PEGA
PEGASYSTEMS INC.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2022 | 16Q | $20 | $34 | +70% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $34 | $34 | +1% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $34 | $34 | +1% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $34 | $34 | +1% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $34 | — |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $34 | $34 | +1% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q2 2026 | → $34 | -0% |
| Maverick Capital 5× in & out | Q1 2025 | Q4 2025 | → $57 | +34% |
| Renaissance Technologies 2× in & out | Q3 2025 | Q4 2025 | → $57 | +8% |
| D1 Capital Partners | Q1 2019 | Q2 2019 | → $35 | +23% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at PEGASYSTEMS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001480560-26-000018Jun 9, 2026
- Form 40001680115-26-000028Jun 9, 2026
- Form 40001353196-26-000018Jun 9, 2026
- Form 40001915414-26-000016Jun 9, 2026
- Form 40001855325-26-000024Jun 9, 2026
- Form 40001915414-26-000014Jun 8, 2026
- Form 40001353196-26-000016Jun 8, 2026
- Form 40001680115-26-000026Jun 8, 2026
- Form 40001480560-26-000016Jun 8, 2026
- Form 40001855325-26-000022Jun 8, 2026
- Form 40001480560-26-000014Jun 2, 2026
- Form 40001680115-26-000024Jun 2, 2026
- Form 40001915414-26-000012Jun 2, 2026
- Form 40001855325-26-000020Jun 2, 2026
- Form 40001353196-26-000014Jun 2, 2026
Fundamentals
XBRL · PEGASYSTEMS INC.Annual figures sourced directly from PEGASYSTEMS INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for PEGASYSTEMS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 8, 2026
- DEF 14AProxy statementApr 24, 2026
- 10-QQuarterly reportApr 21, 2026
- 8-KMaterial eventApr 21, 2026
- 8-KMaterial eventFeb 12, 2026
- 10-KAnnual reportFeb 10, 2026
- 8-KMaterial eventFeb 10, 2026
- 8-KMaterial eventJan 12, 2026
- 8-KMaterial eventJan 9, 2026
- 10-QQuarterly reportOct 21, 2025
- 8-KMaterial eventOct 21, 2025
- 10-QQuarterly reportJul 22, 2025
- 8-KMaterial eventJul 22, 2025
- 8-KMaterial eventJun 23, 2025
- 8-KMaterial eventJun 18, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q2 2026 | open | $34 | $34 | +1% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $57 | $44 | -22% |
| Renaissance Technologies | Q3 2025 | Q4 2025 | $53 | $57 | +8% |
| Bridgewater Associates | Q3 2025 | open | $53 | $36 | -32% |
| Maverick Capital | Q1 2025 | Q4 2025 | $42 | $57 | +34% |
| Citadel Advisors | Q3 2024 | open | $34 | $34 | +1% |
| Two Sigma Investments | Q3 2024 | open | $34 | $34 | +1% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $34 | $34 | -0% |
| AQR Capital Management | Q3 2024 | open | $34 | $34 | +1% |
| Millennium Management | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $34 | $34 | +1% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $34 | $44 | +30% |
| Renaissance Technologies | Q3 2024 | Q2 2025 | $33 | $49 | +49% |
| Maverick Capital | Q2 2024 | Q4 2024 | $32 | $44 | +40% |
| Bridgewater Associates | Q1 2023 | Q2 2023 | $19 | $21 | +10% |
| Bridgewater Associates | Q3 2022 | Q4 2022 | $20 | $18 | -11% |
| Maverick Capital | Q4 2021 | Q1 2022 | $59 | $48 | -18% |
| Maverick Capital | Q4 2020 | Q2 2021 | $60 | $58 | -4% |
| Maverick Capital | Q1 2020 | Q2 2020 | $49 | $43 | -13% |
| D1 Capital Partners | Q1 2019 | Q2 2019 | $28 | $35 | +23% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.