	37,267,833	0.29%
31 Mar, 19	37,160,703	-1.63%
31 Dec, 18	37,776,062	2.78%
30 Sep, 18	36,753,165	1.47%
30 Jun, 18	36,218,960	-0.30%
31 Mar, 18	36,327,891	-2.05%
31 Dec, 17	37,086,886	3.10%
30 Sep, 17	35,970,641	4.07%
30 Jun, 17	34,562,853	0.56%
31 Mar, 17	34,369,289	0.21%
31 Dec, 16	34,297,083	2.00%
30 Sep, 16	33,625,516	5.57%
30 Jun, 16	31,850,075	-0.19%
31 Mar, 16	31,910,085	-0.42%
31 Dec, 15	32,044,712	-0.96%
30 Sep, 15	32,355,734	1.75%
30 Jun, 15	31,799,235	-1.34%
31 Mar, 15	32,232,185	-0.73%
31 Dec, 14	32,470,408	0.42%
30 Sep, 14	32,333,943	1.03%
30 Jun, 14	32,004,693	97.36%
31 Mar, 14	16,216,662	1.61%
31 Dec, 13	15,959,141	2.01%
30 Sep, 13	15,644,968	-2.20%
30 Jun, 13	15,997,516	139.85%
31 Mar, 13	6,669,771	-32.49%
31 Dec, 12	9,879,550	-8.88%
30 Sep, 12	10,842,553	6.75%
30 Jun, 12	10,156,763	40.55%
31 Mar, 12	7,226,299	-31.97%
31 Dec, 11	10,621,603	-11.65%
30 Sep, 11	12,022,677	-4.33%
30 Jun, 11	12,566,948	-84.59%
31 Mar, 11	81,575,099	805.93%
31 Dec, 10	9,004,603	15.13%
30 Sep, 10	7,821,285	32.15%
30 Jun, 10	5,918,494	45.78%
31 Mar, 10	4,059,871	12.73%
31 Dec, 09	3,601,321	-7.47%
30 Sep, 09	3,892,218	-9.16%
30 Jun, 09	4,284,610	4.97%
31 Mar, 09	4,081,718	-16.08%
31 Dec, 08	4,864,082	140.99%
30 Sep, 08	2,018,337	45.25%
30 Jun, 08	1,389,589	29.87%
31 Mar, 08	1,069,948	-29.51%
31 Dec, 07	1,517,939	18.11%
30 Sep, 07	1,285,209	-10.25%
30 Jun, 07	1,431,987	108.25%
31 Mar, 07	687,628	-11.34%
31 Dec, 06	775,566	70.36%
30 Sep, 06	455,249	-31.83%
30 Jun, 06	667,788	-23.49%
31 Mar, 06	872,804	-21.70%
31 Dec, 05	1,114,735	1.55%
30 Sep, 05	1,097,678	-2.10%
30 Jun, 05	1,121,252	-19.23%
31 Mar, 05	1,388,267	-24.63%
31 Dec, 04	1,841,939	41.48%
30 Sep, 04	1,301,933	64.13%
30 Jun, 04	793,217	129.65%
31 Mar, 04	345,396	9.14%
31 Dec, 03	316,465	26.04%
30 Sep, 03	251,085	109.68%
30 Jun, 03	119,748	-65.57%
31 Mar, 03	347,839	-64.62%
31 Dec, 02	983,229	107.35%
30 Sep, 02	474,195	-29.80%
30 Jun, 02	675,529	802.08%
31 Mar, 02	74,886	-
30 Jun, 01	258,900	42.40%
31 Mar, 01	181,812	253.03%
31 Dec, 00	51,500	-43.72%
30 Sep, 00	91,512	-57.62%
30 Jun, 00	215,912	-11.97%
31 Mar, 00	245,260	95.35%
31 Dec, 99	125,548	-43.68%
30 Sep, 99	222,937	-42.19%
30 Jun, 99	385,615	-7.09%
31 Mar, 99	415,046	-

