Home › Companies › PEGASYSTEMS INC. › 2023-2024

PEGASYSTEMS INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and PEGASYSTEMS INC.’s Form 8-K, filed 2024-06-24 (Item 5.07 on EDGAR). Page generated 02 October 2026.

20Reported items
292Asset managers
2,803Fund votes
2024-06-18Meeting date

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 2024-06-24 (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 2024-06-18
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Executive Compensation	63,680,845	4,745,934	26,613	--	--	Majority: yes
Elect Director: Auditors	73,123,739	849,340	40,030	--	--	Majority: yes

Source: PEGASYSTEMS INC., Form 8-K, filed with the SEC on 2024-06-24 — 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 APPROVE, BY A NON-BINDING ADVISORY VOTE, THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

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

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 2024-06-24 (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. Of all 85,011,000 outstanding shares: 75% for, 6% against (80% of the company cast a for/against vote).

The 279 asset managers below cast 78% of the shares they voted on this item FOR (31,031,308 for, 8,982,404 against).

FOR 78%AGAINST 22%

FOR: 31,031,308 (77.5%)AGAINST: 8,982,404 (22.4%)UNKNOWN: 6,974 (0.0%)NOT VOTED: 3,009 (0.0%)

Largest 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 manager	For	Against	Vote
Bares Capital Management, Inc.	5,561,861	0	For
Vanguard	5,373,238	0	For
Capital Group	552,518	3,537,837	Against
Capital Research Global Investors	0	3,537,837	Against
TPG GP A, LLC	2,709,044	0	For
BlackRock	2,218,043	0	For
Fidelity	830,702	512,994	For
Federated Hermes	1,211,137	0	For
Global X	1,158,297	0	For
Man Group plc	0	896,740	Against
CADIAN CAPITAL MANAGEMENT, LP	880,000	0	For
State Street	790,834	0	For
GEODE CAPITAL MANAGEMENT, LLC	751,853	0	For
Charles Schwab	649,198	0	For
First Trust	540,625	0	For
Ranger Investment Management, L.P.	540,182	0	For
FULLER & THALER ASSET MANAGEMENT, INC.	486,129	0	For
Herald Investment Management Ltd	347,500	0	For
Woodline Partners LP	339,582	0	For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	337,523	0	For
Fisher Asset Management, LLC	331,766	0	For
ACADIAN ASSET MANAGEMENT LLC	258,456	0	For
LOS ANGELES CAPITAL MANAGEMENT LLC	226,257	0	For
Boston Partners	214,404	0	For
Northern Trust	211,590	29	For

Showing the 25 largest of 279 asset managers. See all 279 in the interactive database.

2. 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.

AUDIT-RELATED

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.8%

The 79 asset managers below cast 99.9% of the shares they voted on this item FOR (14,869,691 for, 12,988 against).

FOR: 14,869,691 (99.9%)AGAINST: 12,988 (0.1%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	1,032,410	0	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	506,091	0	For
Charles Schwab	324,596	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	79,988	0	For
State Street	77,296	5	For
JPMorgan	72,726	0	For
Prudential/PGIM	71,131	0	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	51,237	0	For
OPTIMUM FUND TRUST	46,722	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	34,509	0	For
Jackson National	25,609	0	For

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

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

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

99.7% fund support · no official result

FOR 99.7%

The 67 asset managers below cast 99.7% of the shares they voted on this item FOR (14,841,266 for, 30,774 against).

FOR: 14,841,266 (99.7%)AGAINST: 30,774 (0.2%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	1,032,410	0	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	506,091	0	For
Charles Schwab	324,596	0	For
Capitol Series Trust	304,500	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	79,988	0	For
State Street	77,271	30	For
Prudential/PGIM	71,131	0	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	51,237	0	For
OPTIMUM FUND TRUST	46,722	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	34,509	0	For
BNY Mellon	24,966	0	For
Putnam	24,390	0	For
FundVantage Trust	19,768	0	For

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 year: Christopher Lafond

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

94% fund support · no official result

FOR 94%

The 67 asset managers below cast 94% of the shares they voted on this item FOR (14,031,579 for, 840,461 against).

FOR: 14,031,579 (94.3%)AGAINST: 840,461 (5.6%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	802,669	229,741	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	0	506,091	Against
Charles Schwab	324,596	0	For
Capitol Series Trust	304,500	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	79,988	0	For
State Street	77,262	39	For
Prudential/PGIM	59,080	12,051	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	0	51,237	Against
OPTIMUM FUND TRUST	46,722	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	34,509	0	For
BNY Mellon	21,018	3,948	For
Putnam	24,390	0	For
FundVantage Trust	19,768	0	For

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 one year: Dianne Ledingham

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

95% fund support · no official result

FOR 95%

The 67 asset managers below cast 95% of the shares they voted on this item FOR (14,078,119 for, 793,921 against).

