PegasystemsPEGA
13F holders, Q2 2024 (June 30)280holders +14
53new positions
39sold out
10famous investors
$60.52avg. 13F price*
At the end of Q2 2024, 280 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 14 from Q1 2024. 53 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($330.5M), Bares Capital Management, Inc. ($329.8M) and Capital Research Global Investors ($184.4M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $108.4M |
| Exits | 39 | $94.4M |
All 13F filers, Q1 2024 → Q2 2024: 5,807,096 shares bought and 5,261,039 shares sold, net +546,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Vanguard Group Inc. | 0.01% | Add +1.7% | 5,460,632 | $330.5M |
| Bares Capital Management, Inc. | 15.86% | Reduce -2.3% | 5,447,866 | $329.8M |
| Capital Research Global Investors | 0.04% | Reduce -15.4% | 3,046,646 | $184.4M |
| BlackRock Inc. | 0.00% | Add +3.3% | 2,692,329 | $163.0M |
| TPG GP A, LLC | 2.38% | Reduce -10.5% | 2,522,349 | $152.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.18% | — | 1,216,117 | $73.6M |
| Pacer Advisors, Inc. | 0.16% | New | 1,122,882 | $68.0M |
| State Street Corp. | 0.00% | Add +3.3% | 888,073 | $53.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 793,381 | $48.0M |
| Luxor Capital Group, LP | 6.72% | Add +7.9% | 683,939 | $41.4M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Add +26.8% | 682,871 | $41.3M |
| Federated Hermes, Inc. | 0.09% | Reduce -12.2% | 633,407 | $38.3M |
| Woodline Partners LP | 0.36% | Add +86.7% | 622,356 | $37.7M |
| AQR Capital Management | 0.05% | Add +104.5% | 554,777 | $33.4M |
| First Trust Advisors LP | 0.03% | Add +78.9% | 548,123 | $33.2M |
| Acadian Asset Management LLC | 0.10% | Add +6.9% | 533,948 | $32.3M |
| Ranger Investment Management, L.P. | 2.20% | Reduce -1.3% | 533,507 | $32.3M |
| Norges Bank | 0.00% | Add +8.6% | 520,111 | $31.5M |
| Fisher Asset Management | 0.01% | Add +0.7% | 481,296 | $29.1M |
| Millennium Management | 0.02% | Add +31.9% | 475,610 | $28.8M |
| Harber Asset Management LLC | 7.68% | Add +11.3% | 471,188 | $28.5M |
| Scopia Capital Management LP | 3.57% | Add +64.0% | 398,122 | $24.1M |
| FMR LLC | 0.00% | Add +117.1% | 396,348 | $24.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +266.8% | 390,580 | $23.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +41.9% | 376,809 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Add +72.5% | 361,982 | $21.9M |
| Walleye Capital LLC | 0.24% | Add +15.5% | 351,516 | $21.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 3.44% | No change | 347,500 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.9% | 311,322 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.8% | 299,342 | $18.1M |
| Allianz Asset Management GmbH | 0.03% | Add +93.8% | 298,885 | $18.1M |
| Morgan Stanley | 0.00% | Reduce -27.0% | 283,475 | $17.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.4% | 267,525 | $16.2M |
| Boston Partners | 0.02% | Reduce -4.1% | 230,355 | $13.9M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 221,958 | $13.4M |
| D. E. Shaw & Co. | 0.02% | Add +243.8% | 203,170 | $12.3M |
| Trexquant Investment LP | 0.19% | Add +159.5% | 200,845 | $12.2M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -41.9% | 190,033 | $11.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.6% | 186,897 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Add +46.5% | 183,746 | $11.1M |
| Cubist Systematic Strategies, LLC | 0.19% | Reduce -25.8% | 179,238 | $10.8M |
| Citadel Advisors | 0.01% | Add +323.8% | 167,395 | $10.1M |
| Gotham Asset Management | 0.13% | Add +85.0% | 161,721 | $9.8M |
| Tudor Investment Corporation | 0.10% | Add +240.5% | 150,490 | $9.1M |
