PegasystemsPEGA

13F holders, Q2 2026 (June 30)
436holders −48
61new positions
111sold out
7famous investors
$30.01avg. 13F price*

At the end of Q2 2026, 436 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, down 48 from Q1 2026. 61 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($286.9M), Vanguard Portfolio Management LLC ($193.5M) and AQR Capital Management ($147.4M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Pegasystems Inc.
CUSIP
705573103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 266Q1 2024Q2 2024: 280Q2 2024Q3 2024: 301Q3 2024Q4 2024: 321Q4 2024Q1 2025: 328Q1 2025Q2 2025: 415Q2 2025Q3 2025: 426Q3 2025Q4 2025: 473Q4 2025Q1 2026: 484Q1 2026Q2 2026: 436Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions61$100.4M
Exits111$189.1M

All 13F filers, Q1 2026 → Q2 2026: 16,679,475 shares bought and 14,925,941 shares sold, net +1,753,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 436 holders

BlackRock, Inc. 0.00% Reduce -0.7% 9,573,688 $286.9M
Vanguard Portfolio Management LLC 0.01% Add +1.5% 6,455,250 $193.5M
AQR Capital Management 0.05% Add +8.4% 4,919,642 $147.4M
Vanguard Capital Management LLC 0.00% Reduce -0.8% 4,128,720 $123.7M
Massachusetts Financial Services Co. 0.03% Add +27.5% 3,031,497 $91.4M
First Trust Advisors LP 0.05% Add +44.4% 2,958,357 $88.7M
State Street Corp. 0.00% Add +2.7% 2,933,479 $87.9M
Dimensional Fund Advisors LP 0.01% Add +6.5% 2,683,002 $80.4M
Geode Capital Management, LLC 0.00% Add +2.6% 2,585,227 $77.5M
Arrowstreet Capital, Limited Partnership 0.03% Add +226.2% 2,018,528 $60.5M
Lynrock Lake LP 8.49% New 1,782,640 $53.4M
Invesco Ltd. 0.00% Add +51.6% 1,594,388 $47.8M
Thrivent Financial for Lutherans 0.08% Reduce -0.5% 1,505,739 $45.1M
T. Rowe Price Associates Inc. 0.00% Add +53.6% 1,444,522 $43.3M
Copeland Capital Management, LLC 0.87% Add +25.2% 1,406,961 $42.2M
Boston Partners 0.04% Reduce -7.5% 1,347,755 $40.4M
Morgan Stanley 0.00% Add +46.4% 1,171,814 $35.1M
JPMorgan Chase & Co. 0.00% Add +22.0% 1,113,949 $34.1M
Capital Impact Advisors, LLC 1.90% Add +800.6% 1,133,361 $34.0M
Federated Hermes, Inc. 0.05% Add +237.6% 1,130,567 $33.9M
Jacobs Levy Equity Management, Inc. 0.12% Reduce -24.4% 1,117,570 $33.5M
Allspring Global Investments Holdings, LLC 0.05% Add +32.3% 1,076,830 $33.5M
Millennium Management 0.02% Add +268.6% 1,115,987 $33.4M
Fuller & Thaler Asset Management, Inc. 0.09% Add +3.7% 1,109,158 $33.2M
Fisher Asset Management 0.01% Reduce -0.8% 1,099,069 $32.9M
Goldman Sachs Group Inc. 0.00% Reduce -3.4% 954,210 $28.6M
Wellington Management Group LLP 0.00% Reduce -64.7% 950,495 $28.5M
Northern Trust Corp. 0.00% Reduce -8.8% 935,823 $28.0M
Russell Investments Group, Ltd. 0.02% Reduce -17.9% 879,949 $26.4M
Ranger Investment Management, L.P. 1.66% Reduce -17.1% 873,139 $26.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.8% 848,744 $25.4M
Pacer Advisors, Inc. 0.07% Add +143.3% 842,480 $25.2M
Crawford Investment Counsel Inc. 0.39% Add +33.7% 775,875 $23.3M
Norges Bank 0.00% — 772,513 $23.2M
Los Angeles Capital Management LLC 0.08% Add +8.7% 761,229 $22.8M
Two Sigma Investments, LP 0.02% Add +1504.6% 693,835 $20.8M
Ameriprise Financial Inc. 0.00% Add +8.8% 699,929 $20.7M
Fiera Capital Corp 0.07% Reduce -42.6% 657,650 $19.7M
Bank of New York Mellon Corp 0.00% Reduce -15.5% 646,700 $19.4M
Bank of America Corp. 0.00% Reduce -3.1% 608,330 $18.2M
Envestnet Asset Management Inc. 0.00% Add +34.8% 601,330 $18.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +4.9% 598,223 $17.9M