Pegasystems (PEGA) has 40.97M shares outstanding as of 30 Jun 24, up 5.56% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	48.62%	2.29%
31 Mar, 24	46.06%	2.11%
31 Dec, 23	46.67%	2.11%
30 Sep, 23	47.08%	2.08%
30 Jun, 23	47.54%	2.11%
31 Mar, 23	47.42%	2.00%
31 Dec, 22	48.68%	2.04%
30 Sep, 22	48.81%	2.24%
30 Jun, 22	46.68%	2.04%
31 Mar, 22	47.87%	2.01%
31 Dec, 21	48.77%	2.09%
30 Sep, 21	48.35%	2.10%
30 Jun, 21	47.94%	2.15%
31 Mar, 21	47.24%	1.98%
31 Dec, 20	48.87%	2.06%
30 Sep, 20	48.67%	2.01%
30 Jun, 20	49.25%	2.01%
31 Mar, 20	49.46%	2.17%
31 Dec, 19	47.73%	2.23%
30 Sep, 19	46.25%	2.07%
30 Jun, 19	47.31%	2.06%
31 Mar, 19	47.88%	2.08%
31 Dec, 18	48.01%	2.05%
30 Sep, 18	48.44%	2.28%
30 Jun, 18	46.06%	2.14%
31 Mar, 18	46.43%	2.02%
31 Dec, 17	47.90%	2.23%
30 Sep, 17	46.30%	2.32%
30 Jun, 17	44.71%	2.23%
31 Mar, 17	44.77%	2.22%
31 Dec, 16	44.89%	2.31%
30 Sep, 16	44.08%	2.53%
30 Jun, 16	41.73%	2.39%
31 Mar, 16	41.78%	2.38%
31 Dec, 15	41.88%	2.34%
30 Sep, 15	42.28%	2.45%
30 Jun, 15	41.50%	2.33%
31 Mar, 15	42.19%	2.33%
31 Dec, 14	42.52%	2.37%
30 Sep, 14	42.35%	2.41%
30 Jun, 14	41.95%	9.29%
31 Mar, 14	21.25%	4.81%
31 Dec, 13	21.01%	4.95%
30 Sep, 13	20.61%	4.64%
30 Jun, 13	21.08%	27.29%
31 Mar, 13	8.79%	5.16%
31 Dec, 12	13.05%	6.37%
30 Sep, 12	14.31%	7.96%
30 Jun, 12	13.41%	14.65%
31 Mar, 12	9.57%	4.77%
31 Dec, 11	14.16%	5.54%
30 Sep, 11	15.99%	5.67%
30 Jun, 11	16.80%	0.14%
31 Mar, 11	109.42%	74.02%
31 Dec, 10	12.16%	10.88%
30 Sep, 10	10.57%	16.57%
30 Jun, 10	7.99%	26.35%
31 Mar, 10	5.51%	22.26%
31 Dec, 09	4.97%	17.46%
30 Sep, 09	5.34%	15.04%
30 Jun, 09	5.96%	18.20%
31 Mar, 09	5.72%	12.64%
31 Dec, 08	6.73%	87.63%
30 Sep, 08	2.77%	75.49%
30 Jun, 08	1.92%	87.23%
31 Mar, 08	1.48%	33.11%
31 Dec, 07	2.12%	67.23%
30 Sep, 07	1.77%	44.02%
30 Jun, 07	2.01%	212.19%
31 Mar, 07	0.97%	80.28%
31 Dec, 06	1.10%	263.95%
30 Sep, 06	0.65%	73.26%
30 Jun, 06	0.94%	62.38%
31 Mar, 06	1.23%	50.54%
31 Dec, 05	1.56%	65.83%
30 Sep, 05	1.54%	63.01%
30 Jun, 05	1.56%	42.13%
31 Mar, 05	1.93%	28.92%
31 Dec, 04	2.58%	77.98%
30 Sep, 04	1.82%	146.95%
30 Jun, 04	1.11%	467.19%
31 Mar, 04	0.49%	232.22%
31 Dec, 03	0.46%	345.96%
30 Sep, 03	0.36%	1197.02%
30 Jun, 03	0.17%	68.02%
31 Mar, 03	0.51%	23.98%
31 Dec, 02	1.45%	301.87%
30 Sep, 02	0.69%	69.22%
30 Jun, 02	1.00%	7679.25%
31 Mar, 02	0.11%	-
30 Jun, 01	0.40%	509.65%
31 Mar, 01	0.28%	3586.51%
31 Dec, 00	0.09%	365.42%
30 Sep, 00	0.16%	113.29%
30 Jun, 00	0.37%	208.23%
31 Mar, 00	0.42%	896.54%
31 Dec, 99	0.22%	205.17%
30 Sep, 99	0.33%	54.67%
30 Jun, 99	0.77%	152.43%
31 Mar, 99	0.71%	-

