PegasystemsPEGA
13F holders, Q2 2025 (June 30)415holders +87
142new positions
55sold out
9famous investors
$54.12avg. 13F price*
At the end of Q2 2025, 415 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 87 from Q1 2025. 142 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($598.2M), BlackRock, Inc. ($490.1M) and Massachusetts Financial Services Co. ($219.2M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $246.5M |
| Exits | 55 | $234.6M |
All 13F filers, Q1 2025 → Q2 2025: 54,364,764 shares bought and 4,167,907 shares sold, net +50,196,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| Vanguard Group Inc. | 0.01% | Add +100.2% | 11,050,568 | $598.2M |
| BlackRock, Inc. | 0.01% | Add +243.2% | 9,054,520 | $490.1M |
| Massachusetts Financial Services Co. | 0.07% | Add +86.3% | 4,050,075 | $219.2M |
| AQR Capital Management | 0.18% | Add +236.2% | 4,037,552 | $217.6M |
| Capital Research Global Investors | 0.04% | Add +100.0% | 3,973,160 | $215.1M |
| Bares Capital Management, Inc. | 18.62% | Add +76.6% | 3,542,716 | $191.8M |
| State Street Corp. | 0.01% | Add +255.3% | 2,907,677 | $157.4M |
| Jacobs Levy Equity Management, Inc. | 0.54% | Add +161.3% | 2,564,459 | $138.8M |
| Invesco Ltd. | 0.02% | Add +34.0% | 2,444,661 | $132.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +122.6% | 2,286,889 | $123.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.23% | Add +101.3% | 2,187,558 | $118.4M |
| Thrivent Financial for Lutherans | 0.23% | Add +85.1% | 1,901,978 | $102.9M |
| Geode Capital Management, LLC | 0.01% | Add +104.1% | 1,779,093 | $96.3M |
| Morgan Stanley | 0.01% | Add +465.6% | 1,767,439 | $95.7M |
| Wellington Management Group LLP | 0.02% | Add +108.0% | 1,633,601 | $88.4M |
| Teacher Retirement System of Texas | 0.34% | Add +151.4% | 1,516,532 | $82.1M |
| UBS Group AG | 0.02% | Add +194.2% | 1,477,025 | $80.0M |
| Shannon River Fund Management LLC | 11.44% | Add +116.2% | 1,372,565 | $74.3M |
| Fisher Asset Management | 0.03% | Add +91.9% | 1,193,235 | $64.6M |
| Acadian Asset Management LLC | 0.13% | Add +253.4% | 1,171,012 | $63.4M |
| Franklin Resources Inc. | 0.02% | Add +48.5% | 1,164,063 | $63.0M |
| Ranger Investment Management, L.P. | 4.24% | Add +75.9% | 1,121,350 | $60.7M |
| North Peak Capital Management, LLC | 4.49% | New | 1,056,961 | $57.2M |
| Russell Investments Group, Ltd. | 0.07% | Add +161.2% | 1,013,522 | $54.8M |
| FMR LLC | 0.00% | Add +1086.3% | 968,715 | $52.4M |
| Bank of New York Mellon Corp | 0.01% | Add +169.3% | 924,458 | $50.0M |
| Northern Trust Corp. | 0.01% | Add +236.0% | 921,178 | $49.9M |
| Fiera Capital Corp | 0.16% | Add +218.4% | 857,265 | $46.4M |
| Raymond James Financial Inc. | 0.02% | Add +105.6% | 814,539 | $44.1M |
| Norges Bank | 0.01% | Add +28.8% | 794,160 | $43.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.65% | Add +100.0% | 703,600 | $38.1M |
| Gotham Asset Management | 0.21% | Add +173.3% | 663,749 | $35.9M |
| JPMorgan Chase & Co. | 0.00% | Add +64.1% | 627,843 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +99.3% | 574,195 | $31.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +123.0% | 553,375 | $30.0M |
| Crawford Investment Counsel Inc. | 0.51% | Add +72.2% | 539,470 | $29.2M |
| Bank of America Corp. | 0.00% | Add +152.1% | 521,539 | $28.2M |
| Squarepoint Ops LLC | 0.06% | Reduce -17.6% | 468,344 | $25.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +101.5% | 463,319 | $25.1M |
| Sei Investments Co. | 0.03% | Add +175.7% | 462,489 | $25.0M |
| Nuveen, LLC | 0.01% | Add +168.6% | 435,790 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +168.7% | 418,518 | $22.7M |
| Oberweis Asset Management Inc./ | 0.92% | Add +99.5% | 389,800 | $21.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +128.8% | 389,355 | $21.1M |
| New York State Common Retirement Fund | 0.03% | Add +111.5% | 387,584 | $21.0M |
