Joel Greenblatt's PEGA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 566,469 shares of Pegasystems Inc. (PEGA) worth $33.83 M, representing 0.12% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PEGA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 206,094 shares. Largest reduction occurred in Q2 2014, reducing 168,768 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Pegasystems (PEGA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Pegasystems (PEGA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +14,934 | Add 2.71% | 566,469 | $59.72 |
| Q3 2025 | -112,214 | Reduce 16.91% | 551,535 | $57.50 |
| Q2 2025 | +178,061 | Add 36.66% | 663,749 | $54.13 |
| Q1 2025 | +99,546 | Add 25.78% | 485,688 | $34.76 |
| Q4 2024 | -47,122 | Reduce 10.88% | 386,142 | $46.60 |
| Q3 2024 | +109,822 | Add 33.95% | 433,264 | $36.55 |
| Q2 2024 | +148,614 | Add 85.01% | 323,442 | $30.26 |
| Q1 2024 | +56,818 | Add 48.15% | 174,828 | $32.32 |
| Q4 2023 | -17,916 | Reduce 13.18% | 118,010 | $24.43 |
| Q3 2023 | +4,242 | Add 3.22% | 135,926 | $21.71 |
| Q2 2023 | +5,594 | Add 4.44% | 131,684 | $24.65 |
| Q1 2023 | +28,140 | Add 28.73% | 126,090 | $24.24 |
| Q4 2022 | +58,710 | Add 149.62% | 97,950 | $17.12 |
| Q3 2022 | -20,046 | Reduce 33.81% | 39,240 | $16.08 |
| Q2 2022 | +59,286 | New Buy | 59,286 | $23.92 |
| Q4 2021 | -8,762 | Sold Out | 0 | $0.00 |
| Q3 2021 | +2,806 | Add 47.11% | 8,762 | $63.57 |
| Q2 2021 | +5,956 | New Buy | 5,956 | $69.68 |
| Q4 2017 | -82,100 | Sold Out | 0 | $0.00 |
| Q3 2017 | +82,100 | New Buy | 82,100 | $28.83 |
| Q3 2016 | -168,752 | Sold Out | 0 | $0.00 |
| Q2 2016 | -37,342 | Reduce 18.12% | 168,752 | $13.48 |
| Q1 2016 | +206,094 | New Buy | 206,094 | $12.69 |
| Q2 2015 | -28,066 | Sold Out | 0 | $0.00 |
| Q1 2015 | -21,374 | Reduce 43.23% | 28,066 | $10.87 |
| Q4 2014 | -114,096 | Reduce 69.77% | 49,440 | $10.38 |
| Q3 2014 | +22,224 | Add 15.73% | 163,536 | $9.56 |
| Q2 2014 | -168,768 | Reduce 54.43% | 141,312 | $10.56 |
| Q1 2014 | -17,008 | Reduce 5.20% | 310,080 | $8.83 |
| Q4 2013 | -4,516 | Reduce 1.36% | 327,088 | $12.30 |
| Q3 2013 | +331,604 | New Buy | 331,604 | $9.95 |
Joel Greenblatt's Pegasystems Investment FAQs
Joel Greenblatt first purchased Pegasystems Inc. (PEGA) in Q3 2013, acquiring 331,604 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Pegasystems Inc. (PEGA) for 31 quarters since Q3 2013.
Joel Greenblatt's largest addition to Pegasystems Inc. (PEGA) was in Q3 2013, adding 331,604 shares worth $3.3 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 566,469 shares of Pegasystems Inc. (PEGA), valued at approximately $33.83 M.
As of the Q4 2025 filing, Pegasystems Inc. (PEGA) represents approximately 0.12% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Pegasystems Inc. (PEGA) was 663,749 shares, as reported at the end of Q2 2025.