FOR: 14,078,119 (94.6%)AGAINST: 793,921 (5.3%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	802,669	229,741	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	0	506,091	Against
Charles Schwab	324,596	0	For
Capitol Series Trust	304,500	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	79,988	0	For
State Street	77,267	34	For
Prudential/PGIM	59,080	12,051	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	51,237	0	For
OPTIMUM FUND TRUST	46,722	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	34,509	0	For
BNY Mellon	3,948	21,018	Against
Putnam	24,390	0	For
FundVantage Trust	19,768	0	For

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 one year: Peter Gyenes

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

94% fund support · no official result

FOR 94%

The 67 asset managers below cast 94% of the shares they voted on this item FOR (13,951,450 for, 920,590 against).

FOR: 13,951,450 (93.8%)AGAINST: 920,590 (6.2%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	802,669	229,741	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	0	506,091	Against
Charles Schwab	324,596	0	For
Capitol Series Trust	304,500	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	0	79,988	Against
State Street	77,262	39	For
Prudential/PGIM	59,080	12,051	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	0	51,237	Against
OPTIMUM FUND TRUST	46,722	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	34,509	0	For
BNY Mellon	21,018	3,948	For
Putnam	24,390	0	For
FundVantage Trust	19,768	0	For

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 year: Richard Jones

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

86% fund support · no official result

FOR 86%14%

The 67 asset managers below cast 86% of the shares they voted on this item FOR (12,820,885 for, 2,051,155 against).

FOR: 12,820,885 (86.2%)AGAINST: 2,051,155 (13.8%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	702,799	329,611	For
BlackRock	0	945,130	Against
First Trust	536,130	0	For
Federated Hermes	0	506,091	Against
Charles Schwab	324,596	0	For
Capitol Series Trust	304,500	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	0	79,988	Against
State Street	893	76,408	Against
Prudential/PGIM	59,080	12,051	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	51,237	0	For
OPTIMUM FUND TRUST	46,722	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	0	34,509	Against
BNY Mellon	3,948	21,018	Against
Putnam	24,390	0	For
FundVantage Trust	19,768	0	For

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

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

DIRECTOR ELECTIONS

Combines 5 wordings of this item as funds reported it.

95% fund support · no official result

FOR 95%

The 67 asset managers below cast 95% of the shares they voted on this item FOR (14,078,119 for, 793,921 against).

FOR: 14,078,119 (94.6%)AGAINST: 793,921 (5.3%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	5,308,283	0	For
Capital Group	3,537,837	0	For
Global X	1,158,297	0	For
Fidelity	802,669	229,741	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	0	506,091	Against
Charles Schwab	324,596	0	For
Capitol Series Trust	304,500	0	For
TIAA	181,444	0	For
Dimensional	123,661	0	For
Columbia Threadneedle	79,988	0	For
State Street	77,267	34	For
Prudential/PGIM	59,080	12,051	For
SEI	67,236	0	For
Transamerica	66,032	0	For
American Century	54,555	0	For
WisdomTree	51,237	0	For
OPTIMUM FUND TRUST	46,722	0	For
Russell Investments	35,871	0	For
SCM Trust	35,000	0	For
MASTER INVESTMENT PORTFOLIO	34,509	0	For
BNY Mellon	3,948	21,018	Against
Putnam	24,390	0	For
FundVantage Trust	19,768	0	For

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

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

DIRECTOR ELECTIONS

Combines 4 wordings of this item as funds reported it.

42% fund support · no official result

FOR 42%AGAINST 58%

The 66 asset managers below cast 42% of the shares they voted on this item FOR (6,245,856 for, 8,626,038 against).

FOR: 6,245,856 (42.0%)AGAINST: 8,626,038 (58.0%)UNKNOWN: 6,974 (0.0%)

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 manager	For	Against	Vote
Vanguard	0	5,308,283	Against
Capital Group	3,537,837	0	For
Global X	0	1,158,297	Against
Fidelity	798,469	233,941	For
BlackRock	945,130	0	For
First Trust	536,130	0	For
Federated Hermes	0	506,091	Against
Charles Schwab	0	324,596	Against
Capitol Series Trust	0	304,500	Against
TIAA	0	181,444	Against
Dimensional	123,661	0	For
Columbia Threadneedle	0	79,988	Against
State Street	76,430	871	For
Prudential/PGIM	59,080	12,051	For
SEI	0	67,236	Against
Transamerica	0	66,032	Against
American Century	54,555	0	For
WisdomTree	0	51,237	Against
OPTIMUM FUND TRUST	0	46,722	Against
Russell Investments	35,871	0	For
SCM Trust	0	35,000	Against
MASTER INVESTMENT PORTFOLIO	34,509	0	For
BNY Mellon	0	24,966	Against
Putnam	0	24,390	Against
FundVantage Trust	0	19,768	Against

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

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

DIRECTOR ELECTIONS

98% fund support · no official result

FOR 98%

The 18 asset managers below cast 98% of the shares they voted on this item FOR (2,968,295 for, 56,429 against).

