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Pegasystems (PEGA) Institutional Ownership

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$54.59 -0.65 (-1.18%)
Closing price 04:00 PM Eastern
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$54.59 +0.00 (+0.01%)
As of 07:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pegasystems (NASDAQ:PEGA)

Current
Institutional Ownership
Percentage
46.89%
Number of
Institutional Buyers
(last 12 months)
332
Total
Institutional Inflows
(last 12 months)
$2.10B
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$1.59B
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PEGA Institutional Buying and Selling by Quarter

Pegasystems Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025Greenwood Capital Associates LLC13,641$784K0.1%-7.7%0.008%
10/16/2025Burns Matteson Capital Management LLC7,427$427K0.1%N/A0.004%
10/16/2025Blue Trust Inc.682$39K0.0%+902.9%0.000%
10/15/2025 CWM LLC170,756$9.82M0.0%+28.9%0.100%
10/15/2025 Pacer Advisors Inc.850,904$48.93M0.1%+3,771.3%0.497%
10/15/2025 Vontobel Holding Ltd.57,108$3.28M0.0%-9.6%0.033%
10/14/2025 Monument Capital Management56,612$3.26M0.8%-0.5%0.033%
10/14/2025 Yousif Capital Management LLC28,866$1.66M0.0%-3.7%0.017%
10/14/2025 Farther Finance Advisors LLC7,745$445K0.0%+28.6%0.005%
10/14/2025 Exchange Traded Concepts LLC1,614$93K0.0%N/A0.001%
10/14/2025 Private Client Services LLC32,084$1.85M0.6%+3.9%0.019%
10/14/2025 Brighton Jones LLC15,640$899K0.0%+9.1%0.009%
10/10/2025 First Bank & Trust3,634$209K0.0%N/A0.002%
10/10/2025 Fluent Financial LLC13,957$803K0.3%N/A0.008%
10/10/2025 Trust Point Inc.3,582$206K0.0%N/A0.002%
10/10/2025 Perpetual Ltd9,078$522K0.0%N/A0.005%
10/9/2025 L. Roy Papp & Associates LLP44,443$2.56M0.3%-2.5%0.026%
10/9/2025 Voya Investment Management LLC7,940$457K0.0%-58.3%0.005%
10/8/2025 Veracity Capital LLC9,573$550K0.2%+19.2%0.006%
10/7/2025 Assenagon Asset Management S.A.58,630$3.37M0.0%+14.1%0.034%
10/2/2025 GAMMA Investing LLC1,742$100K0.0%+31.4%0.001%
9/26/2025Corient Private Wealth LLC28,008$1.52M0.0%+58.7%0.016%
9/24/2025Texas Permanent School Fund Corp20,742$1.12M0.0%N/A0.012%
9/4/2025Osaic Holdings Inc.8,761$481K0.0%+195.4%0.005%
8/27/2025Orion Porfolio Solutions LLC25,377$1.37M0.0%+174.5%0.015%
8/26/2025Thrivent Financial for Lutherans1,901,978$102.90M0.2%+85.1%1.112%
8/19/2025Newbridge Financial Services Group Inc.7,018$380K0.1%N/A0.004%
8/19/2025Ranger Investment Management L.P.1,121,350$60.70M4.2%+75.9%0.655%
8/19/2025Marex Group plc4,092$222K0.0%N/A0.002%
8/19/2025Advisory Services Network LLC13,627$800K0.0%N/A0.008%
8/19/2025State of Wyoming14,218$770K0.1%-16.1%0.008%
8/18/2025Nomura Holdings Inc.13,566$734K0.0%+83.2%0.008%
8/18/2025Westwood Holdings Group Inc.363,988$19.70M0.1%+116.0%0.213%
8/18/2025Kestra Investment Management LLC37,278$2.02M0.1%+205.3%0.022%
8/18/2025Castleark Management LLC139,952$7.58M0.2%+28.8%0.082%
8/15/2025CANADA LIFE ASSURANCE Co389,355$21.08M0.0%+128.8%0.228%
8/15/2025Tower Research Capital LLC TRC 9,754$528K0.0%+40,541.7%0.006%
8/15/2025Corient Private Wealth LLC28,008$1.52M0.0%+58.7%0.016%
8/15/2025State of Tennessee Department of Treasury22,954$1.24M0.0%N/A0.013%
8/15/2025Optimist Retirement Group LLC6,164$334K0.2%N/A0.004%
8/15/2025Captrust Financial Advisors22,637$1.23M0.0%+196.5%0.013%
8/15/2025Tidal Investments LLC5,087$275K0.0%N/A0.003%
8/15/2025Snowden Capital Advisors LLC8,962$485K0.0%N/A0.005%
8/15/2025Rafferty Asset Management LLC13,641$738K0.0%+108.2%0.008%
8/15/2025Orion Porfolio Solutions LLC25,377$1.37M0.0%+174.5%0.015%
