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Pegasystems Inc. (PEGA)

USD31.24 -0.83 (-2.59%)
US NASDAQ Technology Software - Application
Address One Main Street 2142
Waltham, MA, US
CEO Alan Trefler
Website pega.com
IPO 1996-07-19
CIK 1013857 ISIN US7055731035

Explore sections of this company profile

Also trades on London Stock Exchange · 0KGS.L (USD) NASDAQ Global Select · PEGA (USD)
Description

Pegasystems Inc., founded in 1983 and headquartered in Cambridge, Massachusetts, is a global provider of enterprise software solutions. The company's operations span the United States, the wider Americas, the United Kingdom, other European nations, the Middle East, Africa, and the Asia-Pacific region, encompassing development, marketing, licensing, hosting, and support services. Their product portfolio includes the Pega Platform, designed for application development, and Pega Infinity, an integrated software suite that merges customer engagement capabilities with digital process automation. Pegasystems also offers specialized customer engagement applications such as the Pega Customer Decision Hub, which helps businesses enhance customer acquisition and overall experience across various digital and traditional channels. Other key applications include Pega Sales Automation, which streamlines sales workflows, and Pega Customer Service, engineered to anticipate client needs, facilitate connections between customers and company resources, automate service interactions, and ultimately improve both the customer experience and employee productivity. Further expanding its offerings, Pegasystems provides intelligent automation software and Pega Cloud, an internet-based infrastructure enabling clients to develop, test, and deploy applications, including the Pega Platform itself. Complementing its software, the company offers Pega Academy for comprehensive training (both in-person and online) to its staff, customers, and partners, alongside extensive guidance, implementation, and technical support services. Pegasystems primarily serves a broad spectrum of industries, including financial services, life sciences, healthcare, communications, media, government, insurance, manufacturing, high-tech, and consumer services, leveraging both a direct sales force and strategic partnerships with technology providers and application developers.

News Sentiment (7d)
50 Neutral

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD31.24 -0.83 (-2.59%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.85
Float Shares
90.37M
Free Float %
54.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+5.59% +3.96% -2.24% -18.29% -34.76% -40.17% -26.30% +47.77% -39.44% +170.89% +1,052.58%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (23 ratings, all time) Buy
Price Targets & DCF
Current price
31.24
Low 48.00 +53.6%
Consensus 56.60 +81.2%
Median 60.00 +92.1%
High 60.00 +92.1%
DCF (Levered) 29.03 -7.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 7 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
57.50
+84.1%
Last Year 9
63.33
+102.7%
All Time 27
84.48
+170.4%
Quality scores
Altman Z-Score
6.32
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +16.6% Q1'26: -9.6% (vs Q1'25)
  • EPS growth Software - Application: +28.6%
    +287.3% Q1'26: -60.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Application: +45.3%
    +25.5% Q1'26: +48.0% (vs Q1'25)
  • EBIT margin Software - Application: +9.4%
    +16.2% Q1'26: +9.2% (vs Q1'25)
  • ROIC Software - Application: +7.5%
    +64.4% Q1'26: +45.3% (vs Q1'25)
  • Share dilution Software - Application: +0.0%
    +3.1% Q1'26: -5.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    0.25× Q1'26: 0.36× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.88) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 31.24
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2003
actual
Dec 2004
actual
Dec 2009
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
7 EPS Ana.
Dec 2027
8 Rev. Ana.
7 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Revenue
99.31M
est: 84.14M (+18.0%)
96.46M
est: 118.07M (-18.3%)
264.01M
est: 173.06M (+52.6%)
416.68M
est: 361.47M (+15.3%)
461.71M
est: 439.64M (+5.0%)
508.95M
est: 414.29M (+22.9%)
590.00M
est: 656.74M (-10.2%)
682.70M
est: 670.69M (+1.8%)
750.27M
est: 783.14M (-4.2%)
840.58M
est: 806.71M (+4.2%)
891.58M
est: 887.93M (+0.4%)
911.38M
est: 925.06M (-1.5%)
1.02B
est: 1.03B (-1.3%)
1.21B
est: 1.24B (-2.5%)
1.32B
est: 1.26B (+4.9%)
1.43B
est: 1.49B (-3.9%)
1.50B
est: 1.48B (+1.3%)
1.75B
est: 1.73B (+0.7%)
1.98B
1.94B – 2.00B
+14.2% YoY
2.22B
2.11B – 2.26B
+12.0% YoY
2.47B
2.45B – 2.48B
+11.3% YoY
EBITDA
16.17M
est: 19.86M (-18.6%)
7.19M
est: 12.40M (-42.0%)
44.62M
est: 32.46M (+37.4%)
28.38M
est: 27.28M (+4.0%)
49.99M
est: 43.26M (+15.6%)
81.17M
est: 57.89M (+40.2%)
75.57M
est: 70.65M (+7.0%)
87.84M
est: 80.80M (+8.7%)
77.68M
est: 54.10M (+43.6%)
117.89M
est: 37.38M (+215.4%)
13.76M
est: -10.79M (+227.5%)
-113.24M
est: -207.56M (+45.4%)
-84.19M
est: -346.72M (+75.7%)
-95.44M
est: -12.12M (-687.3%)
-119.29M
est: -635.21M (+81.2%)
136.97M
est: 67.40M (+103.2%)
184.90M
est: 66.83M (+176.7%)
307.82M
est: 78.40M (+292.6%)
89.49M
87.68M – 90.40M
+14.2% YoY
100.26M
95.27M – 102.08M
+12.0% YoY
111.60M
111.02M – 112.18M
+11.3% YoY
EBIT
14.67M
est: 12.30M (+19.3%)
5.77M
est: 5.01M (+15.1%)
41.82M
est: 27.10M (+54.3%)
10.91M
est: 9.08M (+20.1%)
31.43M
est: 23.99M (+31.0%)
61.13M
est: 43.88M (+39.3%)
52.22M
est: 49.88M (+4.7%)
64.75M
est: 63.06M (+2.7%)
53.55M
est: 34.43M (+55.5%)
93.18M
est: 14.06M (+562.6%)
-11.53M
est: -56.01M (+79.4%)
-134.63M
est: -273.43M (+50.8%)
-105.53M
est: -351.52M (+70.0%)
-124.03M
est: -48.92M (-153.6%)
-154.01M
est: -549.54M (+72.0%)
102.32M
est: 33.83M (+202.5%)
149.47M
est: 33.54M (+345.6%)
281.91M
est: 39.35M (+616.4%)
44.92M
44.01M – 45.37M
+14.2% YoY
50.32M
47.82M – 51.23M
+12.0% YoY
56.01M
55.72M – 56.31M
+11.3% YoY
Net Income
17.68M
est: 14.43M (+22.5%)
7.55M
est: 7.44M (+1.6%)
32.21M
est: 20.31M (+58.6%)
10.11M
est: 7.11M (+42.2%)
21.87M
est: 16.14M (+35.5%)
38.04M
est: 28.64M (+32.8%)
33.26M
est: 31.75M (+4.7%)
36.32M
est: 35.16M (+3.3%)
26.99M
est: 26.42M (+2.1%)
32.93M
est: 25.73M (+28.0%)
10.62M
est: -6.07M (+274.8%)
-90.43M
est: -190.36M (+52.5%)
-61.37M
est: -218.41M (+71.9%)
-63.04M
est: 10.11M (-723.8%)
-345.58M
est: -1.79B (+80.7%)
67.81M
est: 278.64M (-75.7%)
99.19M
est: 264.21M (-62.5%)
393.44M
est: 385.72M (+2.0%)
500.66M
497.01M – 504.30M
+29.8% YoY
553.53M
445.41M – 661.65M
+10.6% YoY
638.71M
526.00M – 751.42M
+15.4% YoY
SGA
35.63M
est: 31.30M (+13.8%)
44.49M
est: 45.90M (-3.1%)
92.40M
est: 63.60M (+45.3%)
175.66M
est: 198.48M (-11.5%)
196.18M
est: 205.81M (-4.7%)
210.69M
est: 161.02M (+30.8%)
244.10M
est: 263.03M (-7.2%)
278.13M
est: 267.84M (+3.8%)
323.88M
est: 299.45M (+8.2%)
352.73M
est: 351.01M (+0.5%)
425.14M
est: 616.56M (-31.0%)
531.03M
est: 488.79M (+8.6%)
613.15M
est: 544.83M (+12.5%)
709.39M
est: 648.06M (+9.5%)
742.52M
est: 663.72M (+11.9%)
655.92M
est: 731.96M (-10.4%)
647.63M
est: 725.76M (-10.8%)
727.36M
est: 851.39M (-14.6%)
971.88M
952.24M – 981.69M
+14.2% YoY
1.09B
1.03B – 1.11B
+12.0% YoY
1.21B
1.21B – 1.22B
+11.3% YoY
EPS
0.12
est: 0.18 (-33.3%)
0.11
est: 0.11 (-4.5%)
0.22
est: 0.18 (+23.6%)
0.07