FOR: 2,968,295 (98.1%)AGAINST: 56,429 (1.9%)

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 manager	For	Against	Vote
TPG GP A, LLC	2,709,044	0	For
JPMorgan	72,726	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	0	25,609	Against
TrimTabs ETF Trust	25,557	0	For
GPS Funds I	0	18,731	Against
Northern Lights Fund Trust IV	18,182	0	For
John Hancock	16,909	0	For
Allianz	3,232	11,242	Against
Bridge Builder Trust	10,351	847	For
Managed Portfolio Series	9,961	0	For
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	7,983	0	For
Harbor ETF Trust	1,744	0	For
EA Series Trust	1,112	0	For
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

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

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 18 asset managers below cast 99% of the shares they voted on this item FOR (2,993,904 for, 30,820 against).

FOR: 2,993,904 (99.0%)AGAINST: 30,820 (1.0%)

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 manager	For	Against	Vote
TPG GP A, LLC	2,709,044	0	For
JPMorgan	72,726	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	25,609	0	For
TrimTabs ETF Trust	25,557	0	For
GPS Funds I	0	18,731	Against
Northern Lights Fund Trust IV	18,182	0	For
John Hancock	16,909	0	For
Allianz	3,232	11,242	Against
Bridge Builder Trust	10,351	847	For
Managed Portfolio Series	9,961	0	For
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	7,983	0	For
Harbor ETF Trust	1,744	0	For
EA Series Trust	1,112	0	For
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

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

DIRECTOR ELECTIONS

93% fund support · no official result

FOR 93%

The 18 asset managers below cast 93% of the shares they voted on this item FOR (2,826,165 for, 198,559 against).

FOR: 2,826,165 (93.4%)AGAINST: 198,559 (6.6%)

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 manager	For	Against	Vote
TPG GP A, LLC	2,709,044	0	For
JPMorgan	0	72,726	Against
Exchange Place Advisors Trust	0	45,560	Against
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	0	25,609	Against
TrimTabs ETF Trust	22,816	2,741	For
GPS Funds I	0	18,731	Against
Northern Lights Fund Trust IV	18,182	0	For
John Hancock	15,494	1,415	For
Allianz	3,232	11,242	Against
Bridge Builder Trust	10,351	847	For
Managed Portfolio Series	0	9,961	Against
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	0	7,983	Against
Harbor ETF Trust	0	1,744	Against
EA Series Trust	1,112	0	For
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

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

DIRECTOR ELECTIONS

99% fund support · no official result

FOR 99%

The 18 asset managers below cast 99% of the shares they voted on this item FOR (2,993,904 for, 30,820 against).

FOR: 2,993,904 (99.0%)AGAINST: 30,820 (1.0%)

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 manager	For	Against	Vote
TPG GP A, LLC	2,709,044	0	For
JPMorgan	72,726	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	25,609	0	For
TrimTabs ETF Trust	25,557	0	For
GPS Funds I	0	18,731	Against
Northern Lights Fund Trust IV	18,182	0	For
John Hancock	16,909	0	For
Allianz	3,232	11,242	Against
Bridge Builder Trust	10,351	847	For
Managed Portfolio Series	9,961	0	For
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	7,983	0	For
Harbor ETF Trust	1,744	0	For
EA Series Trust	1,112	0	For
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

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

DIRECTOR ELECTIONS

94% fund support · no official result

FOR 94%

The 17 asset managers below cast 94% of the shares they voted on this item FOR (295,539 for, 20,141 against).

FOR: 295,539 (93.6%)AGAINST: 20,141 (6.4%)

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 manager	For	Against	Vote
JPMorgan	72,726	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	25,609	0	For
TrimTabs ETF Trust	25,557	0	For
GPS Funds I	18,731	0	For
Northern Lights Fund Trust IV	0	18,182	Against
John Hancock	16,909	0	For
Allianz	14,474	0	For
Bridge Builder Trust	10,351	847	For
Managed Portfolio Series	9,961	0	For
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	7,983	0	For
Harbor ETF Trust	1,744	0	For
EA Series Trust	0	1,112	Against
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

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

DIRECTOR ELECTIONS

82% fund support · no official result

FOR 82%AGAINST 18%

The 17 asset managers below cast 82% of the shares they voted on this item FOR (259,251 for, 56,429 against).