8/15/2025Man Group plc58,875$3.19M0.0%N/A0.034%
8/15/2025Meiji Yasuda Asset Management Co Ltd.4,268$231K0.0%N/A0.002%
8/15/2025Lazard Asset Management LLC298,191$16.14M0.0%+193.6%0.174%
8/15/2025LMR Partners LLP150,000$8.12M0.1%N/A0.088%
8/15/2025EP Wealth Advisors LLC4,450$241K0.0%N/A0.003%
8/15/2025Engineers Gate Manager LP29,009$1.57M0.0%+116.2%0.017%
8/15/2025BNP Paribas Financial Markets41,136$2.23M0.0%+403.7%0.024%
8/15/2025Bares Capital Management Inc.3,542,716$191.77M18.6%+76.6%2.071%
8/15/2025Brevan Howard Capital Management LP38,515$2.09M0.0%N/A0.023%
8/15/2025Bank of America Corp DE521,539$28.23M0.0%+152.1%0.305%
8/15/2025Ameriprise Financial Inc.169,542$9.18M0.0%+544.8%0.099%
8/15/2025AQR Capital Management LLC4,037,552$217.58M0.2%+236.2%2.360%
8/14/2025California State Teachers Retirement System87,950$4.76M0.0%+100.0%0.051%
8/14/2025Raymond James Financial Inc.814,539$44.09M0.0%+105.6%0.476%
8/14/2025Maverick Capital Ltd.15,298$828K0.0%+100.0%0.009%
8/14/2025Canada Pension Plan Investment Board254,700$13.79M0.0%N/A0.149%
8/14/2025Bayesian Capital Management LP40,094$2.17M0.3%+414.2%0.023%
8/14/2025Quantinno Capital Management LP201,152$10.89M0.0%+223.8%0.118%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,187,558$118.41M0.2%+101.3%1.279%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,848$100K0.0%+100.0%0.001%
8/14/2025Globeflex Capital L P4,900$265K0.0%N/A0.003%
8/14/2025Luxor Capital Group LP269,823$14.61M1.1%+38.5%0.158%
8/14/2025Ieq Capital LLC241,207$13.06M0.1%+394.0%0.141%
8/14/2025Treasurer of the State of North Carolina40,612$2.20M0.0%+99.1%0.024%
8/14/2025The Manufacturers Life Insurance Company 71,990$3.90M0.0%+444.8%0.042%
8/14/2025Squarepoint Ops LLC468,344$25.35M0.0%-17.5%0.274%
8/14/2025Sei Investments Co.462,489$25.03M0.0%+218.8%0.270%
8/14/2025NewEdge Advisors LLC13,463$729K0.0%+216.0%0.008%
8/14/2025State Street Corp2,907,677$157.39M0.0%+255.3%1.700%
8/14/2025WINTON GROUP Ltd11,228$608K0.0%N/A0.007%
8/14/2025Cerity Partners LLC88,213$4.78M0.0%+208.7%0.052%
8/14/2025Federated Hermes Inc.291,785$15.79M0.0%+56.9%0.171%
8/13/2025Diametric Capital LP4,469$242K0.1%N/A0.003%
8/13/2025Amundi57,654$3.04M0.0%+192.9%0.034%
8/13/2025Baird Financial Group Inc.3,867$209K0.0%N/A0.002%
8/13/2025First Trust Advisors LP299,102$16.19M0.0%-29.8%0.175%
8/13/2025Optimize Financial Inc5,564$301K0.2%N/A0.003%
8/13/2025EverSource Wealth Advisors LLC4,570$247K0.0%+1,014.6%0.003%
8/13/2025Invesco Ltd.2,444,661$132.33M0.0%+34.0%1.429%
8/13/2025Arrowstreet Capital Limited Partnership110,164$5.96M0.0%-2.7%0.064%
8/13/2025M&T Bank Corp6,394$347K0.0%N/A0.004%
8/13/2025Fisher Asset Management LLC1,193,235$64.59M0.0%+91.9%0.697%
8/13/2025Panagora Asset Management Inc.179,468$9.72M0.0%+70.9%0.105%
8/13/2025Virtus Advisers LLC2,226$120K0.2%+100.0%0.001%
8/13/2025Icon Advisers Inc. Co.45,848$2.48M0.6%+63.7%0.027%
8/13/2025North Peak Capital Management LLC1,056,961$57.21M4.5%N/A0.618%
8/13/2025New York State Common Retirement Fund387,584$20.98M0.0%+111.5%0.227%
8/13/2025Mackenzie Financial Corp198,467$10.74M0.0%+14.3%0.116%
8/13/2025Norges Bank794,160$42.99M0.0%N/A0.464%
8/13/2025Capital Fund Management S.A.23,804$1.29M0.0%-54.3%0.014%
8/13/2025Northwestern Mutual Wealth Management Co.2,270$123K0.0%+83.8%0.001%
8/13/2025State Board of Administration of Florida Retirement System92,980$5.03M0.0%+101.5%0.054%
8/13/2025Elevation Point Wealth Partners LLC1,668$90K0.0%N/A0.001%
8/13/2025Vinva Investment Management Ltd12,628$684K0.0%N/A0.007%
8/13/2025Choreo LLC5,022$272K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

