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
2/50
Latest evidence
30 Sep 2026
- Public ticker
- PEGA on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Alan Trefler
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
2 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Alan Trefler
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Sep 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001013857
- Issuer location
- Waltham, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 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
2/50
Latest evidence
30 Sep 2026
13D/G
3/4/5
13F
Lead comparable stake: 48%
48 rows are not safely comparable across share classes.
13D/G row: Alan Trefler
Showing 1-8 of 50 holder rows.
Quick read
Alan Trefler leads the comparable SEC ownership view at 48%.
2 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 2
Alan Trefler
48%
BlackRock, Inc.
5.1%
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
|
48%
Reported 13D/G
· 30 Sep 2026
|
$2,632,313,649
79,095,963 shares
|
-$3,375,058 | 30 Sep 2026 |
| BlackRock, Inc. |
13D/G
13F
Company
|
5.1%
Reported 13D/G
· 30 Jun 2025
|
$469,404,696
8,671,803 shares
|
$0 | 30 Jun 2025 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$193,463,843
6,455,250 shares
|
— | 30 Jun 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$147,441,671
4,919,642 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$123,737,738
4,128,720 shares
|
— | 30 Jun 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
—
denominator unverified
|
$91,404,679
3,031,497 shares
|
— | 30 Jun 2026 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
—
denominator unverified
|
$88,661,832
2,958,357 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$87,916,366
2,933,479 shares
|
— | 30 Jun 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: -$21,653,929.
Buys
$0
Insiders: 0
Sells
$21,653,929
Insiders: 7
Net
-$21,653,929
Shares: -444,099
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 444,099
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 67,462 | $0 | $2,398,598 | -$2,398,598 |
| 3-6 | 0 | 6,795 | $0 | $229,616 | -$229,616 |
| 6-9 | 0 | 121,437 | $0 | $5,334,583 | -$5,334,583 |
| 9-12 | 0 | 248,405 | $0 | $13,691,133 | -$13,691,133 |
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
-$19.01M
Full value: -$19,013,642 · USD · 12-month changeLatest report
02 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Alan Trefler | C.E.O. & Chairman, Director, 10%+ Owner | $2,306,560,820 | -$11,030,020 | -0.48% | Mixed | 14 Sep 2026 |
| Richard H. Jones | Director | $28,874,893 | Mixed | 15 Aug 2026 | ||
| Kenneth Stillwell | Coo, Cfo | $5,068,476 | -$4,898,430 | -49% | Mixed | 11 Sep 2026 |
| Leon Trefler | Chief of Clients and Markets | $4,762,756 | -$299,859 | -5.9% | Mixed | 04 Sep 2026 |
| Rifat Kerim Akgonul | Chief Product Officer | $4,157,532 | -$2,286,928 | -35% | Mixed | 28 Oct 2026 |
| John Gerard Higgins | Chief, Client &Partner Success | $2,501,921 | Mixed | 04 Sep 2026 | ||
| Sharon T. Rowlands | Director | $2,145,791 | Mixed | 15 Aug 2026 | ||
| Michael R. Pyle | Chief Technology Strategist | $1,769,871 | Mixed | 07 Mar 2022 | ||
| Dianne Ledingham | Director | $1,268,638 | -$106,180 | -7.7% | Filing P/S | 02 Nov 2026 |
| Peter Gyenes | Director | $916,662 | Mixed | 15 Aug 2026 | ||
| Christopher Lafond | Director | $765,673 | Mixed | 15 Aug 2026 | ||
| Hayden Stafford | President | $557,037 | Mixed | 02 Mar 2022 | ||
| Larry Weber | Director | $388,541 | -$100,254 | -21% | Filing P/S | 29 Oct 2026 |
| Rohit Ghai | Director | $217,762 | Mixed | 15 Aug 2026 | ||
| Efstathios A. Kouninis | SVP, Chief Accounting Officer | $139,910 | -$291,971 | -68% | Mixed | 16 Sep 2026 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dianne Ledingham | PEGA | Common stock | Sale | -2.61% | -$34,030 | $34.03 | -1,000 | 37,280 | 02 Nov 2026 | Dianne Ledingham Family Legacy Trust |
| Larry Weber | PEGA | Common stock | Sale | -20.5% | -$100,254 | $33.71 | -2,974 | 11,526 | 29 Oct 2026 | Direct |
| Rifat Kerim Akgonul | PEGA | Common stock | Sale | -6.74% | -$249,499 | $35.22 | -7,084 | 97,958 | 28 Oct 2026 | Direct |
| Dianne Ledingham | PEGA | Common stock | Sale | -2.55% | -$34,150 | $34.15 | -1,000 | 38,280 | 01 Oct 2026 | Dianne Ledingham Family Legacy Trust |
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -49.3% | -$36,678 | $37.35 | -982 | 1,009 | 16 Sep 2026 | Direct |
| Dianne Ledingham | PEGA | Common stock | Sale | -2.48% | -$38,000 | $38.00 | -1,000 | 39,280 | 15 Sep 2026 | Dianne Ledingham Family Legacy Trust |
