Pegasystems Inc.· PEGA

🇺🇸 US · MidSP400NASDAQ

Technology Software - Application Website

Price: $35.05
Day: -2.83%
Mkt Cap: $5.76B
52W Range: $25.10 – $68.10
Volume: 4.17M
Beta: 0.89

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.2 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 450 institutions hold; 246 added, 158 reduced
Insiders Q3 2026: no purchases, 10 sales ($2.0M)

Blog

stockoscope.com

Pegasystems Inc.

PEGA|Technology|Software - Application

Current price: $35

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.3x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

4 sellers

vs 4.7 avg per quarter

Institutional net breadth · Q2 2026

+40

314 adding vs 274 reducing

Institutional ownership · Q2 2026

57.4%

450 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

9.6M

+0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.5M

+2.4%

AQR CAPITAL MANAGEMENT LLC

4.9M

+9.4%

VANGUARD CAPITAL MANAGEMENT LLC

4.1M

+0.2%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

3.0M

+28.8%

FIRST TRUST ADVISORS LP

3.0M

+45.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

151

93 buying151 unchanged67 selling

311 funds held PEGA in Q2 2026, holding 52.7M shares between them, up 1.1% on the quarter.

Largest fund holders

SPDR SERIES TRUST704.7K sh

NATIONWIDE MUTUAL FUNDS64.4K sh

VANGUARD VALLEY FORGE FUNDS50.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 28

TREFLER ALAN

$2.8M

Sale · Jun 18

TREFLER ALAN

$2.7M

Sale · Aug 6

TREFLER ALAN

$2.6M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore PEGA on stockoscope.com→

Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

PEGA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+18

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for PEGA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

10 sales totaling $2.0M (55.4K shares)

Share volume is well below the historical pace (0.3x average), insiders are holding more

4 different insiders sold this quarter

Buying seen in 1 of 15 quarters

Steady selling pace across recent quarters

0.3x

Selling pace

quarter in progress, filings still arriving

0.12%

Stake sold

of active insiders' holdings

4 sellers

Seller breadth

vs 4.7 avg per quarter

Q2 2024

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, PEGA

Top 8 highest-value insider trades from the last 8 quarters

TREFLER ALAN

C.e.o. & Chairman

Sell

28,991 shares at $96.65

≈0.2% of their stake at the time

May 28, 2025$2.80M

TREFLER ALAN

C.e.o. & Chairman

Sell

27,016 shares at $100.76

≈0.2% of their stake at the time

Jun 18, 2025$2.72M

TREFLER ALAN

C.e.o. & Chairman

Sell

45,000 shares at $57.35

≈0.1% of their stake at the time

Aug 6, 2025$2.58M

TREFLER ALAN

C.e.o. & Chairman

Sell

31,500 shares at $79.15

≈0.2% of their stake at the time

Feb 26, 2025$2.49M

TREFLER ALAN

C.e.o. & Chairman

Sell

42,672 shares at $58.18

≈0.1% of their stake at the time

Sep 16, 2025$2.48M

TREFLER ALAN

C.e.o. & Chairman

Sell

40,969 shares at $59.95

≈0.1% of their stake at the time

Nov 5, 2025$2.46M

TREFLER ALAN

C.e.o. & Chairman

Sell

31,500 shares at $77.38

≈0.2% of their stake at the time

Feb 25, 2025$2.44M

TREFLER ALAN

C.e.o. & Chairman

Sell

45,000 shares at $53.34

≈0.1% of their stake at the time

Jul 9, 2025$2.40M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for PEGA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

57.4% institutional ownership

Balanced activity: 314 adding vs 274 reducing

13F shares increased by 3.3%, a notable change

Momentum weakening from prior quarter

+40

Net breadth

314 adding vs 274 reducing

Balanced

1.15

Add / reduce ratio

in Q2 2026

-48

New − closed

68 initiated, 116 exited

10 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+314 growing-274 shrinkingNet: +40

246

158

116

New (68)

Increased (246)

Reduced (158)

Closed (116)

Top Institutional Holders, PEGA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

9.6M

$286.9M

Ownership

5.73%

+0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.5M

$193.5M

Ownership

3.86%

+2.4%

AQR CAPITAL MANAGEMENT LLC

4.9M

$147.4M

Ownership

2.94%

+9.4%

VANGUARD CAPITAL MANAGEMENT LLC

4.1M

$123.7M

Ownership

2.47%

+0.2%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

3.0M

$91.4M

Ownership

1.81%

+28.8%

FIRST TRUST ADVISORS LP

3.0M

$88.7M

Ownership

1.77%

+45.8%

STATE STREET CORP

2.9M

$87.9M

Ownership

1.75%

+3.7%

DIMENSIONAL FUND ADVISORS LP

2.7M

$80.4M

Ownership

1.60%

+7.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 311 ETFs and mutual funds reporting

93 buying67 sellingNet: +26

151

Buying (93)

Unchanged (151)

Selling (67)

In total, funds bought 5.4M shares and sold 4.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

311 ETFs and mutual funds reporting

93 buying vs 67 selling (balanced)

Top Fund Holders, PEGA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

704.7K

Weight

3.49%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

64.4K

Weight

0.01%

Jul 31, 2026Decreased

VANGUARD VALLEY FORGE FUNDS

50.3K

Weight

0.02%

Jun 30, 2026Decreased

AMG FUNDS III

27.0K

Weight

0.73%

Jun 30, 2026No change

Bernstein Fund Inc

25.3K

Weight

0.19%

Jun 30, 2026No change

T. Rowe Price Index Trust, Inc.

22.9K

Weight

0.07%

Jun 30, 2026Increased

BNY Mellon Strategic Funds, Inc.

18.8K

Weight

2.19%

Jun 30, 2026No change

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST

16.4K

Weight

0.03%

Jun 30, 2026Decreased

Pegasystems Inc.· PEGA

Holdings Analysis

Insider Trading Activity

1.3Transaction History250Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings137Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History250Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings137Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights