PEGA Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03
Prezzo $33.93
Capitalizzazione di Mercato (MRQ) $5.58B
P/E (TTM) 19.3
EPS (TTM) $1.76
Ricavi (TTM) $1.74B
Rendimento div. 0.27%
ROE (TTM) 54.7%
Intervallo 52 sett. $25–$68

PEGA Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04
intervallo
barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 2
Data ex-dividendo Split Tipo
23 Giugno 2025 2-for-1 Avanti
02 Aprile 2014 2-for-1 Avanti

Informazioni su Pegasystems Inc. - Common Stock Panoramica della società da Wikipedia

05 · wikidata

Pegasystems Inc. (Pega) is an American software company based in Waltham, Massachusetts, in the United States. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.

History

Early history

Alan Trefler founded Pegasystems in 1983 at the age of 27 in Cambridge, Massachusetts. Prior to founding the company, Trefler had developed computer systems that could play chess. During the company's early years, it focused on providing case management, namely for companies such as American Express. The company went public in 1996 with initial and secondary public offerings, and began trading on NASDAQ under the symbol PEGA.

2010–2019

In March 2010, Pegasystems acquired the enterprise software company Chordiant for around $161.5 million. The acquisition expanded Pegasystems into online training, telecommunications, and healthcare, integrating Chordiant’s CRM technology into its operations. Pega Cloud was introduced using Amazon Web Services in 2012, and in October 2013, Pegasystems acquired the mobile application developer (based in Kraków and Bangalore) Antenna Software for $27.7 million.

In 2014, Pegasystems invested in network operations in North America and India to support its cloud services. In that same year, Pegasystems acquired MeshLabs, a Bangalore-based text mining startup, and Firefly, a co-browsing tool.

As of February 2015, the company had active partnerships with IT outsourcing companies such as Hexaware, NIIT Incessant Technologies, Tata Consultancy Services, Infosys, Wipro, HCL Technologies, Accenture, and Cognizant. Between 2005 and 2015, Pegasystems had an average sales growth of 21% per year. In 2016, the company acquired OpenSpan Inc., an Atlanta-based company specializing in robotic process automation and workforce analytics software.

In 2019, Pegasystems purchased Infruid Labs, a business analytics and data visualization software company, as well as In The Chat, a digital messaging platform.

2020–present

In April 2020, Pegasystems launched an application for financial institutions to manage emergency small business loan applications from small businesses seeking COVID-19 financial relief. Throughout 2020, Pegasystems helped several of its clients, including the Bavarian government and the Commonwealth Bank of Australia, develop apps to manage issues that arose because of COVID-19.

In May 2020, Pegasystems sponsored a Dropkick Murphys benefit concert at Fenway Park, featuring a virtual appearance by Bruce Springsteen. The live-streamed event raised over $700,000 for COVID relief and supported Habitat for Humanity, Feeding America, and the Boston Resiliency Fund.

In January 2021, the company announced it had acquired Qurious.io, a cloud service that analyzes voice calls in real time to support customer service representatives. This led to Pega’s Voice AI and Messaging AI that analyzes live customer service conversations in real time to help service agents resolve service requests with reduced manual effort.

In 2021, Pegasystems moved its headquarters to Waltham, Massachusetts, became the official Ryder Cup supplier, and sponsored golfers Marc Leishman and Mel Reid, with Reid notably wearing the company’s Pride logo in competition.

In May 2022, a jury verdict awarded Appian Corporation $2.036 billion in damages for trade secret misappropriation and a damages award of $1 for a violation of the Virginia Computer Crimes Act. The company was not required to begin paying the judgment until all avenues of appeal were exhausted. In February 2023, Pega filed an appeal asking the court to overturn the previous judgment and either rule in Pega’s favor or order a new trial. In July 2024, the Court of Appeals of Virginia reversed the verdict and the multi-billion dollar damages award and ordered a new trial.

In 2022, Pegasystems acquired Everflow, a Brazilian process mining company to support their process mining and hyper automation goals.

In 2024, Pega expanded its GenAI capabilities to integrate with Large Language Models (LLMs) from Amazon Web Services (AWS) and Google Cloud.

Products and services

Pega Infinity

Pega Infinity adds AI, low-code, and automation features to Pega products, including Pega Cloud, Pega Platform, Pega Customer Decision Hub, Pega Customer Service, and Pega Sales Automation. The portfolio uses Constellation UX, a case management tool. Pega Infinity ‘25 was released in 2025 as the latest version of the Pega Infinity portfolio.

Pega Platform

The company's core software product is the Pega Platform, part of its Pega Infinity portfolio of applications for customer engagement and digital process automation, designed to connect customer interfaces with back-end process automation. Its applications are certified to work on Google Cloud and other public cloud platforms, including Microsoft Azure, Amazon Web Services, and Pivotal’s Cloud Foundry. Various Kubernetes environments are supported.

Legacy Transformation

Pega’s legacy transformation services, centered on its Blueprint product, use AI technology to help enterprises modernize aging IT systems and other workflows. Blueprint analyzes existing legacy assets and automatically creates a blueprint for a reimagined, modernized cloud-native application.

In 2026, the company partnered with Amazon Web Services to integrate the Blueprint AI application design agent into AWS Transform to support cloud migration and legacy modernization. The combined analytics software can analyze legacy COBOL code, map business rules, and convert code into cloud applications that include built-in AI agents.

Pega GenAI

In 2023, Pega GenAI, a set of 20 generative AI boosters were integrated across Pega’s portfolio of products, Pega Infinity. Pegasystems’ GenAI tools are compatible with AWS and Google Cloud’s large language models (LLMs). They include:

Knowledge Buddy, a generative AI-powered assistant that helps users find answers to questions using enterprise knowledge bases. Responses show attributed source content.

Socrates, an AI-powered tutor that teaches clients and partners how to better utilize Pega software. It is named after the Socratic Method and, like that method, uses open-ended questions to teach, rather than feeding students information. The AI agent works in a number of languages.

Pega Blueprint

Pega Blueprint is an AI agent and design-as-a-service tool that optimizes application workflow design using generative AI. It is powered by the generative AI agent Pega Blueprint AI Application Design Agent. Users provide a description of an application’s purpose to the agent, and it then lays out a blueprint for the app using the same structure that Pega would use to build it. Intellectual property and industry knowledge are integrated into the process. Users can push created blueprints onto Pega’s Infinity platform or Launchpad. Blueprint will automatically generate most of the necessary backend integration, and will flag any further required work. If a company wants to use another platform to build the final application, the Pega-created blueprint can be printed as a PDF and shared with developers.

A virtual example is provided for each blueprint, giving a preview of what the new application will look like. Before it goes live, a human must validate and approve all workflows.

Blueprint will also take legacy artifacts and use its AI capabilities to analyze the data, and then redesign it as a modern cloud-native process. A preview of what the application will look like and working prototypes are provided.

At its 2025 PegaWorld event, Pega highlighted how the AI agent can accelerate workflow design from months to weeks, overcoming obstacles such as outdated systems and technical debt.

In 2026, Pega introduced Blueprint for Government, which made the Blueprint AI platform available for federal IT modernization.

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreTechnology industriaTechnology dipendenti5.598 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06
Ricavi$1.75B
2016-12-31 → 2025-12-31
EPS$2.13
2016-12-31 → 2025-12-31
Flusso di cassa libero$491M
2016-12-31 → 2025-12-31
Margine netto18.7%
2016-12-31 → 2025-12-31
Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica Tendenza 5 anni PEGA media 5 anni Mediana dei peer Verdetto
P/E (TTM) 19.3media 5 anni ≈20.4 ≈20.4 31.2 Sottovalutato
P/S (TTM) 3.2media 5 anni ≈3.0 ≈3.0 3.2 Valore equo
P/B (MRQ) 10.0media 5 anni ≈9.5 ≈9.5 13.4 Sottovalutato
Prezzo / FCF (TTM) 11.3media 5 anni ≈18.8 ≈18.8 · ·
Prezzo / Flusso di cassa (TTM) 10.9media 5 anni ≈44.2 ≈44.2 15.2 Sopravvalutato
Price / Tangible Book (Prezzo / Valore contabile tangibile) 8.1media 5 anni ≈16.2 ≈16.2 · ·