est: 0.33 (-79.5%)
0.15
est: 0.38 (-61.8%)
0.25
est: 0.39 (-35.9%)
0.22
est: 0.80 (-72.5%)
0.24
est: 0.79 (-70.2%)
0.18
est: 0.47 (-62.9%)
0.64
est: 0.36 (+75.6%)
0.07
est: 0.30 (-77.5%)
-0.57
est: -0.13 (-347.1%)
-0.38
est: -0.17 (-119.1%)
-0.39
est: 0.11 (-447.6%)
-2.11
est: 0.00 (-106,183.5%)
0.41
est: 1.54 (-73.4%)
0.58
est: 1.42 (-59.2%)
2.30
est: 2.08 (+10.7%)
2.72
2.69 – 2.73
+30.9% YoY
3.08
2.41 – 3.58
+13.3% YoY
3.44
2.85 – 4.07
+11.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Rosenblatt Buy Buy Maintain
2026-04-20 Rosenblatt Buy Buy Maintain
2026-04-17 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-27 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-26 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-22 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-21 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-20 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-19 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-18 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-15 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-14 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-13 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-12 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-11 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-08 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-07 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-06 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-05 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-04 A- 4/5 4/5 5/5 5/5 3/5 3/5 1/5
2026-05-01 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-30 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-29 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-28 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-27 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-24 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-23 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-22 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-21 A- 4/5 3/5 5/5 5/5 3/5 3/5 1/5
2026-04-20 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-17 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B+ 3/5 3/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
499.36M
OE per share TTM
2.74
Owner's Yield
8.28%
Maintenance CapEx ratio
28.30%
Maint CapEx / Avg PPE
7.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
487
Total invested
3.92B
Insider transactions (90d)
3
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (2) 39.94M 51.13% 39.84M 98.0K 39.84M 98.0K IN United States 2018-02-13
2 2. 39.87M 50.09% 39.80M 67.0K 39.80M 67.0K IN UnitedStates 2020-02-13
3 Christian Leone 5.51M 6.74% 5.51M 5.51M IN 2022-02-14
4 LCG Holdings, LLC 5.51M 6.74% 5.51M 5.51M OO 2022-02-14
5 Luxor Capital Group, LP 5.51M 6.74% 5.51M 5.51M PN 2022-02-14
6 Luxor Management, LLC 5.51M 6.74% 5.51M 5.51M OO 2022-02-14
7 74-2961140 4.90M 6.00% 4.90M 4.90M IA TEXAS 2022-02-15
8 Brian Bares 4.90M 6.00% 4.90M 4.90M IA, IN USA 2022-02-15
9 Baron Capital Group, Inc.042787865 3.10M 4.06% 2.78M 3.10M HC, CO New York 2015-02-17
10 Ronald Baron042787865 3.10M 4.06% 2.79M 3.10M HC, IN New York 2015-02-17
11 BAMCO INC /NY/042787865 3.00M 3.93% 2.68M 3.00M IA, CO New York 2015-02-17
12 Luxor Capital Partners, LP 2.39M 2.93% 2.39M 2.39M PN 2022-02-14
13 Luxor Capital Partners Offshore Master Fund, LP 1.55M 1.89% 1.55M 1.55M PN 2022-02-14
14 Luxor Capital Partners Offshore, Ltd. 1.55M 1.89% 1.55M 1.55M CO 2022-02-14
15 Luxor Cardinal, LP 526.3K 1.00% 526.3K 526.3K PN 2022-02-14
16 Luxor Wavefront, LP 517.4K 1.00% 517.4K 517.4K PN 2022-02-14
17 Qena Capital Partners Offshore Master Fund, LP 293.5K 1.00% 293.5K 293.5K PN 2022-02-14
18 Luxor Capital Partners Long, LP 111.5K 1.00% 111.5K 111.5K PN 2022-02-14
19 Baron Capital Management, Inc.042787865 96.2K 0.13% 96.2K 96.2K IA, CO New York 2015-02-17
20 Luxor Gibraltar, LP – Series I 81.6K 1.00% 81.6K 81.6K PN 2022-02-14
21 Luxor Capital Partners Long Offshore Master Fund, LP 36.5K 1.00% 36.5K 36.5K PN 2022-02-14
22 Luxor Capital Partners Long Offshore, Ltd. 36.5K 1.00% 36.5K 36.5K CO 2022-02-14
23 95-1411037 13.00 5.20% 4.37M 4.37M IA Delaware 2024-02-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
487
-1 vs prev Q
New positions
96
Closed positions
91
Increased
304
Reduced
131
Put/Call ratio
1.37
Calls held
110.9K
Puts held
152.4K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 121.2K +121.2K (+100.0%) 7.24B +7.2B (+100.0%) 0.07% +0.071 pp 0.01% +0.011 pp USD59.72 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 10.96M -312.7K (-2.8%) 654.51M +6.4M (+1.0%) 6.45% -0.154 pp 0.01% 0.000 pp USD49.60 +20.4% 84 qtrs
3 BLACKROCK, INC. 8.98M -51.0K (-0.6%) 536.17M +17.0M (+3.3%) 5.28% -0.006 pp 0.01% +0.000 pp USD59.75 -0.1% 6 qtrs
4 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.93M -59.1K (-1.2%) 294.31M +7.5M (+2.6%) 2.89% -0.031 pp 0.09% +0.006 pp USD61.47 -2.8% 4 qtrs
5 INVESCO LTD. 3.13M +402.8K (+14.8%) 186.79M +30.1M (+19.2%) 1.84% +0.244 pp 0.03% +0.004 pp USD73.98 -19.3% 56 qtrs
6 AQR CAPITAL MANAGEMENT LLC 2.80M -591.3K (-17.4%) 167.25M -27.8M (-14.2%) 1.65% -0.339 pp 0.09% -0.037 pp USD56.71 +5.3% 51 qtrs
7 STATE STREET CORP 2.75M -16.5K (-0.6%) 164.45M +5.2M (+3.2%) 1.62% -0.002 pp 0.01% +0.000 pp USD52.45 +13.9% 51 qtrs
8 WELLINGTON MANAGEMENT GROUP LLP 2.72M +599.8K (+28.3%) 162.56M +40.5M (+33.2%) 1.60% +0.359 pp 0.03% +0.007 pp USD66.70 -10.5% 57 qtrs
9 DIMENSIONAL FUND ADVISORS LP 2.53M +61.3K (+2.5%) 151.09M +9.1M (+6.4%) 1.48% +0.036 pp 0.03% +0.001 pp USD61.29 -2.6% 8 qtrs
10 NORTH PEAK CAPITAL MANAGEMENT, LLC 2.40M +53.6K (+2.3%) 143.33M +8.4M (+6.2%) 1.41% +0.038 pp 12.18% +0.359 pp USD56.07 +6.5% 3 qtrs
11 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.39M +124.1K (+5.5%) 143.03M +12.5M (+9.5%) 1.41% +0.079 pp 0.21% +0.005 pp USD56.87 +5.0% 7 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 2.34M +492.8K (+26.6%) 140.02M +33.5M (+31.5%) 1.38% +0.295 pp 0.01% +0.002 pp USD54.83 +8.9% 78 qtrs
13 UBS GROUP AG 1.85M +14.6K (+0.8%) 110.35M +4.9M (+4.7%) 1.09% +0.014 pp 0.02% +0.001 pp USD59.19 +0.9% 45 qtrs
14 CAPITAL RESEARCH GLOBAL INVESTORS 1.80M -721.4K (-28.7%) 107.27M -37.5M (-25.9%) 1.05% -0.423 pp 0.02% -0.007 pp USD59.56 +0.3% 27 qtrs
15 AMERICAN CENTURY COMPANIES INC 1.78M +195.3K (+12.3%) 106.43M +15.2M (+16.6%) 1.05% +0.119 pp 0.05% +0.007 pp USD58.07 +2.8% 8 qtrs
16 THRIVENT FINANCIAL FOR LUTHERANS 1.71M -213.8K (-11.1%) 102.30M -8.5M (-7.7%) 1.00% -0.124 pp 0.18% -0.037 pp USD71.15 -16.1% 5 qtrs
17 HOOD RIVER CAPITAL MANAGEMENT LLC 1.59M +10.0K (+0.6%) 94.86M +4.1M (+4.5%) 0.93% +0.010 pp 1.04% -0.032 pp USD57.51 +3.8% 2 qtrs
18 JACOBS LEVY EQUITY MANAGEMENT, INC 1.52M -794.4K (-34.3%) 91.03M -42.3M (-31.7%) 0.90% -0.461 pp 0.35% -0.178 pp USD60.02 -0.5% 4 qtrs
19 FIRST TRUST ADVISORS LP 1.42M +306.8K (+27.6%) 84.72M +20.8M (+32.5%) 0.83% +0.184 pp 0.06% +0.014 pp USD59.71 +0.0% 39 qtrs
20 TEACHER RETIREMENT SYSTEM OF TEXAS 1.40M -119.9K (-7.9%) 83.61M -3.8M (-4.3%) 0.82% -0.069 pp 0.29% -0.062 pp USD61.74 -3.3% 12 qtrs
21 FRANKLIN RESOURCES INC 1.33M +232.4K (+21.2%) 79.24M +16.3M (+25.9%) 0.78% +0.136 pp 0.02% +0.004 pp USD72.69 -17.8% 8 qtrs
22 MORGAN STANLEY 1.20M -277.0K (-18.8%) 71.68M -13.3M (-15.6%) 0.71% -0.159 pp 0.00% -0.001 pp USD56.50 +5.7% 51 qtrs
23 FISHER ASSET MANAGEMENT, LLC 1.17M +33.6K (+3.0%) 69.89M +4.5M (+6.9%) 0.69% +0.020 pp 0.02% +0.000 pp USD47.24 +26.4% 57 qtrs
24 FIERA CAPITAL CORP 1.11M +274.2K (+32.7%) 66.48M +18.2M (+37.8%) 0.65% +0.161 pp 0.21% +0.055 pp USD59.15 +1.0% 4 qtrs
25 SHANNON RIVER FUND MANAGEMENT LLC 1.04M -345.4K (-25.0%) 62.04M -17.6M (-22.1%) 0.61% -0.200 pp 9.73% -3.082 pp USD58.65 +1.8% 6 qtrs
26 NORTHERN TRUST CORP 1.02M -33.2K (-3.1%) 61.16M +364.9K (+0.6%) 0.60% -0.017 pp 0.01% +0.000 pp USD52.14 +14.5% 51 qtrs
27 RANGER INVESTMENT MANAGEMENT, L.P. 911.0K -64.5K (-6.6%) 54.40M -1.7M (-3.0%) 0.54% -0.035 pp 3.73% -0.179 pp USD53.73 +11.1% 39 qtrs
28 PRICE T ROWE ASSOCIATES INC /MD/ 882.8K +414.8K (+88.6%) 52.72M +25.8M (+95.9%) 0.52% +0.245 pp 0.01% +0.003 pp USD65.05 -8.2% 48 qtrs
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 847.9K -5.8K (-0.7%) 50.64M +1.5M (+3.2%) 0.50% -0.001 pp 0.01% +0.000 pp USD56.34 +6.0% 68 qtrs
30 BANK OF NEW YORK MELLON CORP 828.8K -20.9K (-2.5%) 49.50M +638.0K (+1.3%) 0.49% -0.012 pp 0.01% -0.001 pp USD56.13 +6.4% 66 qtrs
31 RUSSELL INVESTMENTS GROUP, LTD. 826.0K -135.8K (-14.1%) 49.33M -6.0M (-10.8%) 0.49% -0.077 pp 0.05% -0.009 pp USD59.85 -0.2% 27 qtrs
32 CAPITAL IMPACT ADVISORS, LLC 765.3K +765.3K (+100.0%) 45.70M +45.7M (+100.0%) 0.45% +0.450 pp 3.58% +3.576 pp USD59.72 +0.0% 1 qtrs NEW
33 GOLDMAN SACHS GROUP INC 750.4K +310.7K (+70.7%) 44.81M +19.5M (+77.3%) 0.44% +0.184 pp 0.01% +0.002 pp USD61.04 -2.2% 73 qtrs
34 HERALD INVESTMENT MANAGEMENT LTD 703.6K +— (+0.0%) 42.00M +1.6M (+3.8%) 0.41% +0.002 pp 5.49% +0.099 pp USD57.50 +3.9% 2 qtrs
35 RAYMOND JAMES FINANCIAL INC 686.1K -230.0K (-25.1%) 41.59M -11.1M (-21.0%) 0.40% -0.133 pp 0.01% -0.004 pp USD68.82 -13.2% 5 qtrs
36 SEI INVESTMENTS CO 688.3K +231.8K (+50.8%) 41.11M +14.9M (+56.6%) 0.40% +0.138 pp 0.04% +0.012 pp USD58.49 +2.1% 42 qtrs
37 JPMORGAN CHASE & CO 682.1K +61.4K (+9.9%) 40.74M +5.0M (+14.1%) 0.40% +0.037 pp 0.00% +0.000 pp USD60.76 -1.7% 51 qtrs
38 GOTHAM ASSET MANAGEMENT, LLC 566.5K +14.9K (+2.7%) 33.83M +2.1M (+6.7%) 0.33% +0.010 pp 0.12% -0.015 pp USD56.64 +5.4% 15 qtrs
39 RENAISSANCE GROUP LLC 540.4K +540.4K (+100.0%) 32.27M +32.3M (+100.0%) 0.32% +0.316 pp 1.30% +1.296 pp USD59.72 +0.0% 1 qtrs NEW
40 NORGES BANK 534.2K +534.2K (+100.0%) 31.91M +31.9M (+100.0%) 0.31% +0.313 pp 0.00% +0.003 pp USD59.72 +0.0% 1 qtrs NEW
41 CRAWFORD INVESTMENT COUNSEL INC 521.6K -4.4K (-0.8%) 31.15M +904.0K (+3.0%) 0.31% -0.001 pp 0.52% +0.017 pp USD64.13 -6.9% 8 qtrs
42 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 498.7K +307.3K (+160.5%) 29.96M +19.4M (+184.3%) 0.29% +0.180 pp 0.04% +0.025 pp USD59.18 +0.9% 6 qtrs
43 AMERIPRISE FINANCIAL INC 480.8K +276.0K (+134.8%) 28.71M +16.9M (+143.8%) 0.28% +0.163 pp 0.01% +0.004 pp USD57.70 +3.5% 12 qtrs
44 UBS ASSET MANAGEMENT AMERICAS INC 438.4K +172.8K (+65.1%) 26.18M +10.9M (+71.4%) 0.26% +0.101 pp 0.01% +0.002 pp USD60.11 -0.6% 52 qtrs
45 LOS ANGELES CAPITAL MANAGEMENT LLC 411.3K +296.9K (+259.7%) 26.14M +19.6M (+297.6%) 0.24% +0.174 pp 0.09% +0.067 pp USD58.56 +2.0% 3 qtrs
46 CANADA PENSION PLAN INVESTMENT BOARD 437.4K +77.8K (+21.6%) 26.12M +5.4M (+26.3%) 0.26% +0.047 pp 0.02% +0.003 pp USD55.93 +6.8% 3 qtrs
47 PACER ADVISORS, INC. 436.8K -414.1K (-48.7%) 26.09M -22.8M (-46.7%) 0.26% -0.241 pp 0.07% -0.057 pp USD57.41 +4.0% 3 qtrs
48 OBERWEIS ASSET MANAGEMENT INC/ 424.8K +35.4K (+9.1%) 25.37M +3.0M (+13.3%) 0.25% +0.022 pp 0.93% +0.070 pp USD69.77 -14.4% 5 qtrs
49 BANK OF AMERICA CORP /DE/ 403.6K -90.7K (-18.3%) 24.10M -4.3M (-15.2%) 0.24% -0.052 pp 0.00% 0.000 pp USD61.39 -2.7% 52 qtrs
50 WESTWOOD HOLDINGS GROUP INC 358.0K -7.3K (-2.0%) 21.38M +376.5K (+1.8%) 0.21% -0.003 pp 0.17% +0.024 pp USD62.87 -5.0% 6 qtrs
51 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 374.6K +155.7K (+71.1%) 21.00M +8.5M (+68.2%) 0.22% +0.092 pp 0.03% +0.014 pp USD67.81 -11.9% 17 qtrs
52 ACADIAN ASSET MANAGEMENT LLC 333.5K -18.2K (-5.2%) 19.90M -315.0K (-1.6%) 0.20% -0.011 pp 0.03% -0.003 pp USD56.31 +6.1% 34 qtrs
53 ROYAL BANK OF CANADA 311.5K +91.1K (+41.3%) 18.61M +5.9M (+46.8%) 0.18% +0.054 pp 0.00% +0.001 pp USD60.86 -1.9% 51 qtrs
54 FEDERATED HERMES, INC. 310.8K +7.3K (+2.4%) 18.56M +1.1M (+6.4%) 0.18% +0.004 pp 0.03% +0.000 pp USD45.51 +31.2% 15 qtrs
55 GREAT WEST LIFE ASSURANCE CO /CAN/ 309.2K -24.9K (-7.5%) 18.46M -1.1M (-5.7%) 0.18% -0.014 pp 0.03% +0.004 pp USD59.95 -0.4% 49 qtrs
56 SUMMIT CREEK ADVISORS LLC 291.0K -12.0K (-4.0%) 17.38M -45.8K (-0.3%) 0.17% -0.007 pp 2.73% +0.195 pp USD64.73 -7.7% 6 qtrs
57 NEW YORK STATE COMMON RETIREMENT FUND 273.3K +15.8K (+6.1%) 16.32M +1.5M (+10.2%) 0.16% +0.009 pp 0.02% +0.003 pp USD62.38 -4.3% 43 qtrs
58 CITIGROUP INC 271.5K +29.3K (+12.1%) 16.22M +2.3M (+16.4%) 0.16% +0.018 pp 0.01% +0.001 pp USD58.06 +2.9% 59 qtrs
59 LAZARD ASSET MANAGEMENT LLC 269.7K +2.1K (+0.8%) 16.11M +720.1K (+4.7%) 0.16% +0.002 pp 0.03% +0.007 pp USD56.80 +5.1% 10 qtrs
60 MILLENNIUM MANAGEMENT LLC 248.3K -31.3K (-11.2%) 14.83M -1.2M (-7.8%) 0.15% -0.018 pp 0.01% -0.001 pp USD58.18 +2.6% 33 qtrs
61 LUXOR CAPITAL GROUP, LP 246.0K -22.3K (-8.3%) 14.69M -735.9K (-4.8%) 0.14% -0.012 pp 1.12% +0.399 pp USD74.84 -20.2% 29 qtrs
62 TOROSO INVESTMENTS, LLC 242.9K +224.3K (+1,201.7%) 14.50M +13.4M (+1,251.9%) 0.14% +0.132 pp 0.03% +0.032 pp USD59.48 +0.4% 7 qtrs
63 QUANTINNO CAPITAL MANAGEMENT LP 242.2K +29.5K (+13.9%) 14.46M +2.2M (+18.3%) 0.14% +0.018 pp 0.03% -0.004 pp USD58.20 +2.6% 7 qtrs
64 NUVEEN, LLC 241.8K -123.2K (-33.7%) 14.44M -6.5M (-31.2%) 0.14% -0.072 pp 0.00% -0.002 pp USD59.86 -0.2% 4 qtrs
65 CITADEL ADVISORS LLC 237.1K +147.5K (+164.6%) 14.16M +9.0M (+174.8%) 0.14% +0.087 pp 0.00% +0.001 pp USD57.61 +3.7% 52 qtrs
66 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 237.0K -96.4K (-28.9%) 14.16M -5.0M (-26.2%) 0.14% -0.057 pp 0.04% -0.023 pp USD54.39 +9.8% 12 qtrs
67 RHUMBLINE ADVISERS 233.2K -8.3K (-3.4%) 13.92M +41.9K (+0.3%) 0.14% -0.004 pp 0.01% +0.000 pp USD51.91 +15.0% 51 qtrs
68 COOKSON PEIRCE & CO INC 230.4K +21.1K (+10.1%) 13.76M +1.7M (+14.3%) 0.13% +0.012 pp 0.57% +0.076 pp USD57.70 +3.5% 2 qtrs
69 DEUTSCHE BANK AG\ 222.4K +210.6K (+1,782.6%) 13.28M +12.6M (+1,855.3%) 0.13% +0.124 pp 0.00% +0.004 pp USD59.82 -0.2% 50 qtrs
70 ENVESTNET ASSET MANAGEMENT INC 204.0K -748.0 (-0.4%) 12.18M +409.8K (+3.5%) 0.12% +0.000 pp 0.00% +0.000 pp USD60.78 -1.7% 51 qtrs
71 MACKENZIE FINANCIAL CORP 197.5K +23.2K (+13.3%) 12.09M +2.1M (+20.6%) 0.12% +0.014 pp 0.01% +0.002 pp USD61.86 -3.5% 10 qtrs
72 ROCKEFELLER CAPITAL MANAGEMENT L.P. 202.3K +201.8K (+44,255.5%) 12.08M +12.1M (+45,948.8%) 0.12% +0.119 pp 0.02% +0.022 pp USD59.71 +0.0% 2 qtrs
73 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 198.6K +27.2K (+15.8%) 12.01M +2.2M (+21.8%) 0.12% +0.016 pp 0.02% +0.003 pp USD58.92 +1.4% 4 qtrs
74 PRINCIPAL FINANCIAL GROUP INC 196.9K -8.0K (-3.9%) 11.76M -21.6K (-0.2%) 0.12% -0.005 pp 0.01% +0.000 pp USD54.15 +10.3% 12 qtrs
75 WELLS FARGO & COMPANY/MN 192.9K -22.0K (-10.2%) 11.52M -837.1K (-6.8%) 0.11% -0.012 pp 0.00% 0.000 pp USD64.53 -7.5% 57 qtrs
76 BOSTON PARTNERS 186.0K -22.8K (-10.9%) 11.11M -900.7K (-7.5%) 0.11% -0.013 pp 0.01% -0.001 pp USD55.20 +8.2% 3 qtrs
