SEC 13F Intelligence

North Peak Capital Management, LLC / PEGA

North Peak Capital Management, LLC’s Pegasystems Inc Position

Does North Peak Capital Management, LLC own Pegasystems Inc (PEGA)? Not currently — the last reported position was 2.40M shares worth $143M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$143M
Q4 2025
Shares
2.40M
% of Portfolio
+12.18%
Quarters Held
3
position exited

Position History PEGA

Reported value by quarter
Q2 ’25: $57MQ2 ’25Q3 ’25: $135MQ3 ’25Q4 ’25: $143MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.40M$143M+12.18%
Q3 20252.35M$135M+11.82%
Q2 20251.06M$57M+4.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Peak Capital Management, LLC’s full portfolio or all institutional holders of PEGA.