13F

PEGA PEGASYSTEMS INC

2026Q1 · CUSIP 705573103

🟡 Cooling · Breadth rolling over
Holders
477
Δ holders QoQ
+4
Breadth percentile
Top 46%
Whale holders
206
Δ whales
+6
Inst. holding value
$3.9B
New positions
97
Closed positions
93
Price momentum (1Q)
-23.2%
Put / Call
8/5

Breadth history (34 quarters)

2018Q1: Δ+15 · h=201 2018Q2: Δ-2 · h=199 2018Q3: Δ-29 · h=170 2018Q4: Δ-19 · h=151 2019Q1: Δ+26 · h=177 2019Q2: Δ+13 · h=190 2019Q3: Δ+0 · h=190 2019Q4: Δ+8 · h=198 2020Q1: Δ+15 · h=213 2020Q2: Δ+14 · h=227 2020Q3: Δ+31 · h=258 2020Q4: Δ+1 · h=259 2021Q1: Δ-2 · h=257 2021Q2: Δ-14 · h=243 2021Q3: Δ+4 · h=247 2021Q4: Δ+18 · h=265 2022Q1: Δ-13 · h=252 2022Q2: Δ-39 · h=213 2022Q3: Δ-33 · h=180 2022Q4: Δ+6 · h=186 2023Q1: Δ+5 · h=191 2023Q2: Δ-18 · h=173 2023Q3: Δ+18 · h=191 2023Q4: Δ+50 · h=241 2024Q1: Δ+26 · h=267 2024Q2: Δ+14 · h=281 2024Q3: Δ+20 · h=301 2024Q4: Δ+21 · h=322 2025Q1: Δ+9 · h=331 2025Q2: Δ+88 · h=419 2025Q3: Δ+11 · h=430 2025Q4: Δ+43 · h=473 2026Q1: Δ+4 · h=477 2018Q1: holders=201 2018Q2: holders=199 2018Q3: holders=170 2018Q4: holders=151 2019Q1: holders=177 2019Q2: holders=190 2019Q3: holders=190 2019Q4: holders=198 2020Q1: holders=213 2020Q2: holders=227 2020Q3: holders=258 2020Q4: holders=259 2021Q1: holders=257 2021Q2: holders=243 2021Q3: holders=247 2021Q4: holders=265 2022Q1: holders=252 2022Q2: holders=213 2022Q3: holders=180 2022Q4: holders=186 2023Q1: holders=191 2023Q2: holders=173 2023Q3: holders=191 2023Q4: holders=241 2024Q1: holders=267 2024Q2: holders=281 2024Q3: holders=301 2024Q4: holders=322 2025Q1: holders=331 2025Q2: holders=419 2025Q3: holders=430 2025Q4: holders=473 2026Q1: holders=477 -88 -44 +0 +44 +88 135318501 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 12 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 12% -23.2%
2025Q2 Top 2% +6.8% -16.0%
2024Q3 Top 17% -8.8% +16.5%
2024Q2 Top 19% +29.7% +23.5%
2024Q1 Top 11% +9.9% +37.8%
2023Q4 Top 10% -3.0% +6.5%
2023Q3 Top 9% +31.2% +30.1%
2020Q3 Top 7% +17.5% -3.2%
2020Q1 Top 5% +34.5% +38.4%
2019Q2 Top 11% +4.8% +43.1%
2019Q1 Top 10% -2.1% +2.6%
2018Q1 Top 15% -2.7% -15.9%
Put holders / Call holders: 8 / 5