Comparable stake leader
Alan Trefler
SEC ownership of PEGASYSTEMS INC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001013857.
Disclosed value leader
Alan Trefler
Comparable rows
50/50
Latest evidence
31 Mar 2026
- Public ticker
- PEGA on Nasdaq
- Parsed ownership sources
- 13D/G, 3/4/5, and 13F
- Largest SEC-reported holder
- Alan Trefler
- Latest 13D/G holder
- Alan Trefler
- Latest parsed ownership date
- 31 Mar 2026
- Issuer CIK
- 0001013857
- Issuer location
- Waltham, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
2 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of PEGASYSTEMS INC (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Alan Trefler
Disclosed value leader
Alan Trefler
Comparable rows
50/50
Latest evidence
31 Mar 2026
13D/G
3/4/5
13F
Lead comparable stake: 46%
13D/G row: Alan Trefler
Showing 1-8 of 50 holder rows.
Quick read
Alan Trefler leads the comparable SEC ownership view at 46%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Alan Trefler's linked filing trail.
Comparable ownership
Top 5
Alan Trefler
46%
BlackRock, Inc.
5.1%
VANGUARD PORTFOLIO MANAGEMENT LLC
3.7%
AQR CAPITAL MANAGEMENT LLC
2.6%
VANGUARD CAPITAL MANAGEMENT LLC
2.4%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Alan Trefler |
13D/G
3/4/5
C.E.O. & Chairman, Director, 10%+ Owner
|
46%
|
$4,553,849,178
79,197,377 shares
|
-$16,938,292 | 30 Sep 2025 |
| BlackRock, Inc. |
13D/G
13F
Company
|
5.1%
|
$469,404,696
8,671,803 shares
|
$0 | 30 Jun 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
3.7%
|
$270,763,443
6,361,923 shares
|
— | 31 Mar 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
2.6%
|
$190,910,868
4,539,552 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.4%
|
$177,069,007
4,160,456 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
1.7%
|
$121,552,552
2,856,028 shares
|
— | 31 Mar 2026 |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
1.6%
|
$114,449,160
2,689,125 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
1.5%
|
$107,202,159
2,519,022 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$56,146,501.
Buys
$0
Insiders: 0
Sells
$56,146,501
Insiders: 7
Net
-$56,146,501
Shares: -954,818
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 954,818
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 82,810 | $0 | $3,550,347 | -$3,550,347 |
| 3-6 | 0 | 248,077 | $0 | $13,040,462 | -$13,040,462 |
| 6-9 | 0 | 331,895 | $0 | $19,956,026 | -$19,956,026 |
| 9-12 | 0 | 292,036 | $0 | $19,599,666 | -$19,599,666 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-15 of 15 reporting-owner rows connected to PEGASYSTEMS INC. Open a relationship link for the CIK-to-CIK filing trail.
Rows
15
Largest Forms 3/4/5 holder
Alan Trefler
Net 12M change
-$56,146,501
Latest report
01 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Alan Trefler | C.E.O. & Chairman, Director, 10%+ Owner | $3,218,635,500 | -$43,313,637 | -1.3% | Mixed | 03 Mar 2026 |
| Richard H. Jones | Director | $54,543,208 | Mixed | 08 Dec 2025 | ||
| Kenneth Stillwell | Coo, Cfo | $6,366,160 | -$6,422,678 | -50% | Mixed | 01 Jun 2026 |
| Leon Trefler | Chief of Clients and Markets | $5,885,433 | -$1,242,300 | -17% | Mixed | 01 Jun 2026 |
| Rifat Kerim Akgonul | Chief Product Officer | $5,290,175 | -$2,859,547 | -35% | Mixed | 01 Jun 2026 |
| Sharon T. Rowlands | Director | $3,933,758 | Mixed | 15 Aug 2025 | ||
| John Gerard Higgins | Chief, Client &Partner Success | $2,988,918 | -$1,209,381 | -29% | Mixed | 01 Jun 2026 |
| Dianne Ledingham | Director | $2,114,808 | Mixed | 15 Aug 2025 | ||
| Michael R. Pyle | Chief Technology Strategist | $1,769,871 | Mixed | 07 Mar 2022 | ||
| Peter Gyenes | Director | $1,551,781 | Mixed | 15 Aug 2025 | ||
| Christopher Lafond | Director | $1,259,174 | Mixed | 15 Aug 2025 | ||
| Larry Weber | Director | $605,811 | -$150,199 | -20% | Filing P/S | 10 Sep 2025 |
| Hayden Stafford | President | $557,037 | Mixed | 02 Mar 2022 | ||
| Efstathios A. Kouninis | SVP, Chief Accounting Officer | $200,026 | -$948,759 | -83% | Mixed | 29 May 2026 |
| Rohit Ghai | Director | $197,355 | Mixed | 15 Aug 2025 |
Recent insider transactions for PEGASYSTEMS INC
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Leon Trefler | PEGA | Common stock | Tax liability | -0.39% | -463 | 119,085 | 01 Jun 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 0.99% | 1,176 | 119,548 | 01 Jun 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -25% | -1,176 | 3,526 | 01 Jun 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -0.84% | -926 | 109,958 | 01 Jun 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 2.17% | 2,352 | 110,884 | 01 Jun 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Restricted Stock Units | Options Exercise | -25% | -2,352 | 7,052 | 01 Jun 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Tax liability | -1.43% | -780 | 53,609 | 01 Jun 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Options Exercise | 2.64% | 1,396 | 54,183 | 01 Jun 2026 | Direct | ||
