PegasystemsPEGA

13F holders, Q1 2024 (March 31)
266holders
10famous investors
$64.28avg. 13F price*

At the end of Q1 2024, 266 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings. The largest holders were Bares Capital Management, Inc. ($360.5M), Vanguard Group Inc. ($347.1M) and Capital Research Global Investors ($232.9M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital 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 2024

InstitutionsTotal Value
New Positions52$103.6M
Exits24$10.9M

Ownership 266 holders

Bares Capital Management, Inc. 14.31% Reduce -4.9% 5,576,826 $360.5M
Vanguard Group Inc. 0.01% Add +4.9% 5,369,237 $347.1M
Capital Research Global Investors 0.05% Reduce -17.5% 3,602,856 $232.9M
TPG GP A, LLC 3.49% Reduce -14.4% 2,819,653 $182.3M
BlackRock Inc. 0.00% Add +5.9% 2,606,630 $168.5M
Cadian Capital Management, LP 2.02% Reduce -40.5% 880,000 $56.9M
State Street Corp. 0.00% Add +3.4% 859,977 $55.6M
Geode Capital Management, LLC 0.00% Add +3.3% 750,128 $48.5M
Federated Hermes, Inc. 0.11% Reduce -8.6% 720,990 $46.6M
Luxor Capital Group, LP 6.28% Reduce -49.9% 634,078 $41.0M
Ranger Investment Management, L.P. 2.25% Reduce -13.6% 540,412 $34.9M
Fuller & Thaler Asset Management, Inc. 0.15% New 538,370 $34.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -24.5% 714,409 $33.0M
Acadian Asset Management LLC 0.11% Add +77.8% 499,532 $32.3M
Norges Bank 0.00% Add +2.7% 479,020 $31.0M
Fisher Asset Management 0.01% Reduce -0.8% 477,791 $30.9M
Arrowstreet Capital, Limited Partnership 0.03% Add +165.3% 463,874 $30.0M
Harber Asset Management LLC 6.72% Add +1.8% 423,249 $27.4M
Morgan Stanley 0.00% Add +11.0% 388,281 $25.1M
Millennium Management 0.02% Add +30.3% 360,436 $23.3M
HERALD INVESTMENT MANAGEMENT Ltd 3.64% Add +6.4% 347,500 $22.5M
Woodline Partners LP 0.20% Reduce -19.8% 333,354 $21.5M
Los Angeles Capital Management LLC 0.07% Add +0.6% 327,107 $21.1M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 323,842 $20.9M
First Trust Advisors LP 0.02% Add +82.2% 306,346 $19.8M
Walleye Capital LLC 0.23% Add +2961.0% 304,382 $19.7M
AQR Capital Management 0.03% Add +24.2% 271,269 $17.5M
Qube Research & Technologies Ltd 0.03% Add +33.7% 265,476 $17.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -6.0% 256,254 $16.6M
Scopia Capital Management LP 2.01% Reduce -14.3% 242,741 $15.7M
Cubist Systematic Strategies, LLC 0.18% Add +3.9% 241,632 $15.6M
Boston Partners 0.02% Reduce -2.1% 240,205 $15.4M
Northern Trust Corp. 0.00% Reduce -1.2% 214,574 $13.9M
Bank of New York Mellon Corp 0.00% Add +1.4% 209,906 $13.6M
Bank of America Corp. 0.00% Add +107.8% 202,011 $13.1M
Nuveen Asset Management, LLC 0.00% Add +79.9% 188,103 $12.2M
Goldman Sachs Group Inc. 0.00% Reduce -17.8% 186,177 $12.0M
FMR LLC 0.00% Add +262.6% 182,567 $11.8M
Allianz Asset Management GmbH 0.02% Add +451.7% 154,193 $10.0M
Algert Global LLC 0.34% Add +364.1% 135,942 $8.8M
T. Rowe Price Associates Inc. 0.00% Add +309.5% 130,281 $8.4M
Squarepoint Ops LLC 0.03% Reduce -0.0% 129,325 $8.4M
Twin Tree Management, LP 0.19% New 127,660 $8.3M
JPMorgan Chase & Co. 0.00% Add +43.6% 125,394 $8.1M
