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Pegasystems (PEGA) Institutional Ownership

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$34.43 +0.17 (+0.51%)
As of 02:48 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Pegasystems (NASDAQ:PEGA)

Current
Institutional Ownership
Percentage
46.89%
Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$791.36M
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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
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%
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%
3/17/2026Rockefeller Capital Management L.P.202,261$12.08M0.0%+44,255.5%0.120%
3/9/2026Corient 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%
2/19/2026Invesco Ltd.3,127,771$186.79M0.0%+14.8%1.850%
2/19/2026Corient Private Wealth LLC28,323$1.69M0.0%+22.7%0.017%
2/18/2026Mercer Global Advisors Inc. ADV24,775$1.48M0.0%-12.6%0.015%
2/18/2026Vident Advisory LLC82,206$4.91M0.0%+21.3%0.049%
2/18/2026State of Tennessee Department of Treasury22,012$1.32M0.0%-4.1%0.013%
2/18/2026Mackenzie Financial Corp197,542$12.09M0.0%+13.3%0.117%
2/18/2026NewEdge Advisors LLC19,392$1.16M0.0%+42.0%0.011%
2/18/2026Empowered Funds LLC34,716$2.07M0.0%+4.5%0.021%
2/18/2026Zacks Investment Management119,239$7.12M0.1%+0.8%0.071%
2/18/2026Wellington Management Group LLP2,721,958$162.56M0.1%+28.3%1.610%
2/18/2026Odyssean LLC12,175$727K0.5%N/A0.007%
2/18/2026Millennium Management LLC248,250$14.83M0.0%+8.5%0.147%
2/18/2026Man Group plc115,501$6.90M0.0%+65.6%0.068%
2/18/2026Janus Henderson Group PLC114,567$6.84M0.0%-46.8%0.068%
2/18/2026Gotham Asset Management LLC566,469$33.83M0.1%+2.7%0.335%
2/18/2026 Evolve Private Wealth LLC7,136$426K0.0%N/A0.004%
2/18/2026Capital Impact Advisors LLC765,317$45.71M3.6%N/A0.453%
2/18/2026Boothbay Fund Management LLC29,742$1.78M0.0%N/A0.018%
2/18/2026Armistice Capital LLC131,994$7.88M0.1%+52.0%0.078%
2/17/2026Guggenheim Capital LLC4,786$286K0.0%-19.9%0.003%
2/17/2026Caisse de depot et placement du Quebec32,613$1.95M0.0%N/A0.019%
2/17/2026AQR Capital Management LLC2,800,493$167.25M0.1%-17.4%1.657%
2/17/2026EFG International AG530$32K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers26,617$1.59M0.0%-3.0%0.016%
2/17/2026Lazard Asset Management LLC269,744$16.11M0.0%+0.8%0.160%
2/17/2026Trexquant Investment LP150,626$9.00M0.1%+188.1%0.089%
2/17/2026Amundi39,881$2.38M0.0%+0.6%0.024%
2/17/2026Vinva Investment Management Ltd4,048$242K0.0%+8.4%0.002%
2/17/2026Price T Rowe Associates Inc. MD882,800$52.72M0.0%+88.6%0.522%
2/17/2026Osaic Holdings Inc.19,254$1.15M0.0%+35.8%0.011%
2/17/2026Advisory Services Network LLC25,178$1.50M0.0%+1.6%0.015%
2/17/2026Public Employees Retirement System of Ohio28,352$1.69M0.0%-3.4%0.017%
2/17/2026 Russell Investments Group Ltd.826,016$49.33M0.1%-14.1%0.489%
2/17/2026Crawford Investment Counsel Inc.521,631$31.15M0.5%-0.8%0.309%
2/17/2026State of Wisconsin Investment Board175,459$10.48M0.0%+1.6%0.104%
2/17/2026Captrust Financial Advisors22,698$1.36M0.0%-5.1%0.013%
2/17/2026&PARTNERS20,042$1.20M0.0%-3.6%0.012%
2/17/2026Royal Bank of Canada311,541$18.61M0.0%+41.3%0.184%
2/17/2026Graham Capital Management L.P.11,365$679K0.0%N/A0.007%
2/17/2026Aster Capital Management DIFC Ltd1,682$100K0.0%N/A0.001%
2/16/2026Squarepoint Ops LLC55,705$3.33M0.0%N/A0.033%
2/16/2026Strategic Global Advisors LLC38,362$2.29M0.4%-1.5%0.023%
2/16/2026Truvestments Capital LLC3,654$218K0.0%+159.9%0.002%
2/16/2026Vanguard Personalized Indexing Management LLC22,501$1.34M0.0%-1.7%0.013%
2/16/2026Verition Fund Management LLC58,783$3.51M0.0%-9.5%0.035%
2/16/2026Panagora Asset Management Inc.108,380$6.47M0.0%+243.0%0.064%
2/16/2026 MML Investors Services LLC11,632$695K0.0%+7.1%0.007%
2/16/2026Next Century Growth Investors LLC116,666$6.97M0.5%N/A0.069%
2/16/2026North Peak Capital Management LLC2,400,065$143.33M12.2%+2.3%1.420%
2/16/2026Fieldview Capital Management LLC9,020$539K0.1%-34.5%0.005%


PEGA Institutional Ownership - Frequently Asked Questions

During the previous two years, 504 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 457 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), Norges Bank ($1.80M), and Thrivent Financial for Lutherans ($1.61M).

Institutional investors have bought a total of 48,279,154 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

Of the 174 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), Royal Bank of Canada ($1.98M), Russell Investments Group Ltd. ($1.70M), Wellington Management Group LLP ($1.57M), AQR Capital Management LLC ($1.24M), Jacobs Levy Equity Management Inc. ($1.04M), and Fuller & Thaler Asset Management Inc. ($807.16K).

Institutional investors have sold a total of 16,503,463 shares in the last 24 months. This volume of shares sold represents approximately $791.36M in transactions.



This page (NASDAQ:PEGA) was last updated on 5/12/2026 by MarketBeat.com Staff.
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