Is Pegasystems Inc. (PEGA) a Buy, Sell, or Hold?
NASDAQ : PEGA
Pegasystems Inc. — Institutional Ownership
$26.82 USD
$0.81 (3.11%)
- Volume
- 4.51M
- Average Volume
- 2.48M
- Market Capitalization
- $4.41B
- P/E Ratio
- 14.12
- Dividend Yield
- 0.45%
- Price Target
- $39.00
- Year High
- $68.10
- Year Low
- $25.10
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.06
- Current Ratio
- $1.06
Institutional Ownership Summary
Institutional Ownership %
0.89%
Investors Holding
70
change: -420 | last: 490
Increased Positions
36
change: -268 | last: 304
Reduced Positions
27
change: -107 | last: 134
New Positions
13
change: -82 | last: 95
Sold Positions
424
change: 334 | last: 90
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -137.4211 | last: 1.3742
Total Invested
45.17M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-11-12 | ALAN TREFLER | 79.2M | 46.00% |
| 2025-08-01 | TREFLER ALAN | 79.49M | 46.00% |
| 2025-07-17 | BlackRock, Inc. | 8.67M | 5.10% |
| 2024-02-09 | 95-1411037 | 13.0 | 5.20% |
| 2022-02-15 | Brian Bares | 4.9M | 6.00% |
| 2022-02-15 | 74-2961140 | 4.9M | 6.00% |
| 2022-02-14 | Christian Leone | 5.51M | 6.74% |
| 2022-02-14 | Luxor Management, LLC | 5.51M | 6.74% |
| 2022-02-14 | Luxor Capital Group, LP | 5.51M | 6.74% |
| 2022-02-14 | LCG Holdings, LLC | 5.51M | 6.74% |
| 2022-02-14 | Luxor Cardinal, LP | 526.35K | 1.00% |
| 2022-02-14 | Luxor Capital Partners, LP | 2.39M | 2.93% |
| 2022-02-14 | Luxor Capital Partners Long, LP | 111.53K | 1.00% |
| 2022-02-14 | Qena Capital Partners Offshore Master Fund, LP | 293.55K | 1.00% |
| 2022-02-14 | Luxor Capital Partners Offshore, Ltd. | 1.55M | 1.89% |
| 2022-02-14 | Luxor Capital Partners Offshore Master Fund, LP | 1.55M | 1.89% |
| 2022-02-14 | Brian Bares | 5.21M | 6.45% |
| 2022-02-14 | N/A | 39.98M | 48.79% |
| 2022-02-14 | Luxor Wavefront, LP | 517.43K | 1.00% |
| 2022-02-14 | Luxor Capital Partners Long Offshore Master Fund, LP | 36529.0 | 1.00% |
| 2022-02-14 | 74-2961140 | 4.9M | 6.08% |
| 2022-02-14 | Luxor Gibraltar, LP – Series I | 81558.0 | 1.00% |
| 2022-02-14 | Luxor Capital Partners Long Offshore, Ltd. | 36529.0 | 1.00% |
| 2021-02-16 | Brian Bares | 5.21M | 6.45% |
| 2021-02-12 | N/A | 39.82M | 49.21% |
| 2021-02-16 | 74-2961140 | 5.21M | 6.45% |
| 2021-02-08 | Luxor Management, LLC | 4.06M | 5.03% |
| 2021-02-08 | Luxor Capital Partners, LP | 1.73M | 2.15% |
| 2021-02-08 | Luxor Wavefront, LP | 462.96K | 1.00% |
| 2021-02-08 | Luxor Capital Partners Offshore Master Fund, LP | 1.06M | 1.31% |
| 2021-02-08 | Luxor Capital Partners Offshore, Ltd. | 1.06M | 1.31% |
| 2021-02-08 | Qena Capital Partners Offshore Master Fund, LP | 200.38K | 1.00% |
| 2021-02-08 | Luxor Capital Partners Long, LP | 88623.0 | 1.00% |
| 2021-02-08 | Luxor Cardinal, LP | 516.72K | 1.00% |
| 2021-02-08 | LCG Holdings, LLC | 4.06M | 5.03% |
| 2021-02-08 | Luxor Capital Group, LP | 4.06M | 5.03% |
| 2021-02-08 | Christian Leone | 4.06M | 5.03% |
| 2020-02-13 | 2. | 39.87M | 50.09% |
| 2018-02-13 | (2) | 39.94M | 51.13% |
| 2017-02-16 | 2. | 39.48M | 51.55% |
| 2016-02-04 | 2. | 39.67M | 52.00% |
| 2015-02-17 | Ronald Baron042787865 | 3.1M | 4.06% |
| 2015-02-17 | Baron Capital Management, Inc.042787865 | 96154.0 | 0.13% |
| 2015-02-17 | BAMCO INC /NY/042787865 | 3M | 3.93% |
| 2015-02-17 | Baron Capital Group, Inc.042787865 | 3.1M | 4.06% |
| 2015-02-17 | 2. | 39.73M | 52.00% |
| 2014-02-14 | BAMCO INC /NY/042787865 | 2M | 5.25% |
| 2014-02-14 | 2. | 19.88M | 52.10% |
| 2014-02-14 | Baron Capital Management, Inc.042787865 | 56667.0 | 0.15% |
| 2014-02-14 | Ronald Baron042787865 | 2.05M | 5.40% |