77 SWISS NATIONAL BANK 185.5K +3.0K (+1.6%) 11.08M +584.3K (+5.6%) 0.11% +0.002 pp 0.01% +0.001 pp USD50.45 +18.4% 51 qtrs
78 LORD, ABBETT & CO. LLC 185.1K +185.1K (+100.0%) 11.06M +11.1M (+100.0%) 0.11% +0.108 pp 0.03% +0.034 pp USD59.72 +0.0% 1 qtrs NEW
79 INTRINSIC EDGE CAPITAL MANAGEMENT LLC 180.0K -10.3K (-5.4%) 10.75M -190.4K (-1.7%) 0.11% -0.006 pp 1.92% +0.392 pp USD57.50 +3.9% 2 qtrs
80 STATE OF WISCONSIN INVESTMENT BOARD 175.5K +2.8K (+1.6%) 10.48M +550.7K (+5.5%) 0.10% +0.002 pp 0.02% +0.001 pp USD70.34 -15.1% 31 qtrs
81 NORDEA INVESTMENT MANAGEMENT AB 173.9K -26.8K (-13.3%) 10.42M -1.1M (-9.6%) 0.10% -0.016 pp 0.01% -0.001 pp USD58.51 +2.1% 7 qtrs
82 TREASURER OF THE STATE OF NORTH CAROLINA 167.1K +128.0K (+327.4%) 9.98M +7.7M (+343.9%) 0.10% +0.075 pp 0.03% +0.025 pp USD59.44 +0.5% 31 qtrs
83 CWM, LLC 164.2K -6.6K (-3.9%) 9.80M -15.0K (-0.2%) 0.10% -0.003 pp 0.03% -0.003 pp USD58.64 +1.8% 17 qtrs
84 CAPITAL FUND MANAGEMENT S.A. 161.7K +63.3K (+64.4%) 9.66M +4.0M (+70.7%) 0.10% +0.038 pp 0.03% +0.012 pp USD59.94 -0.4% 7 qtrs
85 HARBER ASSET MANAGEMENT LLC 161.4K -28.8K (-15.2%) 9.64M -1.3M (-11.9%) 0.09% -0.017 pp 4.04% +0.121 pp USD59.18 +0.9% 16 qtrs
86 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 159.5K +— (+0.0%) 9.52M +354.1K (+3.9%) 0.09% +0.000 pp 0.15% +0.002 pp USD54.13 +10.3% 3 qtrs
87 SG CAPITAL MANAGEMENT LLC 157.3K +157.3K (+100.0%) 9.39M +9.4M (+100.0%) 0.09% +0.093 pp 0.90% +0.902 pp USD59.72 +0.0% 1 qtrs NEW
88 TREXQUANT INVESTMENT LP 150.6K +98.3K (+188.1%) 9.00M +6.0M (+199.2%) 0.09% +0.058 pp 0.08% +0.049 pp USD62.18 -4.0% 24 qtrs
89 BRIDGEWATER ASSOCIATES, LP 146.8K -71.7K (-32.8%) 8.77M -3.8M (-30.2%) 0.09% -0.042 pp 0.03% -0.017 pp USD54.96 +8.7% 3 qtrs
90 FMR LLC 143.6K -641.4K (-81.7%) 8.58M -36.6M (-81.0%) 0.08% -0.375 pp 0.00% -0.002 pp USD54.53 +9.5% 69 qtrs
91 LEGAL & GENERAL GROUP PLC 135.8K -12.6K (-8.5%) 8.11M -420.7K (-4.9%) 0.08% -0.007 pp 0.00% 0.000 pp USD61.72 -3.2% 46 qtrs
92 CERITY PARTNERS LLC 135.2K -7.3K (-5.1%) 8.07M -120.2K (-1.5%) 0.08% -0.004 pp 0.01% -0.002 pp USD58.42 +2.2% 7 qtrs
93 IEQ CAPITAL, LLC 134.2K -70.8K (-34.5%) 8.02M -3.8M (-32.0%) 0.08% -0.042 pp 0.02% -0.012 pp USD56.42 +5.8% 13 qtrs
94 CASTLEARK MANAGEMENT LLC 133.2K +4.1K (+3.1%) 7.95M +528.5K (+7.1%) 0.08% +0.002 pp 0.23% +0.025 pp USD69.95 -14.6% 6 qtrs
95 ARMISTICE CAPITAL, LLC 132.0K +45.2K (+52.0%) 7.88M +2.9M (+57.9%) 0.08% +0.027 pp 0.09% +0.020 pp USD58.26 +2.5% 2 qtrs
96 G2 INVESTMENT PARTNERS MANAGEMENT LLC 125.6K +125.6K (+100.0%) 7.50M +7.5M (+100.0%) 0.07% +0.074 pp 1.78% +1.783 pp USD59.72 +0.0% 1 qtrs NEW
97 ZACKS INVESTMENT MANAGEMENT 119.2K +957.0 (+0.8%) 7.12M +319.7K (+4.7%) 0.07% +0.001 pp 0.06% +0.002 pp USD54.63 +9.3% 3 qtrs
98 NEXT CENTURY GROWTH INVESTORS LLC 116.7K +116.7K (+100.0%) 6.97M +7.0M (+100.0%) 0.07% +0.069 pp 0.48% +0.484 pp USD59.72 +0.0% 1 qtrs NEW
99 MAN GROUP PLC 115.5K +45.7K (+65.6%) 6.90M +2.9M (+71.9%) 0.07% +0.027 pp 0.01% +0.005 pp USD56.66 +5.4% 3 qtrs
100 JANUS HENDERSON GROUP PLC 114.6K -100.8K (-46.8%) 6.84M -5.5M (-44.8%) 0.07% -0.059 pp 0.00% -0.003 pp USD54.78 +9.0% 18 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 212 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - Robotics & Artificial Intelligence UCITS ETF BOTZ.L 1.63% 2.55M 0.50%
2 Global X - Robotics & Artificial Intelligence UCITS ETF BOTG.L 1.63% 415.3K 0.50%
3 Allspring SMID Core ETF ASCE 1.58% 1.24M 0.38%
4 First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT 1.31% 9.62M 0.65%
5 Invesco S&P MidCap 400 GARP ETF GRPM 1.20% 5.75M 0.35%
6 Dan Ives Wedbush AI Revolution ETF IVES 1.12% 12.10M 0.75%
7 Fidelity Cloud Computing ETF FCLD 0.96% 1.06M 0.39%
8 SRH U.S. Quality GARP ETF SRHQ 0.83% 1.41M 0.35%
9 WisdomTree Artificial Intelligence UCITS ETF - USD Acc WTAI.L 0.82% 12.04M 0.40%
10 First Trust SMID Growth Strength ETF FSGS 0.70% 212.2K 0.61%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.20
Bearish
Ratio by volume
0.45
Bearish
Buys
1
Sells
5
Shares acquired
25.9K
Shares disposed
57.4K
Cash buys
Cash sales
3.00
Net activity
-31,465
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2047-06-07 KRA DOUGLAS I Officer M-Exempt D Restricted Stock Units 502 0.00 3,520
2026-05-19 Akgonul Rifat Kerim Officer S-Sale D Common stock 4,545 33.35 151.6K 107,070 D
2026-05-05 STILLWELL KENNETH Officer M-Exempt A Common stock 25,920 16.95 439.3K 134,452 D
2026-04-01 STILLWELL KENNETH Officer S-Sale D Common stock 1,000 43.17 43.2K 108,532 D
2026-03-17 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 1,000 42.88 42.9K 3,365 D
2026-03-16 Akgonul Rifat Kerim Officer M-Exempt A Common stock 30,000 23.64 709.2K 141,429 D
2026-03-11 Akgonul Rifat Kerim Officer S-Sale D Common stock 8,088 43.57 352.4K 111,429 D
2026-03-10 Trefler Leon Officer S-Sale D Common stock 6,700 44.76 299.9K 118,372 D
2026-03-10 STILLWELL KENNETH Officer S-Sale D Common stock 44,000 44.81 1.97M 109,123 D
2026-03-07 Trefler Leon Officer M-Exempt D Restricted Stock Units 2,658 0.00 10,632 D
2026-03-07 STILLWELL KENNETH Officer M-Exempt D Restricted Stock Units 5,220 0.00 20,884 D
2026-03-07 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 332 0.00 1,330 D
2026-03-07 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 2,278 0.00 9,114 D
2026-03-07 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 2,278 0.00 9,114 D
2026-03-05 Trefler Leon Officer M-Exempt D Restricted Stock Units 2,202 0.00 17,608 D
2026-03-05 STILLWELL KENNETH Officer M-Exempt D Restricted Stock Units 4,402 0.00 35,218 D
2026-03-05 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 440 0.00 3,522 D
2026-03-05 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 2,202 0.00 17,608 D
2026-03-05 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 2,202 0.00 17,608 D
2026-03-04 Trefler Leon Officer M-Exempt D Restricted Stock Units 6,462 0.00 19,386 D
2026-03-04 STILLWELL KENNETH Officer M-Exempt A Common stock 6,668 0.00 149,913 D
2026-03-04 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 2,208 0.00 0 D
2026-03-04 Higgins John Gerard Officer F-InKind D Common stock 2,066 45.01 93.0K 50,824 D
2026-03-04 Akgonul Rifat Kerim Officer F-InKind D Common stock 1,562 45.01 70.3K 103,720 D
2026-03-03 Trefler Leon Officer A-Award A Restricted Stock Units 22,342 0.00 22,342 D
2026-03-03 TREFLER ALAN Director / Officer / 10% Owner A-Award A Stock Option 455,581 45.01 20.51M 455,581 D
2026-03-03 STILLWELL KENNETH Officer A-Award A Restricted Stock Units 6,469 0.00 6,469 D
2026-03-03 KOUNINIS EFSTATHIOS A Officer A-Award A Restricted Stock Units 4,469 0.00 4,469 D
2026-03-03 Higgins John Gerard Officer A-Award A Stock Option 56,948 45.01 2.56M 56,948 D
2026-03-03 Akgonul Rifat Kerim Officer A-Award A Restricted Stock Units 22,342 0.00 22,342 D
2026-03-02 Trefler Leon Officer M-Exempt D Restricted Stock Units 384 0.00 0 D
2026-03-02 TREFLER ALAN Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 2,498 0.00 0 D
2026-03-02 STILLWELL KENNETH Officer M-Exempt D Restricted Stock Units 1,152 0.00 0 D
2026-03-02 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 106 0.00 0 D
2026-03-01 Trefler Leon Officer M-Exempt A Common stock 1,174 0.00 116,505 D
2026-03-01 STILLWELL KENNETH Officer F-InKind D Common stock 573 43.73 25.1K 134,645 D
2026-03-01 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 206 0.00 822 D
