Pegasystems Inc.
US ˙ NasdaqGS ˙ US7055731035

SecurityPEGA / Pegasystems Inc.
InstitutionAmundi
Latest Disclosed Ownership47,259 shares
Latest Disclosed Value $ 2,011,351
Amundi reports 18.50% increase in ownership of PEGA / Pegasystems Inc.

On May 15, 2026 - Amundi filed a 13F-HR form disclosing ownership of 47,259 shares of Pegasystems Inc. (US:PEGA) valued at $2,011,343 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 39,881 shares of Pegasystems Inc.. This represents a change in shares of 18.50% during the quarter. The current value of the position is $1,659,263 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F PEGASYSTEMS COM 705573103 47,259 7,378 18.50 2,011 -15.54 0.0002
2026-02-17 2025-12-31 13F PEGASYSTEMS COM 705573103 39,881 249 0.63 2,382 7.84 0.0006
2025-11-14 2025-09-30 13F PEGASYSTEMS COM 705573103 39,632 -18,022 -31.26 2,208 -27.27 0.0007
2025-08-13 2025-06-30 13F PEGASYSTEMS COM 705573103 57,654 37,973 192.94 3,036 126.06 0.0010
2025-05-15 2025-03-31 13F PEGASYSTEMS COM 705573103 19,681 3,033 18.22 1,343 -16.01 0.0005
2025-02-07 2024-12-31 13F PEGASYSTEMS COM 705573103 16,648 -19,668 -54.16 1,600 -38.64 0.0006
2024-11-13 2024-09-30 13F PEGASYSTEMS COM 705573103 36,316 20,206 125.43 2,606 176.94 0.0010
2024-08-14 2024-06-30 13F PEGASYSTEMS COM 705573103 16,110 -2,861 -15.08 941 -15.00 0.0004
2024-05-15 2024-03-31 13F PEGASYSTEMS COM 705573103 18,971 15,614 465.12 1,108 614.19 0.0005
2024-02-14 2023-12-31 13F PEGASYSTEMS COM 705573103 3,357 0 0.00 156 13.97 0.0001
2023-11-14 2023-09-30 13F PEGASYSTEMS COM 705573103 3,357 3,357 136 0.0001
2023-08-14 2023-06-30 13F PEGASYSTEMS COM 705573103 0 -2,940 -100.00 0 -100.00
2023-05-15 2023-03-31 13F PEGASYSTEMS COM 705573103 2,940 2,940 138 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.