PEGASYSTEMS INC (PEGA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
403
Reporting holders
$2.7B
Reported value
55.2%
Of shares outstanding
0.7%
Held as options
-51
Holder change
Institutions report 90,670,667 shares against 164,404,945 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $286.9M | 9,573,688 | 0.00% | 8q | -0.7%-$1.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193.5M | 6,455,250 | 0.01% | 2q | +1.5%+$2.8M |
| AQR CAPITAL MANAGEMENT LLC | $147.4M | 4,919,642 | 0.05% | 17q | +8.4%+$11.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $123.7M | 4,128,720 | 0.00% | 2q | -0.8%-$951.1K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $91.4M | 3,031,497 | 0.03% | 6q | +27.5%+$19.7M |
| FIRST TRUST ADVISORS LP | $88.7M | 2,958,357 | 0.05% | 31q | +44.4%+$27.3M |
| STATE STREET CORP | $87.9M | 2,933,479 | 0.00% | 31q | +2.7%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $80.4M | 2,683,002 | 0.01% | 10q | +6.5%+$4.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $77.5M | 2,585,227 | 0.00% | 31q | +2.6%+$2.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.5M | 2,018,528 | 0.03% | 3q | +226.2%+$42.0M |
| Lynrock Lake LP | $53.4M | 1,782,640 | 3.37% | new | NEW |
| Invesco Ltd. | $47.8M | 1,594,388 | 0.00% | 31q | +51.6%+$16.3M |
| Copeland Capital Management, LLC | $42.2M | 1,406,961 | 0.87% | 2q | +25.2%+$8.5M |
| Boston Partners | $40.4M | 1,347,755 | 0.04% | 5q | -7.5%-$3.3M |
| MORGAN STANLEY | $35.1M | 1,171,814 | 0.00% | 35q | +46.4%+$11.1M |
| JPMORGAN CHASE & CO | $34.1M | 1,113,949 | 0.00% | 31q | +22.0%+$6.1M |
| Capital Impact Advisors, LLC | $34.0M | 1,133,361 | 1.90% | 3q | +800.6%+$30.2M |
| FEDERATED HERMES, INC. | $33.9M | 1,130,567 | 0.05% | 17q | +237.6%+$23.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $33.5M | 1,117,570 | 0.12% | 6q | -24.4%-$10.8M |
| Allspring Global Investments Holdings, LLC | $33.5M | 1,076,830 | 0.05% | 19q | +32.3%+$8.2M |
| MILLENNIUM MANAGEMENT LLC | $33.4M | 1,115,987 | 0.01% | 11q | +268.6%+$24.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $33.2M | 1,109,158 | 0.09% | 2q | +3.7%+$1.2M |
| Fisher Asset Management, LLC | $32.9M | 1,099,069 | 0.01% | 31q | -0.8%-$274.6K |
| GOLDMAN SACHS GROUP INC | $28.6M | 954,210 | 0.00% | 31q | -3.4%-$1.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $28.5M | 950,495 | 0.00% | 10q | -64.7%-$52.1M |
| NORTHERN TRUST CORP | $28.0M | 935,823 | 0.00% | 31q | -8.8%-$2.7M |
| Russell Investments Group, Ltd. | $26.4M | 879,949 | 0.02% | 29q | -17.9%-$5.7M |
| Ranger Investment Management, L.P. | $26.2M | 873,139 | 1.66% | 31q | -17.1%-$5.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.4M | 848,744 | 0.00% | 31q | -2.7%-$718.1K |
| Sixth Street Partners Management Company, L.P. | $25.4M | 848,744 | 0.00% | new | NEW |
| CRAWFORD INVESTMENT COUNSEL INC | $23.3M | 775,875 | 0.39% | 10q | +33.7%+$5.9M |
| NORGES BANK | $23.2M | 772,513 | 0.00% | 32q | +44.6%+$7.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $22.8M | 761,229 | 0.08% | 5q | +8.6%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $20.8M | 693,835 | 0.02% | 16q | +1504.6%+$19.5M |
| AMERIPRISE FINANCIAL INC | $20.7M | 699,929 | 0.00% | 14q | -45.6%-$17.4M |
| Fiera Capital Corp | $19.7M | 657,650 | 0.07% | 6q | -42.6%-$14.7M |
| Bank of New York Mellon Corp | $19.4M | 646,700 | 0.00% | 31q | -15.5%-$3.5M |
