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Ken Fisher’s PEGA Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q2 2013
+3.02 M Shares
Current Position
1.17 M Shares
$69.89 M Value

Ken Fisher's PEGA Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 1.17 M shares of Pegasystems Inc. (PEGA) worth $69.89 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in PEGA, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 621,048 shares. Largest reduction occurred in Q4 2019, reducing 383,694 shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Pegasystems (PEGA) Holding Value Over Time

Track share changes against reported price movement

Quarterly Pegasystems (PEGA) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +33,643 Add 2.96% 1.17 M $59.72
Q3 2025 -56,501 Reduce 4.74% 1.14 M $57.50
Q2 2025 -50,331 Reduce 4.05% 1.19 M $54.13
Q1 2025 -32,432 Reduce 2.54% 1.24 M $34.76
Q4 2024 +307,406 Add 31.74% 1.28 M $46.60
Q3 2024 +6,000 Add 0.62% 968,592 $36.54
Q2 2024 +7,010 Add 0.73% 962,592 $30.27
Q1 2024 -7,648 Reduce 0.79% 955,582 $32.32
Q4 2023 -190,532 Reduce 16.51% 963,230 $24.43
Q3 2023 -213,260 Reduce 15.60% 1.15 M $21.70
Q2 2023 +7,860 Add 0.58% 1.37 M $24.65
Q1 2023 -149,218 Reduce 9.89% 1.36 M $24.25
Q4 2022 +7,806 Add 0.52% 1.51 M $17.12
Q3 2022 -38,764 Reduce 2.52% 1.5 M $16.07
Q2 2022 +90,474 Add 6.24% 1.54 M $23.92
Q1 2022 +3,954 Add 0.27% 1.45 M $40.33
Q4 2021 +65,004 Add 4.71% 1.44 M $55.91
Q3 2021 -14,056 Reduce 1.01% 1.38 M $63.55
Q2 2021 -54,262 Reduce 3.75% 1.39 M $69.60
Q1 2021 -17,782 Reduce 1.21% 1.45 M $57.17
Q4 2020 +17,466 Add 1.21% 1.47 M $66.63
Q3 2020 -183,798 Reduce 11.26% 1.45 M $60.52
Q2 2020 -282,856 Reduce 14.77% 1.63 M $50.59
Q1 2020 -203,532 Reduce 9.61% 1.92 M $35.62
Q4 2019 -383,694 Reduce 15.33% 2.12 M $39.82
Q3 2019 -143,054 Reduce 5.41% 2.5 M $34.03
Q2 2019 +36,746 Add 1.41% 2.65 M $35.60
Q1 2019 -294,134 Reduce 10.13% 2.61 M $32.50
Q4 2018 -15,128 Reduce 0.52% 2.9 M $23.92
Q3 2018 -38,772 Reduce 1.31% 2.92 M $31.30
Q2 2018 -65,230 Reduce 2.16% 2.96 M $27.40
Q1 2018 -137,114 Reduce 4.34% 3.02 M $30.33
Q4 2017 -36,512 Reduce 1.14% 3.16 M $23.58
Q3 2017 -14,474 Reduce 0.45% 3.2 M $28.83
Q2 2017 -63,280 Reduce 1.93% 3.21 M $29.17
Q1 2017 -45,550 Reduce 1.37% 3.27 M $21.93
Q4 2016 +41,500 Add 1.27% 3.32 M $18.00
Q3 2016 +52,652 Add 1.63% 3.28 M $14.75
Q2 2016 -117,122 Reduce 3.50% 3.22 M $13.93
Q1 2016 -38,300 Reduce 1.13% 3.34 M $12.42
Q4 2015 -11,700 Reduce 0.34% 3.38 M $13.75
Q3 2015 -96,050 Reduce 2.75% 3.39 M $12.30
Q2 2015 -20,660 Reduce 0.59% 3.49 M $11.44
Q1 2015 -34,546 Reduce 0.98% 3.51 M $10.87
Q4 2014 +621,048 Add 21.25% 3.54 M $10.39
Q3 2014 +46,000 Add 1.60% 2.92 M $9.56
Q2 2014 -27,020 Reduce 0.93% 2.88 M $10.56
Q1 2014 -17,900 Reduce 0.61% 2.9 M $8.83
Q4 2013 -97,700 Reduce 3.24% 2.92 M $12.30
Q3 2013 +100 Add 0.00% 3.02 M $9.95
Q2 2013 +3.02 M Add 0.00% 3.02 M $8.28

Ken Fisher's Pegasystems Investment FAQs

Ken Fisher first purchased Pegasystems Inc. (PEGA) in Q2 2013, acquiring 3,018,620 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Pegasystems Inc. (PEGA) for 51 quarters since Q2 2013.

Ken Fisher's largest addition to Pegasystems Inc. (PEGA) was in Q2 2013, adding 3,018,620 shares worth $24.99 M.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 1,170,377 shares of Pegasystems Inc. (PEGA), valued at approximately $69.89 M.

As of the Q4 2025 filing, Pegasystems Inc. (PEGA) represents approximately 0.02% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Pegasystems Inc. (PEGA) was 3,543,148 shares, as reported at the end of Q4 2014.