PegasystemsPEGA
13F holders, Q4 2025 (December 31)473holders +47
75new positions
40sold out
7famous investors
$59.73avg. 13F price*
At the end of Q4 2025, 473 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 47 from Q3 2025. 75 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($654.5M), BlackRock, Inc. ($536.2M) and Massachusetts Financial Services Co. ($294.3M). 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $160.4M |
| Exits | 40 | $33.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,851,595 shares bought and 7,129,516 shares sold, net +2,722,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.8% | 10,959,704 | $654.5M |
| BlackRock, Inc. | 0.01% | Reduce -0.6% | 8,977,984 | $536.2M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -1.2% | 4,928,146 | $294.3M |
| Invesco Ltd. | 0.02% | Add +14.8% | 3,127,771 | $186.8M |
| AQR Capital Management | 0.09% | Reduce -17.4% | 2,800,493 | $167.2M |
| State Street Corp. | 0.01% | Reduce -0.6% | 2,753,627 | $164.4M |
| Wellington Management Group LLP | 0.03% | Add +28.3% | 2,721,958 | $162.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 2,529,767 | $151.1M |
| North Peak Capital Management, LLC | 15.69% | Add +2.3% | 2,400,065 | $143.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Add +5.5% | 2,394,839 | $143.0M |
| Geode Capital Management, LLC | 0.01% | Add +26.6% | 2,344,266 | $140.0M |
| UBS Group AG | 0.02% | Add +0.8% | 1,847,713 | $110.3M |
| Capital Research Global Investors | 0.02% | Reduce -28.6% | 1,796,189 | $107.3M |
| American Century Companies Inc. | 0.05% | Add +12.3% | 1,782,082 | $106.4M |
| Thrivent Financial for Lutherans | 0.19% | Reduce -11.1% | 1,713,825 | $102.3M |
| Hood River Capital Management LLC | 1.04% | Add +0.6% | 1,588,403 | $94.9M |
| Jacobs Levy Equity Management, Inc. | 0.35% | Reduce -34.3% | 1,524,348 | $91.0M |
| First Trust Advisors LP | 0.06% | Add +27.6% | 1,418,576 | $84.7M |
| Teacher Retirement System of Texas | 0.29% | Reduce -7.9% | 1,400,086 | $83.6M |
| Franklin Resources Inc. | 0.02% | Add +21.2% | 1,326,926 | $79.2M |
| Morgan Stanley | 0.00% | Reduce -18.8% | 1,200,213 | $71.7M |
| Fisher Asset Management | 0.02% | Add +3.0% | 1,170,377 | $69.9M |
| Fiera Capital Corp | 0.21% | Add +32.7% | 1,113,171 | $66.5M |
| Shannon River Fund Management LLC | 9.73% | Reduce -24.9% | 1,038,832 | $62.0M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 1,024,182 | $61.2M |
| Ranger Investment Management, L.P. | 3.73% | Reduce -6.6% | 910,976 | $54.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +88.6% | 882,800 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 847,933 | $50.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 828,839 | $49.5M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -14.1% | 826,016 | $49.3M |
| Capital Impact Advisors, LLC | 3.58% | New | 765,317 | $45.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +70.7% | 750,369 | $44.8M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.49% | No change | 703,600 | $42.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -25.1% | 686,081 | $41.6M |
| Sei Investments Co. | 0.04% | Add +50.8% | 688,309 | $41.1M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 682,137 | $40.7M |
| Gotham Asset Management | 0.12% | Add +2.7% | 566,469 | $33.8M |
| Renaissance Group LLC | 1.30% | New | 540,430 | $32.3M |
| Norges Bank | 0.00% | — | 534,244 | $31.9M |
| Crawford Investment Counsel Inc. | 0.52% | Reduce -0.8% | 521,631 | $31.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +160.5% | 498,713 | $30.0M |
| Ameriprise Financial Inc. | 0.01% | Add +134.8% | 480,824 | $28.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +65.1% | 438,378 | $26.2M |
| Los Angeles Capital Management LLC | 0.09% | Add +259.7% | 411,262 | $26.1M |
| Canada Pension Plan Investment Board | 0.02% | Add +21.6% | 437,400 | $26.1M |
