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Pegasystems (PEGA) Institutional Ownership

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$35.03 -1.58 (-4.32%)
As of 02:32 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)
366
Total
Institutional Inflows
(last 12 months)
$2.64B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$550.43M
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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
6/3/2026 Parallel Advisors LLC5,228$223K0.0%+41.8%0.003%
5/21/2026 Essential Partners LLC9,882$421K0.1%-7.2%0.006%
5/19/2026 Bank of America Corp DE628,100$26.73M0.0%+55.6%0.376%
5/19/2026 Janus Henderson Group PLC40,615$1.73M0.0%-64.5%0.024%
5/19/2026 Bull Harbor Capital LLC5,974$254K0.1%N/A0.004%
5/19/2026 Smith Group Asset Management LLC27,033$1.15M0.1%-5.5%0.016%
5/18/2026 Amundi47,259$2.01M0.0%+18.5%0.028%
5/18/2026 EverSource Wealth Advisors LLC3,254$138K0.0%-30.3%0.002%
5/18/2026 California State Teachers Retirement System108,743$4.63M0.0%+23.8%0.065%
5/18/2026 Royal Bank of Canada381,787$16.25M0.0%+22.5%0.228%
5/18/2026 Ranger Investment Management L.P.1,052,849$44.81M3.2%+15.6%0.630%
5/18/2026 Empowered Funds LLC56,428$2.40M0.0%+62.5%0.034%
5/16/2026 The Manufacturers Life Insurance Company 68,053$2.90M0.0%-4.2%0.041%
5/16/2026 Quantinno Capital Management LP473,897$20.17M0.0%+95.7%0.284%
5/16/2026 Lazard Asset Management LLC117,099$4.98M0.0%-56.6%0.070%
5/15/2026 Weiss Asset Management LP145,950$6.21M0.1%N/A0.087%
5/15/2026 Entropy Technologies LP21,262$905K0.0%N/A0.013%
5/14/2026 Public Employees Retirement System of Ohio32,079$1.37M0.0%+13.1%0.019%
5/14/2026 Modern Wealth Management LLC5,434$230K0.0%+54.1%0.003%
5/14/2026 Arrowstreet Capital Limited Partnership618,753$26.33M0.0%+663.2%0.370%
5/14/2026 Oak Associates Ltd. OH42,478$1.81M0.1%N/A0.025%
5/14/2026 Inceptionr LLC14,525$618K0.1%N/A0.009%
5/14/2026 Sei Investments Co.1,052,205$44.78M0.0%+52.9%0.630%
5/14/2026 State of Wyoming12,709$541K0.1%+3.4%0.008%
5/13/2026 Cetera Investment Advisers48,332$2.06M0.0%+81.6%0.029%
5/13/2026 Signature Equity Partners LLC929$40K0.0%+302.2%0.001%
5/13/2026 NewEdge Wealth LLC41,324$1.76M0.0%+61.0%0.025%
5/13/2026 First Citizens Bank & Trust Co.21,993$936K0.0%N/A0.013%
5/13/2026 First Trust Advisors LP2,048,599$87.19M0.1%+44.4%1.226%
5/8/2026 PNC Financial Services Group Inc.7,901$336K0.0%-5.7%0.005%
5/8/2026 Convergence Investment Partners LLC50,113$2.13M0.3%-9.7%0.030%
5/7/2026 Dimensional Fund Advisors LP2,519,022$107.20M0.0%-0.4%1.507%
5/7/2026 Parallel Advisors LLC5,228$223K0.0%+41.8%0.003%
5/7/2026 Swiss National Bank184,600$7.86M0.0%-0.5%0.110%
5/6/2026 Kera Capital Partners Inc.6,705$285K0.0%+21.0%0.004%
5/6/2026 Copeland Capital Management LLC1,123,518$47.82M1.1%N/A0.672%
5/6/2026 Assetmark Inc.26,240$1.12M0.0%-15.0%0.016%
5/6/2026 Bessemer Group Inc.8,206$349K0.0%+838.9%0.005%
5/6/2026 Allspring Global Investments Holdings LLC814,062$34.43M0.1%+117.3%0.487%
5/6/2026 Independent Financial Group LLC9,163$390K0.0%N/A0.005%
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5/5/2026 Bank of New York Mellon Corp764,961$32.56M0.0%-7.7%0.458%
5/5/2026 Illinois Municipal Retirement Fund91,501$3.89M0.0%+24.5%0.055%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.137,302$5.84M0.0%+58.6%0.082%
5/5/2026 Sanctuary Advisors LLC10,893$464K0.0%+32.9%0.007%
5/4/2026 Calamos Wealth Management LLC7,003$298K0.0%+89.0%0.004%
5/4/2026 Calamos Advisors LLC7,003$298K0.0%-86.2%0.004%