FOR: 259,251 (82.1%)AGAINST: 56,429 (17.9%)

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 manager	For	Against	Vote
JPMorgan	72,726	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	0	25,609	Against
TrimTabs ETF Trust	25,557	0	For
GPS Funds I	0	18,731	Against
Northern Lights Fund Trust IV	18,182	0	For
John Hancock	16,909	0	For
Allianz	3,232	11,242	Against
Bridge Builder Trust	10,351	847	For
Managed Portfolio Series	9,961	0	For
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	7,983	0	For
Harbor ETF Trust	1,744	0	For
EA Series Trust	1,112	0	For
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

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

DIRECTOR ELECTIONS

87% fund support · no official result

FOR 87%13%

The 17 asset managers below cast 87% of the shares they voted on this item FOR (273,667 for, 42,013 against).

FOR: 273,667 (86.7%)AGAINST: 42,013 (13.3%)

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 manager	For	Against	Vote
JPMorgan	72,726	0	For
Exchange Place Advisors Trust	45,560	0	For
EntrepreneurShares Series Trust	36,206	0	For
Jackson National	25,609	0	For
TrimTabs ETF Trust	25,557	0	For
GPS Funds I	0	18,731	Against
Northern Lights Fund Trust IV	18,182	0	For
John Hancock	16,909	0	For
Allianz	2,390	12,084	Against
Bridge Builder Trust	0	11,198	Against
Managed Portfolio Series	9,961	0	For
TRUST FOR PROFESSIONAL MANAGERS	8,761	0	For
WILSHIRE MUTUAL FUNDS INC	7,983	0	For
Harbor ETF Trust	1,744	0	For
EA Series Trust	1,112	0	For
Tidal ETF Trust	900	0	For
CITY NATIONAL ROCHDALE FUNDS	67	0	For

17. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

93% Majority: yes · of votes cast

FOR 93%

FOR: 63,680,845AGAINST: 4,745,934

The 11 asset managers below cast 99.5% of the shares they voted on this item FOR (472,990 for, 2,089 against).

FOR 99.5%

FOR: 472,990 (99.6%)AGAINST: 2,089 (0.4%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at PEGASYSTEMS INC., 2023-2024
Asset manager	For	Against	Vote
Capitol Series Trust	304,500	0	For
Walleye Capital LLC	76,019	0	For
JPMorgan	74,897	0	For
ALGERT GLOBAL LLC	12,500	0	For
Vinva Investment Management Ltd	3,415	0	For
Desjardins Global Asset Management Inc.	0	1,943	Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	1,220	0	For
TD ASSET MANAGEMENT INC	250	0	For
Northern Lights Fund Trust IV	0	146	Against
Convergence Investment Partners, LLC	108	0	For
Warren Street Wealth Advisors, LLC	81	0	For

18. 14A Executive Compensation

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

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

The 2 asset managers below cast 100% of the shares they voted on this item FOR (240,165 for, 0 against).

FOR 100%

FOR: 240,165 (100.0%)

Largest asset managers voting on “14A Executive Compensation” at PEGASYSTEMS INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
SCOPIA CAPITAL MANAGEMENT LP	240,130	0	0	0	For
Capstone Triton Financial Group, LLC	35	0	0	0	For

19. Ratify Appointment of Independent Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (240,276 for, 0 against).

FOR: 240,276 (100.0%)

Largest asset managers voting on “Ratify Appointment of Independent Auditors” at PEGASYSTEMS INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
SCOPIA CAPITAL MANAGEMENT LP	240,130	0	0	0	For
Northern Lights Fund Trust IV	146	0	0	0	For

20. Ratify Deloitte & Touche LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (304,581 for, 0 against).

FOR: 304,581 (100.0%)

Largest asset managers voting on “Ratify Deloitte & Touche LLP as Auditors” at PEGASYSTEMS INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
Capitol Series Trust	304,500	0	0	0	For
Warren Street Wealth Advisors, LLC	81	0	0	0	For

Largest PEGASYSTEMS INC. shareholders voting in 2023-2024

Ranked by the number of PEGASYSTEMS INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 85,011,000 shares outstanding at the time of that meeting.

Top PEGASYSTEMS INC. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	Bares Capital Management, Inc.	6.54%
2	Vanguard	6.32%
3	Capital Group	4.81%
4	Capital Research Global Investors	4.16%
5	TPG GP A, LLC	3.19%
6	BlackRock	2.61%
7	Fidelity	1.58%
8	Federated Hermes	1.42%
9	Global X	1.36%
10	Man Group plc	1.05%

Reported PEGASYSTEMS INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

PEGASYSTEMS INC. beneficial owners on record 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 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At PEGASYSTEMS INC.'s shareholder meeting held 2024-06-18, in the 2023-2024 proxy season, 292 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,803 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. — FOR was 93% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PEGASYSTEMS INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-06-24.

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