As of 30 Jun 24, Pegasystems is held by 48.62% institutional shareholders, representing a 2.29% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	161	5.92%
31 Mar, 24	152	10.14%
31 Dec, 23	138	39.39%
30 Sep, 23	99	33.78%
30 Jun, 23	74	-32.11%
31 Mar, 23	109	19.78%
31 Dec, 22	91	-9.00%
30 Sep, 22	100	-8.26%
30 Jun, 22	109	-20.44%
31 Mar, 22	137	1.48%
31 Dec, 21	135	8.87%
30 Sep, 21	124	0.81%
30 Jun, 21	123	-7.52%
31 Mar, 21	133	7.26%
31 Dec, 20	124	2.48%
30 Sep, 20	121	-11.03%
30 Jun, 20	136	17.24%
31 Mar, 20	116	11.54%
31 Dec, 19	104	-
30 Sep, 19	104	11.83%
30 Jun, 19	93	-11.43%
31 Mar, 19	105	52.17%
31 Dec, 18	69	13.11%
30 Sep, 18	61	-37.76%
30 Jun, 18	98	-14.78%
31 Mar, 18	115	19.79%
31 Dec, 17	96	6.67%
30 Sep, 17	90	-4.26%
30 Jun, 17	94	23.68%
31 Mar, 17	76	10.14%
31 Dec, 16	69	23.21%
30 Sep, 16	56	-9.68%
30 Jun, 16	62	-27.91%
31 Mar, 16	86	-
31 Dec, 15	86	22.86%
30 Sep, 15	70	40.00%
30 Jun, 15	50	-16.67%
31 Mar, 15	60	25.00%
31 Dec, 14	48	-18.64%
30 Sep, 14	59	-54.62%
30 Jun, 14	130	60.49%
31 Mar, 14	81	6.58%
31 Dec, 13	76	33.33%
30 Sep, 13	57	-45.71%
30 Jun, 13	105	218.18%
31 Mar, 13	33	32.00%
31 Dec, 12	25	13.64%
30 Sep, 12	22	-31.25%
30 Jun, 12	32	45.45%
31 Mar, 12	22	-18.52%
31 Dec, 11	27	-12.90%
30 Sep, 11	31	-6.06%
30 Jun, 11	33	26.92%
31 Mar, 11	26	36.84%
31 Dec, 10	19	-32.14%
30 Sep, 10	28	-
30 Jun, 10	28	21.74%
31 Mar, 10	23	4.55%
31 Dec, 09	22	-
30 Sep, 09	22	-15.38%
30 Jun, 09	26	23.81%
31 Mar, 09	21	-16.00%
31 Dec, 08	25	66.67%
30 Sep, 08	15	-
30 Jun, 08	15	114.29%
31 Mar, 08	7	-22.22%
31 Dec, 07	9	-
30 Sep, 07	9	-10.00%
30 Jun, 07	10	42.86%
31 Mar, 07	7	-22.22%
31 Dec, 06	9	50.00%
30 Sep, 06	6	20.00%
30 Jun, 06	5	-28.57%
31 Mar, 06	7	-12.50%
31 Dec, 05	8	33.33%
30 Sep, 05	6	-
30 Jun, 05	6	-
31 Mar, 05	6	-14.29%
31 Dec, 04	7	40.00%
30 Sep, 04	5	-16.67%
30 Jun, 04	6	50.00%
31 Mar, 04	4	-20.00%
31 Dec, 03	5	-16.67%
30 Sep, 03	6	50.00%
30 Jun, 03	4	300.00%
31 Mar, 03	1	-83.33%
31 Dec, 02	6	20.00%
30 Sep, 02	5	-16.67%
30 Jun, 02	6	200.00%
31 Mar, 02	2	-
30 Jun, 01	1	-50.00%
31 Mar, 01	2	-
31 Dec, 00	-	-
30 Sep, 00	-	-100.00%
30 Jun, 00	3	-40.00%
31 Mar, 00	5	66.67%
31 Dec, 99	3	-
30 Sep, 99	3	200.00%
30 Jun, 99	1	-80.00%
31 Mar, 99	5	-

