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PEGASYSTEMS INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and PEGASYSTEMS INC.’s Form 8-K, filed June 24, 2024 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 20Reported items
  • 292Asset managers
  • 2,792Fund votes
  • June 18, 2024Meeting date

Results at a glance

Meeting of June 18, 2024: 2 items on PEGASYSTEMS INC.’s Form 8-K, filed June 24, 2024: 2 elected.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore PEGASYSTEMS INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by PEGASYSTEMS INC.

These tallies are PEGASYSTEMS INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 24, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

PEGASYSTEMS INC. — official shareholder meeting results, meeting held June 18, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Executive Compensation 63,680,8454,745,93426,613 ---- 93%Elected—
Elect Director: Auditors 73,123,739849,34040,030 ---- 99%Elected—

Source: PEGASYSTEMS INC., Form 8-K, filed with the SEC on June 24, 2024 — read the filing on EDGAR.

How asset managers voted at the PEGASYSTEMS INC. 2023-2024 meeting

Each item below shows how the 292 asset managers that disclosed a PEGASYSTEMS INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PEGASYSTEMS INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one…: Alan Trefler

No official matchDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

99.7% of fund votes cast · no official result

FOR
Details: description as filed, votes by 67 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Alan Trefler

The 67 asset managers below reported 14,841,266 for, 30,774 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 14,841,266AGAINST: 30,774UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity1,032,4100 00For
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes506,0910 00For
Charles Schwab324,5960 00For
Capitol Series Trust304,5000 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle79,9880 00For
State Street77,27130 00For
Prudential/PGIM71,1310 00For
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree51,2370 00For
OPTIMUM FUND TRUST46,7220 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
BNY Mellon24,9660 00For
Putnam24,3900 00For
FundVantage Trust19,7680 00For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

2. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term…: Christopher Lafond

No official matchDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

94% of fund votes cast · no official result

FOR
Details: description as filed, votes by 67 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Christopher Lafond

The 67 asset managers below reported 14,031,579 for, 840,461 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 14,031,579AGAINST: 840,461UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity802,669229,741 00Mixed
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes0506,091 00Against
Charles Schwab324,5960 00For
Capitol Series Trust304,5000 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle79,9880 00For
State Street77,26239 00For
Prudential/PGIM59,08012,051 00Mixed
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree051,237 00Against
OPTIMUM FUND TRUST46,7220 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
BNY Mellon21,0183,948 00Mixed
Putnam24,3900 00For
FundVantage Trust19,7680 00For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

3. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of…: Dianne Ledingham

No official matchDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

95% of fund votes cast · no official result

FOR
Details: description as filed, votes by 67 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Dianne Ledingham

The 67 asset managers below reported 14,078,119 for, 793,921 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 14,078,119AGAINST: 793,921UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity802,669229,741 00Mixed
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes0506,091 00Against
Charles Schwab324,5960 00For
Capitol Series Trust304,5000 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle79,9880 00For
State Street77,26734 00For
Prudential/PGIM59,08012,051 00Mixed
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree51,2370 00For
OPTIMUM FUND TRUST46,7220 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
BNY Mellon3,94821,018 00Mixed
Putnam24,3900 00For
FundVantage Trust19,7680 00For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

4. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one…: Peter Gyenes

No official matchDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

94% of fund votes cast · no official result

FOR
Details: description as filed, votes by 67 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Peter Gyenes

The 67 asset managers below reported 13,951,450 for, 920,590 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 13,951,450AGAINST: 920,590UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity802,669229,741 00Mixed
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes0506,091 00Against
Charles Schwab324,5960 00For
Capitol Series Trust304,5000 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle079,988 00Against
State Street77,26239 00For
Prudential/PGIM59,08012,051 00Mixed
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree051,237 00Against
OPTIMUM FUND TRUST46,7220 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
BNY Mellon21,0183,948 00Mixed
Putnam24,3900 00For
FundVantage Trust19,7680 00For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

5. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of…: Richard Jones

No official matchDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

86% of fund votes cast · no official result

FOR
Details: description as filed, votes by 67 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Richard Jones

The 67 asset managers below reported 12,820,885 for, 2,051,155 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 12,820,885AGAINST: 2,051,155UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity702,799329,611 00Mixed
BlackRock0945,130 00Against
First Trust536,1300 00For
Federated Hermes0506,091 00Against
Charles Schwab324,5960 00For
Capitol Series Trust304,5000 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle079,988 00Against
State Street89376,408 00Against
Prudential/PGIM59,08012,051 00Mixed
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree51,2370 00For
OPTIMUM FUND TRUST46,7220 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO034,509 00Against
BNY Mellon3,94821,018 00Mixed
Putnam24,3900 00For
FundVantage Trust19,7680 00For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

6. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of…: Sharon Rowlands

No official matchDIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

95% of fund votes cast · no official result

FOR
Details: description as filed, votes by 67 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Sharon Rowlands

The 67 asset managers below reported 14,078,119 for, 793,921 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 14,078,119AGAINST: 793,921UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity802,669229,741 00Mixed
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes0506,091 00Against
Charles Schwab324,5960 00For
Capitol Series Trust304,5000 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle79,9880 00For
State Street77,26734 00For
Prudential/PGIM59,08012,051 00Mixed
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree51,2370 00For
OPTIMUM FUND TRUST46,7220 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
BNY Mellon3,94821,018 00Mixed
Putnam24,3900 00For
FundVantage Trust19,7680 00For

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

7. To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one…: Larry Weber

No official matchDIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

42% of fund votes cast · no official result

FORAGAINST
Details: description as filed, votes by 66 asset managers

Description as filed by funds: To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year: Larry Weber

The 66 asset managers below reported 6,245,856 for, 8,626,038 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 6,245,856AGAINST: 8,626,038UNKNOWN: 6,974
Largest asset managers voting on “To elect our Board of Directors the seven nominees named in this proxy statement, each for a term of one year:” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard05,308,283 00Against
Capital Group3,537,8370 00For
Global X01,158,297 00Against
Fidelity798,469233,941 00Mixed
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes0506,091 00Against
Charles Schwab0324,596 00Against
Capitol Series Trust0304,500 00Against
TIAA0181,444 00Against
Dimensional123,6610 00For
Columbia Threadneedle079,988 00Against
State Street76,430871 00For
Prudential/PGIM59,08012,051 00Mixed
SEI067,236 00Against
Transamerica066,032 00Against
American Century54,5550 00For
WisdomTree051,237 00Against
OPTIMUM FUND TRUST046,722 00Against
Russell Investments35,8710 00For
SCM Trust035,000 00Against
MASTER INVESTMENT PORTFOLIO34,5090 00For
BNY Mellon024,966 00Against
Putnam024,390 00Against
FundVantage Trust019,768 00Against

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

8. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year…

98% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: description as filed, votes by 18 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Christopher Lafond

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 17 asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan72,7260 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Jackson National025,609 00Against
TrimTabs ETF Trust25,5570 00For
GPS Funds I018,731 00Against
Northern Lights Fund Trust IV18,1820 00For
John Hancock16,9090 00For
Allianz3,23211,242 00Mixed
Bridge Builder Trust10,351847 00Mixed
Managed Portfolio Series9,9610 00For
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC7,9830 00For
Harbor ETF Trust1,7440 00For
EA Series Trust1,1120 00For
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

Fund voting reports, all 17 managers: 259,251 for, 56,429 against.

Institutional-manager reports: 1 asset manager voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TPG GP A, LLC2,709,0440 00For

Institutional-manager reports, all 1 managers: 2,709,044 for.

9. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Dianne…

99% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: description as filed, votes by 18 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Dianne Ledingham

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 17 asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan72,7260 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Jackson National25,6090 00For
TrimTabs ETF Trust25,5570 00For
GPS Funds I018,731 00Against
Northern Lights Fund Trust IV18,1820 00For
John Hancock16,9090 00For
Allianz3,23211,242 00Mixed
Bridge Builder Trust10,351847 00Mixed
Managed Portfolio Series9,9610 00For
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC7,9830 00For
Harbor ETF Trust1,7440 00For
EA Series Trust1,1120 00For
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

Fund voting reports, all 17 managers: 284,860 for, 30,820 against.

Institutional-manager reports: 1 asset manager voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TPG GP A, LLC2,709,0440 00For

Institutional-manager reports, all 1 managers: 2,709,044 for.

10. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Larry…

93% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: description as filed, votes by 18 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Larry Weber

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 17 asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan072,726 00Against
Exchange Place Advisors Trust045,560 00Against
EntrepreneurShares Series Trust36,2060 00For
Jackson National025,609 00Against
TrimTabs ETF Trust22,8162,741 00Mixed
GPS Funds I018,731 00Against
Northern Lights Fund Trust IV18,1820 00For
John Hancock15,4941,415 00Mixed
Allianz3,23211,242 00Mixed
Bridge Builder Trust10,351847 00Mixed
Managed Portfolio Series09,961 00Against
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC07,983 00Against
Harbor ETF Trust01,744 00Against
EA Series Trust1,1120 00For
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

Fund voting reports, all 17 managers: 117,121 for, 198,559 against.