| BANK OF AMERICA CORP /DE/ | $18.2M | 608,330 | 0.00% | 31q | -3.1%-$592.5K |
| ENVESTNET ASSET MANAGEMENT INC | $18.0M | 601,330 | 0.00% | 31q | +34.8%+$4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $17.9M | 598,223 | 0.02% | 9q | +4.9%+$836.0K |
| RAYMOND JAMES FINANCIAL INC | $17.9M | 597,327 | 0.00% | 7q | +10.8%+$1.7M |
| VANGUARD FIDUCIARY TRUST CO | $17.2M | 575,471 | 0.00% | 2q | HELD |
| RENAISSANCE GROUP LLC | $17.0M | 567,729 | 0.69% | 3q | +11.9%+$1.8M |
| Qube Research & Technologies Ltd | $16.8M | 559,898 | 0.02% | 2q | +963.7%+$15.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | $16.6M | 554,450 | 2.25% | 31q | -19.2%-$4.0M |
| Gotham Asset Management, LLC | $16.4M | 548,434 | 0.04% | 17q | -6.3%-$1.1M |
| SEI INVESTMENTS CO | $15.4M | 513,129 | 0.01% | 31q | -51.2%-$16.2M |
| AMERICAN CENTURY COMPANIES INC | $14.8M | 494,389 | 0.01% | 10q | -59.2%-$21.5M |
| UBS Group AG | $14.0M | 466,933 | 0.00% | 31q | -63.6%-$24.5M |
| ROYAL BANK OF CANADA | $12.5M | 418,099 | 0.00% | 31q | +9.5%+$1.1M |
| Wedbush Fund Advisers, LLC | $11.8M | 394,797 | 1.05% | 3q | +45.3%+$3.7M |
| Point72 Asset Management, L.P. | $11.1M | 370,188 | 0.01% | 2q | +22.3%+$2.0M |
| MACKENZIE FINANCIAL CORP | $11.0M | 367,294 | 0.01% | 12q | +41.7%+$3.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $10.5M | 350,500 | 0.01% | 5q | -47.5%-$9.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $9.0M | 300,000 | 0.01% | 2q | -40.0%-$6.0M |
| FRANKLIN RESOURCES INC | $8.9M | 298,334 | 0.00% | 10q | -19.2%-$2.1M |
| WELLS FARGO & COMPANY/MN | $8.8M | 291,984 | 0.00% | 31q | -42.7%-$6.5M |
| ARMISTICE CAPITAL, LLC | $8.2M | 274,359 | 0.10% | 4q | +30.4%+$1.9M |
| Luxor Capital Group, LP | $7.7M | 256,513 | 0.31% | 31q | +4.3%+$315.6K |
| DEUTSCHE BANK AG\ | $7.6M | 252,410 | 0.00% | 34q | -30.6%-$3.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.5M | 250,508 | 0.01% | 31q | -6.0%-$479.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.3M | 244,905 | 0.00% | 31q | -11.0%-$907.3K |
| OP Asset Management Ltd | $7.3M | 242,772 | 0.08% | 6q | +118.1%+$3.9M |
| VICTORY CAPITAL MANAGEMENT INC | $7.3M | 242,126 | 0.00% | 11q | +18.0%+$1.1M |
| RHUMBLINE ADVISERS | $7.0M | 233,887 | 0.01% | 31q | -1.5%-$105.8K |
| Trexquant Investment LP | $6.7M | 223,682 | 0.04% | 11q | -32.9%-$3.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $6.6M | 218,979 | 0.01% | 3q | +91.3%+$3.1M |
| Y-Intercept (Hong Kong) Ltd | $6.3M | 211,348 | 0.13% | 2q | +1397.3%+$5.9M |
| Freestone Grove Partners LP | $6.3M | 209,089 | 0.04% | 2q | -48.3%-$5.9M |
| PRINCIPAL FINANCIAL GROUP INC | $6.1M | 204,635 | 0.00% | 14q | HELD |
| AXQ CAPITAL, LP | $5.9M | 197,535 | 0.64% | new | NEW |
| Assenagon Asset Management S.A. | $5.3M | 176,360 | 0.00% | 5q | +113.4%+$2.8M |
| ALLIANCEBERNSTEIN L.P. | $5.2M | 121,509 | 0.00% | 31q | -30.3%-$2.2M |
| MARSHALL WACE, LLP | $5.1M | 171,396 | 0.00% | 2q | +1904.4%+$4.9M |
| Mawer Investment Management Ltd. | $5.1M | 170,958 | 0.03% | new | NEW |
| Swiss National Bank | $5.1M | 169,600 | 0.00% | 31q | -8.1%-$449.6K |
| Bridgewater Associates, LP | $5.1M | 169,146 | 0.02% | 5q | -4.3%-$226.5K |
| Baird Financial Group, Inc. | $5.0M | 167,055 | 0.01% | new | NEW |
| NORDEA INVESTMENT MANAGEMENT AB | $4.9M | 166,170 | 0.00% | 9q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.9M | 162,545 | 0.01% | 31q | -19.2%-$1.2M |
| Vest Financial, LLC | $4.8M | 160,451 | 0.05% | 4q | +50.8%+$1.6M |