La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13
Dividend Yield0.27%
Rapporto di Distribuzione Utili3.9%
Pagamento annualizzato≈$0.12Pagato trimestralmente
CAGR Dividendi 5Y≈8.4%Per azione, rettificato per lo split
Striscia di crescita≈1Anni consecutivi di crescita dei dividendi
Data ex-dividendoImportoValutaRendimento
Ott 1, 2026$0,03USD≈0.59%
Ago 17, 2026$0,08USD≈0.54%
Lug 1, 2026$0,03USD≈0.39%
Apr 1, 2026$0,03USD≈0.28%
Gen 2, 2026$0,03USD≈0.19%
Ott 1, 2025$0,03USD≈0.16%
Lug 1, 2025$0,03USD≈0.14%
Apr 1, 2025$0,02USD≈0.17%
Gen 2, 2025$0,02USD≈0.13%
Ott 1, 2024$0,02USD≈0.17%
Lug 1, 2024$0,02USD≈0.20%
Mar 28, 2024$0,02USD≈0.19%
Dic 29, 2023$0,02USD≈0.25%
Set 29, 2023$0,02USD≈0.28%
Giu 30, 2023$0,02USD≈0.24%
Mar 31, 2023$0,02USD≈0.25%
Dic 30, 2022$0,02USD≈0.35%
Set 30, 2022$0,02USD≈0.37%
Giu 30, 2022$0,02USD≈0.25%
Mar 31, 2022$0,02USD≈0.15%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14
Sorpresa media 36.8%
Prossimo report Ott 19, 2026
PeriodoRapportoEPS ActualEPS StimatoSorpresa
30 Giugno 2026 Lug 20, 2026 $0.35 $0.45 -21.8%
31 Marzo 2026 $0.46 $0.68 -32.0%
31 Dicembre 2025 $0.76 $0.75 1.4%
30 Settembre 2025 $0.30 $0.20 47.3%
30 Giugno 2025 $0.28 $0.23 19.3%
31 Marzo 2025 $0.77 $0.25 206.7%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15
Conto Economico 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue $1.75B$1.50B$1.43B$1.32B$1.21B$1.02B$911M$892M$888M$762M$683M$590M
Cost of Revenue $421M$391M$378M$369M$336M$311M$310M$302M$280M$239M$213M$185M
Gross Profit $1.32B$1.11B$1.05B$949M$875M$707M$601M$590M$609M$523M$469M$405M
R&D Expense $313M$298M$296M$294M$261M$237M$205M$182M$163M$146M$126M$109M
SG&A Expense $149M$113M$97M$118M$84M$67M$57M$52M$52M$46M$37M$37M
Operating Expenses $1.06B$983M$973M$1.06B$970M$850M$736M$607M$516M$472M$405M$353M
Operating Income $263M$124M$81M$-109M$-95M$-144M$-135M$-17M$93M$51M$65M$52M
Interest Expense ··$7M$8M$8M$19M$212.0K$10.0K····
Other Non-op $20M$1M$19M$7M$89.0K$1M$559.0K$363.0K$-1M$-6M$-1M$-459.0K
Pretax Income $281M$143M$95M$-162M$-132M$-125M$-135M$-12M$86M$55M$61M$48M
Income Tax $-113M$43M$28M$184M$-69M$-64M$-44M$-22M$-12M$10M$24M$15M
Net Income $393M$99M$68M$-346M$-63M$-61M$-90M$11M$99M$45M$36M$33M
EPS (Basic) $2.30$0.58$0.41$-4.22$-0.77$-0.76$-1.14$0.14$1.27$0.59$0.47$0.44
EPS (Diluted) $2.13$0.55$0.37$-4.22$-0.77$-0.76$-1.14$0.13$1.19$0.56$0.46$0.42
Shares (Basic) 170,782,000170,530,000166,324,00081,947,00081,387,00080,336,00079,055,00078,564,00077,431,00076,343,00076,507,00076,327,000
Shares (Diluted) 184,790,000179,268,000169,828,00081,947,00081,387,00080,336,00079,055,00083,064,00082,832,00079,732,00079,043,00078,531,000
EBITDA $277M$141M$100M$-91M$-66M$-122M$-113M$8M$63M$62M$88M$75M
Stato Patrimoniale 25
Metrica Tendenza 202520242023202220212020201920182017201620152014
Cash & Equivalents $212M$337M$230M$145M$160M$172M$68M$207M$162M$71M$93M$115M
Short-term Investments $213M$403M$193M$152M$203M$293M$0$93M$61M$63M$126M$97M
Receivables $265M$305M$300M$255M$183M$216M$200M$181M$223M$265M$212M$155M
Prepaid Expense $65M$38M$34M·········
Other Current Assets $121M$115M$68M$80M$68M$89M$57M$50M$41M$12M$11M$10M
Current Assets $978M$1.33B$1.03B$846M$840M$977M$506M$611M$648M$425M$446M$393M
PP&E (Net) $45M$42M$47M$55M$27M$40M$34M$37M$40M$38M$31M$30M
PP&E (Gross) $133M$121M$130M$135M$95M$122M$105M$98M$92M$79M$62M$54M
Accum. Depreciation $88M$79M$83M$80M$68M$82M$71M$62M$52M$41M$31M$24M
Goodwill $82M$81M$82M$81M$82M$79M$79M$73M$73M$73M$47M$47M
Intangibles $1M$4M$7M$11M$14M$16M$20M$21M$32M$44M$33M$46M
Other Non-current Assets $294M$292M$315M$334M$542M$435M$278M$148M$131M$4M$4M$3M
Total Assets $1.63B$1.77B$1.51B$1.36B$1.59B$1.60B$985M$983M$1.01B$655M$628M$588M
Accounts Payable $13M$6M$11M$18M$15M$24M$17M$16M$17M$14M$13M$5M
Accrued Liabilities $45M$32M$40M$50M$64M$59M$48M$43M$46M$37M$43M$43M
Current Liabilities $738M$1.09B$577M$539M$485M$460M$378M$332M$295M$287M$267M$230M
Capital Leases $61M$68M$67M$79M$88M$59M$53M$0····
Other Non-current Liabilities $46M$29M$14M$15M$13M$25M$15M$29M$24M$16M$16M$18M
Total Liabilities $844M$1.18B$1.16B$1.23B$1.18B$1.06B$446M$361M$357M$319M$305M$293M
Common Stock $2M$2M$838.0K$824.0K$817.0K$809.0K$796.0K$785.0K$781.0K$766.0K$765.0K$764.0K
Retained Earnings $463M$88M$-9M$-77M$276M$340M$411M$511M$510M$198M$180M$153M
AOCI $-9M$-30M$-18M$-23M$-7M$-3M$-13M$-13M$-7M$-7M$-4M$-612.0K
