Pegasystems Inc.
US ˙ NasdaqGS ˙ US7055731035

SecurityPEGA / Pegasystems Inc.
InstitutionAmalgamated Bank
Latest Disclosed Ownership42,101 shares
Latest Disclosed Value $ 1,792
Amalgamated Bank reports 0.92% increase in ownership of PEGA / Pegasystems Inc.

On May 8, 2026 - Amalgamated Bank filed a 13F-HR form disclosing ownership of 42,101 shares of Pegasystems Inc. (US:PEGA) valued at $1,791,819 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 41,718 shares of Pegasystems Inc.. This represents a change in shares of 0.92% during the quarter. The current value of the position is $1,478,166 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F PEGASYSTEMS COM 705573103 42,101 383 0.92 2 -50.00 0.0137
2026-02-05 2025-12-31 13F PEGASYSTEMS COM 705573103 41,718 -1,011 -2.37 2 0.00 0.0180
2025-10-29 2025-09-30 13F PEGASYSTEMS COM 705573103 42,729 1,413 3.42 2 0.00 0.0176
2025-08-04 2025-06-30 13F PEGASYSTEMS COM 705573103 41,316 38,256 1,250.20 2 0.0173
2025-04-25 2025-03-31 13F PEGASYSTEMS COM 705573103 3,060 153 5.26 0 0.0018
2025-02-04 2024-12-31 13F PEGASYSTEMS COM 705573103 2,907 -17 -0.58 0 0.0022
2024-10-30 2024-09-30 13F PEGASYSTEMS COM 705573103 2,924 0 0.00 0 0.0018
2024-08-12 2024-06-30 13F PEGASYSTEMS COM 705573103 2,924 136 4.88 0 0.0015
2024-04-23 2024-03-31 13F PEGASYSTEMS COM 705573103 2,788 -5,851 -67.73 0 0.0015
2024-02-06 2023-12-31 13F PEGASYSTEMS COM 705573103 8,639 -326 -3.64 0 0.0034
2023-11-08 2023-09-30 13F PEGASYSTEMS COM 705573103 8,965 -181 -1.98 0 0.0033
2023-08-11 2023-06-30 13F PEGASYSTEMS COM 705573103 9,146 558 6.50 0 0.0036
2023-05-02 2023-03-31 13F PEGASYSTEMS COM 705573103 8,588 -758 -8.11 0 0.0035
2023-02-10 2022-12-31 13F PEGASYSTEMS COM 705573103 9,346 0 0.00 0 -100.00 0.0029
2022-11-09 2022-09-30 13F PEGASYSTEMS COM 705573103 9,346 106 1.15 300 -32.13 0.0029
2022-08-15 2022-06-30 13F PEGASYSTEMS COM 705573103 9,240 -98 -1.05 442 -41.30 0.0041
2022-08-25 2022-03-31 13F/A-1 PEGASYSTEMS COM 705573103 9,338 756 8.81 753 -21.56 0.0058
2022-06-30 2022-03-31 13F PEGASYSTEMS COM 705573103 9,338 756 753 0.0060
2022-02-15 2021-12-31 13F/A-1 PEGASYSTEMS COM 705573103 8,582 1,196 16.19 960 2.24 0.0071
2022-02-15 2021-12-31 13F PEGASYSTEMS COM 705573103 8,582 1,196 960 0.0071
2021-10-29 2021-09-30 13F PEGASYSTEMS COM 705573103 7,386 -447 -5.71 939 -13.85 0.0079
2021-08-16 2021-06-30 13F PEGASYSTEMS COM 705573103 7,833 744 10.50 1,090 34.40 0.0087
2021-05-13 2021-03-31 13F PEGASYSTEMS COM 705573103 7,089 -577 -7.53 811 -20.65 0.0304
2021-02-12 2020-12-31 13F PEGASYSTEMS COM 705573103 7,666 3 0.04 1,022 10.13 0.0387
2020-10-30 2020-09-30 13F PEGASYSTEMS COM 705573103 7,663 -175 -2.23 928 17.02 0.0403
2020-08-10 2020-06-30 13F PEGASYSTEMS COM 705573103 7,838 -2,158 -21.59 793 11.38 0.0367
2020-05-13 2020-03-31 13F PEGASYSTEMS COM 705573103 9,996 -268 -2.61 712 -12.96 0.0174
2020-02-13 2019-12-31 13F PEGASYSTEMS COM 705573103 10,264 574 5.92 818 24.13 0.0151
2019-11-13 2019-09-30 13F PEGASYSTEMS COM 705573103 9,690 1,247 14.77 659 9.65 0.0139
2019-08-14 2019-06-30 13F PEGASYSTEMS COM 705573103 8,443 -132 -1.54 601 7.90 0.0140
2019-05-15 2019-03-31 13F PEGASYSTEMS COM 705573103 8,575 132 1.56 557 37.87 0.0135
2019-02-15 2018-12-31 13F PEGASYSTEMS COM 705573103 8,443 3,279 63.50 404 25.08 0.0114
2018-11-14 2018-09-30 13F PEGASYSTEMS COM 705573103 5,164 -3,632 -41.29 323 -32.99 0.0080
2018-07-18 2018-06-30 13F PEGASYSTEMS COM 705573103 8,796 3,896 79.51 482 62.29 0.0118
2018-05-22 2018-03-31 13F PEGASYSTEMS COM 705573103 4,900 -98 -1.96 297 25.85 0.0079
2018-02-13 2017-12-31 13F PEGASYSTEMS COM 705573103 4,998 323 6.91 236 -12.59 0.0064
2017-11-09 2017-09-30 13F PEGASYSTEMS COM 705573103 4,675 -23 -0.49 270 -1.46 0.0084
2017-08-10 2017-06-30 13F PEGASYSTEMS COM 705573103 4,698 4,698 274 0.0090
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.