161 institutional shareholders have increased their position in PEGA stock as of 30 Jun 24 compared to 152 in the previous quarter (a 5.92% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	85	3.66%
31 Mar, 24	82	20.59%
31 Dec, 23	68	15.25%
30 Sep, 23	59	-6.35%
30 Jun, 23	63	3.28%
31 Mar, 23	61	-16.44%
31 Dec, 22	73	25.86%
30 Sep, 22	58	-29.27%
30 Jun, 22	82	6.49%
31 Mar, 22	77	-2.53%
31 Dec, 21	79	-2.47%
30 Sep, 21	81	6.58%
30 Jun, 21	76	-9.52%
31 Mar, 21	84	-11.58%
31 Dec, 20	95	-3.06%
30 Sep, 20	98	44.12%
30 Jun, 20	68	4.62%
31 Mar, 20	65	-2.99%
31 Dec, 19	67	28.85%
30 Sep, 19	52	-28.77%
30 Jun, 19	73	43.14%
31 Mar, 19	51	-3.77%
31 Dec, 18	53	-32.91%
30 Sep, 18	79	6.76%
30 Jun, 18	74	10.45%
31 Mar, 18	67	15.52%
31 Dec, 17	58	-15.94%
30 Sep, 17	69	11.29%
30 Jun, 17	62	10.71%
31 Mar, 17	56	-15.15%
31 Dec, 16	66	11.86%
30 Sep, 16	59	-9.23%
30 Jun, 16	65	38.30%
31 Mar, 16	47	4.44%
31 Dec, 15	45	-19.64%
30 Sep, 15	56	-9.68%
30 Jun, 15	62	37.78%
31 Mar, 15	45	-31.82%
31 Dec, 14	66	6.45%
30 Sep, 14	62	287.50%
30 Jun, 14	16	-62.79%
31 Mar, 14	43	-10.42%
31 Dec, 13	48	-12.73%
30 Sep, 13	55	243.75%
30 Jun, 13	16	33.33%
31 Mar, 13	12	-14.29%
31 Dec, 12	14	40.00%
30 Sep, 12	10	-16.67%
30 Jun, 12	12	-29.41%
31 Mar, 12	17	41.67%
31 Dec, 11	12	-25.00%
30 Sep, 11	16	23.08%
30 Jun, 11	13	18.18%
31 Mar, 11	11	-8.33%
31 Dec, 10	12	-7.69%
30 Sep, 10	13	30.00%
30 Jun, 10	10	-16.67%
31 Mar, 10	12	-
31 Dec, 09	12	-14.29%
30 Sep, 09	14	-12.50%
30 Jun, 09	16	100.00%
31 Mar, 09	8	100.00%
31 Dec, 08	4	-42.86%
30 Sep, 08	7	-
30 Jun, 08	-	-100.00%
31 Mar, 08	3	-
31 Dec, 07	3	-25.00%
30 Sep, 07	4	-20.00%
30 Jun, 07	5	150.00%
31 Mar, 07	2	-
31 Dec, 06	2	-
30 Sep, 06	-	-100.00%
30 Jun, 06	3	-
31 Mar, 06	3	200.00%
31 Dec, 05	1	-50.00%
30 Sep, 05	2	-33.33%
30 Jun, 05	3	-25.00%
31 Mar, 05	4	-
31 Dec, 04	-	-100.00%
30 Sep, 04	2	-
30 Jun, 04	2	-33.33%
31 Mar, 04	3	-
31 Dec, 03	3	-
30 Sep, 03	-	-
30 Jun, 03	-	-100.00%
31 Mar, 03	3	50.00%
31 Dec, 02	2	-
30 Sep, 02	-	-
30 Jun, 02	-	-
31 Mar, 02	-	-
30 Jun, 01	1	-
31 Mar, 01	1	-
31 Dec, 00	1	-50.00%
30 Sep, 00	2	100.00%
30 Jun, 00	1	-
31 Mar, 00	-	-
31 Dec, 99	-	-100.00%
30 Sep, 99	1	-50.00%
30 Jun, 99	2	-
31 Mar, 99	-	-