2026-02-18 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 17,930 45.03 807.4K 44,319,782 D
2026-02-17 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 11,742 45.12 529.8K 44,337,712 D
2026-02-13 Akgonul Rifat Kerim Officer S-Sale D Common stock 7,000 43.17 302.2K 105,894 D
2026-02-12 STILLWELL KENNETH Officer M-Exempt D Stock Options 25,920 16.95 439.3K 77,760 D
2026-02-10 Trefler Leon Officer A-Award A Stock Options 84,000 31.05 2.61M 101,500 D
2026-02-10 STILLWELL KENNETH Officer A-Award A Stock Options 96,000 31.05 2.98M 96,000 D
2026-02-10 KOUNINIS EFSTATHIOS A Officer A-Award A Stock Options 24,000 31.05 745.2K 38,088 D
2026-02-10 Higgins John Gerard Officer A-Award A Stock Options 84,000 31.05 2.61M 101,500 D
2026-02-10 Akgonul Rifat Kerim Officer A-Award A Stock Options 72,000 31.05 2.24M 87,000 D
2026-02-02 STILLWELL KENNETH Officer S-Sale D Common stock 1,000 43.69 43.7K 121,880 D
2026-01-22 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 37,306 49.73 1.86M 44,349,454 D
2026-01-21 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 7,172 49.78 357.0K 44,406,366 D
2026-01-02 STILLWELL KENNETH Officer S-Sale D Common stock 4,000 59.99 240.0K 122,880 D
2025-12-31 Trefler Leon Officer G-Gift D Common stock 8,000 0.00 115,323 D
2025-12-19 Trefler Leon Officer G-Gift A Common stock 620 0.00 123,323 D
2025-12-19 TREFLER ALAN Director / Officer / 10% Owner G-Gift D Common stock 314,960 0.00 44,439,454 D
2025-12-18 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 21,281 58.50 1.24M 44,779,373 D
2025-12-17 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 28,354 57.71 1.64M 44,817,300 D
2025-12-12 STILLWELL KENNETH Officer G-Gift D Common stock 1,908 0.00 126,880 D
2025-12-10 STILLWELL KENNETH Officer G-Gift D Common stock 6,000 0.00 128,788 D
2025-12-10 JONES RICHARD H Director G-Gift D Common stock 720 0.00 710,446 I
2025-12-09 JONES RICHARD H Director G-Gift D Common stock 720 0.00 711,166 I
2025-12-08 JONES RICHARD H Director G-Gift D Common stock 2,230 0.00 711,886 I
2025-12-08 Akgonul Rifat Kerim Officer S-Sale D Common stock 4,000 60.19 240.8K 112,845 D
2025-12-07 Trefler Leon Officer M-Exempt D Restricted Stock Units 2,658 0.00 13,290 D
2025-12-07 STILLWELL KENNETH Officer M-Exempt D Restricted Stock Units 5,222 0.00 26,104 D
2025-12-07 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 131 60.11 7.9K 861 D
2025-12-07 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 2,278 0.00 11,392 D
2025-12-07 Akgonul Rifat Kerim Officer M-Exempt A Common stock 2,278 0.00 117,947 D
2025-12-05 Trefler Leon Officer M-Exempt D Restricted Stock Units 2,202 0.00 19,810 D
2025-12-05 STILLWELL KENNETH Officer M-Exempt A Common stock 20,000 31.05 621.0K 181,859 D
2025-12-05 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 174 57.00 9.9K 660 D
2025-12-05 Higgins John Gerard Officer M-Exempt A Common stock 2,202 0.00 45,452 D
2025-12-05 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 2,202 0.00 19,810 D
2025-12-02 Trefler Leon Officer M-Exempt D Restricted Stock Units 384 0.00 384 D
2025-12-02 TREFLER ALAN Director / Officer / 10% Owner M-Exempt A Common stock 2,498 0.00 44,846,862 D
2025-12-02 STILLWELL KENNETH Officer M-Exempt A Common stock 1,154 0.00 130,405 D
2025-12-02 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 106 0.00 106 D
2025-12-02 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 460 0.00 462 D
2025-12-01 Trefler Leon Officer F-InKind D Common stock 463 54.77 25.4K 119,524 D
2025-12-01 STILLWELL KENNETH Officer M-Exempt A Common stock 2,350 0.00 130,176 D
2025-12-01 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 206 0.00 412 D
2025-12-01 Higgins John Gerard Officer F-InKind D Common stock 1,398 54.77 76.6K 43,250 D
2025-12-01 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 1,176 0.00 5,876 D
2025-11-06 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 26,925 58.42 1.57M 44,862,439 D
2025-11-05 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 40,969 59.95 2.46M 44,893,395 D
2025-11-03 STILLWELL KENNETH Officer S-Sale D Common stock 11,442 62.18 711.5K 127,826 D
2025-10-27 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 11,250 23.64 266.0K 11,456 D
2025-10-24 STILLWELL KENNETH Officer S-Sale D Common stock 17,171 66.40 1.14M 127,826 D
2025-10-24 Akgonul Rifat Kerim Officer M-Exempt D Stock Options 20,000 16.95 339.0K 115,364 D
2025-10-23 Trefler Leon Officer S-Sale D Common stock 14,865 63.40 942.4K 118,799 D
2025-10-23 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 8,006 22.15 177.3K 8,212 D
2025-10-22 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 11,742 62.77 737.0K 44,967,622 D
2025-10-21 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 4,506 54.62 246.1K 45,019,858 D
2025-09-17 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 4,054 58.72 238.1K 45,024,364 D
2025-09-16 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 2,328 58.93 137.2K 45,069,364 D
2025-09-15 TREFLER ALAN Director / Officer / 10% Owner G-Gift D Common stock 2,071,585 0.00 1,139,421 I
2025-09-15 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 2,176 59.00 128.4K 2,544 D
2025-09-11 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 252 57.50 14.5K 0 D
2025-09-11 Akgonul Rifat Kerim Officer F-InKind D Common stock 7,694 53.18 409.2K 83,926 D
2025-09-10 WEBER LARRY Director S-Sale D Common stock 2,636 56.98 150.2K 10,632 D
2025-09-08 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 332 57.62 19.1K 252 D
2025-09-08 Akgonul Rifat Kerim Officer S-Sale D Common stock 2,081 56.55 117.7K 72,636 D
2025-09-07 Trefler Leon Officer M-Exempt A Common stock 2,658 0.00 119,845 D
2025-09-07 STILLWELL KENNETH Officer M-Exempt A Common stock 5,220 0.00 129,881 D
2025-09-07 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 334 0.00 666 D
2025-09-07 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 2,278 0.00 13,670 D
2025-09-07 Akgonul Rifat Kerim Officer F-InKind D Common stock 1,102 55.51 61.2K 74,717 D
2025-09-05 Trefler Leon Officer M-Exempt D Restricted Stock Units 2,200 0.00 22,012 D
2025-09-05 STILLWELL KENNETH Officer M-Exempt D Restricted Stock Units 4,402 0.00 44,022 D
2025-09-05 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 440 0.00 4,402 D
2025-09-05 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 2,200 0.00 22,012 D
2025-09-05 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 2,200 0.00 22,012 D
2025-09-03 Akgonul Rifat Kerim Officer S-Sale D Common stock 5,000 54.08 270.4K 72,405 D
2025-09-02 Trefler Leon Officer M-Exempt A Common stock 384 0.00 116,006 D
2025-09-02 TREFLER ALAN Director / Officer / 10% Owner M-Exempt A Common stock 2,496 0.00 32,919,188 D
2025-09-02 STILLWELL KENNETH Officer F-InKind D Common stock 454 54.21 24.6K 121,992 D
2025-09-02 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 26 54.21 1.4K 235 D
2025-09-02 Akgonul Rifat Kerim Officer F-InKind D Common stock 224 54.21 12.1K 79,405 D
2025-09-01 Trefler Leon Officer F-InKind D Common stock 463 54.21 25.1K 115,622 D
2025-09-01 STILLWELL KENNETH Officer M-Exempt A Common stock 2,352 0.00 122,220 D
2025-09-01 KOUNINIS EFSTATHIOS A Officer M-Exempt D Restricted Stock Units 206 0.00 1,234 D
