PegasystemsPEGA
13F holders, Q1 2025 (March 31)328holders +7
80new positions
71sold out
7famous investors
$69.47avg. 13F price*
At the end of Q1 2025, 328 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 7 from Q4 2024. 80 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($383.8M), BlackRock, Inc. ($183.4M) and Massachusetts Financial Services Co. ($151.1M). 7 famous investors held it, including Joel Greenblatt (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $304.8M |
| Exits | 71 | $100.0M |
All 13F filers, Q4 2024 → Q1 2025: 9,284,180 shares bought and 7,104,917 shares sold, net +2,179,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 328 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.7% | 5,520,417 | $383.8M |
| BlackRock, Inc. | 0.00% | Reduce -10.8% | 2,638,238 | $183.4M |
| Massachusetts Financial Services Co. | 0.05% | New | 2,174,179 | $151.1M |
| TPG GP A, LLC | 2.84% | Add +4.3% | 2,022,733 | $140.6M |
| Bares Capital Management, Inc. | 16.37% | Reduce -15.2% | 2,005,990 | $139.5M |
| Capital Research Global Investors | 0.03% | Reduce -35.5% | 1,986,580 | $138.1M |
| Invesco Ltd. | 0.02% | Reduce -22.9% | 1,823,783 | $126.8M |
| AQR Capital Management | 0.08% | Add +60.1% | 1,200,819 | $81.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.16% | Reduce -3.2% | 1,086,825 | $75.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +19.4% | 1,027,504 | $71.4M |
| Thrivent Financial for Lutherans | 0.16% | Add +43.9% | 1,027,292 | $71.4M |
| Jacobs Levy Equity Management, Inc. | 0.27% | New | 981,433 | $68.2M |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 871,867 | $60.6M |
| State Street Corp. | 0.00% | Reduce -4.7% | 818,302 | $56.9M |
| Wellington Management Group LLP | 0.01% | Add +6.2% | 785,516 | $54.6M |
| Franklin Resources Inc. | 0.02% | Add +11.6% | 784,136 | $54.5M |
| Ranger Investment Management, L.P. | 3.17% | Reduce -8.7% | 637,605 | $44.3M |
| Shannon River Fund Management LLC | 11.51% | Reduce -20.5% | 634,751 | $44.1M |
| Fisher Asset Management | 0.02% | Reduce -2.5% | 621,783 | $43.2M |
| Norges Bank | 0.01% | Add +29.6% | 616,650 | $42.9M |
| Teacher Retirement System of Texas | 0.17% | Add +275.3% | 603,183 | $41.9M |
| Squarepoint Ops LLC | 0.10% | Add +561.6% | 568,020 | $39.5M |
| UBS Group AG | 0.01% | Add +548.5% | 502,027 | $34.9M |
| First Trust Advisors LP | 0.03% | Reduce -12.2% | 426,178 | $29.6M |
| Raymond James Financial Inc. | 0.01% | Add +33.6% | 396,100 | $27.5M |
| Russell Investments Group, Ltd. | 0.04% | Add +104.3% | 387,966 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +57.3% | 382,688 | $26.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 4.58% | Add +1.2% | 351,800 | $24.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 343,220 | $23.9M |
| Acadian Asset Management LLC | 0.07% | Reduce -51.6% | 331,331 | $23.0M |
| Crawford Investment Counsel Inc. | 0.39% | Add +3.3% | 313,217 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -16.9% | 312,460 | $21.7M |
| Broad Bay Capital Management, LP | 3.24% | New | 309,730 | $21.5M |
| Susquehanna International Group, LLP | 0.03% | Add +92.3% | 302,323 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.4% | 288,158 | $20.0M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 274,130 | $19.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +23.5% | 270,510 | $18.8M |
| Fiera Capital Corp | 0.07% | New | 269,199 | $18.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +117.4% | 250,000 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 248,168 | $17.3M |
| Gotham Asset Management | 0.14% | Add +25.8% | 242,844 | $16.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -43.5% | 229,952 | $16.0M |
| Bank of America Corp. | 0.00% | Add +81.4% | 206,897 | $14.4M |
| Harber Asset Management LLC | 5.17% | Add +26.8% | 206,247 | $14.3M |
| Oberweis Asset Management Inc./ | 0.68% | Add +34.3% | 195,400 | $13.6M |