Bessemer Group Inc. 0.01% No change 123,320 $8.0M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Add +37.5% 120,088 $7.8M
Crestline Management, L.P. 0.72% Add +154.4% 117,043 $7.6M
Deutsche Bank AG 0.00% Add +8.5% 116,049 $7.5M
Sei Investments Co. 0.01% Reduce -15.5% 110,934 $7.2M
Dimensional Fund Advisors LP 0.00% New 106,485 $6.9M
Jupiter Asset Management Ltd. 0.07% Add +95.6% 106,416 $6.9M
Lazard Asset Management LLC 0.01% Add +620.5% 105,087 $6.8M
Renaissance Technologies 0.01% Add +131.3% 103,224 $6.7M
Susquehanna International Group, LLP 0.01% Add +1005.5% 101,296 $6.5M
Royal Bank of Canada 0.00% Reduce -8.3% 99,330 $6.4M
Man Group plc 0.02% Add +5.5% 99,253 $6.4M
Natixis 0.03% Add +200.1% 97,093 $6.3M
Marshall Wace, LLP 0.01% New 95,574 $6.2M
Russell Investments Group, Ltd. 0.01% Add +26.3% 91,334 $5.9M
Ameriprise Financial Inc. 0.00% Reduce -0.1% 91,544 $5.9M
Barclays PLC 0.00% Add +233.2% 90,721 $5.9M
Gotham Asset Management 0.09% Add +48.1% 87,414 $5.7M
FIL Ltd 0.01% Reduce -79.3% 85,083 $5.5M
Swiss National Bank 0.00% Add +0.5% 82,500 $5.3M
Trexquant Investment LP 0.10% Add +2.8% 77,406 $5.0M
Schroder Investment Management Group 0.01% New 66,372 $4.3M
Credit Suisse AG/ 0.00% Add +2.6% 64,618 $4.2M
Danske Bank A/S 0.01% — 64,025 $4.1M
Quadrature Capital Ltd 0.07% Add +770.5% 61,702 $4.0M
Global IMC LLC 0.90% New 60,095 $3.9M
D. E. Shaw & Co. 0.01% Add +94.1% 59,103 $3.8M
Vontobel Holding Ltd. 0.03% Add +4.7% 58,125 $3.8M
Franklin Resources Inc. 0.00% New 57,907 $3.7M
Informed Momentum Co LLC 0.56% New 56,038 $3.6M
American Century Companies Inc. 0.00% New 54,053 $3.5M
CenterBook Partners LP 0.24% Reduce -18.0% 53,955 $3.5M
Two Sigma Investments, LP 0.01% Reduce -23.3% 53,790 $3.5M
Bank of Nova Scotia 0.01% Add +137.0% 52,219 $3.4M
Rhumbline Advisers 0.00% Reduce -7.0% 50,935 $3.3M
Macquarie Group Ltd. 0.00% No change 50,662 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.6% 50,619 $3.3M
Harel Insurance Investments & Financial Services Ltd. 0.06% New 48,698 $3.1M
Holocene Advisors, LP 0.01% New 47,356 $3.1M
Crawford Investment Counsel Inc. 0.06% New 46,030 $3.0M
Prudential Financial Inc. 0.00% Add +604.9% 45,832 $3.0M
Prelude Capital Management, LLC 0.20% Reduce -26.2% 44,527 $2.9M
Tudor Investment Corporation 0.04% Add +18.6% 44,201 $2.9M
Mackenzie Financial Corp. 0.00% Add +5.2% 43,369 $2.8M
Legal & General Group Plc 0.00% Add +6.5% 42,438 $2.7M
State of New Jersey Common Pension Fund D 0.01% Reduce -14.5% 42,295 $2.7M
California State Teachers Retirement System 0.00% Reduce -4.8% 41,909 $2.7M
Invesco Ltd. 0.00% Reduce -6.7% 41,585 $2.7M
Citigroup Inc. 0.00% Add +17.0% 41,322 $2.7M
Ironwood Investment Management LLC 1.30% Reduce -2.8% 41,309 $2.7M
National Bank of Canada 0.00% New 42,300 $2.6M
ClariVest Asset Management LLC 0.27% Add +113.2% 39,569 $2.6M
Citadel Advisors 0.00% Reduce -87.5% 39,496 $2.6M
Martingale Asset Management L P 0.05% Add +25.4% 38,783 $2.5M
Alliancebernstein L.P. 0.00% Reduce -11.6% 38,704 $2.5M
UBS Group AG 0.00% Reduce -14.4% 37,548 $2.4M

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

Show all 266 holders