85 institutional shareholders have reduced their position in PEGA stock as of 30 Jun 24 compared to 82 in the previous quarter (a 3.66% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	283	3.28%	40,969,939	5.56%	48.62%	2.29%	161	5.92%	85	3.66%
31 Mar, 24	274	11.84%	38,812,872	-0.01%	46.06%	2.11%	152	10.14%	82	20.59%
31 Dec, 23	245	27.60%	38,815,033	-1.08%	46.67%	2.11%	138	39.39%	68	15.25%
30 Sep, 23	192	9.09%	39,238,553	-0.61%	47.08%	2.08%	99	33.78%	59	-6.35%
30 Jun, 23	176	-10.20%	39,479,747	0.79%	47.54%	2.11%	74	-32.11%	63	3.28%
31 Mar, 23	196	4.81%	39,171,603	-1.81%	47.42%	2.00%	109	19.78%	61	-16.44%
31 Dec, 22	187	3.89%	39,894,432	-0.32%	48.68%	2.04%	91	-9.00%	73	25.86%
30 Sep, 22	180	-18.18%	40,024,289	4.83%	48.81%	2.24%	100	-8.26%	58	-29.27%
30 Jun, 22	220	-15.38%	38,181,244	-2.34%	46.68%	2.04%	109	-20.44%	82	6.49%
31 Mar, 22	260	-5.11%	39,097,857	-1.49%	47.87%	2.01%	137	1.48%	77	-2.53%
31 Dec, 21	274	6.20%	39,689,176	0.69%	48.77%	2.09%	135	8.87%	79	-2.47%
30 Sep, 21	258	2.38%	39,415,712	1.10%	48.35%	2.10%	124	0.81%	81	6.58%
30 Jun, 21	252	-5.26%	38,985,317	1.88%	47.94%	2.15%	123	-7.52%	76	-9.52%
31 Mar, 21	266	0.76%	38,265,292	-3.06%	47.24%	1.98%	133	7.26%	84	-11.58%
31 Dec, 20	264	-	39,473,272	1.03%	48.87%	2.06%	124	2.48%	95	-3.06%
30 Sep, 20	264	10.92%	39,069,829	-0.55%	48.67%	2.01%	121	-11.03%	98	44.12%
30 Jun, 20	238	10.70%	39,286,026	0.18%	49.25%	2.01%	136	17.24%	68	4.62%
31 Mar, 20	215	7.50%	39,213,733	3.91%	49.46%	2.17%	116	11.54%	65	-2.99%
31 Dec, 19	200	5.26%	37,736,470	3.02%	47.73%	2.23%	104	-	67	28.85%
30 Sep, 19	190	-2.06%	36,628,959	-1.71%	46.25%	2.07%	104	11.83%	52	-28.77%
30 Jun, 19	194	5.43%	37,267,833	0.29%	47.31%	2.06%	93	-11.43%	73	43.14%
31 Mar, 19	184	17.20%	37,160,703	-1.63%	47.88%	2.08%	105	52.17%	51	-3.77%
31 Dec, 18	157	-11.80%	37,776,062	2.78%	48.01%	2.05%	69	13.11%	53	-32.91%
30 Sep, 18	178	-14.83%	36,753,165	1.47%	48.44%	2.28%	61	-37.76%	79	6.76%
30 Jun, 18	209	-2.34%	36,218,960	-0.30%	46.06%	2.14%	98	-14.78%	74	10.45%
31 Mar, 18	214	12.04%	36,327,891	-2.05%	46.43%	2.02%	115	19.79%	67	15.52%
31 Dec, 17	191	-1.04%	37,086,886	3.10%	47.90%	2.23%	96	6.67%	58	-15.94%
30 Sep, 17	193	5.46%	35,970,641	4.07%	46.30%	2.32%	90	-4.26%	69	11.29%
30 Jun, 17	183	12.27%	34,562,853	0.56%	44.71%	2.23%	94	23.68%	62	10.71%
31 Mar, 17	163	3.16%	34,369,289	0.21%	44.77%	2.22%	76	10.14%	56	-15.15%
31 Dec, 16	158	12.06%	34,297,083	2.00%	44.89%	2.31%	69	23.21%	66	11.86%
30 Sep, 16	141	-11.32%	33,625,516	5.57%	44.08%	2.53%	56	-9.68%	59	-9.23%
30 Jun, 16	159	1.27%	31,850,075	-0.19%	41.73%	2.39%	62	-27.91%	65	38.30%
31 Mar, 16	157	1.95%	31,910,085	-0.42%	41.78%	2.38%	86	-	47	4.44%
31 Dec, 15	154	4.76%	32,044,712	-0.96%	41.88%	2.34%	86	22.86%	45	-19.64%
30 Sep, 15	147	10.53%	32,355,734	1.75%	42.28%	2.45%	70	40.00%	56	-9.68%
30 Jun, 15	133	-0.75%	31,799,235	-1.34%	41.50%	2.33%	50	-16.67%	62	37.78%
31 Mar, 15	134	-5.63%	32,232,185	-0.73%	42.19%	2.33%	60	25.00%	45	-31.82%
31 Dec, 14	142	-3.40%	32,470,408	0.42%	42.52%	2.37%	48	-18.64%	66	6.45%
30 Sep, 14	147	-5.16%	32,333,943	1.03%	42.35%	2.41%	59	-54.62%	62	287.50%
30 Jun, 14	155	6.90%	32,004,693	97.36%	41.95%	9.29%	130	60.49%	16	-62.79%
31 Mar, 14	145	-	16,216,662	1.61%	21.25%	4.81%	81	6.58%	43	-10.42%
31 Dec, 13	145	10.69%	15,959,141	2.01%	21.01%	4.95%	76	33.33%	48	-12.73%
30 Sep, 13	131	0.77%	15,644,968	-2.20%	20.61%	4.64%	57	-45.71%	55	243.75%
30 Jun, 13	130	170.83%	15,997,516	139.85%	21.08%	27.29%	105	218.18%	16	33.33%
31 Mar, 13	48	9.09%	6,669,771	-32.49%	8.79%	5.16%	33	32.00%	12	-14.29%
31 Dec, 12	44	10.00%	9,879,550	-8.88%	13.05%	6.37%	25	13.64%	14	40.00%
30 Sep, 12	40	-18.37%	10,842,553	6.75%	14.31%	7.96%	22	-31.25%	10	-16.67%
30 Jun, 12	49	8.89%	10,156,763	40.55%	13.41%	14.65%	32	45.45%	12	-29.41%
31 Mar, 12	45	-6.25%	7,226,299	-31.97%	9.57%	4.77%	22	-18.52%	17	41.67%
31 Dec, 11	48	-11.11%	10,621,603	-11.65%	14.16%	5.54%	27	-12.90%	12	-25.00%
30 Sep, 11	54	8.00%	12,022,677	-4.33%	15.99%	5.67%	31	-6.06%	16	23.08%
30 Jun, 11	50	16.28%	12,566,948	-84.59%	16.80%	0.14%	33	26.92%	13	18.18%
31 Mar, 11	43	16.22%	81,575,099	805.93%	109.42%	74.02%	26	36.84%	11	-8.33%
31 Dec, 10	37	-19.57%	9,004,603	15.13%	12.16%	10.88%	19	-32.14%	12	-7.69%
30 Sep, 10	46	15.00%	7,821,285	32.15%	10.57%	16.57%	28	-	13	30.00%
30 Jun, 10	40	5.26%	5,918,494	45.78%	7.99%	26.35%	28	21.74%	10	-16.67%
31 Mar, 10	38	-	4,059,871	12.73%	5.51%	22.26%	23	4.55%	12	-
31 Dec, 09	38	-13.64%	3,601,321	-7.47%	4.97%	17.46%	22	-	12	-14.29%
30 Sep, 09	44	2.33%	3,892,218	-9.16%	5.34%	15.04%	22	-15.38%	14	-12.50%
30 Jun, 09	43	30.30%	4,284,610	4.97%	5.96%	18.20%	26	23.81%	16	100.00%
31 Mar, 09	33	6.45%	4,081,718	-16.08%	5.72%	12.64%	21	-16.00%	8	100.00%
31 Dec, 08	31	34.78%	4,864,082	140.99%	6.73%	87.63%	25	66.67%	4	-42.86%
30 Sep, 08	23	35.29%	2,018,337	45.25%	2.77%	75.49%	15	-	7	-
30 Jun, 08	17	13.33%	1,389,589	29.87%	1.92%	87.23%	15	114.29%	-	-100.00%
31 Mar, 08	15	-6.25%	1,069,948	-29.51%	1.48%	33.11%	7	-22.22%	3	-
31 Dec, 07	16	6.67%	1,517,939	18.11%	2.12%	67.23%	9	-	3	-25.00%
30 Sep, 07	15	-6.25%	1,285,209	-10.25%	1.77%	44.02%	9	-10.00%	4	-20.00%
30 Jun, 07	16	33.33%	1,431,987	108.25%	2.01%	212.19%	10	42.86%	5	150.00%
31 Mar, 07	12	-	687,628	-11.34%	0.97%	80.28%	7	-22.22%	2	-
31 Dec, 06	12	71.43%	775,566	70.36%	1.10%	263.95%	9	50.00%	2	-
30 Sep, 06	7	-12.50%	455,249	-31.83%	0.65%	73.26%	6	20.00%	-	-100.00%
30 Jun, 06	8	-27.27%	667,788	-23.49%	0.94%	62.38%	5	-28.57%	3	-
31 Mar, 06	11	-8.33%	872,804	-21.70%	1.23%	50.54%	7	-12.50%	3	200.00%
31 Dec, 05	12	9.09%	1,114,735	1.55%	1.56%	65.83%	8	33.33%	1	-50.00%
30 Sep, 05	11	-8.33%	1,097,678	-2.10%	1.54%	63.01%	6	-	2	-33.33%
30 Jun, 05	12	-7.69%	1,121,252	-19.23%	1.56%	42.13%	6	-	3	-25.00%
31 Mar, 05	13	30.00%	1,388,267	-24.63%	1.93%	28.92%	6	-14.29%	4	-
31 Dec, 04	10	25.00%	1,841,939	41.48%	2.58%	77.98%	7	40.00%	-	-100.00%
30 Sep, 04	8	-	1,301,933	64.13%	1.82%	146.95%	5	-16.67%	2	-
30 Jun, 04	8	-11.11%	793,217	129.65%	1.11%	467.19%	6	50.00%	2	-33.33%
31 Mar, 04	9	12.50%	345,396	9.14%	0.49%	232.22%	4	-20.00%	3	-
31 Dec, 03	8	33.33%	316,465	26.04%	0.46%	345.96%	5	-16.67%	3	-
30 Sep, 03	6	50.00%	251,085	109.68%	0.36%	1197.02%	6	50.00%	-	-
30 Jun, 03	4	-33.33%	119,748	-65.57%	0.17%	68.02%	4	300.00%	-	-100.00%
31 Mar, 03	6	-25.00%	347,839	-64.62%	0.51%	23.98%	1	-83.33%	3	50.00%
31 Dec, 02	8	60.00%	983,229	107.35%	1.45%	301.87%	6	20.00%	2	-
30 Sep, 02	5	-16.67%	474,195	-29.80%	0.69%	69.22%	5	-16.67%	-	-
30 Jun, 02	6	200.00%	675,529	802.08%	1.00%	7679.25%	6	200.00%	-	-
31 Mar, 02	2	-	74,886	-	0.11%	-	2	-	-	-
30 Jun, 01	2	-33.33%	258,900	42.40%	0.40%	509.65%	1	-50.00%	1	-
31 Mar, 01	3	50.00%	181,812	253.03%	0.28%	3586.51%	2	-	1	-
31 Dec, 00	2	-33.33%	51,500	-43.72%	0.09%	365.42%	-	-	1	-50.00%
30 Sep, 00	3	-40.00%	91,512	-57.62%	0.16%	113.29%	-	-100.00%	2	100.00%
30 Jun, 00	5	-16.67%	215,912	-11.97%	0.37%	208.23%	3	-40.00%	1	-
31 Mar, 00	6	50.00%	245,260	95.35%	0.42%	896.54%	5	66.67%	-	-
31 Dec, 99	4	-	125,548	-43.68%	0.22%	205.17%	3	-	-	-100.00%
30 Sep, 99	4	-20.00%	222,937	-42.19%	0.33%	54.67%	3	200.00%	1	-50.00%
30 Jun, 99	5	-	385,615	-7.09%	0.77%	152.43%	1	-80.00%	2	-
31 Mar, 99	5	-	415,046	-	0.71%	-	5	-	-	-

Pegasystems Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,287	$68.36	$87.98K	19,910
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	613	$69.50	$42.60K	19,297
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,100	$70.53	$77.58K	18,197
Aug 05, 2024	JONES RICHARD H	director	-	S-Sale	Sell	12,700	$69.13	$877.95K	374,358
Aug 05, 2024	JONES RICHARD H	director	-	S-Sale	Sell	2,571	$69.87	$179.64K	371,787
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,313	$68.40	$89.81K	49,192
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	687	$69.62	$47.83K	48,505
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,000	$70.58	$70.58K	47,505
Aug 02, 2024	Trefler Leon	officer	Chief of Clients and Markets	S-Sale	Sell	752	$72.09	$54.21K	38,412
Aug 02, 2024	KOUNINIS EFSTATHIOS A	officer	VP of Finance & CAO	S-Sale	Sell	750	$72.09	$54.07K	752
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	13,200	$68.87	$909.08K	393,858
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	3,097	$69.91	$216.51K	390,761
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	3,703	$70.42	$260.77K	387,058
Jul 26, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,000	$70.00	$70.00K	50,505
Jul 26, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,000	$70.00	$70.00K	21,197
Jul 03, 2024	Trefler Leon	officer	Chief of Clients and Markets	S-Sale	Sell	752	$60.21	$45.28K	39,164
Jul 03, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	904	$59.25	$53.56K	23,293
Jul 03, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,096	$60.22	$66.00K	22,197
Jul 03, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	936	$59.25	$55.46K	52,569
Jul 03, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,064	$60.23	$64.08K	51,505

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,287	$68.36	$87.98K	19,910
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	613	$69.50	$42.60K	19,297
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,100	$70.53	$77.58K	18,197
Aug 05, 2024	JONES RICHARD H	director	-	S-Sale	Sell	12,700	$69.13	$877.95K	374,358
Aug 05, 2024	JONES RICHARD H	director	-	S-Sale	Sell	2,571	$69.87	$179.64K	371,787
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,313	$68.40	$89.81K	49,192
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	687	$69.62	$47.83K	48,505
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,000	$70.58	$70.58K	47,505
Aug 02, 2024	Trefler Leon	officer	Chief of Clients and Markets	S-Sale	Sell	752	$72.09	$54.21K	38,412
Aug 02, 2024	KOUNINIS EFSTATHIOS A	officer	VP of Finance & CAO	S-Sale	Sell	750	$72.09	$54.07K	752
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	13,200	$68.87	$909.08K	393,858
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	3,097	$69.91	$216.51K	390,761
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	3,703	$70.42	$260.77K	387,058
Jul 26, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,000	$70.00	$70.00K	50,505
Jul 26, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,000	$70.00	$70.00K	21,197
Jul 03, 2024	Trefler Leon	officer	Chief of Clients and Markets	S-Sale	Sell	752	$60.21	$45.28K	39,164
Jul 03, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	904	$59.25	$53.56K	23,293
Jul 03, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,096	$60.22	$66.00K	22,197
Jul 03, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	936	$59.25	$55.46K	52,569
Jul 03, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,064	$60.23	$64.08K	51,505

