Pegasystems Inc.
US ˙ NasdaqGS ˙ US7055731035

SecurityPEGA / Pegasystems Inc.
InstitutionFmr Llc
Latest Disclosed Ownership40,738 shares
Latest Disclosed Value $ 1,733,808
Fmr Llc reports 71.63% decrease in ownership of PEGA / Pegasystems Inc.

On May 15, 2026 - Fmr Llc filed a 13F-HR form disclosing ownership of 40,738 shares of Pegasystems Inc. (US:PEGA) valued at $1,733,809 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 143,608 shares of Pegasystems Inc.. This represents a change in shares of -71.63% during the quarter. The current value of the position is $1,443,755 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 40,738 -102,870 -71.63 1,734 -79.79 0.0000
2026-02-17 2025-12-31 13F PEGASYSTEMS COM 705573103 143,608 -641,365 -81.71 8,576 -81.00 0.0004
2025-11-13 2025-09-30 13F PEGASYSTEMS COM 705573103 784,973 -183,742 -18.97 45,136 -13.92 0.0023
2025-08-14 2025-06-30 13F PEGASYSTEMS COM 705573103 968,715 887,055 1,086.28 52,437 823.66 0.0030
2025-05-12 2025-03-31 13F PEGASYSTEMS COM 705573103 81,660 -38,871 -32.25 5,677 -49.46 0.0004
2025-02-13 2024-12-31 13F PEGASYSTEMS COM 705573103 120,531 -227,027 -65.32 11,233 -55.78 0.0007
2024-11-13 2024-09-30 13F PEGASYSTEMS COM 705573103 347,558 -48,790 -12.31 25,403 5.89 0.0015
2024-08-13 2024-06-30 13F PEGASYSTEMS COM 705573103 396,348 213,781 117.10 23,991 103.29 0.0015
2024-05-13 2024-03-31 13F PEGASYSTEMS COM 705573103 182,567 132,221 262.62 11,801 379.91 0.0008
2024-02-13 2023-12-31 13F PEGASYSTEMS COM 705573103 50,346 39,943 383.96 2,460 445.23 0.0002
2023-11-13 2023-09-30 13F PEGASYSTEMS COM 705573103 10,403 7,910 317.29 452 269.67 0.0000
2023-08-11 2023-06-30 13F PEGASYSTEMS COM 705573103 2,493 188 8.16 123 9.91 0.0000
2023-08-11 2023-03-31 13F/A-1 PEGASYSTEMS COM 705573103 2,305 -54,480 -95.94 112 -94.29 0.0000
2023-05-11 2023-03-31 13F PEGASYSTEMS COM 705573103 2,305 -54,480 112 0.0000
2023-02-13 2022-12-31 13F PEGASYSTEMS COM 705573103 56,785 -826 -1.43 1,944 4.97 0.0002
2022-11-10 2022-09-30 13F PEGASYSTEMS COM 705573103 57,611 55,395 2,499.77 1,852 1,630.84 0.0002
2022-08-12 2022-06-30 13F PEGASYSTEMS COM 705573103 2,216 -59,360 -96.40 107 -97.85 0.0000
2022-05-13 2022-03-31 13F PEGASYSTEMS COM 705573103 61,576 59,271 2,571.41 4,967 1,825.19 0.0004
2022-02-14 2021-12-31 13F PEGASYSTEMS COM 705573103 2,305 -75,221 -97.03 258 -97.38 0.0000
2022-02-14 2021-09-30 13F/A-1 PEGASYSTEMS COM 705573103 77,526 146 0.19 9,854 -8.51 0.0008
2021-11-15 2021-09-30 13F PEGASYSTEMS COM 705573103 77,526 146 9,854 0.0008
2021-08-13 2021-06-30 13F PEGASYSTEMS COM 705573103 77,380 1,798 2.38 10,770 24.62 0.0008
2021-05-14 2021-03-31 13F PEGASYSTEMS COM 705573103 75,582 -54,298 -41.81 8,642 -50.07 0.0007
2021-02-08 2020-12-31 13F PEGASYSTEMS COM 705573103 129,880 -95,498 -42.37 17,308 -36.55 0.0015
2020-11-13 2020-09-30 13F PEGASYSTEMS COM 705573103 225,378 -238,454 -51.41 27,280 -41.86 0.0028
2020-08-24 2020-06-30 13F/A-1 PEGASYSTEMS COM 705573103 463,832 -424,744 -47.80 46,925 -25.86 0.0052
