Fund moves

Pegasystems (PEGA)Copeland Capital Management, LLC added to its stake +283K shares

Copeland Capital Management, LLC added to its stake in Pegasystems, per its Q2 2026 13F.

1.41M
Shares reported · +283K vs prior quarter
0.87%
Disclosed portfolio weight
$42.2M
Reported value
Holdings as of
Jun 30, 2026
Filed
Aug 4, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Jun 16, 2026Insider · 1 personInsiders: 2 sales (~$24K)
  2. Jul 21, 2026Company filing · Form 8-K · ResultsReported its results

What came next

  1. Aug 7, 2026InsiderOfficer sold ~$28K of PEGA shares in the open market
  2. Aug 10, 2026InsiderOfficer sold ~$28K of PEGA shares in the open market
  3. Aug 25, 2026Insider · 1 personInsiders: 2 sales (~$102K)
  4. Aug 31, 2026InsiderOfficer sold ~$37K of PEGA shares in the open market
  5. Sep 3, 2026InsiderOfficer sold ~$41K of PEGA shares in the open market
  6. Sep 11, 2026Insider · 2 peopleInsiders: 2 sales (~$1.7M)
  7. Sep 15, 2026InsiderDirector sold ~$38K of PEGA shares in the open market
  8. Sep 16, 2026InsiderOfficer sold ~$37K of PEGA shares in the open market
  9. Oct 1, 2026InsiderDirector sold ~$34K of PEGA shares in the open market
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Pegasystems

For Pegasystems, OQRO holds 11 insider filings (SEC Form 4 or Form 144) and 6 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PEGA page.

How this filing works

Other disclosures at Pegasystems

Everything OQRO holds on this company is on its PEGA page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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