Institutional-manager reports: 1 asset manager voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TPG GP A, LLC2,709,0440 00For

Institutional-manager reports, all 1 managers: 2,709,044 for.

11. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Sharon…

99% Fund and manager reports combined; may count the same shares twice · no official result

FOR
Details: description as filed, votes by 18 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Sharon Rowlands

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

Fund voting reports: 17 asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan72,7260 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Jackson National25,6090 00For
TrimTabs ETF Trust25,5570 00For
GPS Funds I018,731 00Against
Northern Lights Fund Trust IV18,1820 00For
John Hancock16,9090 00For
Allianz3,23211,242 00Mixed
Bridge Builder Trust10,351847 00Mixed
Managed Portfolio Series9,9610 00For
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC7,9830 00For
Harbor ETF Trust1,7440 00For
EA Series Trust1,1120 00For
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

Fund voting reports, all 17 managers: 284,860 for, 30,820 against.

Institutional-manager reports: 1 asset manager voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
TPG GP A, LLC2,709,0440 00For

Institutional-manager reports, all 1 managers: 2,709,044 for.

12. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Alan…

No official matchDIRECTOR ELECTIONS

94% of fund votes cast · no official result

FOR
Details: description as filed, votes by 17 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Alan Trefler

The 17 asset managers below reported 295,539 for, 20,141 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 295,539AGAINST: 20,141
Largest asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan72,7260 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Jackson National25,6090 00For
TrimTabs ETF Trust25,5570 00For
GPS Funds I18,7310 00For
Northern Lights Fund Trust IV018,182 00Against
John Hancock16,9090 00For
Allianz14,4740 00For
Bridge Builder Trust10,351847 00Mixed
Managed Portfolio Series9,9610 00For
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC7,9830 00For
Harbor ETF Trust1,7440 00For
EA Series Trust01,112 00Against
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

13. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Peter…

No official matchDIRECTOR ELECTIONS

82% of fund votes cast · no official result

FORAGAINST
Details: description as filed, votes by 17 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Peter Gyenes

The 17 asset managers below reported 259,251 for, 56,429 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 259,251AGAINST: 56,429
Largest asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan72,7260 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Jackson National025,609 00Against
TrimTabs ETF Trust25,5570 00For
GPS Funds I018,731 00Against
Northern Lights Fund Trust IV18,1820 00For
John Hancock16,9090 00For
Allianz3,23211,242 00Mixed
Bridge Builder Trust10,351847 00Mixed
Managed Portfolio Series9,9610 00For
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC7,9830 00For
Harbor ETF Trust1,7440 00For
EA Series Trust1,1120 00For
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

14. To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year…

No official matchDIRECTOR ELECTIONS

87% of fund votes cast · no official result

FOR
Details: description as filed, votes by 17 asset managers

Description as filed by funds: To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one year Richard Jones

The 17 asset managers below reported 273,667 for, 42,013 against. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 273,667AGAINST: 42,013
Largest asset managers voting on “To elect our of Board of Directors the seven nominees named in this proxy statement, each for a term of one ye” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
JPMorgan72,7260 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Jackson National25,6090 00For
TrimTabs ETF Trust25,5570 00For
GPS Funds I018,731 00Against
Northern Lights Fund Trust IV18,1820 00For
John Hancock16,9090 00For
Allianz2,39012,084 00Mixed
Bridge Builder Trust011,198 00Against
Managed Portfolio Series9,9610 00For
TRUST FOR PROFESSIONAL MANAGERS8,7610 00For
WILSHIRE MUTUAL FUNDS INC7,9830 00For
Harbor ETF Trust1,7440 00For
EA Series Trust1,1120 00For
Tidal ETF Trust9000 00For
CITY NATIONAL ROCHDALE FUNDS670 00For

15. Elect Director: Executive Compensation

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Elected

Combines 8 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%
FOR: 63,680,845AGAINST: 4,745,934
Details: description as filed, official tally, votes by 281 asset managers

Description as filed by funds: TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.

