PegasystemsPEGA
13F holders, Q4 2024 (December 31)321holders +20
53new positions
42sold out
9famous investors
$93.20avg. 13F price*
At the end of Q4 2024, 321 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 20 from Q3 2024. 53 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($539.8M), Capital Research Global Investors ($287.0M) and BlackRock, Inc. ($275.5M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $149.8M |
| Exits | 42 | $122.7M |
All 13F filers, Q3 2024 → Q4 2024: 6,830,692 shares bought and 5,677,766 shares sold, net +1,152,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.9% | 5,791,681 | $539.8M |
| Capital Research Global Investors | 0.06% | No change | 3,078,917 | $287.0M |
| BlackRock, Inc. | 0.01% | Add +1.6% | 2,956,170 | $275.5M |
| Bares Capital Management, Inc. | 19.84% | Reduce -10.9% | 2,364,949 | $220.4M |
| Invesco Ltd. | 0.04% | Add +189.0% | 2,364,242 | $220.3M |
| TPG GP A, LLC | 2.92% | Reduce -16.7% | 1,939,888 | $180.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Reduce -0.2% | 1,123,153 | $104.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +23.7% | 860,361 | $80.2M |
| State Street Corp. | 0.00% | Reduce -1.9% | 858,429 | $80.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 825,762 | $77.0M |
| Fuller & Thaler Asset Management, Inc. | 0.29% | Add +0.6% | 807,671 | $75.3M |
| Shannon River Fund Management LLC | 13.15% | Add +1.3% | 798,356 | $74.4M |
| AQR Capital Management | 0.09% | Add +1.1% | 749,868 | $69.9M |
| Wellington Management Group LLP | 0.01% | Add +5411.2% | 739,606 | $68.9M |
| Thrivent Financial for Lutherans | 0.13% | New | 713,976 | $66.5M |
| Franklin Resources Inc. | 0.02% | Add +398.4% | 702,838 | $65.5M |
| Ranger Investment Management, L.P. | 4.11% | Reduce -8.9% | 697,990 | $65.1M |
| Acadian Asset Management LLC | 0.18% | Reduce -26.5% | 684,032 | $63.7M |
| Fisher Asset Management | 0.02% | Add +31.7% | 637,999 | $59.5M |
| First Trust Advisors LP | 0.04% | Add +21.2% | 485,463 | $45.2M |
| Norges Bank | 0.01% | Reduce -8.5% | 475,787 | $44.3M |
| Allianz Asset Management GmbH | 0.06% | Add +34.2% | 468,393 | $43.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +210.8% | 407,321 | $38.0M |
| Luxor Capital Group, LP | 4.83% | Add +16.6% | 396,413 | $36.9M |
| Morgan Stanley | 0.00% | Add +24.8% | 375,925 | $35.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.30% | No change | 347,500 | $32.4M |
| Bank of New York Mellon Corp | 0.01% | Add +12.7% | 323,735 | $30.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.5% | 311,298 | $29.0M |
| Crawford Investment Counsel Inc. | 0.51% | Reduce -4.1% | 303,300 | $28.3M |
| Raymond James Financial Inc. | 0.01% | — | 296,385 | $27.6M |
| Northern Trust Corp. | 0.00% | Add +15.8% | 258,974 | $24.1M |
| Millennium Management | 0.02% | Add +227.8% | 250,964 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 243,260 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.0% | 235,093 | $21.9M |
| Jupiter Asset Management Ltd. | 0.21% | Add +40.7% | 227,560 | $21.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.1% | 222,709 | $20.8M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -28.0% | 218,977 | $20.4M |
| Federated Hermes, Inc. | 0.04% | Reduce -58.1% | 217,662 | $20.3M |
| Citadel Advisors | 0.02% | Reduce -69.7% | 211,084 | $19.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -8.1% | 196,663 | $18.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +85.9% | 196,553 | $18.3M |
| Gotham Asset Management | 0.17% | Reduce -10.9% | 193,071 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +4.0% | 189,940 | $17.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +82.5% | 178,058 | $16.6M |
| Westwood Holdings Group Inc. | 0.12% | Reduce -11.3% | 166,630 | $15.5M |
| Harber Asset Management LLC | 4.59% | Reduce -44.1% | 162,635 | $15.2M |
| Teacher Retirement System of Texas | 0.05% | Add +259.1% | 160,721 | $15.0M |
| Sei Investments Co. | 0.02% | Reduce -23.4% | 159,174 | $14.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -38.0% | 157,174 | $14.6M |
| Mesirow Institutional Investment Management, Inc. | 1.06% | New | 148,081 | $13.8M |
| Oberweis Asset Management Inc./ | 0.64% | New | 145,500 | $13.6M |
| Penn Capital Management Company, LLC | 1.29% | Add +17.2% | 141,481 | $13.2M |
| New York State Common Retirement Fund | 0.02% | Add +48.8% | 137,966 | $12.9M |
| G2 Investment Partners Management LLC | 3.31% | Add +190.1% | 137,485 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +19.5% | 132,070 | $12.3M |
| Summit Creek Advisors LLC | 1.50% | Add +19.5% | 122,806 | $11.4M |
| FMR LLC | 0.00% | Reduce -65.3% | 120,531 | $11.2M |
| American Century Companies Inc. | 0.01% | Add +48.4% | 119,652 | $11.2M |
| Next Century Growth Investors LLC | 0.81% | New | 116,439 | $10.9M |
| Trexquant Investment LP | 0.13% | Add +143.9% | 116,308 | $10.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 115,000 | $10.7M |
| Bank of America Corp. | 0.00% | Reduce -27.1% | 114,049 | $10.6M |
| Lazard Asset Management LLC | 0.02% | Reduce -7.7% | 107,703 | $10.0M |
| Panagora Asset Management Inc. | 0.05% | Reduce -2.7% | 106,377 | $9.9M |
| Kornitzer Capital Management Inc. | 0.19% | Add +12.3% | 102,730 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 100,289 | $9.3M |
| FIL Ltd | 0.01% | Add +6.0% | 98,929 | $9.2M |
| Renaissance Technologies | 0.01% | Reduce -13.2% | 96,024 | $8.9M |
| Castleark Management LLC | 0.31% | Add +14.7% | 95,630 | $8.9M |
| Mackenzie Financial Corp. | 0.01% | Reduce -29.1% | 92,554 | $8.6M |
| Nordea Investment Management AB | 0.01% | Add +9.9% | 88,554 | $8.4M |
| State of Wisconsin Investment Board | 0.02% | Add +238.5% | 87,588 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -64.8% | 87,091 | $8.1M |
| Squarepoint Ops LLC | 0.02% | Reduce -49.3% | 85,851 | $8.0M |
| Martingale Asset Management L P | 0.19% | Add +54.7% | 85,344 | $8.0M |
| Swiss National Bank | 0.01% | Add +1.2% | 84,000 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +65.2% | 82,065 | $7.6M |
| UBS Group AG | 0.00% | Add +108.6% | 77,415 | $7.2M |
| Susquehanna Fundamental Investments, LLC | 0.11% | — | 69,797 | $6.5M |
| Crestline Management, L.P. | 0.22% | Add +0.7% | 68,523 | $6.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.1% | 60,315 | $5.6M |
| Marshall Wace, LLP | 0.01% | New | 55,136 | $5.1M |
| Rhumbline Advisers | 0.00% | Add +0.1% | 54,935 | $5.1M |
| Hodges Capital Management Inc. | 0.29% | Reduce -16.9% | 51,195 | $4.8M |
| Danske Bank A/S | 0.01% | Reduce -35.6% | 50,590 | $4.7M |
| Informed Momentum Co LLC | 0.66% | New | 50,125 | $4.7M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 46,620 | $4.3M |
| Essex Investment Management Co. LLC | 0.77% | Add +27.1% | 45,881 | $4.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 45,374 | $4.2M |
| Global IMC LLC | 0.76% | New | 45,301 | $4.2M |
| Barclays PLC | 0.00% | Reduce -15.7% | 44,219 | $4.1M |
| Crossmark Global Holdings, Inc. | 0.08% | Add +74.6% | 43,995 | $4.1M |
| Ieq Capital, LLC | 0.04% | Add +82.9% | 43,141 | $4.0M |
| Foundry Partners, LLC | 0.20% | Reduce -67.9% | 41,982 | $3.9M |
| Ironwood Investment Management LLC | 1.93% | Add +0.7% | 41,543 | $3.9M |
| Totem Point Management, LLC | 3.98% | Reduce -29.4% | 40,252 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 40,093 | $3.7M |
| Quantinno Capital Management LP | 0.04% | Reduce -23.9% | 39,899 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -25.7% | 37,787 | $3.5M |
| Cwm, LLC | 0.01% | Add +12.8% | 35,300 | $3.3M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.