| Panagora Asset Management Inc. | 0.04% | New | 125,547 | $7.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -10.4% | 115,840 | $7.0M |
| Jupiter Asset Management Ltd. | 0.07% | Add +7.5% | 114,386 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +116.7% | 109,701 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -45.8% | 109,481 | $6.6M |
| Renaissance Technologies | 0.01% | Add +4.5% | 107,824 | $6.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -0.6% | 104,501 | $6.3M |
| Prudential Financial Inc. | 0.01% | Add +127.2% | 104,132 | $6.3M |
| Mackenzie Financial Corp. | 0.01% | Add +124.7% | 97,427 | $5.9M |
| FIL Ltd | 0.01% | Add +9.6% | 93,284 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +58.2% | 91,598 | $5.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -26.1% | 88,741 | $5.4M |
| Sei Investments Co. | 0.01% | Reduce -22.8% | 85,661 | $5.2M |
| Nordea Investment Management AB | 0.01% | New | 85,207 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 83,799 | $5.1M |
| Swiss National Bank | 0.00% | No change | 82,500 | $5.0M |
| Prelude Capital Management, LLC | 0.42% | Add +84.3% | 82,087 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +30.2% | 70,371 | $4.3M |
| Crestline Management, L.P. | 0.33% | Reduce -40.3% | 69,850 | $4.2M |
| Boothbay Fund Management, LLC | 0.14% | Add +142.1% | 67,869 | $4.1M |
| Barclays PLC | 0.00% | Reduce -26.0% | 67,154 | $4.1M |
| Edgestream Partners, L.P. | 0.19% | Add +254.1% | 63,607 | $3.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -86.9% | 60,603 | $3.7M |
| Victory Capital Management Inc. | 0.00% | Add +82.0% | 59,841 | $3.6M |
| Jump Financial, LLC | 0.07% | Add +187.8% | 59,570 | $3.6M |
| Burgundy Asset Management Ltd. | 0.04% | New | 58,896 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Add +0.1% | 58,179 | $3.5M |
| Twin Tree Management, LP | 0.10% | Reduce -54.7% | 57,824 | $3.5M |
| CenterBook Partners LP | 0.22% | Add +6.7% | 57,543 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.1% | 55,719 | $3.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -41.6% | 53,365 | $3.2M |
| Man Group plc | 0.01% | Reduce -47.5% | 52,107 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +2.1% | 52,022 | $3.1M |
| Crawford Investment Counsel Inc. | 0.06% | Add +8.2% | 49,784 | $3.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Add +2.7% | 50,021 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +26.4% | 48,920 | $3.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -5.9% | 46,620 | $2.8M |
| Invesco Ltd. | 0.00% | Add +11.8% | 46,500 | $2.8M |
| Marshall Wace, LLP | 0.00% | Reduce -53.7% | 44,214 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +3.7% | 44,001 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +38.9% | 43,790 | $2.7M |
| Ironwood Investment Management LLC | 1.34% | Add +0.3% | 41,433 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 41,148 | $2.5M |
| Algert Global LLC | 0.08% | Reduce -69.8% | 41,077 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +48.8% | 40,604 | $2.5M |
| ClariVest Asset Management LLC | 0.24% | Reduce -0.6% | 39,346 | $2.4M |
| Martingale Asset Management L P | 0.05% | Reduce -0.5% | 38,582 | $2.3M |
| Quadrature Capital Ltd | 0.04% | Reduce -41.6% | 36,008 | $2.2M |
| SG Americas Securities, LLC | 0.01% | New | 35,501 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.2% | 34,290 | $2.1M |
| Icon Advisers Inc. | 0.48% | No change | 35,000 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +23.0% | 33,085 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +10.5% | 32,837 | $2.0M |
| AXA S.A. | 0.01% | New | 31,880 | $1.9M |
| UBS Group AG | 0.00% | Reduce -16.0% | 31,543 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.0% | 31,300 | $1.9M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.