2025-09-01 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 184 0.00 1,846 D
2025-09-01 Akgonul Rifat Kerim Officer M-Exempt A Common stock 1,176 0.00 79,736 D
2025-08-15 WEBER LARRY Director A-Award A Common stock 2,374 0.00 13,268 D
2025-08-15 Rowlands Sharon T Director A-Award A Common stock 2,374 0.00 67,730 D
2025-08-15 LEDINGHAM DIANNE Director A-Award A Stock Options 5,168 52.66 272.1K 5,168 D
2025-08-15 LAFOND CHRISTOPHER Director A-Award A Stock Option 5,168 52.66 272.1K 5,168 D
2025-08-15 JONES RICHARD H Director A-Award A Stock Options 5,168 52.66 272.1K 5,168 D
2025-08-15 Ghai Rohit Director A-Award A Common stock 2,374 0.00 3,398 D
2025-08-15 GYENES PETER Director A-Award A Stock Options 5,168 52.66 272.1K 5,168 D
2025-08-06 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 45,000 57.35 2.58M 32,916,692 D
2025-08-05 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 37,536 57.32 2.15M 32,969,156 D
2025-08-04 STILLWELL KENNETH Officer S-Sale D Common stock 11,147 58.19 648.6K 119,868 D
2025-08-01 STILLWELL KENNETH Officer S-Sale D Common stock 100 58.24 5.8K 119,868 D
2025-07-28 STILLWELL KENNETH Officer M-Exempt A Common stock 220,000 26.24 5.77M 269,350 D
2025-07-28 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 582 59.65 34.7K 0 D
2025-07-24 Akgonul Rifat Kerim Officer M-Exempt A Common stock 31,068 22.15 688.2K 109,628 D
2025-07-10 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 32,764 51.60 1.69M 33,018,928 D
2025-07-09 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 45,000 53.34 2.40M 33,051,692 D
2025-07-01 STILLWELL KENNETH Officer S-Sale D Common stock 1,000 53.64 53.6K 49,350 D
2025-06-18 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 27,016 100.76 2.72M 17,032,376 D
2025-06-17 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 3,695 100.00 369.5K 17,087,197 D
2025-06-12 Higgins John Gerard Officer M-Exempt D Stock Options 40,000 33.90 1.36M 64,768 D
2025-06-09 Trefler Leon Officer M-Exempt D Restricted Stock Units 1,329 0.00 9,303 D
2025-06-09 STILLWELL KENNETH Officer F-InKind D Common stock 1,028 102.46 105.3K 26,605 D
2025-06-09 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 166 0.00 332 D
2025-06-09 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 1,139 0.00 7,974 D
2025-06-09 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 1,139 0.00 7,974 D
2025-06-05 Trefler Leon Officer M-Exempt D Restricted Stock Units 1,101 0.00 12,106 D
2025-06-05 STILLWELL KENNETH Officer M-Exempt A Common stock 2,201 0.00 25,889 D
2025-06-05 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 220 0.00 220 D
2025-06-05 Higgins John Gerard Officer M-Exempt A Common stock 1,101 0.00 19,125 D
2025-06-05 Akgonul Rifat Kerim Officer F-InKind D Common stock 533 101.41 54.1K 38,629 D
2025-06-03 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 116 100.50 11.7K 155 D
2025-06-02 Trefler Leon Officer M-Exempt A Common stock 588 98.15 57.7K 56,082 D
2025-06-02 TREFLER ALAN Director / Officer / 10% Owner M-Exempt A Common stock 1,249 98.15 122.6K 17,091,309 D
2025-06-02 STILLWELL KENNETH Officer M-Exempt D Restricted Stock Units 1,175 0.00 8,228 D
2025-06-02 KOUNINIS EFSTATHIOS A Officer M-Exempt A Common stock 52 98.15 5.1K 129 D
2025-06-02 Higgins John Gerard Officer M-Exempt A Common stock 460 98.15 45.1K 18,281 D
2025-06-02 Akgonul Rifat Kerim Officer M-Exempt A Common stock 588 98.15 57.7K 38,228 D
2025-05-28 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 28,991 96.65 2.80M 17,092,569 D
2025-05-27 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 17,452 96.02 1.68M 17,135,608 D
2025-05-20 Akgonul Rifat Kerim Officer S-Sale D Common stock 6,900 104.31 719.7K 37,740 D
2025-05-16 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 500 99.25 49.6K 0 D
2025-05-14 STILLWELL KENNETH Officer M-Exempt D Stock Options 12,960 33.90 439.3K 77,760 D
2025-05-09 Akgonul Rifat Kerim Officer M-Exempt D Stock Options 12,000 33.90 406.8K 77,682 D
2025-05-01 STILLWELL KENNETH Officer S-Sale D Common stock 1,700 92.71 157.6K 19,795 D
2025-05-01 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 500 93.50 46.8K 500 D
2025-05-01 Akgonul Rifat Kerim Officer S-Sale D Common stock 1,850 92.88 171.8K 44,790 D
2025-04-29 WEBER LARRY Director G-Gift D Common stock 1,100 0.00 5,447 D
2025-04-28 WEBER LARRY Director S-Sale D Common stock 1,100 91.55 100.7K 6,547 D
2025-04-25 STILLWELL KENNETH Officer F-InKind D Common stock 22,278 90.25 2.01M 30,543 D
2025-04-24 KOUNINIS EFSTATHIOS A Officer S-Sale D Common stock 658 89.90 59.2K 1,000 D
2025-04-24 Akgonul Rifat Kerim Officer S-Sale D Common stock 6,000 89.54 537.2K 46,640 D
2025-04-23 Akgonul Rifat Kerim Officer S-Sale D Common stock 2,000 87.31 174.6K 54,640 D
2025-04-17 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 30,482 68.52 2.09M 17,154,132 D
2025-04-16 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 15,001 68.85 1.03M 17,186,163 D
2025-04-01 STILLWELL KENNETH Officer S-Sale D Common stock 2,000 69.75 139.5K 21,245 D
2025-03-14 LEDINGHAM DIANNE Director G-Gift A Common stock 17,019 0.00 17,019 I
2025-03-12 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 31,500 72.58 2.29M 17,216,114 D
2025-03-12 Akgonul Rifat Kerim Officer S-Sale D Common stock 2,000 72.25 144.5K 56,534 D
2025-03-11 TREFLER ALAN Director / Officer / 10% Owner S-Sale D Common stock 31,500 70.93 2.23M 17,247,614 D
2025-03-07 Trefler Leon Officer M-Exempt D Restricted Stock Units 1,329 0.00 10,632 D
2025-03-07 STILLWELL KENNETH Officer F-InKind D Common stock 1,028 76.86 79.0K 23,245 D
2025-03-07 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 41 76.86 3.2K 1,658 D
2025-03-07 Higgins John Gerard Officer M-Exempt D Restricted Stock Units 1,140 0.00 9,113 D
2025-03-07 Akgonul Rifat Kerim Officer M-Exempt D Restricted Stock Units 1,140 0.00 9,113 D
2025-03-05 Trefler Leon Officer M-Exempt D Restricted Stock Units 4,402 0.00 13,207 D
2025-03-05 STILLWELL KENNETH Officer F-InKind D Common stock 1,386 77.63 107.6K 16,323 D
2025-03-05 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 299 77.63 23.2K 872 D
2025-03-05 Higgins John Gerard Officer M-Exempt A Common stock 4,402 0.00 19,427 D
2025-03-05 Akgonul Rifat Kerim Officer M-Exempt A Common stock 2,564 0.00 55,370 D
2025-03-04 Trefler Leon Officer S-Sale D Common stock 2,049 75.65 155.0K 52,019 D
2025-03-04 TREFLER ALAN Director / Officer / 10% Owner A-Award A Stock Options 225,009 77.63 17.47M 225,009 D
2025-03-04 STILLWELL KENNETH Officer A-Award A Restricted Stock Units 25,847 0.00 25,847 D
2025-03-04 KOUNINIS EFSTATHIOS A Officer A-Award A Stock Options 6,429 77.63 499.1K 6,429 D
2025-03-04 Higgins John Gerard Officer A-Award A Restricted Stock Units 1,851 0.00 1,851 D
2025-03-04 Akgonul Rifat Kerim Officer A-Award A Stock Options 32,145 77.63 2.50M 32,145 D
2025-03-03 Trefler Leon Officer M-Exempt A Common stock 334 0.00 54,200 D
2025-03-03 TREFLER ALAN Director / Officer / 10% Owner M-Exempt D Restricted Stock Units 1,249 0.00 4,995 D
2025-03-03 STILLWELL KENNETH Officer M-Exempt A Common stock 577 0.00 15,932 D
2025-03-03 KOUNINIS EFSTATHIOS A Officer F-InKind D Common stock 31 78.51 2.4K 72 D

Executive team

Top executives
EBIT / Employee
51.8K
Shares Outstanding