| Luxor Capital Group, LP | 1.74% | Reduce -50.8% | 194,874 | $13.5M |
| Federated Hermes, Inc. | 0.03% | Reduce -14.6% | 186,003 | $12.9M |
| New York State Common Retirement Fund | 0.02% | Add +32.8% | 183,250 | $12.7M |
| Mackenzie Financial Corp. | 0.02% | Add +87.6% | 173,609 | $12.1M |
| Summit Creek Advisors LLC | 1.73% | Add +39.0% | 170,688 | $11.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -13.5% | 170,190 | $11.8M |
| MetLife Investment Management, LLC | 0.06% | Add +6077.8% | 169,704 | $11.8M |
| Westwood Holdings Group Inc. | 0.09% | Add +1.1% | 168,538 | $11.7M |
| Sei Investments Co. | 0.01% | Add +5.4% | 167,762 | $11.7M |
| Nuveen, LLC | 0.00% | — | 162,243 | $11.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -10.7% | 158,951 | $11.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.9% | 155,783 | $10.8M |
| Penn Capital Management Company, LLC | 1.05% | Add +9.3% | 154,684 | $10.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -68.0% | 149,821 | $10.4M |
| Trexquant Investment LP | 0.12% | Add +25.4% | 145,872 | $10.1M |
| Kornitzer Capital Management Inc. | 0.17% | Add +16.5% | 119,670 | $8.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -42.4% | 113,181 | $7.9M |
| Two Sigma Investments, LP | 0.02% | Add +633.4% | 113,110 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +631.1% | 109,948 | $7.6M |
| Pinebridge Investments, L.P. | 0.06% | New | 108,824 | $7.6M |
| Castleark Management LLC | 0.26% | Add +13.6% | 108,650 | $7.6M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -53.1% | 106,715 | $7.4M |
| Panagora Asset Management Inc. | 0.04% | Reduce -1.3% | 105,029 | $7.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -5.7% | 101,567 | $7.1M |
| FIL Ltd | 0.01% | Reduce -1.9% | 97,010 | $6.7M |
| Nordea Investment Management AB | 0.01% | Add +10.2% | 97,597 | $6.6M |
| State of Wisconsin Investment Board | 0.02% | Add +6.4% | 93,162 | $6.5M |
| American Century Companies Inc. | 0.00% | Reduce -22.7% | 92,502 | $6.4M |
| Swiss National Bank | 0.00% | Add +8.8% | 91,400 | $6.4M |
| Martingale Asset Management L P | 0.16% | Add +5.0% | 89,639 | $6.2M |
| Victory Capital Management Inc. | 0.01% | Add +48.6% | 89,627 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 86,565 | $6.0M |
| FMR LLC | 0.00% | Reduce -32.3% | 81,660 | $5.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | New | 81,470 | $5.7M |
| Citigroup Inc. | 0.00% | Add +594.0% | 76,910 | $5.3M |
| SummitTX Capital, L.P. | 0.22% | — | 72,036 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +108.2% | 69,600 | $4.8M |
| Quantinno Capital Management LP | 0.03% | Add +55.7% | 62,130 | $4.3M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +31.9% | 58,008 | $4.0M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Reduce -18.0% | 57,223 | $4.0M |
| Barclays PLC | 0.00% | Add +27.5% | 56,367 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 54,048 | $3.8M |
| Capital Fund Management S.A. | 0.05% | Add +191.7% | 52,062 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +14.2% | 51,823 | $3.6M |
| Ieq Capital, LLC | 0.03% | Add +13.2% | 48,830 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -52.2% | 47,904 | $3.3M |
| 1492 Capital Management LLC | 1.77% | Add +98.2% | 47,111 | $3.3M |
| Cwm, LLC | 0.01% | Add +33.0% | 46,957 | $3.3M |
| Abacus FCF Advisors LLC | 0.51% | Add +107.0% | 46,299 | $3.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.0% | 46,150 | $3.2M |
| California State Teachers Retirement System | 0.00% | Add +9.7% | 43,975 | $3.1M |
| Foundry Partners, LLC | 0.16% | Add +1.4% | 42,555 | $3.0M |
| Essex Investment Management Co. LLC | 0.61% | Reduce -8.8% | 41,847 | $2.9M |
| Ironwood Investment Management LLC | 1.56% | Reduce -0.8% | 41,230 | $2.9M |
| Vontobel Holding Ltd. | 0.01% | Add +8.7% | 41,076 | $2.9M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.