PegasystemsPEGA
13F holders, Q3 2024 (September 30)301holders +21
65new positions
43sold out
8famous investors
$73.12avg. 13F price*
At the end of Q3 2024, 301 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 21 from Q2 2024. 65 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($435.9M), Capital Research Global Investors ($225.0M) and BlackRock, Inc. ($212.7M). 8 famous investors held it, including Joel Greenblatt (0.2% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $206.7M |
| Exits | 43 | $141.9M |
All 13F filers, Q2 2024 → Q3 2024: 8,303,908 shares bought and 8,366,280 shares sold, net −62,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Vanguard Group Inc. | 0.01% | Add +9.2% | 5,963,902 | $435.9M |
| Capital Research Global Investors | 0.05% | Add +1.1% | 3,078,917 | $225.0M |
| BlackRock, Inc. | 0.00% | — | 2,910,059 | $212.7M |
| Bares Capital Management, Inc. | 17.67% | Reduce -51.3% | 2,655,352 | $194.1M |
| TPG GP A, LLC | 2.90% | Reduce -7.7% | 2,328,248 | $170.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.19% | Reduce -7.5% | 1,125,042 | $82.2M |
| Acadian Asset Management LLC | 0.21% | Add +74.3% | 930,879 | $68.0M |
| State Street Corp. | 0.00% | Reduce -1.4% | 875,273 | $64.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 819,282 | $59.9M |
| Invesco Ltd. | 0.01% | Add +1659.1% | 817,961 | $59.8M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Add +17.6% | 802,682 | $58.7M |
| Shannon River Fund Management LLC | 8.71% | New | 788,367 | $57.6M |
| Ranger Investment Management, L.P. | 3.59% | Add +43.6% | 765,880 | $56.0M |
| AQR Capital Management | 0.07% | Add +33.8% | 742,003 | $54.1M |
| Citadel Advisors | 0.05% | Add +316.0% | 696,432 | $50.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +78.0% | 695,375 | $50.8M |
| Cadian Capital Management, LP | 2.05% | New | 546,506 | $39.9M |
| Norges Bank | 0.01% | No change | 520,111 | $38.0M |
| Federated Hermes, Inc. | 0.08% | Reduce -17.9% | 520,005 | $38.0M |
| Fisher Asset Management | 0.01% | Add +0.6% | 484,296 | $35.4M |
| First Trust Advisors LP | 0.03% | Reduce -26.9% | 400,639 | $29.3M |
| Allianz Asset Management GmbH | 0.04% | Add +16.8% | 348,954 | $25.5M |
| FMR LLC | 0.00% | Reduce -12.3% | 347,558 | $25.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 4.37% | No change | 347,500 | $25.4M |
| Luxor Capital Group, LP | 3.33% | Reduce -50.3% | 339,869 | $24.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.6% | 322,424 | $23.6M |
| Crawford Investment Counsel Inc. | 0.40% | Add +535.2% | 316,218 | $23.1M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -19.3% | 304,242 | $22.2M |
| Morgan Stanley | 0.00% | Add +6.2% | 301,169 | $22.0M |
| Harber Asset Management LLC | 6.42% | Reduce -38.3% | 290,787 | $21.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.6% | 287,356 | $21.0M |
| JPMorgan Chase & Co. | 0.00% | Add +43.9% | 264,370 | $19.3M |
| Susquehanna International Group, LLP | 0.03% | Add +639.3% | 253,493 | $18.5M |
| D. E. Shaw & Co. | 0.03% | Add +21.7% | 247,252 | $18.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +21.7% | 227,462 | $16.6M |
| Northern Trust Corp. | 0.00% | Add +0.7% | 223,546 | $16.3M |
| Gotham Asset Management | 0.16% | Add +34.0% | 216,632 | $15.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -20.0% | 214,065 | $15.6M |
| Sei Investments Co. | 0.02% | Add +142.7% | 207,890 | $15.2M |
| Boston Partners | 0.02% | Reduce -13.2% | 199,880 | $14.5M |
| Scopia Capital Management LP | 2.98% | Reduce -50.3% | 197,841 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.5% | 195,982 | $14.3M |
| Westwood Holdings Group Inc. | 0.11% | New | 187,872 | $13.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +242.1% | 182,578 | $13.3M |
| Tudor Investment Corporation | 0.14% | Add +17.6% | 176,950 | $12.9M |