| John Gerard Higgins | PEGA | Restricted Stock Units | Options Exercise | -71.6% | -1,396 | 554 | 01 Jun 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -0.53% | -569 | 107,677 | 01 Jun 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 1.1% | 1,176 | 108,246 | 01 Jun 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Restricted Stock Units | Options Exercise | -25% | -1,176 | 3,526 | 01 Jun 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -2.13% | -50 | 2,298 | 01 Jun 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 9.51% | 204 | 2,348 | 01 Jun 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -25.9% | $27,742 | $36.99 | -750 | 2,144 | 01 Jun 2026 | Direct |
| Efstathios A. Kouninis | PEGA | Restricted Stock Units | Options Exercise | -24.8% | -204 | 618 | 01 Jun 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -20.6% | $26,062 | $34.75 | -750 | 2,894 | 29 May 2026 | Direct |
| Rifat Kerim Akgonul | PEGA | Common stock | Sale | -4.07% | $151,576 | $33.35 | -4,545 | 107,070 | 19 May 2026 | Direct |
| Kenneth Stillwell | PEGA | Common stock | Sale | -7.17% | $305,560 | $36.45 | -8,383 | 108,532 | 05 May 2026 | Direct |
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -13% | -17,537 | 116,915 | 05 May 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 23.9% | 25,920 | 134,452 | 05 May 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Stock Options | Options Exercise | -33.3% | -25,920 | 51,840 | 05 May 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Sale | -0.91% | $43,170 | $43.17 | -1,000 | 108,532 | 01 Apr 2026 | Direct |
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -22.9% | $42,880 | $42.88 | -1,000 | 3,365 | 17 Mar 2026 | Direct |
| Rifat Kerim Akgonul | PEGA | Common stock | Sale | -6.38% | $329,504 | $43.39 | -7,594 | 111,429 | 16 Mar 2026 | Direct |
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -15.8% | -22,406 | 119,023 | 16 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 26.9% | 30,000 | 141,429 | 16 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Stock Options | Options Exercise | -100% | -30,000 | 0 | 16 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Sale | -6.77% | $352,354 | $43.56 | -8,088 | 111,429 | 11 Mar 2026 | Direct |
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -15.5% | -21,912 | 119,517 | 11 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 26.9% | 30,000 | 141,429 | 11 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Stock Options | Options Exercise | -50% | -30,000 | 30,000 | 11 Mar 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Sale | -5.36% | $299,858 | $44.76 | -6,700 | 118,372 | 10 Mar 2026 | Direct |
| Kenneth Stillwell | PEGA | Common stock | Sale | -28.7% | $1,971,640 | $44.81 | -44,000 | 109,123 | 10 Mar 2026 | Direct |
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -0.6% | -669 | 111,429 | 07 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 2.07% | 2,278 | 112,098 | 07 Mar 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Restricted Stock Units | Options Exercise | -20% | -2,278 | 9,114 | 07 Mar 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Tax liability | -2.35% | -1,272 | 52,803 | 07 Mar 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Options Exercise | 4.4% | 2,278 | 54,075 | 07 Mar 2026 | Direct | ||
| John Gerard Higgins | PEGA | Restricted Stock Units | Options Exercise | -20% | -2,278 | 9,114 | 07 Mar 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -1.82% | -81 | 4,365 | 07 Mar 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 8.07% | 332 | 4,446 | 07 Mar 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Restricted Stock Units | Options Exercise | -20% | -332 | 1,330 | 07 Mar 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -1.32% | -2,055 | 153,123 | 07 Mar 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 3.48% | 5,220 | 155,178 | 07 Mar 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Restricted Stock Units | Options Exercise | -20% | -5,220 | 20,884 | 07 Mar 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Tax liability | -0.52% | -648 | 125,072 | 07 Mar 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 2.16% | 2,658 | 125,720 | 07 Mar 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -20% | -2,658 | 10,632 | 07 Mar 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Tax liability | -0.43% | -537 | 123,062 | 05 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.