| BARCLAYS PLC | $4.4M | 148,210 | 0.00% | 31q | +15.0%+$579.1K |
| D. E. Shaw & Co., Inc. | $4.3M | 144,614 | 0.00% | 19q | HELD |
| Nuveen, LLC | $4.3M | 143,151 | 0.00% | 6q | -4.3%-$191.5K |
| Quantinno Capital Management LP | $4.2M | 140,661 | 0.01% | 9q | -70.3%-$10.0M |
| Pier Capital, LLC | $4.1M | 137,080 | 0.54% | new | NEW |
| MACQUARIE GROUP LTD | $4.0M | 134,423 | 0.02% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $4.0M | 134,261 | 0.02% | 9q | -23.8%-$1.3M |
| CITIGROUP INC | $3.9M | 92,676 | 0.00% | 31q | -36.6%-$2.3M |
| JB Capital LLC | $3.9M | 128,651 | 0.13% | 4q | +14.6%+$491.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.7M | 123,020 | 0.01% | 6q | +21.4%+$650.1K |
| Illinois Municipal Retirement Fund | $3.6M | 121,766 | 0.04% | 5q | +33.1%+$907.0K |
| LAZARD ASSET MANAGEMENT LLC | $3.5M | 115,900 | 0.01% | 12q | -1.0%-$35.9K |
| Vident Advisory, LLC | $3.5M | 115,610 | 0.03% | 4q | +11.3%+$351.5K |
| Legal & General Group Plc | $3.4M | 114,341 | 0.00% | 31q | -3.7%-$130.8K |
| Schonfeld Strategic Advisors LLC | $3.4M | 112,354 | 0.01% | 2q | +868.2%+$3.0M |
| BNP PARIBAS FINANCIAL MARKETS | $3.2M | 107,201 | 0.00% | 31q | -49.5%-$3.1M |
| Walleye Capital LLC | $3.2M | 94,696 | 0.01% | 6q | +1440.3%+$3.0M |
| Harber Asset Management LLC | $3.1M | 104,579 | 1.88% | 18q | +1.0%+$30.6K |
| Creative Planning | $2.9M | 96,179 | 0.00% | 9q | +5.9%+$159.3K |
Showing the largest 100 of 439 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 403 | $2.7B | 90,670,667 | 59 | 153 | 147 | 0.7% |
| Q1 2026 | 454 | $3.8B | 89,159,197 | 87 | 191 | 116 | 0.3% |
| Q4 2025 | 441 | $5.6B | 93,213,603 | 73 | 146 | 145 | 0.8% |
| Q3 2025 | 390 | $5.4B | 93,880,769 | 68 | 141 | 119 | 0.5% |
| Q2 2025 | 381 | $5.0B | 89,814,660 | 135 | 218 | 25 | 2.6% |
| Q1 2025 | 300 | $3.0B | 42,408,938 | 72 | 118 | 75 | 0.4% |
| Q4 2024 | 292 | $3.8B | 40,123,244 | 48 | 104 | 85 | 0.5% |
| Q3 2024 | 276 | $2.9B | 39,705,955 | 62 | 104 | 68 | 0.4% |
| Q2 2024 | 252 | $2.5B | 40,016,620 | 45 | 93 | 77 | 1.9% |
| Q1 2024 | 241 | $2.5B | 38,460,164 | 52 | 81 | 70 | 2.2% |
| Q4 2023 | 207 | $1.9B | 38,154,478 | 43 | 63 | 54 | 0.3% |
| Q3 2023 | 168 | $1.7B | 38,922,246 | 31 | 53 | 48 | 0.5% |
| Q2 2023 | 158 | $1.9B | 38,877,010 | 16 | 46 | 57 | 0.1% |
| Q1 2023 | 166 | $1.8B | 37,764,301 | 37 | 52 | 54 | 0.3% |
| Q4 2022 | 151 | $1.2B | 35,982,331 | 26 | 46 | 55 | 0.2% |
| Q3 2022 | 177 | $1.3B | 40,120,858 | 18 | 74 | 59 | 1.0% |
| Q2 2022 | 216 | $1.9B | 39,658,920 | 32 | 75 | 81 | 1.7% |
| Q1 2022 | 250 | $3.2B | 39,122,180 | 44 | 85 | 79 | 1.2% |
| Q4 2021 | 262 | $4.6B | 39,724,951 | 36 | 82 | 69 | 3.0% |
| Q3 2021 | 250 | $5.0B | 39,426,495 | 27 | 84 | 75 | 0.5% |
| Q2 2021 | 245 | $5.5B | 38,986,685 | 34 | 85 | 78 | 0.5% |
| Q1 2021 | 253 | $4.4B | 38,285,226 | 37 | 94 | 77 | 1.0% |
| Q4 2020 | 258 | $5.3B | 39,502,586 | 23 | 91 | 90 | 0.6% |
| Q3 2020 | 259 | $4.7B | 39,095,924 | 50 | 70 | 92 | 0.4% |
| Q2 2020 | 231 | $4.0B | 39,305,071 | 53 | 80 | 65 | 0.4% |
| Q1 2020 | 211 | $2.8B | 39,197,495 | 48 | 69 | 61 | 0.2% |
| Q4 2019 | 200 | $3.0B | 38,198,911 | 25 | 66 | 65 | 0.0% |
| Q3 2019 | 189 | $2.6B | 38,697,039 | 26 | 69 | 52 | 0.0% |
| Q2 2019 | 191 | $2.7B | 37,293,722 | 42 | 49 | 69 | 0.2% |
| Q1 2019 | 181 | $2.4B | 37,017,276 | 45 | 50 | 51 | 0.4% |
| Q4 2018 | 154 | $1.8B | 38,177,005 | 1 | 4 | 2 | 0.3% |