PEGASYSTEMS INC.’s own tally for this item (“Elect Director: Executive Compensation”): 63,680,845 for, 4,745,934 against, per its Form 8-K filed June 24, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Each nominee for director was elected by a vote of shareholders as follows 2.”
Support: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 79 asset managers voting on “TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group03,537,837 00Against
Global X1,158,2970 00For
Fidelity830,702201,708 00Mixed
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes506,0910 00For
Charles Schwab324,5960 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle079,988 00Against
State Street77,3010 00For
JPMorgan72,7260 00For
Prudential/PGIM71,1310 00For
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree51,2370 00For
OPTIMUM FUND TRUST46,7220 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
Jackson National25,6090 00For

Fund voting reports, all 79 managers: 11,030,726 for, 3,852,267 against. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 228 asset managers voting on “TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Bares Capital Management, Inc.5,561,8610 00For
Capital Research Global Investors03,537,837 00Against
TPG GP A, LLC2,709,0440 00For
BlackRock1,272,9130 00For
Man Group plc0896,740 00Against
CADIAN CAPITAL MANAGEMENT, LP880,0000 00For
GEODE CAPITAL MANAGEMENT, LLC751,8530 00For
State Street713,5330 00For
Federated Hermes705,0460 00For
Capital Group552,5180 00For
Ranger Investment Management, L.P.540,1820 00For
FULLER & THALER ASSET MANAGEMENT, INC.486,1290 00For
Herald Investment Management Ltd347,5000 00For
Woodline Partners LP339,5820 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP337,5230 00For
Fisher Asset Management, LLC331,7660 00For
Charles Schwab324,6020 00For
Fidelity0311,286 00Against
ACADIAN ASSET MANAGEMENT LLC258,4560 00For
LOS ANGELES CAPITAL MANAGEMENT LLC226,2570 00For
Boston Partners214,4040 00For
Northern Trust211,52329 00For
Nuveen188,0960 00For
JUPITER ASSET MANAGEMENT LTD165,6030 00For
Goldman Sachs163,3680 00For

Institutional-manager reports, all 228 managers: 20,019,380 for, 5,130,137 against, 3,009 not voted, 6,974 unknown. Showing the 25 largest; see all in the interactive database.

16. Elect Director: Executive Compensation

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Elected

93% Majority: yes · of votes cast

FOR 93%
FOR: 63,680,845AGAINST: 4,745,934
Details: description as filed, official tally, votes by 11 asset managers

Description as filed by funds: Advisory Vote to Ratify Named Executive Officers' Compensation

PEGASYSTEMS INC.’s own tally for this item (“Elect Director: Executive Compensation”): 63,680,845 for, 4,745,934 against, per its Form 8-K filed June 24, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Each nominee for director was elected by a vote of shareholders as follows 2.”
Support: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 2 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capitol Series Trust304,5000 00For
Northern Lights Fund Trust IV0146 00Against

Fund voting reports, all 2 managers: 304,500 for, 146 against.

Institutional-manager reports: 9 asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Walleye Capital LLC76,0190 00For
JPMorgan74,8970 00For
ALGERT GLOBAL LLC12,5000 00For
Vinva Investment Management Ltd3,4150 00For
Desjardins Global Asset Management Inc.01,943 00Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma1,2200 00For
TD ASSET MANAGEMENT INC2500 00For
Convergence Investment Partners, LLC1080 00For
Warren Street Wealth Advisors, LLC810 00For

Institutional-manager reports, all 9 managers: 168,490 for, 1,943 against.

17. Elect Director: Executive Compensation

Official resultSECTION 14A SAY-ON-PAY VOTESReported outcome: Elected

Combines 2 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%
FOR: 63,680,845AGAINST: 4,745,934
Details: description as filed, official tally, votes by 2 asset managers

Description as filed by funds: 14A Executive Compensation

PEGASYSTEMS INC.’s own tally for this item (“Elect Director: Executive Compensation”): 63,680,845 for, 4,745,934 against, per its Form 8-K filed June 24, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Each nominee for director was elected by a vote of shareholders as follows 2.”
Support: 93% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 2 asset managers below reported 240,165 for.

FOR
FOR: 240,165
Largest asset managers voting on “14A Executive Compensation” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
SCOPIA CAPITAL MANAGEMENT LP240,1300 00For
Capstone Triton Financial Group, LLC350 00For

18. TO RATIFY THE SELECTION BY THE AUDIT COMMITTEE OF OUR BOARD OF DIRECTORS OF DELOITTE & TOUCHE LLP AS OUR INDEPENDENT…

No official matchAUDIT-RELATED

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: description as filed, votes by 79 asset managers

Description as filed by funds: TO RATIFY THE SELECTION BY THE AUDIT COMMITTEE OF OUR BOARD OF DIRECTORS OF DELOITTE & TOUCHE LLP AS OUR INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE FISCAL YEAR ENDING DECEMBER 31, 2024.