167.12M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2017 Douglas Kra Senior Vice President, Global Customer Success 350.0K 194.5K 325.0K 325.1K 140.0K 10.8K 1.35M 48.32%
2 2017 Leon Trefler Senior Vice President, Global Customer Success 350.0K 158.9K 407.4K 325.1K 16.8K 10.8K 1.27M 57.72%
3 2017 Kenneth Stillwell Chief Administration Officer, Chief Financial Officer and Senior Vice President 415.0K 271.5K 125.0K 105.8K 10.8K 928.2K 42.73%
4 2017 Alan Trefler Chairman and Chief Executive Officer 470.0K 399.5K 10.8K 880.3K 0.00%
5 2017 Michael Pyle Senior Vice President, Engineering 363.0K 328.2K 92.6K 10.8K 794.6K 41.31%
6 2016 Kenneth Stillwell Chief Administrative Officer, Chief Financial Officer and Senior Vice President 195.4K 200.0K 1.20M 1.80M 97.7K 12.3K 3.51M 85.58%
7 2016 Kenneth Stillwell Chief Administration Officer, Chief Financial Officer and Senior Vice President 195.4K 200.0K 1.20M 1.80M 97.7K 3.7K 3.50M 85.79%
8 2016 Leon Trefler Senior Vice President, Global Customer Success 340.0K 209.0K 300.0K 300.1K 89.8K 10.7K 1.25M 48.03%
9 2016 Douglas Kra Senior Vice President, Global Customer Success 340.0K 123.5K 275.0K 275.0K 89.8K 10.7K 1.11M 49.38%
10 2016 Michael Pyle Senior Vice President, Engineering 352.0K 18.5K 303.7K 200.0K 77.4K 10.7K 962.2K 52.35%
11 2016 Alan Trefler Chairman and Chief Executive Officer 450.0K 356.4K 10.7K 817.1K 0.00%
12 2015 Rafeal Brown Chief Administrative Officer, Chief Financial Officer and Senior Vice President 369.0K 472.5K 375.1K 26.9K 1.24M 68.16%
13 2015 Leon Trefler Senior Vice President, Global Customer Success 343.0K 248.9K 308.3K 250.1K 53.3K 10.6K 1.21M 45.99%
14 2015 Douglas Kra Senior Vice President, Global Customer Success 343.0K 147.7K 225.0K 225.1K 102.8K 10.6K 1.05M 42.70%
15 2015 Michael Pyle Senior Vice President, Engineering 348.0K 21.0K 323.6K 225.1K 75.0K 10.6K 1.00M 54.69%
16 2015 Alan Trefler Chairman and Chief Executive Officer 456.0K 410.7K 10.6K 877.3K 0.00%
17 2014 Leon Trefler Senior Vice President, Global Customer Success 324.0K 210.8K 200.0K 200.0K 74.9K 16.3K 1.03M 38.99%
18 2014 Douglas Kra Senior Vice President, Global Customer Success 329.0K 70.8K 200.0K 200.0K 108.1K 27.3K 935.3K 42.78%
19 2014 Rafeal Brown Chief Administrative Officer, Chief Financial Officer and Senior Vice President 380.0K 13.7K 175.0K 175.0K 155.8K 26.3K 925.8K 37.81%
20 2014 Michael Pyle Senior Vice President, Engineering 324.0K 17.0K 256.3K 175.0K 66.4K 21.6K 860.3K 50.14%
21 2014 Alan Trefler Chairman and Chief Executive Officer 419.0K 309.6K 22.9K 751.5K 0.00%
22 2013 Rafeal Brown Chief Administrative Officer, Chief Financial Officer and Senior Vice President 80.0K 250.0K 1.50M 509.0K 36.2K 5.5K 2.38M 84.39%
23 2013 Alan Trefler Chairman and Chief Executive Officer 400.0K 323.8K 23.0K 746.8K 0.00%
24 2013 Leon Trefler Senior Vice President, Sales 300.0K 170.2K 53.9K 16.5K 540.6K 0.00%
25 2013 Leon Trefler Senior Vice President, Global Customer Success 300.0K 170.2K 53.9K 16.5K 540.6K 0.00%
26 2013 Douglas Kra Senior Vice President, Pega Consulting 310.0K 39.8K 139.4K 27.5K 516.7K 0.00%
27 2013 Douglas Kra Senior Vice President, Global Customer Success 310.0K 39.8K 139.4K 27.5K 516.7K 0.00%
28 2013 Michael Pyle Senior Vice President, Engineering 305.0K 14.8K 76.3K 68.5K 21.8K 486.4K 15.68%
29 2013 Craig Dynes Chief Financial Officer and Senior Vice President 78.0K 19.0K 97.0K 0.00%
30 2012 Leon Trefler Senior Vice President, Sales 285.0K 191.5K 125.0K 420.4K 46.7K 24.6K 1.09M 49.89%
31 2012 Leon Trefler Senior Vice President, Global Customer Success 285.0K 191.5K 125.0K 420.4K 46.7K 24.6K 1.09M 49.89%
32 2012 Douglas Kra Senior Vice President, Global Customer Success 300.0K 15.5K 100.0K 395.4K 122.9K 25.7K 959.6K 51.63%
33 2012 Douglas Kra Senior Vice President, Pega Consulting 300.0K 15.5K 100.0K 395.4K 122.9K 25.7K 959.6K 51.63%
34 2012 Michael Pyle Senior Vice President, Engineering 295.0K 16.2K 173.8K 346.2K 60.4K 20.3K 911.9K 57.02%
35 2012 Craig Dynes Chief Financial Officer and Senior Vice President 340.0K 21.0K 100.0K 100.0K 139.3K 25.5K 725.8K 27.56%
36 2012 Alan Trefler Chairman and Chief Executive Officer 390.0K 287.6K 21.3K 698.9K 0.00%
37 2011 Leon Trefler Senior Vice President, Sales 275.0K 203.4K 118.6K 90.0K 30.1K 26.1K 743.2K 28.07%
38 2011 Craig Dynes Chief Financial Officer and Senior Vice President 325.0K 17.5K 90.9K 90.0K 154.3K 26.1K 703.7K 25.70%
39 2011 Alan Trefler Chairman and Chief Executive Officer 375.0K 299.1K 21.8K 695.9K 0.00%
40 2011 Douglas Kra Senior Vice President, Pega Consulting 290.0K 15.4K 90.9K 90.0K 144.9K 26.0K 657.1K 27.52%
41 2011 Douglas Kra Senior Vice President, Client Success 290.0K 90.9K 90.0K 160.3K 26.0K 657.1K 27.52%
42 2011 Michael Pyle Senior Vice President, Engineering 285.0K 4.6K 147.6K 75.0K 64.0K 21.6K 597.8K 37.25%
43 2010 Leon Trefler Senior Vice President, Sales 250.0K 149.8K 125.0K 202.0K 24.5K 751.4K 36.58%
44 2010 Alan Trefler Chairman and Chief Executive Officer 344.0K 247.9K 20.2K 612.2K 0.00%
45 2010 Craig Dynes Chief Financial Officer and Senior Vice President 313.0K 25.0K 25.0K 145.8K 24.7K 533.6K 9.38%
46 2010 Douglas Kra Senior Vice President, Pega Consulting 275.0K 25.0K 25.0K 133.2K 24.7K 482.9K 10.36%
47 2010 Douglas Kra Senior Vice President, Client Success 275.0K 25.0K 25.0K 133.2K 24.7K 482.9K 10.36%
48 2010 Douglas Kra Senior Vice President, Global Services 275.0K 25.0K 25.0K 133.2K 24.7K 482.9K 10.36%
49 2010 Michael Pyle Senior Vice President, Engineering 270.0K 91.9K 25.0K 74.8K 20.2K 482.0K 24.27%
50 2009 Craig Dynes Chief Financial Officer and Senior Vice President 288.0K 45.0K 45.0K 158.8K 22.1K 558.9K 16.11%
51 2009 Alan Trefler Chairman and Chief Executive Officer 288.0K 220.2K 18.1K 526.3K 0.00%
52 2009 Douglas Kra Senior Vice President, Client Success 260.0K 40.0K 40.0K 146.8K 22.1K 508.8K 15.72%
53 2009 Douglas Kra Senior Vice President, Global Services 260.0K 40.0K 40.0K 146.8K 22.1K 508.8K 15.72%
54 2009 Douglas Kra Senior Vice President of Global Services 260.0K 40.0K 40.0K 146.8K 22.1K 508.8K 15.72%
55 2009 Max Mayer Senior Vice President of Corporate Development 255.0K 103.3K 40.0K 74.8K 22.0K 495.0K 28.95%
56 2009 Michael Pyle Senior Vice President, Engineering 255.0K 103.3K 40.0K 74.8K 18.3K 491.3K 29.17%
57 2008 Edward Hughes Senior Vice President of Global Sales 240.0K 50.8K 101.4K 108.0K 242.8K 742.9K 20.48%
58 2008 Craig Dynes Chief Financial Officer and Senior Vice President 273.0K 68.0K 26.6K 129.6K 21.9K 519.1K 18.21%
59 2008 Douglas Kra Vice President of Global Services 250.0K 35.4K 67.0K 118.7K 21.8K 492.9K 20.78%
60 2008 Alan Trefler Chairman and Chief Executive Officer 275.0K 195.8K 17.7K 488.5K 0.00%
61 2008 Max Mayer Senior Vice President of Corporate Development 250.0K 124.8K 26.6K 64.1K 20.5K 486.0K 31.15%
62 2008 Douglas Kra Senior Vice President, Global Services 250.0K 68.0K 26.6K 118.7K 21.8K 485.1K 19.49%
63 2008 Douglas Kra Senior Vice President of Global Services 250.0K 68.0K 26.6K 118.7K 21.8K 485.1K 19.49%
64 2008 Michael Pyle Senior Vice President, Engineering 250.0K 116.2K 21.3K 59.3K 17.7K 464.5K 29.60%
65 2007 Craig Dynes Chief Financial Officer and Senior Vice President 255.0K 93.7K 90.7K 118.6K 20.8K 578.8K 31.86%
66 2007 Edward Hughes Senior Vice President of Global Sales 250.0K 1.2K 129.8K 171.8K 19.4K 572.2K 22.89%
