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Pegasystems (PEGA) Institutional Ownership

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$58.43 +0.35 (+0.60%)
As of 03:05 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)
241
Total
Institutional Inflows
(last 12 months)
$690.54M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$1.61B
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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
7/24/2025Lindenwold Advisors INC5,306$287K0.1%N/A0.003%
7/24/2025Monument Capital Management56,878$3.08M0.8%N/A0.033%
7/24/2025L. Roy Papp & Associates LLP45,578$2.47M0.3%+104.0%0.027%
7/24/2025IFP Advisors Inc3,309$179K0.0%+242.9%0.002%
7/24/2025Callan Family Office LLC5,618$304K0.0%N/A0.003%
7/24/2025US Bancorp DE13,542$733K0.0%+68.8%0.008%
7/23/2025 Vontobel Holding Ltd.63,200$3.42M0.0%+53.9%0.037%
7/23/2025 Maryland State Retirement & Pension System4,226$229K0.0%N/A0.002%
7/23/2025 Optas LLC4,140$224K0.0%N/A0.002%
7/23/2025 KLP Kapitalforvaltning AS27,200$1.47M0.0%+94.3%0.016%
7/22/2025 Herald Investment Management Ltd703,600$38.09M5.7%+100.0%0.411%
7/21/2025 111 Capital4,858$263K0.0%N/A0.003%
7/21/2025 Hennessy Advisors Inc.2,964$160K0.0%N/A0.002%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,195$227K0.0%N/A0.002%
7/21/2025 Greenwood Capital Associates LLC14,775$800K0.1%+41.7%0.009%
7/21/2025 Mirae Asset Global Investments Co. Ltd.29,540$1.60M0.0%+114.7%0.017%
7/21/2025 Lecap Asset Management Ltd.4,708$255K0.1%-79.8%0.003%
7/18/2025 Truist Financial Corp7,880$427K0.0%N/A0.005%
7/17/2025 Raleigh Capital Management Inc.1,530$83K0.0%N/A0.001%
7/16/2025 Signaturefd LLC1,262$68K0.0%+129.0%0.001%
7/16/2025 State of Alaska Department of Revenue10,025$542K0.0%N/A0.006%
7/16/2025 CX Institutional1,406$76K0.0%+175.1%0.001%
7/15/2025 Public Employees Retirement System of Ohio29,173$1.58M0.0%+112.5%0.017%
7/14/2025 Counterpoint Mutual Funds LLC7,847$425K0.0%N/A0.005%
7/14/2025 GAMMA Investing LLC1,326$72K0.0%+121.4%0.001%
7/11/2025 Abacus FCF Advisors LLC94,208$5.10M0.7%+103.5%0.055%
7/11/2025 Kaufman Rossin Wealth LLC4,328$234K0.1%N/A0.003%
7/11/2025 Farther Finance Advisors LLC6,022$326K0.0%+108.4%0.004%
7/11/2025 CX Institutional1,406$76K0.0%+175.1%0.001%
7/11/2025 UMB Bank n.a.730$40K0.0%+159.8%0.000%
7/11/2025 Diversified Trust Co10,996$595K0.0%+56.9%0.006%
7/11/2025 Assenagon Asset Management S.A.51,404$2.78M0.0%N/A0.030%
7/10/2025 NorthCrest Asset Manangement LLC5,666$306K0.0%N/A0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC59,528$3.22M0.0%+256.0%0.035%
7/9/2025 Sivia Capital Partners LLC4,526$245K0.1%N/A0.003%
7/9/2025 Pallas Capital Advisors LLC28,070$1.52M0.1%+205.5%0.016%
7/9/2025 Veracity Capital LLC8,031$435K0.1%+117.3%0.005%
7/8/2025 Parallel Advisors LLC3,656$198K0.0%+271.5%0.002%
7/7/2025 Upper Left Wealth Management LLC6,000$325K0.2%+100.0%0.004%
7/1/2025 Private Client Services LLC30,891$1.67M0.7%N/A0.018%
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6/18/2025Voya Investment Management LLC19,136$1.33M0.0%-3.6%0.022%
5/29/2025Rhumbline Advisers54,048$3.76M0.0%-1.6%0.063%
5/28/2025Strs Ohio15,156$1.05M0.0%N/A0.018%
5/21/2025Acadian Asset Management LLC331,331$23.02M0.1%-51.6%0.387%
5/20/2025Focus Partners Wealth5,476$381K0.0%+55.0%0.006%
5/19/2025Bayforest Capital Ltd3,589$250K0.1%N/A0.004%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC155,783$10.83M0.0%+18.0%0.182%
5/16/2025Woodline Partners LP17,947$1.25M0.0%-9.2%0.021%
5/16/2025Goldman Sachs Group Inc.248,168$17.25M0.0%+5.6%0.145%
5/16/2025Kestra Investment Management LLC12,210$849K0.0%-24.8%0.014%
5/16/2025Jones Financial Companies Lllp1,844$128K0.0%+450.4%0.002%
5/16/2025NewEdge Advisors LLC4,260$296K0.0%+141,900.0%0.005%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,086,825$75.56M0.2%-3.2%1.270%
5/16/2025Jacobs Levy Equity Management Inc.981,433$68.23M0.3%N/A1.147%
5/16/2025Gotham Asset Management LLC242,844$16.88M0.1%+25.8%0.284%
5/16/2025Hancock Whitney Corp6,017$418K0.0%+25.3%0.007%
5/16/2025AQR Capital Management LLC1,200,819$81.34M0.1%+60.1%1.403%
5/16/2025Amundi19,681$1.34M0.0%+18.2%0.023%
5/16/2025Adage Capital Partners GP L.L.C.250,000$17.38M0.0%+117.4%0.292%
5/15/2025Bares Capital Management Inc.2,005,990$139.46M15.1%-15.2%2.344%
5/15/2025Maverick Capital Ltd.7,649$532K0.0%+151.0%0.009%
5/15/2025Focus Partners Advisor Solutions LLC3,809$265K0.0%N/A0.004%
5/15/2025TPG GP A LLC2,022,733$140.62M2.8%+4.3%2.364%
5/15/2025Royal Bank of Canada47,904$3.33M0.0%-97.6%0.056%
5/15/2025Nomura Holdings Inc.7,405$515K0.0%N/A0.009%
5/15/2025Harber Asset Management LLC206,247$14.34M5.1%+26.8%0.241%
5/15/2025Panagora Asset Management Inc.105,029$7.30M0.0%-1.3%0.123%
5/15/2025Broad Bay Capital Management LP309,730$21.53M3.2%N/A0.362%
5/15/2025Shannon River Fund Management LLC634,751$44.13M11.5%-20.5%0.742%
5/15/2025Siren L.L.C.16,500$1.15M0.1%N/A0.019%
5/15/2025State of Wyoming16,956$1.18M0.2%+23.2%0.020%
5/15/2025Trexquant Investment LP145,872$10.14M0.1%+25.4%0.170%
5/14/2025Ieq Capital LLC48,830$3.40M0.0%+13.2%0.057%
5/14/2025Rafferty Asset Management LLC6,551$455K0.0%-19.1%0.008%
5/14/2025Virtus Advisers LLC1,113$77K0.1%N/A0.001%
5/14/2025Comerica Bank5,620$391K0.0%-78.6%0.007%
5/14/2025MetLife Investment Management LLC169,704$11.80M0.1%+6,077.8%0.198%
5/14/2025Penn Capital Management Company LLC154,684$10.78M1.0%+9.3%0.181%
5/14/2025Smartleaf Asset Management LLC451$31K0.0%-77.0%0.001%
5/14/2025AlphaQuest LLC1,988$138K0.0%-46.6%0.002%
5/14/2025Martingale Asset Management L P89,639$6.23M0.2%+5.0%0.105%
5/14/2025Capital Fund Management S.A.52,062$3.62M0.0%+191.7%0.061%
5/14/2025EntryPoint Capital LLC6,456$449K0.2%N/A0.008%
5/14/2025Hsbc Holdings PLC15,572$1.07M0.0%N/A0.018%
5/14/2025Fuller & Thaler Asset Management Inc.513$36K0.0%-99.9%0.001%
5/14/2025Wellington Management Group LLP785,516$54.61M0.0%-66.6%0.918%
5/13/2025Northern Trust Corp274,130$19.06M0.0%+5.9%0.320%
5/13/2025Raymond James Financial Inc.396,100$27.54M0.0%+33.6%0.463%
5/13/2025American Century Companies Inc.92,502$6.43M0.0%-81.3%0.108%
5/13/2025Caitong International Asset Management Co. Ltd1,158$81K0.1%N/A0.001%
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5/13/2025Russell Investments Group Ltd.387,966$26.97M0.0%-79.6%0.453%
5/12/2025Nuveen LLC162,243$11.28M0.0%N/A0.190%
5/12/2025Invesco Ltd.1,823,783$126.79M0.0%-22.9%2.131%
5/12/2025Atlas Capital Advisors Inc.7,337$510K0.1%-5.1%0.009%
5/12/2025Covestor Ltd1,302$90K0.1%-12.8%0.002%
5/12/2025 Herald Investment Management Ltd351,800$24.43M4.6%+1.2%0.411%
5/12/2025Swiss National Bank91,400$6.35M0.0%+8.8%0.107%
5/9/2025CenterBook Partners LP28,427$1.98M0.1%N/A0.033%
5/9/2025Deutsche Bank AG5,751$400K0.0%-81.3%0.007%
5/9/2025Headlands Technologies LLC822$57K0.0%N/A0.001%
(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, 342 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 ($151.15M), TPG GP A LLC ($140.62M), Bares Capital Management Inc. ($139.46M), Invesco Ltd. ($126.79M), and AQR Capital Management LLC ($81.34M).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 289 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 ($2.17M), Invesco Ltd. ($1.55M), Pacer Advisors Inc. ($1.12M), Jacobs Levy Equity Management Inc. ($981.43K), Norges Bank ($942.10K), AQR Capital Management LLC ($878.77K), and Thrivent Financial for Lutherans ($713.98K).

How much institutional buying is happening at Pegasystems?

Institutional investors have bought a total of 17,302,542 shares in the last 24 months. This purchase volume represents approximately $690.54M in transactions.

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

Of the 116 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 44,417,316 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.



This page (NASDAQ:PEGA) was last updated on 7/25/2025 by MarketBeat.com Staff
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