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
30 Jun 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
-
50 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 Jun 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
50/50
Latest evidence
30 Jun 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
2.9%
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%
|
$193,463,843
6,455,250 shares
|
— | 30 Jun 2026 |
| AQR CAPITAL MANAGEMENT LLC |
13F
Company
|
2.9%
|
$147,441,671
4,919,642 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
2.4%
|
$123,737,738
4,128,720 shares
|
— | 30 Jun 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
Company
|
1.8%
|
$91,404,679
3,031,497 shares
|
— | 30 Jun 2026 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
1.7%
|
$88,661,832
2,958,357 shares
|
— | 30 Jun 2026 |
| STATE STREET CORP |
13F
Company
|
1.7%
|
$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: -$36,807,409.
Buys
$0
Insiders: 0
Sells
$36,807,409
Insiders: 6
Net
-$36,807,409
Shares: -670,327
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 670,327
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 7,545 | $0 | $260,575 | -$260,575 |
| 3-6 | 0 | 82,810 | $0 | $3,550,347 | -$3,550,347 |
| 6-9 | 0 | 248,077 | $0 | $13,040,462 | -$13,040,462 |
| 9-12 | 0 | 331,895 | $0 | $19,956,026 | -$19,956,026 |
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
-$36,807,410
Latest report
03 Sep 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 | -$27,058,136 | -0.83% | Mixed | 03 Mar 2026 |
| Richard H. Jones | Director | $28,874,893 | Median | 15 Aug 2026 | ||
| Kenneth Stillwell | Coo, Cfo | $5,470,254 | -$5,332,610 | -49% | Mixed | 01 Sep 2026 |
| Leon Trefler | Chief of Clients and Markets | $4,645,064 | -$1,242,300 | -21% | Mixed | 01 Sep 2026 |
| Rifat Kerim Akgonul | Chief Product Officer | $3,963,862 | -$2,013,108 | -34% | Mixed | 01 Sep 2026 |
| John Gerard Higgins | Chief, Client &Partner Success | $2,421,182 | Mixed | 01 Sep 2026 | ||
| Sharon T. Rowlands | Director | $2,145,791 | Median | 15 Aug 2026 | ||
| Michael R. Pyle | Chief Technology Strategist | $1,769,871 | Mixed | 07 Mar 2022 | ||
| Dianne Ledingham | Director | $1,207,191 | Median | 25 Aug 2026 | ||
| Peter Gyenes | Director | $916,662 | Median | 15 Aug 2026 | ||
| Christopher Lafond | Director | $765,673 | Median | 15 Aug 2026 | ||
| Hayden Stafford | President | $557,037 | Mixed | 02 Mar 2022 | ||
| Larry Weber | Director | $434,565 | -$150,199 | -26% | Median | 15 Aug 2026 |
| Rohit Ghai | Director | $217,762 | Median | 15 Aug 2026 | ||
| Efstathios A. Kouninis | SVP, Chief Accounting Officer | $147,329 | -$1,011,057 | -87% | Mixed | 03 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -47.7% | $41,191 | $38.75 | -1,063 | 1,164 | 03 Sep 2026 | Direct |
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -39.2% | -1,437 | 2,227 | 03 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 214.8% | 2,500 | 3,664 | 03 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Stock Options | Options Exercise | -26.9% | -2,500 | 6,800 | 03 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -0.72% | -925 | 127,058 | 01 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 1.87% | 2,350 | 127,983 | 01 Sep 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Restricted Stock Units | Options Exercise | -33.3% | -2,350 | 4,702 | 01 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Tax liability | -0.36% | -463 | 127,724 | 01 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 0.93% | 1,176 | 128,187 | 01 Sep 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -33.4% | -1,176 | 2,350 | 01 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Tax liability | -1.35% | -783 | 57,252 | 01 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Common stock | Options Exercise | 2.48% | 1,402 | 57,827 | 01 Sep 2026 | Direct | ||
| John Gerard Higgins | PEGA | Restricted Stock Units | Options Exercise | -79.2% | -1,402 | 368 | 01 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Tax liability | -0.52% | -569 | 108,656 | 01 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Options Exercise | 1.09% | 1,176 | 109,225 | 01 Sep 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Restricted Stock Units | Options Exercise | -33.4% | -1,176 | 2,350 | 01 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -4.2% | -51 | 1,164 | 01 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 20.4% | 206 | 1,215 | 01 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Restricted Stock Units | Options Exercise | -33.3% | -206 | 412 | 01 Sep 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -50.1% | $36,938 | $36.50 | -1,012 | 1,009 | 31 Aug 2026 | Direct |
| Efstathios A. Kouninis | PEGA | Common stock | Tax liability | -42.4% | -1,488 | 2,021 | 31 Aug 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Options Exercise | 247.8% | 2,500 | 3,509 | 31 Aug 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Stock Options | Options Exercise | -21.2% | -2,500 | 9,300 | 31 Aug 2026 | Direct | ||
| Rifat Kerim Akgonul | PEGA | Common stock | Sale | -2.7% | $101,966 | $33.99 | -3,000 | 108,049 | 25 Aug 2026 | Direct |
| Dianne Ledingham | PEGA | Common stock | Gift | 18.3% | 6,242 | 40,280 | 25 Aug 2026 | Dianne Ledingham Family Legacy Trust | ||
| Dianne Ledingham | PEGA | Common stock | Gift | -100% | -6,242 | 0 | 25 Aug 2026 | Direct | ||
| Larry Weber | PEGA | Common stock | Award | 36.4% | 3,868 | 14,500 | 15 Aug 2026 | Direct | ||
| Larry Weber | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Sharon T. Rowlands | PEGA | Common stock | Award | 3,868 | 3,868 | 15 Aug 2026 | Direct | |||
| Sharon T. Rowlands | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Dianne Ledingham | PEGA | Common stock | Award | 162.9% | 3,868 | 6,242 | 15 Aug 2026 | Direct | ||
| Dianne Ledingham | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Christopher Lafond | PEGA | Common stock | Award | 17.8% | 3,868 | 25,548 | 15 Aug 2026 | Direct | ||
| Christopher Lafond | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Richard H. Jones | PEGA | Common stock | Award | 3,868 | 3,868 | 15 Aug 2026 | Direct | |||
| Richard H. Jones | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Peter Gyenes | PEGA | Common stock | Award | 14.5% | 3,868 | 30,586 | 15 Aug 2026 | Direct | ||
| Peter Gyenes | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Rohit Ghai | PEGA | Common stock | Award | 113.8% | 3,868 | 7,266 | 15 Aug 2026 | Direct | ||
| Rohit Ghai | PEGA | Stock Options | Award | 7,947 | 7,947 | 15 Aug 2026 | Direct | |||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -12.7% | -18,292 | 125,633 | 10 Aug 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Options Exercise | 22% | 25,920 | 143,925 | 10 Aug 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Stock Options | Options Exercise | -50% | -25,920 | 25,920 | 10 Aug 2026 | Direct | ||
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -46% | $28,466 | $33.10 | -860 | 1,009 | 10 Aug 2026 | Direct |
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -31.5% | $27,778 | $32.30 | -860 | 1,869 | 07 Aug 2026 | Direct |
| Efstathios A. Kouninis | PEGA | Common stock | Sale | -24% | $24,235 | $32.31 | -750 | 2,376 | 16 Jun 2026 | Direct |
| Leon Trefler | PEGA | Common stock | Tax liability | -0.84% | -1,046 | 123,011 | 07 Jun 2026 | Direct | ||
| Leon Trefler | PEGA | Common stock | Options Exercise | 2.19% | 2,658 | 124,057 | 07 Jun 2026 | Direct | ||
| Leon Trefler | PEGA | Restricted Stock Units | Options Exercise | -25% | -2,658 | 7,974 | 07 Jun 2026 | Direct | ||
| Kenneth Stillwell | PEGA | Common stock | Tax liability | -1.72% | -2,055 | 117,752 | 07 Jun 2026 | Direct |
* marks a reported price that did not pass the local price check.