The 79 asset managers below reported 14,869,691 for, 12,988 against, 6,974 unknown. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 14,869,691AGAINST: 12,988UNKNOWN: 6,974
Largest asset managers voting on “TO RATIFY THE SELECTION BY THE AUDIT COMMITTEE OF OUR BOARD OF DIRECTORS OF DELOITTE & TOUCHE LLP AS OUR INDEP” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard5,308,2830 00For
Capital Group3,537,8370 00For
Global X1,158,2970 00For
Fidelity1,032,4100 00For
BlackRock945,1300 00For
First Trust536,1300 00For
Federated Hermes506,0910 00For
Charles Schwab324,5960 00For
TIAA181,4440 00For
Dimensional123,6610 00For
Columbia Threadneedle79,9880 00For
State Street77,2965 00For
JPMorgan72,7260 00For
Prudential/PGIM71,1310 00For
SEI67,2360 00For
Transamerica66,0320 00For
American Century54,5550 00For
WisdomTree51,2370 00For
OPTIMUM FUND TRUST46,7220 00For
Exchange Place Advisors Trust45,5600 00For
EntrepreneurShares Series Trust36,2060 00For
Russell Investments35,8710 00For
SCM Trust35,0000 00For
MASTER INVESTMENT PORTFOLIO34,5090 00For
Jackson National25,6090 00For

Showing the 25 largest of 79 asset managers. See all 79 in the interactive database.

19. Ratify Appointment of Independent Auditors

No official matchAUDIT-RELATED

100% of fund votes cast · no official result

FOR
Details: votes by 2 asset managers

The 2 asset managers below reported 240,276 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 240,276
Largest asset managers voting on “Ratify Appointment of Independent Auditors” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
SCOPIA CAPITAL MANAGEMENT LP240,1300 00For
Northern Lights Fund Trust IV1460 00For

20. Ratify Deloitte & Touche LLP as Auditors

No official matchAUDIT-RELATED

100% of fund votes cast · no official result

FOR
Details: votes by 2 asset managers

The 2 asset managers below reported 304,581 for. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 304,581
Largest asset managers voting on “Ratify Deloitte & Touche LLP as Auditors” at PEGASYSTEMS INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Capitol Series Trust304,5000 00For
Warren Street Wealth Advisors, LLC810 00For

Largest PEGASYSTEMS INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 85,011,000 shares outstanding at the time of that meeting.

Fund voting reports: top PEGASYSTEMS INC. shareholders by shares voted on “TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 6.24%
2Capital Group 4.16%
3Global X 1.36%
4Fidelity 1.21%
5BlackRock 1.11%
6First Trust 0.63%
7Federated Hermes 0.60%
8Charles Schwab 0.38%
9TIAA 0.21%
10Dimensional 0.15%
Institutional-manager reports: top PEGASYSTEMS INC. shareholders by shares voted on “TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.”, 2023-2024
#Asset manager % of shares outstanding
1Bares Capital Management, Inc. 6.54%
2Capital Research Global Investors 4.16%
3TPG GP A, LLC 3.19%
4BlackRock 1.50%
5Man Group plc 1.05%
6CADIAN CAPITAL MANAGEMENT, LP 1.04%
7GEODE CAPITAL MANAGEMENT, LLC 0.88%
8State Street 0.84%
9Federated Hermes 0.83%
10Capital Group 0.65%

Reported PEGASYSTEMS INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

PEGASYSTEMS INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
Alan Trefler 46.82% DEF14A
Vanguard Group 13.26% 13F
BlackRock 10.62% 13F
Bares Capital Management, Inc. 6.90% DEF14A
Capital Research Global Investors 5.14% DEF14A
Morgan Stanley 1.74% 13F
State Street 1.01% 13F
FMR (Fidelity) 0.92% 13F
Geode Capital 0.88% 13F
JPMorgan Chase 0.73% 13F

Percentages above are of 85,011,000 shares outstanding, as reported by PEGASYSTEMS INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PEGASYSTEMS INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At PEGASYSTEMS INC.'s shareholder meeting held June 18, 2024, in the 2023-2024 proxy season, 292 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,792 separate fund positions. Their filings are grouped here into 20 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — TO APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. — PEGASYSTEMS INC.'s filing reports the nominee as elected, with 93% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: PEGASYSTEMS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 24, 2024.

PEGASYSTEMS INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.