| Pacer Advisors, Inc. | 0.07% | Reduce -48.7% | 436,816 | $26.1M |
| Oberweis Asset Management Inc./ | 0.93% | Add +9.1% | 424,840 | $25.4M |
| Bank of America Corp. | 0.00% | Reduce -18.4% | 403,594 | $24.1M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -2.0% | 357,995 | $21.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +71.1% | 374,645 | $21.0M |
| Acadian Asset Management LLC | 0.03% | Reduce -5.2% | 333,521 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +41.3% | 311,541 | $18.6M |
| Federated Hermes, Inc. | 0.03% | Add +2.4% | 310,818 | $18.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -7.5% | 309,219 | $18.5M |
| Summit Creek Advisors LLC | 2.73% | Reduce -4.0% | 291,042 | $17.4M |
| New York State Common Retirement Fund | 0.02% | Add +6.1% | 273,321 | $16.3M |
| Citigroup Inc. | 0.01% | Add +12.1% | 271,543 | $16.2M |
| Lazard Asset Management LLC | 0.03% | Add +0.8% | 269,744 | $16.1M |
| Millennium Management | 0.01% | Reduce -11.2% | 248,250 | $14.8M |
| Luxor Capital Group, LP | 2.23% | Reduce -8.3% | 245,983 | $14.7M |
| Tidal Investments LLC | 0.06% | Add +1201.7% | 242,915 | $14.5M |
| Quantinno Capital Management LP | 0.03% | Add +13.9% | 242,206 | $14.5M |
| Nuveen, LLC | 0.00% | Reduce -33.8% | 241,791 | $14.4M |
| Citadel Advisors | 0.01% | Add +164.6% | 237,102 | $14.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -28.9% | 237,037 | $14.2M |
| Rhumbline Advisers | 0.01% | Reduce -3.4% | 233,158 | $13.9M |
| Cookson Peirce & Co. Inc. | 0.57% | Add +10.1% | 230,391 | $13.8M |
| Wedbush Fund Advisers, LLC | 1.41% | — | 227,503 | $13.6M |
| Deutsche Bank AG | 0.00% | Add +1782.6% | 222,413 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 203,970 | $12.2M |
| Mackenzie Financial Corp. | 0.01% | Add +13.3% | 197,542 | $12.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +44255.5% | 202,261 | $12.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +15.8% | 198,621 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.9% | 196,948 | $11.8M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 192,916 | $11.5M |
| Boston Partners | 0.01% | Reduce -10.9% | 186,024 | $11.1M |
| Swiss National Bank | 0.01% | Add +1.6% | 185,500 | $11.1M |
| Lord, Abbett & Co. LLC | 0.04% | New | 185,119 | $11.1M |
| Intrinsic Edge Capital Management LLC | 2.09% | Reduce -5.4% | 180,000 | $10.7M |
| State of Wisconsin Investment Board | 0.02% | Add +1.6% | 175,459 | $10.5M |
| Nordea Investment Management AB | 0.01% | Reduce -13.3% | 173,892 | $10.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +327.4% | 167,081 | $10.0M |
| Cwm, LLC | 0.03% | Reduce -3.9% | 164,150 | $9.8M |
| Capital Fund Management S.A. | 0.09% | Add +64.4% | 161,729 | $9.7M |
| Harber Asset Management LLC | 4.04% | Reduce -15.2% | 161,402 | $9.6M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | No change | 159,482 | $9.5M |
| SG Capital Management LLC | 1.03% | New | 157,288 | $9.4M |
| Trexquant Investment LP | 0.08% | Add +188.1% | 150,626 | $9.0M |
| Bridgewater Associates | 0.03% | Reduce -32.8% | 146,825 | $8.8M |
| FMR LLC | 0.00% | Reduce -81.7% | 143,608 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -8.5% | 135,790 | $8.1M |
| Cerity Partners LLC | 0.01% | Reduce -5.1% | 135,188 | $8.1M |
| Ieq Capital, LLC | 0.02% | Reduce -34.5% | 134,221 | $8.0M |
| Castleark Management LLC | 0.23% | Add +3.1% | 133,167 | $8.0M |
| Armistice Capital, LLC | 0.19% | Add +52.0% | 131,994 | $7.9M |
| G2 Investment Partners Management LLC | 1.79% | New | 125,594 | $7.5M |
| Nomura Asset Management International Inc. | 0.01% | — | 121,197 | $7.2M |
| Zacks Investment Management | 0.06% | Add +0.8% | 119,239 | $7.1M |
| Next Century Growth Investors LLC | 0.48% | New | 116,666 | $7.0M |
| Man Group plc | 0.01% | Add +65.5% | 115,501 | $6.9M |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.