| Eagle Asset Management Inc. | 0.07% | Add +440.5% | 147,350 | $12.8M |
| Squarepoint Ops LLC | 0.04% | Add +46.1% | 169,278 | $12.4M |
| Balyasny Asset Management L.P. | 0.03% | New | 164,243 | $12.0M |
| Jupiter Asset Management Ltd. | 0.10% | Add +41.4% | 161,747 | $11.8M |
| Bank of America Corp. | 0.00% | Add +42.9% | 156,451 | $11.4M |
| Burgundy Asset Management Ltd. | 0.11% | Add +149.5% | 146,941 | $10.7M |
| Franklin Resources Inc. | 0.00% | Add +54.0% | 141,031 | $10.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +386.2% | 131,048 | $9.6M |
| Foundry Partners, LLC | 0.47% | New | 130,891 | $9.6M |
| Mackenzie Financial Corp. | 0.01% | Add +34.0% | 130,604 | $9.5M |
| Penn Capital Management Company, LLC | 0.82% | New | 120,686 | $8.9M |
| Voya Investment Management LLC | 0.01% | Add +427.3% | 116,613 | $8.5M |
| Lazard Asset Management LLC | 0.01% | Add +11.6% | 116,631 | $8.5M |
| Renaissance Technologies | 0.01% | Add +2.6% | 110,624 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 110,535 | $8.1M |
| Panagora Asset Management Inc. | 0.04% | Reduce -12.9% | 109,334 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +74.4% | 105,709 | $7.7M |
| Summit Creek Advisors LLC | 1.02% | New | 102,735 | $7.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +709.1% | 97,563 | $7.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +9.2% | 96,911 | $7.1M |
| FIL Ltd | 0.01% | No change | 93,284 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Add +182.4% | 92,733 | $6.8M |
| Kornitzer Capital Management Inc. | 0.12% | New | 91,505 | $6.7M |
| HRT Financial LP | 0.03% | New | 89,333 | $6.5M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -54.6% | 86,305 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 83,836 | $6.1M |
| Castleark Management LLC | 0.25% | New | 83,410 | $6.1M |
| Swiss National Bank | 0.00% | Add +0.6% | 83,000 | $6.1M |
| American Century Companies Inc. | 0.00% | Add +14.6% | 80,654 | $5.9M |
| Nordea Investment Management AB | 0.01% | Reduce -5.4% | 80,607 | $5.9M |
| Danske Bank A/S | 0.02% | Add +303.5% | 78,530 | $5.7M |
| Millennium Management | 0.01% | Reduce -83.9% | 76,564 | $5.6M |
| Raymond James & Associates | 0.00% | Add +166.8% | 70,432 | $5.1M |
| Crestline Management, L.P. | 0.28% | Reduce -2.6% | 68,017 | $5.0M |
| Hodges Capital Management Inc. | 0.29% | New | 61,605 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +0.9% | 60,383 | $4.4M |
| Totem Point Management, LLC | 4.40% | New | 57,003 | $4.2M |
| Martingale Asset Management L P | 0.09% | Add +43.0% | 55,153 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +5.5% | 54,884 | $4.0M |
| Barclays PLC | 0.00% | Reduce -21.9% | 52,469 | $3.8M |
| Quantinno Capital Management LP | 0.05% | Add +74.3% | 52,442 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -12.6% | 50,867 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +1129.3% | 49,675 | $3.6M |
| Trexquant Investment LP | 0.04% | Reduce -76.3% | 47,685 | $3.5M |
| G2 Investment Partners Management LLC | 0.98% | New | 47,391 | $3.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 46,620 | $3.4M |
| Nebula Research & Development LLC | 0.40% | Add +63.3% | 45,847 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 45,416 | $3.3M |
| Teacher Retirement System of Texas | 0.02% | Add +10.2% | 44,759 | $3.3M |
| CenterBook Partners LP | 0.20% | Reduce -24.0% | 43,743 | $3.2M |
| Jump Financial, LLC | 0.07% | Reduce -27.7% | 43,093 | $3.1M |
| Prelude Capital Management, LLC | 0.24% | Reduce -48.4% | 42,353 | $3.1M |
| Ironwood Investment Management LLC | 1.47% | Reduce -0.4% | 41,257 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 40,392 | $3.0M |
| Gsa Capital Partners LLP | 0.22% | Add +136.7% | 40,066 | $2.9M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.