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,287	$68.36	$87.98K	19,910
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	613	$69.50	$42.60K	19,297
Aug 05, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,100	$70.53	$77.58K	18,197
Aug 05, 2024	JONES RICHARD H	director	-	S-Sale	Sell	12,700	$69.13	$877.95K	374,358
Aug 05, 2024	JONES RICHARD H	director	-	S-Sale	Sell	2,571	$69.87	$179.64K	371,787
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,313	$68.40	$89.81K	49,192
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	687	$69.62	$47.83K	48,505
Aug 05, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,000	$70.58	$70.58K	47,505
Aug 02, 2024	Trefler Leon	officer	Chief of Clients and Markets	S-Sale	Sell	752	$72.09	$54.21K	38,412
Aug 02, 2024	KOUNINIS EFSTATHIOS A	officer	VP of Finance & CAO	S-Sale	Sell	750	$72.09	$54.07K	752
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	13,200	$68.87	$909.08K	393,858
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	3,097	$69.91	$216.51K	390,761
Aug 01, 2024	JONES RICHARD H	director	-	S-Sale	Sell	3,703	$70.42	$260.77K	387,058
Jul 26, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,000	$70.00	$70.00K	50,505
Jul 26, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,000	$70.00	$70.00K	21,197
Jul 03, 2024	Trefler Leon	officer	Chief of Clients and Markets	S-Sale	Sell	752	$60.21	$45.28K	39,164
Jul 03, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	904	$59.25	$53.56K	23,293
Jul 03, 2024	STILLWELL KENNETH	officer	COO, CFO	S-Sale	Sell	1,096	$60.22	$66.00K	22,197
Jul 03, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	936	$59.25	$55.46K	52,569
Jul 03, 2024	Akgonul Rifat Kerim	officer	Chief Product Officer	S-Sale	Sell	1,064	$60.23	$64.08K	51,505

The last insider sell of Pegasystems's stock was made by STILLWELL KENNETH on Aug 05 2024, selling 1,287 shares at $68.36 per share (valued at $87.98K).

Pegasystems Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2047	-	1	-
Q3 2024	-	20	-
Q2 2024	25	68	36.76%
Q1 2024	61	85	71.76%
Q4 2023	25	56	44.64%
Q3 2023	35	53	66.04%
Q2 2023	23	54	42.59%
Q1 2023	41	65	63.08%
Q4 2022	27	44	61.36%
Q3 2022	25	33	75.76%
Q2 2022	21	34	61.76%
Q1 2022	42	72	58.33%
Q4 2021	21	60	35.00%
Q3 2021	37	69	53.62%
Q2 2021	25	64	39.06%
Q1 2021	58	103	56.31%
Q4 2020	32	80	40.00%
Q3 2020	54	99	54.55%
Q2 2020	35	100	35.00%
Q1 2020	53	92	57.61%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Pegasystems's insiders, as of Q2 2047.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2047	-	-	-
Q3 2024	-	20	-
Q2 2024	1	19	5.26%
Q1 2024	-	11	-
Q4 2023	-	6	-
Q3 2023	-	7	-
Q2 2023	-	8	-
Q1 2023	-	3	-
Q4 2022	-	-	-
Q3 2022	-	3	-
Q2 2022	-	-	-
Q1 2022	-	3	-
Q4 2021	-	16	-
Q3 2021	-	19	-
Q2 2021	-	13	-
Q1 2021	-	19	-
Q4 2020	-	15	-
Q3 2020	-	29	-
Q2 2020	-	30	-
Q1 2020	-	17	-

As of Q2 2047, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Pegasystems's stocks.

Pegasystems Peer Ownership

Ticker	Company
FICO	Fair Isaac Corporation
WEX	WEX Inc.
PRGS	Progress Software Corporation
NEWR	New Relic, Inc.
CGNX	Cognex Corporation

PEGA Ownership FAQ

Who Owns Pegasystems?

Pegasystems is owned by institutional shareholders (48.62%), insiders (47.49%), and public (3.89%). The largest institutional shareholder of Pegasystems is VANGUARD GROUP INC (6.48% of total shares) and the top mutual fund owner is Papp Investment Trust (1.33% of total shares).

Who are the major institutional shareholders of Pegasystems?

Pegasystems's major institutional shareholders are VANGUARD GROUP INC, BARES CAPITAL MANAGEMENT, INC., CAPITAL RESEARCH GLOBAL INVESTORS, BLACKROCK INC., and TPG GP A, LLC. The top five shareholders own together 22.75% of the company's share outstanding.

How many Pegasystems shareholders are there?

As of Jun 2024, there are 283 institutional shareholders of Pegasystems.

What percentage of Pegasystems is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 5.46M shares of Pegasystems, representing 6.48% of the company's total shares outstanding, valued at $330.53M (as of Jun 2024).

What percentage of Pegasystems is owned by BARES CAPITAL MANAGEMENT, INC?

As of Jun 2024, BARES CAPITAL MANAGEMENT, INC holds 5.45M shares of Pegasystems (PEGA), compromising 6.47% of the company, valued at $329.76M.

What percentage of Pegasystems is owned by CAPITAL RESEARCH GLOBAL INVESTORS?

CAPITAL RESEARCH GLOBAL INVESTORS is the third largest holder of Pegasystems. The company owns 3.05M of the company's shares outstanding (worth $184.41M).