5/4/2026 State of Michigan Retirement System22,000$936K0.0%+1.4%0.013%
5/4/2026 Principal Financial Group Inc.204,522$8.70M0.0%+3.8%0.122%
5/4/2026 Chicago Partners Investment Group LLC7,382$314K0.0%+64.5%0.004%
5/1/2026 Fifth Third Bancorp32,184$1.37M0.0%+5,116.2%0.019%
5/1/2026 American Trust5,734$244K0.0%-12.1%0.003%
5/1/2026 Sequoia Financial Advisors LLC7,823$333K0.0%-4.8%0.005%
4/30/2026 Hsbc Holdings PLC12,875$548K0.0%-58.6%0.008%
4/30/2026 Personal CFO Solutions LLC4,844$206K0.0%N/A0.003%
4/30/2026 Greenwood Capital Associates LLC19,986$851K0.1%+58.4%0.012%
4/30/2026 Oregon Public Employees Retirement Fund18,700$796K0.0%+2.2%0.011%
4/29/2026 Childress Capital Advisors LLC5,866$250K0.0%N/A0.004%
4/28/2026 Marietta Investment Partners LLC53,966$2.30M0.5%-37.1%0.032%
4/28/2026 Stephens Inc. AR9,373$399K0.0%+150.3%0.006%
4/27/2026 HB Wealth Management LLC6,026$256K0.0%N/A0.004%
4/27/2026 New York State Teachers Retirement System39,914$1.70M0.0%-7.2%0.024%
4/27/2026 Private Advisor Group LLC6,691$285K0.0%-38.4%0.004%
4/27/2026 Y Intercept Hong Kong Ltd14,115$601K0.0%N/A0.008%
4/24/2026 Impact Partnership Wealth LLC13,627$580K0.1%+63.0%0.008%
4/22/2026 Pictet Asset Management Holding SA15,753$670K0.0%+6.0%0.009%
4/22/2026 Sterling Capital Management LLC2,289$97K0.0%-37.2%0.001%
4/21/2026 Louisiana State Employees Retirement System26,500$1.13M0.0%N/A0.016%
4/20/2026 Blue Trust Inc.2,228$95K0.0%+103.3%0.001%
4/20/2026 OP Asset Management Ltd111,305$4.74M0.0%N/A0.066%
4/20/2026 Assenagon Asset Management S.A.82,655$3.52M0.0%+53.9%0.049%
4/17/2026 Krilogy Financial LLC6,955$301K0.0%-22.7%0.004%
4/16/2026 SG Americas Securities LLC16,763$713K0.0%-21.5%0.010%
4/16/2026 Diversified Trust Co11,364$484K0.0%+3.2%0.007%
3/20/2026 Hsbc Holdings PLC31,088$1.86M0.0%-4.7%0.018%
3/17/2026 Rockefeller Capital Management L.P.202,261$12.08M0.0%+44,255.5%0.120%
3/9/2026 Corient Private Wealth LLC32,581$1.95M0.0%+41.1%0.019%
3/6/2026 Hsbc Holdings PLC31,088$1.86M0.0%-4.7%0.018%
2/24/2026 Pacer Advisors Inc.436,816$26.09M0.0%-48.7%0.258%
2/23/2026 Kera Capital Partners Inc.5,540$331K0.0%+28.6%0.003%
2/19/2026 Invesco Ltd.3,127,771$186.79M0.0%+14.8%1.850%
2/19/2026 Corient Private Wealth LLC28,323$1.69M0.0%+22.7%0.017%
2/18/2026 Mercer Global Advisors Inc. ADV24,775$1.48M0.0%-12.6%0.015%
2/18/2026 Vident Advisory LLC82,206$4.91M0.0%+21.3%0.049%
2/18/2026 State of Tennessee Department of Treasury22,012$1.32M0.0%-4.1%0.013%
2/18/2026 Mackenzie Financial Corp197,542$12.09M0.0%+13.3%0.117%
2/18/2026 NewEdge Advisors LLC19,392$1.16M0.0%+42.0%0.011%
2/18/2026 Empowered Funds LLC34,716$2.07M0.0%+4.5%0.021%
2/18/2026 Zacks Investment Management119,239$7.12M0.1%+0.8%0.071%
2/18/2026 Wellington Management Group LLP2,721,958$162.56M0.1%+28.3%1.610%
2/18/2026 Odyssean LLC12,175$727K0.5%N/A0.007%
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2/18/2026 Millennium Management LLC248,250$14.83M0.0%+8.5%0.147%
2/18/2026 Man Group plc115,501$6.90M0.0%+65.6%0.068%
2/18/2026 Janus Henderson Group PLC114,567$6.84M0.0%-46.8%0.068%
2/18/2026 Gotham Asset Management LLC566,469$33.83M0.1%+2.7%0.335%
2/18/2026 Evolve Private Wealth LLC7,136$426K0.0%N/A0.004%
2/18/2026 Capital Impact Advisors LLC765,317$45.71M3.6%N/A0.453%
2/18/2026 Boothbay Fund Management LLC29,742$1.78M0.0%N/A0.018%
2/18/2026 Armistice Capital LLC131,994$7.88M0.1%+52.0%0.078%
2/17/2026 Guggenheim Capital LLC4,786$286K0.0%-19.9%0.003%
2/17/2026 Caisse de depot et placement du Quebec32,613$1.95M0.0%N/A0.019%


PEGA Institutional Ownership - Frequently Asked Questions

During the previous two years, 509 institutional investors and hedge funds held shares of Pegasystems. The most heavily invested institutionals were Vanguard Group Inc. ($654.51M), Massachusetts Financial Services Co. MA ($294.31M), Bares Capital Management Inc. ($191.77M), Invesco Ltd. ($186.79M), AQR Capital Management LLC ($167.25M), State Street Corp ($164.45M), and Wellington Management Group LLP ($162.56M).Learn more on Pegasystems' institutional investors.

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

Of the 461 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 ($4.99M), AQR Capital Management LLC ($3.58M), Invesco Ltd. ($2.85M), State Street Corp ($2.09M), Pacer Advisors Inc. ($1.95M), First Trust Advisors LP ($1.83M), and Norges Bank ($1.80M).

Institutional investors have bought a total of 48,277,452 shares in the last 24 months. This purchase volume represents approximately $2.64B in transactions.

Of the 165 institutional investors that sold Pegasystems' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($2.18M), AQR Capital Management LLC ($1.24M), Jacobs Levy Equity Management Inc. ($1.04M), Pacer Advisors Inc. ($414.09K), Vanguard Group Inc. ($312.66K), Morgan Stanley ($276.98K), and Thrivent Financial for Lutherans ($213.75K).

Institutional investors have sold a total of 9,519,830 shares in the last 24 months. This volume of shares sold represents approximately $550.43M in transactions.



This page (NASDAQ:PEGA) was last updated on 6/3/2026 by MarketBeat.com Staff.
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