| Westwood Holdings Group Inc. | 0.14% | Add +116.0% | 363,988 | $19.7M |
| American Century Companies Inc. | 0.01% | Add +274.9% | 346,795 | $18.8M |
| Summit Creek Advisors LLC | 2.47% | Add +91.8% | 327,410 | $17.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | New | 307,579 | $16.6M |
| First Trust Advisors LP | 0.01% | Reduce -29.8% | 299,102 | $16.2M |
| Lazard Asset Management LLC | 0.02% | Add +193.6% | 298,191 | $16.1M |
| Federated Hermes, Inc. | 0.03% | Add +56.9% | 291,785 | $15.8M |
| Citigroup Inc. | 0.01% | Add +262.8% | 279,041 | $15.1M |
| Luxor Capital Group, LP | 1.93% | Add +38.5% | 269,823 | $14.6M |
| Canada Pension Plan Investment Board | 0.01% | New | 254,700 | $13.8M |
| Trexquant Investment LP | 0.15% | Add +73.1% | 252,458 | $13.7M |
| Ieq Capital, LLC | 0.08% | Add +394.0% | 241,207 | $13.1M |
| Allianz Asset Management GmbH | 0.02% | Add +60.3% | 240,225 | $13.0M |
| Rhumbline Advisers | 0.01% | Add +342.4% | 239,135 | $12.9M |
| Pinebridge Investments, L.P. | 0.10% | Add +116.3% | 235,443 | $12.7M |
| Harber Asset Management LLC | 4.03% | Add +10.7% | 228,297 | $12.4M |
| Janus Henderson Group PLC | 0.01% | Add +1033.0% | 225,514 | $12.2M |
| Penn Capital Management Company, LLC | 1.04% | Add +43.2% | 221,577 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +143.4% | 210,684 | $11.4M |
| Principal Financial Group Inc. | 0.01% | Add +6550.8% | 201,784 | $10.9M |
| Quantinno Capital Management LP | 0.05% | Add +223.8% | 201,152 | $10.9M |
| Mackenzie Financial Corp. | 0.01% | Add +14.3% | 198,467 | $10.7M |
| Nordea Investment Management AB | 0.01% | Add +100.9% | 196,065 | $10.5M |
| FIL Ltd | 0.01% | Add +99.6% | 193,620 | $10.5M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | New | 183,182 | $9.9M |
| Swiss National Bank | 0.01% | Add +96.7% | 179,800 | $9.7M |
| Panagora Asset Management Inc. | 0.04% | Add +70.9% | 179,468 | $9.7M |
| State of Wisconsin Investment Board | 0.02% | Add +86.5% | 173,734 | $9.4M |
| Victory Capital Management Inc. | 0.01% | Add +89.6% | 169,926 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +544.8% | 169,542 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.3% | 168,624 | $9.1M |
| Bridgewater Associates | 0.04% | New | 164,560 | $8.9M |
| Martingale Asset Management L P | 0.22% | Add +81.6% | 162,745 | $8.8M |
| Empowered Funds, LLC | 0.10% | New | 157,157 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Add +518.6% | 151,456 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.1% | 155,650 | $8.2M |
| Legal & General Group Plc | 0.00% | Add +189.7% | 150,151 | $8.1M |
| LMR Partners LLP | 0.19% | New | 150,000 | $8.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Add +78.2% | 145,206 | $7.9M |
| Boston Partners | 0.01% | New | 142,610 | $7.7M |
| Castleark Management LLC | 0.23% | Add +28.8% | 139,952 | $7.6M |
| Barclays PLC | 0.00% | Add +142.9% | 136,941 | $7.4M |
| Citadel Advisors | 0.01% | Add +13420600.0% | 134,207 | $7.3M |
| Cwm, LLC | 0.03% | Add +182.1% | 132,441 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +170.1% | 129,368 | $7.0M |
| Kornitzer Capital Management Inc. | 0.13% | Add +0.1% | 119,810 | $6.5M |
| Jupiter Asset Management Ltd. | 0.05% | Add +8.0% | 115,212 | $6.2M |
| Beacon Harbor Wealth Advisors, Inc. | 1.55% | New | 114,952 | $6.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -2.7% | 110,164 | $6.0M |
| Retirement Systems of Alabama | 0.02% | New | 108,785 | $5.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +179.5% | 103,864 | $5.6M |
| Susquehanna Fundamental Investments, LLC | 0.15% | Add +81.5% | 103,846 | $5.6M |
| Zacks Investment Management | 0.05% | New | 102,046 | $5.5M |
| Abacus FCF Advisors LLC | 0.71% | Add +103.5% | 94,208 | $5.1M |
| 1492 Capital Management LLC | 2.33% | Add +97.5% | 93,028 | $5.0M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.