PegasystemsPEGA
13F holders, Q3 2025 (September 30)426holders +11
78new positions
61sold out
8famous investors
$57.50avg. 13F price*
At the end of Q3 2025, 426 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 11 from Q2 2025. 78 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($648.2M), BlackRock, Inc. ($519.2M) and Massachusetts Financial Services Co. ($286.8M). 8 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $162.4M |
| Exits | 61 | $101.8M |
All 13F filers, Q2 2025 → Q3 2025: 12,126,088 shares bought and 8,841,504 shares sold, net +3,284,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 426 holders
| Vanguard Group Inc. | 0.01% | Add +2.0% | 11,272,359 | $648.2M |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 9,028,985 | $519.2M |
| Massachusetts Financial Services Co. | 0.09% | Add +23.1% | 4,987,291 | $286.8M |
| AQR Capital Management | 0.13% | Reduce -16.0% | 3,391,801 | $195.0M |
| Bares Capital Management, Inc. | 17.93% | Reduce -4.6% | 3,380,345 | $194.4M |
| State Street Corp. | 0.01% | Reduce -4.7% | 2,770,096 | $159.3M |
| Invesco Ltd. | 0.02% | Add +11.5% | 2,725,008 | $156.7M |
| Capital Research Global Investors | 0.03% | Reduce -36.6% | 2,517,587 | $144.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.9% | 2,468,516 | $142.0M |
| North Peak Capital Management, LLC | 15.32% | Add +122.0% | 2,346,501 | $134.9M |
| Jacobs Levy Equity Management, Inc. | 0.53% | Reduce -9.6% | 2,318,723 | $133.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.21% | Add +3.8% | 2,270,762 | $130.6M |
| Wellington Management Group LLP | 0.02% | Add +29.9% | 2,122,168 | $122.0M |
| Thrivent Financial for Lutherans | 0.22% | Add +1.4% | 1,927,576 | $110.8M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 1,851,506 | $106.5M |
| UBS Group AG | 0.02% | Add +24.1% | 1,833,126 | $105.4M |
| American Century Companies Inc. | 0.05% | Add +357.6% | 1,586,793 | $91.2M |
| Hood River Capital Management LLC | 1.07% | New | 1,578,448 | $90.8M |
| Teacher Retirement System of Texas | 0.35% | Add +0.2% | 1,520,005 | $87.4M |
| Morgan Stanley | 0.01% | Reduce -16.4% | 1,477,196 | $84.9M |
| Shannon River Fund Management LLC | 12.81% | Add +0.8% | 1,384,219 | $79.6M |
| Fisher Asset Management | 0.02% | Reduce -4.7% | 1,136,734 | $65.4M |
| First Trust Advisors LP | 0.05% | Add +271.7% | 1,111,736 | $63.9M |
| Franklin Resources Inc. | 0.02% | Reduce -6.0% | 1,094,552 | $62.9M |
| Northern Trust Corp. | 0.01% | Add +14.8% | 1,057,379 | $60.8M |
| Ranger Investment Management, L.P. | 3.91% | Reduce -13.0% | 975,485 | $56.1M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.1% | 961,789 | $55.3M |
| Raymond James Financial Inc. | 0.02% | Add +12.5% | 916,039 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +48.7% | 853,742 | $49.1M |
| Pacer Advisors, Inc. | 0.13% | Add +3771.3% | 850,904 | $48.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.1% | 849,743 | $48.9M |
| Fiera Capital Corp | 0.16% | Reduce -2.1% | 838,952 | $48.2M |
| FMR LLC | 0.00% | Reduce -19.0% | 784,973 | $45.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.39% | No change | 703,600 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 620,716 | $35.7M |
| Gotham Asset Management | 0.14% | Reduce -16.9% | 551,535 | $31.7M |
| Crawford Investment Counsel Inc. | 0.50% | Reduce -2.5% | 526,049 | $30.2M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 494,272 | $28.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.0% | 467,983 | $26.9M |
| Sei Investments Co. | 0.03% | Reduce -1.3% | 456,550 | $26.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.6% | 439,674 | $25.3M |
| Oberweis Asset Management Inc./ | 0.86% | Reduce -0.1% | 389,400 | $22.4M |
| Westwood Holdings Group Inc. | 0.15% | Add +0.3% | 365,263 | $21.0M |
| Nuveen, LLC | 0.01% | Reduce -16.3% | 364,941 | $21.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +41.2% | 359,600 | $20.7M |