67 2007 Douglas Kra Senior Vice President of Global Services 230.0K 93.7K 90.7K 107.0K 20.7K 542.1K 34.02%
68 2007 Michael Pyle Senior Vice President, Engineering 230.0K 93.7K 90.7K 107.0K 17.0K 538.4K 34.25%
69 2007 Alan Trefler Chairman and Chief Executive Officer 225.0K 209.3K 17.0K 451.3K 0.00%
70 2007 Douglas Kra Vice President of Global Services 230.0K 1.6K 45.6K 107.0K 20.7K 404.9K 11.67%
71 2006 Edward Hughes Senior Vice President of Global Sales 214.1K 202.8K 180.7K 18.0K 615.6K 32.94%
72 2006 Alan Trefler Chairman and Chief Executive Officer 225.0K 225.0K 17.8K 467.8K 0.00%
73 2006 Douglas Kra Vice President of Global Services 210.0K 64.5K 94.5K 18.9K 387.9K 16.63%
74 2006 Michael Pyle Senior Vice President, Engineering 215.0K 48.5K 96.8K 17.6K 377.8K 12.83%
75 2006 Michael Pyle Vice President of Product Development 215.0K 48.5K 96.8K 17.6K 377.8K 12.83%
76 2006 Shawn Hoyt Vice President and General Counsel 199.6K 30.8K 59.9K 18.6K 308.9K 9.98%
77 2006 Craig Dynes Chief Financial Officer 79.6K 81.0K 31.9K 5.8K 198.3K 40.83%
78 2006 Craig Dynes Chief Financial Officer and Senior Vice President 79.6K 81.0K 31.9K 5.8K 198.3K 40.83%
79 2006 Christopher Sullivan Chief Financial Officer 110.4K 58.2K 5.3K 174.0K 33.48%
80 2005 Christopher J. Sullivan Senior Vice President, Chief Financial Officer and Treasurer 244.0K 80.2K 35.0K 359.2K 9.75%
81 2005 Alan Trefler Chief Executive Officer and Chairman 200.0K 154.2K 354.2K 0.00%
82 2005 Michael R. Pyle Senior Vice President of Product Development 208.0K 68.3K 20.0K 296.3K 6.75%
83 2005 Douglas Kra Vice President of Global Services 200.0K 58.4K 20.0K 278.4K 7.18%
84 2005 Michael J. Wallrich Senior Vice President, Global Sales 126.0K 125.0K 251.0K 0.00%
85 2004 Henry Ancona President and Chief Operating Officer 325.0K 126.8K 50.0K 501.8K 9.97%
86 2004 Christopher J. Sullivan Senior Vice President, Chief Financial Officer and Treasurer 244.0K 65.9K 75.0K 384.9K 19.49%
87 2004 Christopher J. Sullivan Senior Vice President, Chief Financial Officer 244.0K 65.9K 75.0K 384.9K 19.49%
88 2004 Alan Trefler Chairman and Chief Executive Officer 200.0K 126.8K 326.8K 0.00%
89 2004 Alan Trefler Chief Executive Officer and Chairman 200.0K 126.8K 326.8K 0.00%
90 2004 Michael R. Pyle Senior Vice President of Product Development 208.0K 56.2K 50.0K 314.2K 15.92%
91 2004 Michael J. Wallrich Senior Vice President, Global Sales 32.2K 14.7K 140.0K 186.9K 74.92%
92 2004 Douglas Kra Vice President of Global Services 33.3K 18.3K 80.0K 131.7K 60.76%
93 2003 Henry Ancona President and Chief Operating Officer 325.0K 146.3K 100.0K 571.3K 17.51%
94 2003 Joseph J. Friscia Executive Vice President of Applications 268.0K 100.0K 50.0K 418.0K 11.96%
95 2003 Christopher J. Sullivan Senior Vice President, Chief Financial Officer 244.0K 73.2K 50.0K 367.2K 13.62%
96 2003 Christopher J. Sullivan Senior Vice President, Chief Financial Officer and Treasurer 244.0K 73.2K 50.0K 367.2K 13.62%
97 2003 Alan Trefler Chairman and Chief Executive Officer 200.0K 146.3K 346.3K 0.00%
98 2003 Alan Trefler Chief Executive Officer and Chairman 200.0K 146.3K 346.3K 0.00%
99 2003 Michael R. Pyle Senior Vice President of Product Development 208.0K 73.2K 40.0K 321.2K 12.45%
100 2002 Henry Ancona President and Chief Operating Officer 129.0K 60.0K 500.0K 689.0K 72.57%
101 2002 Richard H. Jones Vice Chairman 187.5K 100.0K 93.8K 381.3K 0.00%
102 2002 Joseph J. Friscia Executive Vice President and General Manager of Applications 264.0K 71.0K 335.0K 0.00%
103 2002 Joseph J. Friscia Executive Vice President of Applications 264.0K 71.0K 335.0K 0.00%
104 2002 Alan Trefler Chairman and Chief Executive Officer 200.0K 110.0K 310.0K 0.00%
105 2002 Christopher J. Sullivan Senior Vice President, Chief Financial Officer 239.5K 64.5K 304.0K 0.00%
106 2002 Michael R. Pyle Senior Vice President of Product Development 204.0K 55.0K 259.0K 0.00%
107 2002 Kenneth Olson Senior Vice President of Advanced Technology 169.0K 45.5K 214.5K 0.00%
108 2001 Richard H. Jones Vice Chairman 250.0K 125.0K 100.0K 75.0K 550.0K 18.18%
109 2001 Joseph J. Friscia Executive Vice President of Applications 255.0K 80.0K 30.0K 365.0K 8.22%
110 2001 Joseph J. Friscia Executive Vice President and General Manager of Applications 255.0K 80.0K 30.0K 365.0K 8.22%
111 2001 Michael R. Pyle Senior Vice President of Product Development 177.5K 70.0K 40.0K 287.5K 13.91%
112 2001 Alan Trefler Chairman and Chief Executive Officer 200.0K 70.0K 270.0K 0.00%
113 2001 Kenneth Olson Senior Vice President of Advanced Technology 155.0K 50.0K 30.0K 235.0K 12.77%
114 2001 Christopher J. Sullivan Senior Vice President, Chief Financial Officer 108.6K 50.0K 75.0K 233.6K 32.11%
115 2000 Richard H. Jones Vice Chairman 250.0K 74.5K 324.5K 0.00%
116 2000 Joseph J. Friscia Executive Vice President and General Manager of Applications 200.0K 50.0K 60.6K 310.6K 16.10%
117 2000 Michael R. Pyle Senior Vice President of Product Development 155.0K 3.1K 50.0K 1.6K 209.7K 23.84%
118 2000 Alan Trefler Chairman and Chief Executive Officer 200.0K 200.0K 0.00%
119 2000 Kenneth Olson Senior Vice President of Advanced Technology 145.0K 3.0K 40.0K 11.5K 199.5K 20.05%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEFA14A
2026-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-20 4
2026-05-06 4
2026-04-24 DEFA14A
2026-04-24 DEF 14A
2026-04-24 ARS
2026-04-21 8-K
2026-04-21 10-Q
2026-04-03 4
2026-03-27 SC 13G/A
2026-03-19 4

Executive team

NameTitleCompensationGender
Alan Trefler Founder, Chief Executive Officer & Chairman of the Board 1M male
Leon Trefler Chief of Clients & Markets 1M male
John Higgins Chief of Client & Partner Success 996.9K male
Kenneth R. Stillwell Jr. Chief Operating Officer & Chief Financial Officer 890.8K male
Kerim Akgonul Chief Product Officer 736.5K male
Efstathios A. Kouninis Chief Accounting Officer, Vice President of Finance & Treasurer male
David Vidoni Chief Information Officer male
Don Schuerman Chief Technology Officer and Vice President of Marketing & Technology Strategy male
Benjamin Ostapuk Chief Legal Officer male
Peter Welburn Vice President of Investor Relations male
ESG Rating
B
SOFTWARE - APPLICATION
2019
E (Environmental)
66.8 / 66.0
Company / Sector avg.
S (Social)
74.7 / 69.5
Company / Sector avg.
G (Governance)
82.7 / 67.5
Company / Sector avg.
ESG Total
74.7 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2022-01-13 2022-02-14 Tommy Tuberville AL Joint Sale (Full) $15,001 - $50,000
2021-07-16 2021-08-13 Tommy Tuberville AL Joint Purchase $15,001 - $50,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-07-19 2022-08-09 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-05-05 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-04-19 2022-05-06 Ro Khanna CA17 Sale $1,001 - $15,000
2022-04-11 2022-05-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-02-17 2022-03-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-02-14 2022-03-08 Ro Khanna CA17 Sale $1,001 - $15,000
2022-01-20 2022-02-08 Ro Khanna CA17 Purchase $1,001 - $15,000
2020-10-13 2020-11-09 Greg Gianforte MT00 Joint Sale (Partial) $1,001 - $15,000
2019-04-24 2019-05-18 Greg Gianforte MT00 Joint Purchase $100,001 - $250,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits