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PEGA

Pegasystems Inc
$31.05 -0.04 (-0.13%) At close · Jul 2
Market Cap
$5.20B
Shares
167,657,568

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 483
Total Value: $3,673,485,954
Total Shares: 86,313,469
Showing 1–100 of 492 holdings by value · page 1 of 5

Institutional Ownership Trend

26 quarters

Superinvestors Holding PEGA

All superinvestors →
Joel Greenblatt $24,908,793 Ray Dalio $7,520,479

Holder Concentration

Across 483 13F filers
Top Holder
11.2%
Jun 2023 → Mar 2026 · range 11.2% – 15.0%
of institutional value
Top 5
27.7%
Jun 2023 → Mar 2026 · range 27.7% – 55.2%
of institutional value
Top 10
40.4%
Jun 2023 → Mar 2026 · range 40.4% – 74.6%
of institutional value
HHI
276
Jun 2023 → Mar 2026 · range 276 – 754
Broadly held
Showing 100 of 492
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $410,151,476 11.17% 9,637,018
Mega AQR CAPITAL MANAGEMENT LLC $193,203,329 5.26% 4,539,552
Mega VANGUARD CAPITAL MANAGEMENT LLC $177,069,007 4.82% 4,160,456
Mega STATE STREET CORP $121,552,551 3.31% 2,856,028
Mega WELLINGTON MANAGEMENT GROUP LLP $114,449,158 3.12% 2,689,125
Mega DIMENSIONAL FUND ADVISORS LP $107,209,574 2.92% 2,519,022
Mega GEODE CAPITAL MANAGEMENT, LLC $107,200,680 2.92% 2,518,813
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $101,167,332 2.75% 2,377,052
Mega FIRST TRUST ADVISORS LP $87,188,373 2.37% 2,048,599
Large Thrivent Financial for Lutherans $64,404,131 1.75% 1,513,255
Large JACOBS LEVY EQUITY MANAGEMENT, INC $62,940,920 1.71% 1,478,875
Large Boston Partners $61,996,469 1.69% 1,456,684
Large TEACHER RETIREMENT SYSTEM OF TEXAS Pension $59,414,653 1.62% 1,396,021
Mega UBS Group AG $54,647,847 1.49% 1,284,019
Mega AMERICAN CENTURY COMPANIES INC $51,521,518 1.40% 1,210,562
Large Fiera Capital Corp $48,801,551 1.33% 1,146,653
Mid Copeland Capital Management, LLC $47,816,924 1.30% 1,123,518
Mega Fisher Asset Management, LLC $47,166,353 1.28% 1,108,232
Large Russell Investments Group, Ltd. $45,607,032 1.24% 1,071,594
Large FULLER & THALER ASSET MANAGEMENT, INC. $45,502,343 1.24% 1,069,134
Mid Ranger Investment Management, L.P. $44,809,253 1.22% 1,052,849
Large SEI INVESTMENTS CO $44,781,844 1.22% 1,052,205
Mega Invesco Ltd. $44,773,925 1.22% 1,052,019
Mega NORTHERN TRUST CORP Bank $43,671,707 1.19% 1,026,121
Mega GOLDMAN SACHS GROUP INC $42,038,511 1.14% 987,747
Mid Hood River Capital Management LLC $41,522,429 1.13% 975,621
Mega PRICE T ROWE ASSOCIATES INC /MD/ $40,012,655 1.09% 940,147
Mega JPMORGAN CHASE & CO $38,864,978 1.06% 913,181
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $37,142,282 1.01% 872,704
Large Allspring Global Investments Holdings, LLC $34,646,477 0.94% 814,062
Mega MORGAN STANLEY $34,071,913 0.93% 800,562
Mega Bank of New York Mellon Corp Bank $32,556,734 0.89% 764,961
Large LOS ANGELES CAPITAL MANAGEMENT LLC $29,819,536 0.81% 700,647
Small HERALD INVESTMENT MANAGEMENT Ltd $29,221,696 0.80% 686,600
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $28,391,776 0.77% 667,100
Mega AMERIPRISE FINANCIAL INC $27,393,062 0.75% 643,634
Mega BANK OF AMERICA CORP /DE/ Bank $26,731,933 0.73% 628,100
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,334,127 0.72% 618,753
Large Gotham Asset Management, LLC $24,908,793 0.68% 585,263
Mid CRAWFORD INVESTMENT COUNSEL INC $24,694,759 0.67% 580,234
Mega VANGUARD FIDUCIARY TRUST CO Bank $24,420,630 0.66% 573,793
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $24,273,457 0.66% 570,335
Mega RAYMOND JAMES FINANCIAL INC $22,938,263 0.62% 538,963