Stockholders' Equity $787M$585M$354M$131M$416M$542M$539M$622M$656M$549M$527M$295M
Liabilities + Equity $1.63B$1.77B$1.51B$1.36B$1.59B$1.60B$985M$983M$1.01B$655M$628M$588M
Shares Outstanding 170,347,000172,224,000167,680,000164,872,00081,712,00080,890,00079,599,00078,526,00078,081,00076,591,00076,488,00076,357,000
Flusso di cassa 17
Metrica Tendenza 202520242023202220212020201920182017201620152014
D&A $14M$18M$19M$19M$29M$21M$21M$25M$25M$24M$23M$23M
Stock-based Comp $155M$143M$143M$122M$116M$103M$81M$64M$53M$41M$30M$19M
Deferred Tax $-171M$-2M$363.0K$169M$-75M$-60M$-49M$-31M$-3M$-4M$-2M$-14M
Amort. of Intangibles $3M$3M$4M$4M$4M$4M$7M$11M$12M$13M$12M$14M
Restructuring $12M$5M$22M$22M$0$0···$287.0K·$192.0K
Other Non-cash $114M$88M$-12M$58M$33M$-4M$-5M$35M$33M$-46M$-25M$38M
Operating Cash Flow $505M$346M$218M$22M$39M$-563.0K$-42M$104M$158M$40M$68M$103M
CapEx $15M$8M$17M$35M$10M$25M$11M$12M$14M$19M$11M$11M
Investing Cash Flow $197M$-203M$-51M$13M$73M$-322M$70M$-48M$-15M$-7M··
Stock Repurchased $500M$68M$0$26M$53M$28M$22M$54M$4M$27M$23M$15M
Net Stock Activity $-500M$-68M$0$-26M$-53M$-28M$-22M$-54M$-4M$-27M$-23M$-15M
Dividends Paid $15M$10M$10M$10M$10M$10M$9M$9M$9M$9M$9M$7M
Financing Cash Flow $-835M$-30M$-82M$-47M$-122M$423M$-74M$-101M$-54M$-52M··
Net Change in Cash $-125M$109M$88M$-15M$-12M$104M$-46M$-48M$92M$-22M$-22M$34M
Taxes Paid $22M$82M$12M$8M$-5M$3M$5M$7M$-2M$29M$30M$15M
Free Cash Flow $491M$338M$201M$-13M$29M$-26M$-53M$92M$144M$21M$52M$88M
Levered FCF ··$196M$-30M$25M$-35M······
Redditività 8
Metrica Tendenza 202520242023202220212020201920182017201620152014
Gross Margin 75.9%73.9%73.6%72.0%72.2%69.4%66.0%66.1%66.7%68.1%68.7%68.6%
Operating Margin 15.1%8.3%5.7%-8.3%-7.8%-14.1%-14.8%-1.9%4.6%5.0%9.5%8.7%
Net Margin 22.5%6.6%4.7%-26.2%-5.2%-6.0%-9.9%1.2%3.9%3.6%5.3%5.6%
Pretax Margin 16.1%9.5%6.7%-12.3%-10.9%-12.3%-14.8%-1.3%4.4%4.7%8.9%8.1%
EBITDA Margin 15.9%9.4%7.0%-6.9%-5.5%-12.0%-12.4%0.93%7.5%8.2%12.8%12.7%
ROA 23.1%6.0%4.7%-23.4%-3.9%-4.7%-9.2%1.1%4.8%4.2%6.0%5.9%
ROE 55.7%18.7%26.0%-353.0%-14.4%-11.5%-16.9%1.7%7.2%6.2%11.8%11.7%
ROIC 46.9%14.7%16.2%-178.6%-10.9%-13.0%-16.8%2.5%9.2%8.6%12.0%12.1%
Liquidità e Solvibilità 3
Metrica Tendenza 202520242023202220212020201920182017201620152014
Current Ratio 1.31.21.81.61.72.11.31.81.61.51.71.7
Quick Ratio 0.91.01.31.01.12.10.71.21.51.41.61.6
Interest Coverage ··11.8-14.0-11.9-7.4······
Efficienza 2
Metrica Tendenza 202520242023202220212020201920182017201620152014
Asset Turnover 1.00.91.00.90.80.80.90.91.21.21.11.0
Receivables Turnover 6.14.95.26.06.14.94.84.43.33.13.73.7
Per Azione 6
Metrica Tendenza 202520242023202220212020201920182017201620152014
Book Value / Share $4.62$6.80$4.22$1.59$5.09$6.70$6.77$7.92$4.75$4.39$4.22$3.86
Revenue / Share $9.45$16.70$16.87$16.08$14.89$12.67$11.53$10.73$10.15$9.41$8.64$7.51
Cash Flow / Share $2.73$3.86$2.56$0.27$0.48$-0.01$-0.53$1.26$1.91$0.50$0.79$1.27
Cash / Share $1.25$3.91$2.74$1.76$1.96$5.75$0.86$1.46$2.08$0.92$1.22$1.50
Dividend / Share $0.10$0.06$0.06$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.12$0.10
EPS (TTM) $2.13$0.55$0.37$-4.22$-0.77$-0.76$-1.14$0.13$1.19$0.56$0.46$0.42
Tassi di Crescita 6
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue YoY 16.6%4.5%8.7%8.8%19.1%·······
Revenue CAGR 3Y 9.8%7.3%12.1%·········
Revenue CAGR 5Y 11.4%···········
EPS YoY 287.3%48.6%··········
Net Income YoY 296.6%46.3%··········
Dividends Paid CAGR 5Y 9.9%···········
Valutazione (TTM) 13
Metrica Tendenza 202520242023202220212020201920182017201620152014
Revenue TTM $1.75B$1.50B$1.43B$1.32B$1.21B$1.02B$911M$892M$888M$762M$683M$590M
Net Income TTM $393M$99M$68M$-346M$-63M$-61M$-90M$11M$99M$45M$36M$33M
Market Cap $10.17B$4.01B$2.05B$1.41B$4.57B$5.39B$3.17B$1.88B$1.84B$1.38B$1.05B$793M
P/E 28.084.766.0-4.1-72.6-87.7-34.9184.019.832.129.924.7
P/S 5.82.71.41.13.85.33.52.12.11.81.51.3
P/B 12.96.95.810.811.09.95.93.05.04.13.32.7
P / Tangible Book 14.48.07.736.614.312.1······
P / Cash Flow 20.111.69.463.2116.8-9573.2-75.218.011.634.616.87.9
P / FCF 20.711.910.2-108.2159.4-207.8-60.120.312.766.320.49.0
Dividend Yield 0.15%0.25%0.49%0.70%0.21%0.18%0.30%0.50%0.50%0.67%0.87%0.87%
Earnings Yield 3.6%1.2%1.5%-24.6%-1.4%-1.1%-2.9%0.54%5.1%3.1%3.4%4.0%
Payout Ratio 3.9%10.3%14.7%-2.9%-15.5%-15.7%-10.5%88.8%28.2%34.0%25.3%20.7%
Annual Payout $15M$10M$10M$10M$10M$10M$9M$9M$9M$9M$9M$7M

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16
Metrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ricavi $1.75B $1.50B $1.43B $1.32B $1.21B
Margine Lordo % 75.9% 73.9% 73.6% 72.0% 72.2%
Margine Operativo % 15.1% 8.3% 5.7% -8.3% -7.8%
Utile netto $393M $99M $68M $-346M $-63M
EPS Diluito $2.13 $0.55 $0.37 $-4.22 $-0.77

Proprietari istituzionali (13F) 473 filer · $3.6B totale · Aggiornato al 30 Settembre 2026

17

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

Detentori 473
Valore detenuto $3.6B
Nuove posizioni 66
Posizioni chiuse 107
Attività istituzionale — Q2 2026 vs trimestre precedente
Nuove posizioni Posizioni chiuse Aumentato Diminuito Variazione netta delle azioni
66 (-42 vs trimestre precedente) 107 (+31 vs trimestre precedente) 180 (-24 vs trimestre precedente) 154 (+20 vs trimestre precedente) +4.0M

Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.

Istituzione Valore Azioni % di 13F tracciati Tipo
VANGUARD GROUP INC $654.513.523 10.959.704 18,27% Azioni
BlackRock, Inc. $286.923.431 9.573.688 8,01% Azioni
Bares Capital Management, Inc. $194.369.838 3.380.345 5,42% Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC $193.463.843 6.455.250 5,40% Azioni
AQR CAPITAL MANAGEMENT LLC $147.441.671 4.919.642 4,11% Azioni
VANGUARD CAPITAL MANAGEMENT LLC $123.737.738 4.128.720 3,45% Azioni
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $91.404.679 3.031.497 2,55% Azioni
FIRST TRUST ADVISORS LP $88.661.832 2.958.357 2,47% Azioni
STATE STREET CORP $87.916.366 2.933.479 2,45% Azioni
DIMENSIONAL FUND ADVISORS LP $80.416.366 2.683.002 2,24% Azioni
GEODE CAPITAL MANAGEMENT, LLC $77.491.685 2.585.227 2,16% Azioni
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $60.495.284 2.018.528 1,69% Azioni
Lynrock Lake LP $53.425.721 1.782.640 1,49% Azioni
Invesco Ltd. $47.783.810 1.594.388 1,33% Azioni
Copeland Capital Management, LLC $42.166.649 1.406.961 1,18% Azioni
Boston Partners $40.442.145 1.347.755 1,13% Azioni
MORGAN STANLEY $35.119.349 1.171.814 0,98% Azioni
JPMORGAN CHASE & CO $34.050.378 1.113.949 0,95% Azioni
Capital Impact Advisors, LLC $33.966.829 1.133.361 0,95% Azioni
FEDERATED HERMES, INC. $33.883.093 1.130.567 0,95% Azioni
JACOBS LEVY EQUITY MANAGEMENT, INC $33.493.573 1.117.570 0,93% Azioni
Allspring Global Investments Holdings, LLC $33.478.645 1.076.830 0,93% Azioni
MILLENNIUM MANAGEMENT LLC $33.446.130 1.115.987 0,93% Azioni
FULLER & THALER ASSET MANAGEMENT, INC. $33.241.467 1.109.158 0,93% Azioni
Fisher Asset Management, LLC $32.939.101 1.099.069 0,92% Azioni
GOLDMAN SACHS GROUP INC $28.597.677 954.210 0,80% Azioni
WELLINGTON MANAGEMENT GROUP LLP $28.486.334 950.495 0,80% Azioni
NORTHERN TRUST CORP $28.046.615 935.823 0,78% Azioni
Russell Investments Group, Ltd. $26.372.145 879.949 0,74% Azioni
Ranger Investment Management, L.P. $26.167.976 873.139 0,73% Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $25.436.858 848.744 0,71% Azioni
CRAWFORD INVESTMENT COUNSEL INC $23.252.988 775.875 0,65% Azioni
NORGES BANK $23.152.215 772.513 0,65% Azioni
LOS ANGELES CAPITAL MANAGEMENT LLC $22.814.033 761.229 0,64% Azioni
TWO SIGMA INVESTMENTS, LP $20.794.235 693.835 0,58% Azioni
AMERIPRISE FINANCIAL INC $20.706.233 699.929 0,58% Azioni
Fiera Capital Corp $19.709.771 657.650 0,55% Azioni
Bank of New York Mellon Corp $19.381.599 646.700 0,54% Azioni
BANK OF AMERICA CORP /DE/ $18.231.650 608.330 0,51% Azioni
ENVESTNET ASSET MANAGEMENT INC $18.021.868 601.330 0,50% Azioni
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $17.933.317 598.223 0,50% Azioni
RAYMOND JAMES FINANCIAL INC $17.901.887 597.327 0,50% Azioni
VANGUARD FIDUCIARY TRUST CO $17.246.866 575.471 0,48% Azioni
RENAISSANCE GROUP LLC $17.014.827 567.729 0,47% Azioni
Qube Research & Technologies Ltd $16.780.143 559.898 0,47% Azioni
HERALD INVESTMENT MANAGEMENT Ltd $16.605.778 554.450 0,46% Azioni
Gotham Asset Management, LLC $16.436.567 548.434 0,46% Azioni
SEI INVESTMENTS CO $15.380.393 513.129 0,43% Azioni
AMERICAN CENTURY COMPANIES INC $14.816.838 494.389 0,41% Azioni
Toroso Investments, LLC $14.499.615 242.915 0,40% Azioni

Mostra tutti i 473 proprietari istituzionali →

Attivisti e proprietari del 5%+ 1 partecipazione

18

Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.

Depositante Depositato Partecipazione Stato Scopo Deposito
Pegasystems Inc. 21 Aprile 2010 · Deposito iniziale M&A / vendita SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Insider aziendali 34 insider · 18 dirigenti · 18 direttori

19
Insider Ruolo Ultima attività Azioni possedute Acquisti 12m Vendite 12m Netto 12m
Kenneth Stillwell COO, CFO 11 Settembre 2026 S 95.225 0 12 $-6.750.064
Rafeal E. Brown CAO, CFO and Senior VP 02 Novembre 2015 M 23.119 0 0 $0
Craig A Dynes CFO and Senior VP 17 Marzo 2013 M 339 0 0 $0
Hayden Stafford President 02 Marzo 2022 M 9.086 0 0 $0
Henry Ancona President, Chief Operating Off 04 Novembre 2004 A · 0 0 $0
Efstathios A Kouninis SVP, Chief Accounting Officer 16 Settembre 2026 S 1.009 0 12 $-851.092
Alan Trefler C.E.O. & Chairman 14 Settembre 2026 G 16.275.828 0 27 $-21.814.722
Rifat Kerim Akgonul Chief Product Officer 11 Settembre 2026 S 104.804 0 9 $-2.037.329
John Gerard Higgins Chief, Client &Partner Success 07 Settembre 2026 M 60.110 0 0 $0
Leon Trefler Chief of Clients and Markets 07 Settembre 2026 M 131.651 0 2 $-1.242.333
Michael R Pyle Chief Technology Strategist 08 Marzo 2022 M 32.475 0 0 $0
Douglas I Kra SVP, Global Customer Success 09 Marzo 2021 M 42.608 0 0 $0
Max Alan Mayer Senior Vice President 24 Febbraio 2010 M 6.514 0 0 $0
Edward L Hughes Senior VP, Global Sales 12 Agosto 2008 M 0 0 0 $0
James T Reilly Chief Accounting Officer 02 Novembre 2007 M 83.098 0 0 $0
Christopher R Sullivan C.F.O. & S.V.P. of Finance 16 Maggio 2006 M 0 0 0 $0
Kenneth Olson SVP of Advanced Technology 01 Giugno 2004 S 273.525 0 0 $0
Joseph J Friscia Executive VP & GM of Apps 02 Dicembre 2003 M 0 0 0 $0
Dianne Ledingham Direttore 15 Settembre 2026 S 39.280 0 1 $-38.000
Rohit Ghai Direttore 15 Agosto 2026 A 7.266 0 0 $0
Sharon T Rowlands Direttore 15 Agosto 2026 A 3.868 0 0 $0
Larry Weber Direttore 15 Agosto 2026 A 14.500 0 0 $0
Christopher Lafond Direttore 15 Agosto 2026 A 25.548 0 0 $0
Richard H Jones Direttore 15 Agosto 2026 A 3.868 0 0 $0
Peter Gyenes Direttore 15 Agosto 2026 A 30.586 0 0 $0
Ronald W Hovsepian Direttore 17 Agosto 2020 M 3.571 0 0 $0
James P Ohalloran Direttore 11 Giugno 2020 M 116.968 0 0 $0
Steven F Kaplan Direttore 06 Giugno 2018 S 44.776 0 0 $0
William W Wyman Direttore 21 Marzo 2018 M 21.131 0 0 $0
Craig Conway Direttore 26 Marzo 2011 M 5.331 0 0 $0
Alexander V Darbeloff Direttore 29 Maggio 2008 A 567.110 0 0 $0
Edward A Maybury Direttore 03 Aprile 2006 M 44.900 0 0 $0
William H Keough Direttore 03 Giugno 2005 A · 0 0 $0
Edward B Roberts Direttore 03 Giugno 2004 A · 0 0 $0

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 83 ETF

20

Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.

Fondo Peso Unità Aggiornato al Fonte
GRPM · Invesco Exchange-Traded Fund Trust 1,25% 184.603 SH 01 Ottobre 2026 Giornaliero
IVES · Wedbush Series Trust 1,17% 377.053 NS 31 Luglio 2026 N-PORT
RNIN · EA Series Trust 1,14% 68.168 NS 31 Luglio 2026 N-PORT
SRHQ · Elevation Series Trust 0,79% 54.890 NS 31 Luglio 2026 N-PORT
XMHQ · Invesco Exchange-Traded Fund Trust 0,78% 1.251.012 SH 01 Ottobre 2026 Giornaliero
FXL · First Trust Exchange-Traded AlphaDE… 0,67% 567.522 NS 31 Luglio 2026 N-PORT
BUL · Pacer Funds Trust 0,65% 28.088 NS 31 Luglio 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0,54% 160.724 NS 31 Luglio 2026 N-PORT
CALF · Pacer Funds Trust 0,44% 531.884 NS 31 Luglio 2026 N-PORT
COWG · Pacer Funds Trust 0,37% 265.208 NS 31 Luglio 2026 N-PORT
RFG · Invesco Exchange-Traded Fund Trust 0,33% 32.672 SH 01 Ottobre 2026 Giornaliero
LSVD · ADVISORS' INNER CIRCLE FUND 0,30% 64.200 NS 31 Luglio 2026 N-PORT
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0,20% 30.450 NS 31 Luglio 2026 N-PORT
VFQY · VANGUARD WELLINGTON FUND 0,16% 25.046 SH 19 Agosto 2026 Giornaliero
SMDX · Tidal Trust III 0,15% 6.583 NS 31 Luglio 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,14% 89.044 SH 19 Agosto 2026 Giornaliero
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0,13% 353.905 NS 31 Luglio 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0,12% 32.860 SH 19 Agosto 2026 Giornaliero
IGV · iShares Trust 0,11% 412.619 SH 11 Settembre 2026 Giornaliero
QVMM · Invesco Exchange-Traded Fund Trust … 0,10% 12.627 SH 01 Ottobre 2026 Giornaliero
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0,10% 27.431 NS 31 Luglio 2026 N-PORT
DFAS · Dimensional ETF Trust 0,10% 493.115 NS 31 Luglio 2026 N-PORT
JMOM · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 75.594 NS 31 Luglio 2026 N-PORT
IQSM · New York Life Investments ETF Trust 0,09% 9.749 NS 31 Luglio 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,08% 68.392 SH 01 Ottobre 2026 Giornaliero
FSMD · FIDELITY COVINGTON TRUST 0,08% 66.143 NS 31 Luglio 2026 N-PORT
VBK · VANGUARD INDEX FUNDS 0,08% 1.224.668 SH 19 Agosto 2026 Giornaliero
PTMC · Pacer Funds Trust 0,08% 10.107 NS 31 Luglio 2026 N-PORT
ESML · iShares Trust 0,07% 55.041 SH 11 Settembre 2026 Giornaliero
IVOO · VANGUARD ADMIRAL FUNDS 0,07% 145.611 SH 19 Agosto 2026 Giornaliero
RWK · Invesco Exchange-Traded Fund Trust … 0,07% 25.939 SH 01 Ottobre 2026 Giornaliero
QDEF · FlexShares Trust 0,06% 11.070 NS 31 Luglio 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0,06% 12.999 NS 31 Luglio 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0,06% 40.419 NS 31 Luglio 2026 N-PORT
ISCG · iShares Trust 0,06% 16.321 SH 11 Settembre 2026 Giornaliero
VFMF · VANGUARD WELLINGTON FUND 0,06% 14.591 SH 19 Agosto 2026 Giornaliero
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 14.131 SH 01 Ottobre 2026 Giornaliero
MIDU · Direxion Shares ETF Trust 0,06% 1.325 NS 31 Luglio 2026 N-PORT
SMMD · iShares Trust 0,04% 47.061 SH 11 Settembre 2026 Giornaliero
FTEC · FIDELITY COVINGTON TRUST 0,04% 279.151 NS 31 Luglio 2026 N-PORT
IGPT · Invesco Exchange-Traded Fund Trust 0,04% 17.472 SH 01 Ottobre 2026 Giornaliero
VGT · VANGUARD WORLD FUND 0,04% 2.197.859 SH 19 Agosto 2026 Giornaliero
VXF · VANGUARD INDEX FUNDS 0,03% 1.034.867 SH 19 Agosto 2026 Giornaliero
VB · VANGUARD INDEX FUNDS 0,03% 2.111.834 SH 19 Agosto 2026 Giornaliero
IWP · iShares Trust 0,03% 147.247 SH 11 Settembre 2026 Giornaliero
WSML · iShares Trust 0,03% 4.730 SH 11 Settembre 2026 Giornaliero
TECB · iShares Trust 0,03% 3.449 SH 11 Settembre 2026 Giornaliero
IWR · iShares Trust 0,02% 360.621 SH 11 Settembre 2026 Giornaliero
LRND · New York Life Investments ETF Trust 0,02% 2.952 NS 31 Luglio 2026 N-PORT
IWS · iShares Trust 0,02% 92.700 SH 11 Settembre 2026 Giornaliero
DFAC · Dimensional ETF Trust 0,02% 305.015 NS 31 Luglio 2026 N-PORT
DXUV · Dimensional ETF Trust 0,02% 2.869 NS 31 Luglio 2026 N-PORT
IYW · iShares Trust 0,02% 109.842 SH 11 Settembre 2026 Giornaliero
DFSU · Dimensional ETF Trust 0,02% 11.354 NS 31 Luglio 2026 N-PORT
IGM · iShares Trust 0,01% 42.415 SH 11 Settembre 2026 Giornaliero
VONV · VANGUARD SCOTTSDALE FUNDS 0,01% 37.765 SH 19 Agosto 2026 Giornaliero
IUSG · iShares Trust 0,01% 79.119 SH 11 Settembre 2026 Giornaliero
DCOR · Dimensional ETF Trust 0,01% 9.037 NS 31 Luglio 2026 N-PORT
REVS · Columbia ETF Trust I 0,01% 819 NS 31 Luglio 2026 N-PORT
RECS · Columbia ETF Trust I 0,01% 13.391 NS 31 Luglio 2026 N-PORT
DFAU · Dimensional ETF Trust 0,01% 26.138 NS 31 Luglio 2026 N-PORT
IWD · iShares Trust 0,01% 138.888 SH 11 Settembre 2026 Giornaliero
OMFL · Invesco Exchange-Traded Self-Indexe… 0,01% 7.323 SH 01 Ottobre 2026 Giornaliero
IYY · iShares Trust 0,00% 4.054 SH 11 Settembre 2026 Giornaliero
ITOT · iShares Trust 0,00% 123.513 SH 11 Settembre 2026 Giornaliero
IWV · iShares Trust 0,00% 25.956 SH 11 Settembre 2026 Giornaliero
IWB · iShares Trust 0,00% 59.507 SH 11 Settembre 2026 Giornaliero
DFUS · Dimensional ETF Trust 0,00% 24.772 NS 31 Luglio 2026 N-PORT
IWF · iShares Trust 0,00% 120.790 SH 11 Settembre 2026 Giornaliero
TILT · FlexShares Trust 0,00% 1.106 NS 31 Luglio 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0,00% 2.927.630 SH 19 Agosto 2026 Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,00% 69.581 SH 19 Agosto 2026 Giornaliero
VONE · VANGUARD SCOTTSDALE FUNDS 0,00% 15.267 SH 19 Agosto 2026 Giornaliero
VONG · VANGUARD SCOTTSDALE FUNDS 0,00% 41.218 SH 19 Agosto 2026 Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS 0,00% 7.334 SH 19 Agosto 2026 Giornaliero
ESGV · VANGUARD WORLD FUND 0,00% 20.047 SH 19 Agosto 2026 Giornaliero
SLTY · Tidal Trust II -2,58% -15.500 NS 31 Luglio 2026 N-PORT
IJH · iShares Trust · 3.165.891 SH 11 Settembre 2026 Giornaliero
IJK · iShares Trust · 522.106 SH 11 Settembre 2026 Giornaliero
XJH · iShares Trust · 12.361 SH 08 Settembre 2026 Giornaliero
ISCB · iShares Trust · 4.086 SH 11 Settembre 2026 Giornaliero
ISCV · iShares Trust · 9.264 SH 11 Settembre 2026 Giornaliero
SMLF · iShares Trust · 80.278 SH 11 Settembre 2026 Giornaliero

PEGA Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21
rating · 19 analisti COMPRA
Target mediano $39.00 +14,9%
4 21,1% Acquisto forte
9 47,4% Compra
6 31,6% Mantieni
0 0,0% Vendi
0 0,0% Vendita forte

Target Price a 12 Mesi

7 analisti · 2026-10-02

Target medio $40.00 +17,9%

Ora Prezzo attuale $33.93
Basso$25.00 Media$40.00 Alto$55.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker Capitalizzazione di Mercato P/E Rev YoY Margine Netto ROE Margine lordo
PEGA $10.17B 28.0 16.6% 22.5% 55.7% 75.9%
RNG · 60.2 4.8% · · ·
CIFR $5.98B -6.9 48.0% -367.2% -105.8% ·
TTAN · -46.1 24.5% · · ·
QBTS $9.38B -23.6 178.5% -1444.1% -45.9% 82.6%
ZETA · -145.4 29.7% -2.4% -4.3% ·
CORZ · · · · · ·
OCTV · · · · · ·
ACIW $4.91B 22.1 10.4% 12.9% 15.6% ·
BOX $3.57B 43.7 8.0% 9.8% -40.6% 79.2%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento

25

Nessun segnale aperto al momento — nessuna scheda è compilata, e questo è onesto.

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi

26

Scegli le metriche che contano per te: fai clic sul + accanto a qualsiasi riga in Fondamentali Completi sopra.

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Fonte: SEC 10-Q depositato Lug 21, 2026