Pegasystems Inc.
US ˙ NasdaqGS ˙ US7055731035

SecurityPEGA / Pegasystems Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership369,096 shares
Latest Disclosed Value $ 15,708,726
Franklin Resources Inc reports 72.18% decrease in ownership of PEGA / Pegasystems Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 369,096 shares of Pegasystems Inc. (US:PEGA) valued at $15,708,726 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,326,926 shares of Pegasystems Inc.. This represents a change in shares of -72.18% during the quarter. The current value of the position is $13,080,762 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)
2026-05-13 2026-03-31 13F PEGASYSTEMS COM 705573103 369,096 -957,830 -72.18 15,709 -80.18 0.0006
2026-02-11 2025-12-31 13F PEGASYSTEMS COM 705573103 1,326,926 232,374 21.23 79,244 25.91 0.0194
2025-11-13 2025-09-30 13F PEGASYSTEMS COM 705573103 1,094,552 -69,511 -5.97 62,937 -0.12 0.0157
2025-08-12 2025-06-30 13F PEGASYSTEMS COM 705573103 1,164,063 379,927 48.45 63,011 15.59 0.0167
2025-05-13 2025-03-31 13F PEGASYSTEMS COM 705573103 784,136 81,298 11.57 54,513 -16.78 0.0157
2025-02-12 2024-12-31 13F PEGASYSTEMS COM 705573103 702,838 561,807 398.36 65,505 532.22 0.0182
2024-11-27 2024-09-30 13F/A-1 PEGASYSTEMS COM 705573103 141,031 49,433 53.97 10,362 86.89 0.0029
2024-11-12 2024-09-30 13F PEGASYSTEMS COM 705573103 141,031 49,433 10,362 0.0005
2024-08-14 2024-06-30 13F PEGASYSTEMS COM 705573103 91,598 33,691 58.18 5,544 48.12 0.0017
2024-05-13 2024-03-31 13F PEGASYSTEMS COM 705573103 57,907 57,907 3,743 0.0012
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.