Mid RENAISSANCE GROUP LLC $21,596,603 0.59% 507,439
Large WESTWOOD HOLDINGS GROUP INC $21,470,583 0.58% 504,478
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $21,280,000 0.58% 500,000
Large Quantinno Capital Management LP $20,169,056 0.55% 473,897
Mid OBERWEIS ASSET MANAGEMENT INC/ $19,377,142 0.53% 455,290
Mega ENVESTNET ASSET MANAGEMENT INC $18,981,164 0.52% 445,986
Large CANADA LIFE ASSURANCE Co Insurance $17,697,001 0.48% 415,813
Large Freestone Grove Partners LP $17,214,115 0.47% 404,467
Mega ROYAL BANK OF CANADA Bank $16,248,852 0.44% 381,787
Mega FRANKLIN RESOURCES INC $15,708,723 0.43% 369,096
Mega DEUTSCHE BANK AG\ Bank $15,488,306 0.42% 363,917
Large Pacer Advisors, Inc. $14,737,123 0.40% 346,267
Large FEDERATED HERMES, INC. $14,250,832 0.39% 334,841
Large Trexquant Investment LP $14,194,440 0.39% 333,516
Mega MILLENNIUM MANAGEMENT LLC $12,885,040 0.35% 302,750
Large Point72 Asset Management, L.P. $12,881,209 0.35% 302,660
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $11,711,612 0.32% 275,179
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $11,342,878 0.31% 266,515
Large MACKENZIE FINANCIAL CORP $11,033,807 0.30% 259,253
Large LORD, ABBETT & CO. LLC $10,984,310 0.30% 258,090
Mega WELLS FARGO & COMPANY/MN $10,842,837 0.30% 254,766
Small Luxor Capital Group, LP $10,469,036 0.28% 245,983
Mega RHUMBLINE ADVISERS $10,104,510 0.28% 237,418
Mega BNP PARIBAS ARBITRAGE, SA $9,031,104 0.25% 212,197
Mid ARMISTICE CAPITAL, LLC $8,955,858 0.24% 210,429
Large Rockefeller Capital Management L.P. $8,800,213 0.24% 206,772
Mega VICTORY CAPITAL MANAGEMENT INC $8,735,142 0.24% 205,243
Mega PRINCIPAL FINANCIAL GROUP INC $8,704,455 0.24% 204,522
Large STATE OF WISCONSIN INVESTMENT BOARD $8,563,114 0.23% 201,201
Mega Swiss National Bank Bank $7,856,576 0.21% 184,600
Large Treasurer of the State of North Carolina $7,842,318 0.21% 184,265
Large Tidal Investments LLC $7,731,832 0.21% 181,669
Mega CITADEL ADVISORS LLC $7,684,846 0.21% 180,565
Large Bridgewater Associates, LP $7,520,479 0.20% 176,703
Large CAPITAL FUND MANAGEMENT S.A. $7,495,880 0.20% 176,125
Mega ALLIANCEBERNSTEIN L.P. $7,419,995 0.20% 174,342
Large Cerity Partners LLC $7,378,880 0.20% 173,376
Small Summit Creek Advisors LLC $7,311,850 0.20% 171,801
Large CWM, LLC $7,201,407 0.20% 169,206
Mega NORDEA INVESTMENT MANAGEMENT AB $7,058,107 0.19% 165,839
Mid Susquehanna Portfolio Strategies, LLC $6,715,201 0.18% 157,782
Mega Nuveen, LLC $6,364,464 0.17% 149,541
Mega CITIGROUP INC $6,223,335 0.17% 146,225
Mid Weiss Asset Management LP $6,211,632 0.17% 145,950
Large ACADIAN ASSET MANAGEMENT LLC $5,992,873 0.16% 140,810
Large Harel Insurance Investments & Financial Services Ltd. Insurance $5,843,573 0.16% 137,302
Mega BARCLAYS PLC $5,485,387 0.15% 128,886
Large Man Group plc $5,484,749 0.15% 128,871
Mid SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $5,396,012 0.15% 126,786
Small Capital Impact Advisors, LLC $5,355,878 0.15% 125,843
Large ZACKS INVESTMENT MANAGEMENT $5,268,714 0.14% 123,795
Small CADIAN CAPITAL MANAGEMENT, LP $5,093,708 0.14% 119,683
Mega Legal & General Group Plc $5,052,041 0.14% 118,704
Mid Engineers Gate Manager LP $5,001,438 0.14% 117,515
Large LAZARD ASSET MANAGEMENT LLC $4,983,733 0.14% 117,099
Large NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $4,871,247 0.13% 114,456
Small JB Capital LLC $4,776,849 0.13% 112,238
Key facts CIK 1013857 CUSIP 705573103 13F (30d) 5 filings 4 filers Visit website Investor relations

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