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Pegasystems Inc. 13F holders

Of the 44 funds followed here, 8 reported a position in Pegasystems Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 2.6 million shares worth $77.5 million, 0.0% of its reported book.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management2,585,227$77.5 million0.0%+66,414added30 June 202613F
Millennium Management1,115,987$33.4 million0.0%+813,237added30 June 202613F
Norges Bank772,513$23.2 million0.0%held30 June 202613F
Two Sigma Investments693,835$20.8 million0.0%+650,595added30 June 202613F
Point72 Asset Management370,188$11.1 million0.0%+67,528added30 June 202613F
Bridgewater Associates169,146$5.1 million0.0%-7,557trimmed30 June 202613F
Citadel Advisors57,500$1.7 million0.0%-162,965trimmed30 June 202613F
FMR LLC18,078$541,8070.0%-22,660trimmed30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
12 November 202513G/AAlan Trefler and 1 other79.2 million46.0%30 September 2025EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short.

Fails to deliver

Settlement dateShares failedPriceFile
14 September 202614,550$36.24SEC
9 September 20261,230$35.80SEC
2 September 20268,358$36.68SEC
1 September 20269,509$36.81SEC
24 August 20262,765$33.56SEC
17 August 2026400$32.32SEC
13 August 2026727$31.35SEC
7 August 2026888$31.67SEC
6 August 2026250$31.81SEC
4 August 202614,735$31.37SEC
3 August 2026164$30.55SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 14,735 on 4 August 2026. A fail is an operational fact about settlement, not a position.

Source

Each fund's 13F-HR on EDGAR, linked per row; positions matched to PEGA by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.

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