2020-08-13 2020-06-30 13F PEGASYSTEMS COM 705573103 463,832 -424,744 46,925 1,152.8099
2020-05-14 2020-03-31 13F PEGASYSTEMS COM 705573103 888,576 260,845 41.55 63,293 26.59 0.0088
2020-02-07 2019-12-31 13F PEGASYSTEMS COM 705573103 627,731 -180,656 -22.35 49,999 -9.11 0.0055
2019-11-13 2019-09-30 13F PEGASYSTEMS COM 705573103 808,387 -175,428 -17.83 55,011 -21.48 0.0066
2019-08-13 2019-06-30 13F PEGASYSTEMS COM 705573103 983,815 -96,260 -8.91 70,058 -0.21 0.0082
2019-05-13 2019-03-31 13F PEGASYSTEMS COM 705573103 1,080,075 85,576 8.60 70,205 47.59 0.0084
2019-02-13 2018-12-31 13F PEGASYSTEMS COM 705573103 994,499 -6,000 -0.60 47,566 -24.05 0.0065
2018-11-09 2018-09-30 13F PEGASYSTEMS COM 705573103 1,000,499 62,385 6.65 62,631 21.83 0.0070
2018-08-10 2018-06-30 13F PEGASYSTEMS COM 705573103 938,114 -120,765 -11.40 51,409 -19.95 0.0061
2018-05-14 2018-03-31 13F PEGASYSTEMS COM 705573103 1,058,879 59,494 5.95 64,221 36.29 0.0076
2018-02-12 2017-12-31 13F PEGASYSTEMS COM 705573103 999,385 -111,465 -10.03 47,121 -26.42 0.0055
2017-11-13 2017-09-30 13F PEGASYSTEMS COM 705573103 1,110,850 -97,575 -8.07 64,041 -9.18 0.0077
2017-08-29 2017-06-30 13F/A-1 PEGASYSTEMS COM 705573103 1,208,425 -231,122 -16.06 70,512 11.70 0.0088
2017-08-11 2017-06-30 13F PEGASYSTEMS COM 705573103 1,208,425 -231,122 70,512
2017-05-11 2017-03-31 13F PEGASYSTEMS COM 705573103 1,439,547 -292,298 -16.88 63,124 1.25 0.0080
2017-02-10 2016-12-31 13F PEGASYSTEMS COM 705573103 1,731,845 -134,711 -7.22 62,346 13.26 0.0083
2016-11-14 2016-09-30 13F PEGASYSTEMS COM 705573103 1,866,556 348,311 22.94 55,045 34.53 0.0073
2016-08-11 2016-06-30 13F PEGASYSTEMS COM 705573103 1,518,245 232,745 18.11 40,917 25.41 0.0056
2016-05-16 2016-03-31 13F PEGASYSTEMS COM 705573103 1,285,500 535,900 71.49 32,626 58.27 0.0045
2016-02-12 2015-12-31 13F PEGASYSTEMS COM 705573103 749,600 0 0.00 20,614 11.74 0.0028
2015-11-10 2015-09-30 13F PEGASYSTEMS COM 705573103 749,600 0 0.00 18,448 7.52 0.0026
2015-08-25 2015-06-30 13F/A-1 PEGASYSTEMS COM 705573103 749,600 -79,500 -9.59 17,158 -4.85 0.0022
2015-08-13 2015-06-30 13F PEGASYSTEMS COM 705573103 749,600 17,158
2015-05-14 2015-03-31 13F PEGASYSTEMS COM 705573103 829,100 -6,800 -0.81 18,033 3.86 0.0023
2015-02-17 2014-12-31 13F PEGASYSTEMS COM 705573103 835,900 -11,400 -1.35 17,362 7.23 0.0023
2014-11-14 2014-09-30 13F PEGASYSTEMS COM 705573103 847,300 323,800 61.85 16,192 46.45 0.0022
2014-08-14 2014-06-30 13F PEGASYSTEMS COM 705573103 523,500 465,221 798.27 11,056 285.76 0.0015
2014-02-13 2013-12-31 13F PEGASYSTEMS COM 705573103 58,279 -74,637 -56.15 2,866 -45.84 0.0004
2013-11-14 2013-09-30 13F PEGASYSTEMS COM 705573103 132,916 -12,984 -8.90 5,292 9.52 0.0008
2013-09-24 2013-06-30 13F/A-1 PEGASYSTEMS COM 705573103 145,900 145,900 4,832 0.0008
2013-08-14 2013-06-30 13F PEGASYSTEMS COM 705573103 145,900 4,832 0.0008
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.