| 2014-02-14 | Baron Capital Group, Inc.042787865 | 2.05M | 5.40% |
| 2013-02-14 | N/A | 19.98M | 52.60% |
| 2013-02-14 | Baron Capital Management, Inc.042787865 | 77902.0 | 0.21% |
| 2013-02-14 | Baron Capital Group, Inc.042787865 | 2.07M | 5.47% |
| 2013-02-14 | Ronald Baron042787865 | 2.07M | 5.47% |
| 2013-02-14 | BAMCO INC /NY/042787865 | 2M | 5.27% |
| 2012-02-14 | BAMCO INC /NY/042787865 | 2.24M | 5.94% |
| 2012-02-14 | Ronald Baron042787865 | 2.61M | 6.92% |
| 2012-02-14 | Baron Capital Management, Inc.042787865 | 371.28K | 0.99% |
| 2012-02-14 | Baron Capital Group, Inc.042787865 | 2.61M | 6.92% |
| 2012-02-13 | N/A | 20.03M | 53.09% |
| 2011-11-10 | FMR LLC | 1.27M | 3.39% |
| 2011-11-10 | Edward C. Johnson 3d | 1.27M | 3.39% |
| 2011-02-14 | Baron Capital Group, Inc.042787865 | 2.46M | 6.65% |
| 2011-02-14 | Ronald Baron042787865 | 2.46M | 6.65% |
| 2011-02-14 | Baron Capital Management, Inc.042787865 | 230.78K | 0.62% |
| 2011-02-14 | BAMCO INC /NY/042787865 | 2.23M | 6.03% |
| 2010-02-16 | FMR LLC | 2.11M | 5.75% |
| 2010-02-16 | Edward C. Johnson 3d | 2.11M | 5.75% |
| 2010-02-16 | 13-3017981 | 1.97M | 5.38% |
| 2010-02-12 | N/A | 20.08M | 54.54% |
| 2009-02-13 | N/A | 20.21M | 56.43% |
| 2009-02-09 | (. | 1.37M | 3.82% |
| 2008-02-13 | N/A | 20.49M | 56.10% |
| 2007-02-09 | (. | 2.22M | 6.27% |
| 2007-02-02 | (. | 2.22M | 6.27% |
| 2006-02-14 | N/A | 20.72M | 58.40% |
| 2006-02-13 | RICHARD C. PERRY | 1.62M | 4.57% |
| 2006-02-13 | Page 1 of 9 Pages | 1.62M | 4.57% |
| 2005-02-14 | Alan Trefler N/A | 21.04M | 58.70% |
| 2005-02-10 | Perry Corp. | 2.58M | 7.19% |
| 2005-02-10 | Richard C. Perry | 2.58M | 7.19% |
| 2004-02-13 | Alan Trefler | 21.76M | 63.00% |
| 2003-02-12 | 04-2683227 | 1.56M | 4.57% |
| 2002-02-12 | 04-2683227 | 1.8M | 5.50% |
| 2001-02-13 | 04-2683227 | 1.6M | 5.43% |
| 2000-02-11 | 04-2683227 | 1.71M | 5.91% |
| 1999-02-08 | 04-2683227 | 1.57M | 5.48% |
PEGA Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $59.72 | 170.78M | $10.2B | $212.45M | $75.97M | $10.06B |
| 2024-12-31 | $46.60 | 170.53M | $7.95B | $337.1M | $549.67M | $8.16B |
| 2023-12-31 | $24.43 | 166.32M | $4.06B | $229.9M | $581.27M | $4.41B |
| 2022-12-31 | $17.12 | 163.89M | $2.81B | $145.05M | $687.74M | $3.35B |
| 2021-12-31 | $55.91 | 162.77M | $9.1B | $159.96M | $685.53M | $9.63B |
| 2020-12-31 | $66.63 | 160.67M | $10.71B | $171.9M | $595.8M | $11.13B |
| 2019-12-31 | $39.83 | 158.11M | $6.3B | $68.36M | $52.61M | $6.28B |
| 2018-12-31 | $23.92 | 157.13M | $3.76B | $114.42M | -$ | $3.64B |
| 2017-12-31 | $23.58 | 154.86M | $3.65B | $162.28M | -$ | $3.49B |
| 2016-12-31 | $18.00 | 152.69M | $2.75B | $70.59M | -$ | $2.68B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29.97 | 167.21M | $5.01B | $185.11M | $57M | $4.88B |
| 2026-03-31 | $42.56 | 168.82M | $7.18B | $269.96M | $72.13M | $6.99B |
| 2025-12-31 | $59.72 | 170M | $10.15B | $212.45M | $75.97M | $10.02B |
| 2025-09-30 | $57.50 | 170.57M | $9.81B | $148.7M | $76.83M | $9.74B |
| 2025-06-30 | $54.13 | 170.78M | $9.24B | $201.56M | $79.02M | $9.12B |
| 2025-03-31 | $34.76 | 171.8M | $5.97B | $231.13M | $79.27M | $5.82B |
| 2024-12-31 | $46.60 | 172M | $8.02B | $337.1M | $549.67M | $8.23B |
| 2024-09-30 | $36.55 | 171.25M | $6.26B | $287.65M | $582.96M | $6.55B |
| 2024-06-30 | $29.64 | 170.31M | $5.05B | $258.26M | $586.06M | $5.38B |
| 2024-03-31 | $31.33 | 168.53M | $5.28B | $291.9M | $577.81M | $5.57B |
| 2023-12-31 | $24.43 | 186.32M | $4.55B | $229.9M | $581.27M | $4.9B |
| 2023-09-30 | $21.71 | 166.67M | $3.62B | $169.02M | $583.16M | $4.03B |