Raymond James Financial Inc. 0.00% Add +10.8% 597,327 $17.9M
Vanguard Fiduciary Trust Co. 0.00% Add +0.3% 575,471 $17.2M
Renaissance Group LLC 0.69% Add +11.9% 567,729 $17.0M
Qube Research & Technologies Ltd 0.02% Add +963.7% 559,898 $16.8M
HERALD INVESTMENT MANAGEMENT Ltd 2.25% Reduce -19.3% 554,450 $16.6M
Gotham Asset Management 0.04% Reduce -6.3% 548,434 $16.4M
Sei Investments Co. 0.01% Reduce -51.2% 513,129 $15.4M
American Century Companies Inc. 0.01% Reduce -59.2% 494,389 $14.8M
UBS Group AG 0.00% Reduce -63.6% 466,933 $14.0M
CANADA LIFE ASSURANCE Co 0.02% Add +4.8% 435,712 $13.0M
Royal Bank of Canada 0.00% Add +9.5% 418,099 $12.5M
Wedbush Fund Advisers, LLC 1.05% Add +45.3% 394,797 $11.8M
Point72 Asset Management 0.02% Add +22.3% 370,188 $11.1M
Mackenzie Financial Corp. 0.01% Add +41.7% 367,294 $11.0M
Canada Pension Plan Investment Board 0.01% Reduce -47.5% 350,500 $10.5M
Acadian Asset Management LLC 0.01% Add +130.7% 324,852 $9.7M
Adage Capital Partners Gp, L.L.C. 0.01% Reduce -40.0% 300,000 $9.0M
Franklin Resources Inc. 0.00% Reduce -19.2% 298,334 $8.9M
Wells Fargo & Company 0.00% Add +14.6% 291,984 $8.8M
Armistice Capital, LLC 0.23% Add +30.4% 274,359 $8.2M
Luxor Capital Group, LP 0.85% Add +4.3% 256,513 $7.7M
Deutsche Bank AG 0.00% Reduce -30.6% 252,410 $7.6M
New York State Common Retirement Fund 0.01% Reduce -6.0% 250,508 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -11.0% 244,905 $7.3M
OP Asset Management Ltd 0.08% Add +118.1% 242,772 $7.3M
Victory Capital Management Inc. 0.00% Add +18.0% 242,126 $7.3M
Rhumbline Advisers 0.01% Reduce -1.5% 233,887 $7.0M
Trexquant Investment LP 0.04% Reduce -32.9% 223,682 $6.7M
Nomura Asset Management International Inc. 0.01% Add +91.3% 218,979 $6.6M
Y-Intercept (Hong Kong) Ltd 0.13% Add +1397.3% 211,348 $6.3M
Freestone Grove Partners LP 0.04% Reduce -48.3% 209,089 $6.3M
Principal Financial Group Inc. 0.00% Add +0.1% 204,635 $6.1M
Axq Capital, LP 0.64% New 197,535 $5.9M
Alliancebernstein L.P. 0.00% Reduce -30.3% 121,509 $5.2M
Marshall Wace, LLP 0.00% Add +1904.4% 171,396 $5.1M
Mawer Investment Management Ltd. 0.03% New 170,958 $5.1M
Swiss National Bank 0.00% Reduce -8.1% 169,600 $5.1M
Bridgewater Associates 0.02% Reduce -4.3% 169,146 $5.1M
Baird Financial Group, Inc. 0.01% New 167,055 $5.0M
Nordea Investment Management AB 0.00% Add +0.2% 166,170 $4.9M
State of Wisconsin Investment Board 0.01% Reduce -19.2% 162,545 $4.9M
Vest Financial, LLC 0.05% Add +50.8% 160,451 $4.8M
Barclays PLC 0.00% Add +15.0% 148,210 $4.4M
D. E. Shaw & Co. 0.00% New 144,614 $4.3M
Nuveen, LLC 0.00% Reduce -4.3% 143,151 $4.3M
Quantinno Capital Management LP 0.01% Reduce -70.3% 140,661 $4.2M
Pier Capital, LLC 0.54% New 137,080 $4.1M
Macquarie Group Ltd. 0.02% New 134,423 $4.0M
Capital Fund Management S.A. 0.03% Reduce -23.8% 134,261 $4.0M
JB Capital LLC 0.13% Add +14.6% 128,651 $3.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +21.4% 123,020 $3.7M
Illinois Municipal Retirement Fund 0.04% Add +33.1% 121,766 $3.6M
Lazard Asset Management LLC 0.01% Reduce -1.0% 115,900 $3.5M
Vident Advisory, LLC 0.03% Add +11.3% 115,610 $3.5M
Legal & General Group Plc 0.00% Reduce -3.7% 114,341 $3.4M
Schonfeld Strategic Advisors LLC 0.02% Add +868.1% 112,354 $3.4M
Vestcor Inc 0.08% Add +88.7% 108,535 $3.3M
BNP Paribas Financial Markets 0.00% Reduce -49.5% 107,201 $3.2M

"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.

Show all 436 holders