| Alan Trefler | PEGA | Common stock | Gift | 49.6% | 5,399,303 | 16,275,828 | 14 Sep 2026 | Alan N. Trefler Irrevocable Non-GST Trust of 2022 | ||
| Alan Trefler | PEGA | Common stock | Gift | -100% | -2,999,613 | 0 | 14 Sep 2026 | Alan N. Trefler Grantor Retained Annuity Trust I of 2024 | ||
| Alan Trefler | PEGA | Common stock | Gift | -100% | -2,399,690 | 0 | 14 Sep 2026 | Alan N. Trefler Grantor Retained Annuity Trust II of 2024 | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Sale | -6.26% | -$252,210 | $36.03 | -7,000 | 104,804 | 11 Sep 2026 | Direct |
| Kenneth Stillwell | PEGA | Common stock | Sale | -29.4% | -$1,417,438 | $35.77 | -39,627 | 95,225 | 11 Sep 2026 | Direct |
| Leon Trefler | PEGA | Common stock | Tax liability | -0.79% | -1,046 | 131,651 | 07 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 2.04% | 2,658 | 132,697 | 07 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -33.3% | -2,658 | 5,316 | 07 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -1.5% | -2,055 | 134,852 | 07 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 3.96% | 5,220 | 136,907 | 07 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Restricted Stock Units | Options Exercise | -33.3% | -5,220 | 10,442 | 07 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -3.96% | -82 | 1,991 | 07 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 19.2% | 334 | 2,073 | 07 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Restricted Stock Units | Options Exercise | -33.5% | -334 | 664 | 07 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Tax liability | -2.07% | -1,273 | 60,110 | 07 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Options Exercise | 3.86% | 2,280 | 61,383 | 07 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Restricted Stock Units | Options Exercise | -33.4% | -2,280 | 4,556 | 07 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -0.98% | -1,103 | 111,804 | 07 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 2.06% | 2,280 | 112,907 | 07 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Restricted Stock Units | Options Exercise | -33.4% | -2,280 | 4,556 | 07 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Tax liability | -0.66% | -867 | 130,039 | 05 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 1.71% | 2,202 | 130,906 | 05 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -14.3% | -2,202 | 13,206 | 05 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -1.3% | -1,733 | 131,687 | 05 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 3.41% | 4,402 | 133,420 | 05 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Restricted Stock Units | Options Exercise | -14.3% | -4,402 | 26,414 | 05 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -5.85% | -108 | 1,739 | 05 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 31.3% | 440 | 1,847 | 05 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Restricted Stock Units | Options Exercise | -14.3% | -440 | 2,642 | 05 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Tax liability | -2.04% | -1,229 | 59,103 | 05 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Options Exercise | 3.79% | 2,202 | 60,332 | 05 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Restricted Stock Units | Options Exercise | -14.3% | -2,202 | 13,206 | 05 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -0.95% | -1,065 | 110,627 | 05 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 2.01% | 2,202 | 111,692 | 05 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Restricted Stock Units | Options Exercise | -14.3% | -2,202 | 13,206 | 05 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Tax liability | -0.49% | -636 | 128,704 | 04 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 1.27% | 1,616 | 129,340 | 04 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -9.09% | -1,616 | 16,154 | 04 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -0.98% | -1,272 | 129,018 | 04 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 2.54% | 3,232 | 130,290 | 04 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Restricted Stock Units | Options Exercise | -9.09% | -3,232 | 32,308 | 04 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -5.32% | -79 | 1,407 | 04 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 27.7% | 322 | 1,486 | 04 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Restricted Stock Units | Options Exercise | -9.06% | -322 | 3,232 | 04 Sep 2026 | Direct |
* marks a reported price that did not pass the local price check.