PEGA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEGA shares?

During the previous two years, 407 institutional investors and hedge funds held shares of Pegasystems. The most heavily invested institutionals were Vanguard Group Inc. ($383.78M), Capital Research Global Investors ($232.89M), Massachusetts Financial Services Co. MA ($219.23M), AQR Capital Management LLC ($217.58M), Bares Capital Management Inc. ($191.77M), State Street Corp ($157.39M), and TPG GP A LLC ($140.62M).Learn more on Pegasystems' institutional investors.

What percentage of Pegasystems' stock is owned by institutional investors?

46.89% of Pegasystems' stock is owned by institutional investors. Learn more on PEGA's institutional investor holdings.

Which institutional investors have been buying Pegasystems' stock?

Of the 368 institutional investors that purchased Pegasystems' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Massachusetts Financial Services Co. MA ($4.05M), AQR Capital Management LLC ($3.72M), Invesco Ltd. ($2.17M), State Street Corp ($2.09M), Pacer Advisors Inc. ($1.95M), Norges Bank ($1.74M), and Bares Capital Management Inc. ($1.63M).

How much institutional buying is happening at Pegasystems?

Institutional investors have bought a total of 42,251,766 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

Which of Pegasystems' major shareholders have been selling company stock?

Of the 110 institutional investors that sold Pegasystems' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Calamos Advisors LLC ($24.63M), Bares Capital Management Inc. ($3.44M), JPMorgan Chase & Co. ($2.29M), Royal Bank of Canada ($1.98M), Wellington Management Group LLP ($1.57M), Russell Investments Group Ltd. ($1.51M), and Westwood Holdings Group Inc. ($998.09K).

How much institutional selling is happening at Pegasystems?

Institutional investors have sold a total of 43,726,074 shares in the last 24 months. This volume of shares sold represents approximately $1.59B in transactions.



This page (NASDAQ:PEGA) was last updated on 10/16/2025 by MarketBeat.com Staff
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