| Acadian Asset Management LLC | 0.04% | Reduce -70.0% | 351,755 | $20.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -14.2% | 334,146 | $19.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +8.4% | 333,467 | $19.2M |
| Federated Hermes, Inc. | 0.03% | Add +4.0% | 303,483 | $17.5M |
| Summit Creek Advisors LLC | 2.54% | Reduce -7.4% | 303,075 | $17.4M |
| Millennium Management | 0.01% | Add +689.5% | 279,509 | $16.1M |
| Luxor Capital Group, LP | 2.15% | Reduce -0.6% | 268,278 | $15.4M |
| Lazard Asset Management LLC | 0.02% | Reduce -10.3% | 267,635 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -36.5% | 265,568 | $15.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -33.5% | 257,533 | $14.8M |
| Citigroup Inc. | 0.01% | Reduce -13.2% | 242,269 | $13.9M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 241,431 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +70.4% | 220,418 | $12.7M |
| Bridgewater Associates | 0.05% | Add +32.8% | 218,492 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +40.6% | 218,917 | $12.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -4.5% | 215,373 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 214,922 | $12.4M |
| Quantinno Capital Management LP | 0.03% | Add +5.7% | 212,705 | $12.2M |
| Cookson Peirce & Co. Inc. | 0.49% | New | 209,267 | $12.0M |
| Boston Partners | 0.01% | Add +46.5% | 208,870 | $12.0M |
| Ieq Capital, LLC | 0.04% | Reduce -15.0% | 205,055 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Add +1.6% | 204,927 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +20.8% | 204,792 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.4% | 204,718 | $11.8M |
| Nordea Investment Management AB | 0.01% | Add +2.4% | 200,664 | $11.5M |
| Intrinsic Edge Capital Management LLC | 1.66% | New | 190,261 | $10.9M |
| Harber Asset Management LLC | 4.04% | Reduce -16.7% | 190,239 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +221.6% | 191,429 | $10.5M |
| Swiss National Bank | 0.01% | Add +1.5% | 182,500 | $10.5M |
| Mackenzie Financial Corp. | 0.01% | Reduce -12.1% | 174,389 | $10.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.6% | 172,655 | $9.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +65.1% | 171,452 | $9.9M |
| Cwm, LLC | 0.03% | Add +28.9% | 170,756 | $9.8M |
| Victory Capital Management Inc. | 0.01% | Add +0.1% | 170,089 | $9.8M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | Reduce -12.9% | 159,482 | $9.2M |
| Barclays PLC | 0.00% | Add +13.4% | 155,255 | $8.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 148,350 | $8.5M |
| Cerity Partners LLC | 0.01% | Add +61.5% | 142,497 | $8.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -43.9% | 134,871 | $7.8M |
| Castleark Management LLC | 0.21% | Reduce -7.7% | 129,117 | $7.4M |
| Arax Advisory Partners | 0.10% | Add +12995.4% | 125,978 | $7.2M |
| Abacus FCF Advisors LLC | 0.96% | Add +33.6% | 125,838 | $7.2M |
| Zacks Investment Management | 0.05% | Add +15.9% | 118,282 | $6.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Reduce -18.5% | 118,354 | $6.8M |
| Los Angeles Capital Management LLC | 0.02% | Add +72.2% | 114,346 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -24.9% | 113,666 | $6.5M |
| Danske Bank A/S | 0.02% | Add +304.9% | 113,108 | $6.5M |
| Retirement Systems of Alabama | 0.02% | Add +2.7% | 111,697 | $6.4M |
| Capital Fund Management S.A. | 0.06% | Add +313.3% | 98,384 | $5.7M |
| 1492 Capital Management LLC | 2.27% | Add +4.7% | 97,365 | $5.6M |
| Martingale Asset Management L P | 0.14% | Reduce -41.0% | 96,103 | $5.5M |
| Kornitzer Capital Management Inc. | 0.11% | Reduce -20.6% | 95,185 | $5.5M |
| Citadel Advisors | 0.00% | Reduce -33.2% | 89,610 | $5.2M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 87,954 | $5.1M |
| Armistice Capital, LLC | 0.16% | New | 86,826 | $5.0M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.