Go Pro
→ Trump Takes Emergency Action - Plus Elon Musk's New Venture (From Altimetry) (Ad)tc pixel Free PEGA Stock Alerts

Pegasystems (PEGA) Institutional Ownership

Pegasystems logo
$31.94 +0.70 (+2.24%)
Closing price 04:00 PM Eastern
Extended Trading
$31.65 -0.29 (-0.91%)
As of 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
46.89%
Number of
Institutional Buyers
(last 12 months)
363
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$554.41M
Get PEGA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Pegasystems stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PEGA Institutional Buying and Selling by Quarter

Pegasystems Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Fluent Financial LLC24,668$739K0.3%N/A0.015%
7/8/2026 Assenagon Asset Management S.A.88,180$2.64M0.0%+6.7%0.053%
7/7/2026 GAMMA Investing LLC1,313$39K0.0%-69.3%0.001%
7/2/2026 Versant Capital Management Inc1,074$32K0.0%-66.2%0.001%
6/18/2026Pacer Advisors Inc.346,267$14.74M0.0%-20.7%0.207%
6/3/2026Parallel Advisors LLC5,228$223K0.0%+41.8%0.003%
5/21/2026Essential Partners LLC9,882$421K0.1%-7.2%0.006%
5/19/2026Bank of America Corp DE628,100$26.73M0.0%+55.6%0.376%
5/19/2026Janus Henderson Group PLC40,615$1.73M0.0%-64.5%0.024%
5/19/2026Bull Harbor Capital LLC5,974$254K0.1%N/A0.004%
5/19/2026Smith Group Asset Management LLC27,033$1.15M0.1%-5.5%0.016%
5/18/2026Amundi47,259$2.01M0.0%+18.5%0.028%
5/18/2026EverSource Wealth Advisors LLC3,254$138K0.0%-30.3%0.002%
5/18/2026California State Teachers Retirement System108,743$4.63M0.0%+23.8%0.065%
5/18/2026Royal Bank of Canada381,787$16.25M0.0%+22.5%0.228%
5/18/2026Ranger Investment Management L.P.1,052,849$44.81M3.2%+15.6%0.630%
5/18/2026Empowered Funds LLC56,428$2.40M0.0%+62.5%0.034%
5/16/2026The Manufacturers Life Insurance Company 68,053$2.90M0.0%-4.2%0.041%
5/16/2026Quantinno Capital Management LP473,897$20.17M0.0%+95.7%0.284%
5/16/2026Lazard Asset Management LLC117,099$4.98M0.0%-56.6%0.070%
5/15/2026Weiss Asset Management LP145,950$6.21M0.1%N/A0.087%
5/15/2026Entropy Technologies LP21,262$905K0.0%N/A0.013%
5/14/2026Public Employees Retirement System of Ohio32,079$1.37M0.0%+13.1%0.019%
5/14/2026Modern Wealth Management LLC5,434$230K0.0%+54.1%0.003%
5/14/2026Arrowstreet Capital Limited Partnership618,753$26.33M0.0%+663.2%0.370%
5/14/2026Oak Associates Ltd. OH42,478$1.81M0.1%N/A0.025%
5/14/2026Inceptionr LLC14,525$618K0.1%N/A0.009%
5/14/2026Sei Investments Co.1,052,205$44.78M0.0%+52.9%0.630%
5/14/2026State of Wyoming12,709$541K0.1%+3.4%0.008%
5/13/2026Cetera Investment Advisers48,332$2.06M0.0%+81.6%0.029%
5/13/2026Signature Equity Partners LLC929$40K0.0%+302.2%0.001%
5/13/2026NewEdge Wealth LLC41,324$1.76M0.0%+61.0%0.025%
5/13/2026First Citizens Bank & Trust Co.21,993$936K0.0%N/A0.013%
5/13/2026First Trust Advisors LP2,048,599$87.19M0.1%+44.4%1.226%
5/8/2026PNC Financial Services Group Inc.7,901$336K0.0%-5.7%0.005%
5/8/2026Convergence Investment Partners LLC50,113$2.13M0.3%-9.7%0.030%
5/7/2026Dimensional Fund Advisors LP2,519,022$107.20M0.0%-0.4%1.507%
5/7/2026Parallel Advisors LLC5,228$223K0.0%+41.8%0.003%
5/7/2026Swiss National Bank184,600$7.86M0.0%-0.5%0.110%
5/6/2026Kera Capital Partners Inc.6,705$285K0.0%+21.0%0.004%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
5/6/2026Copeland Capital Management LLC1,123,518$47.82M1.1%N/A0.672%
5/6/2026Assetmark Inc.26,240$1.12M0.0%-15.0%0.016%
5/6/2026Bessemer Group Inc.8,206$349K0.0%+838.9%0.005%
5/6/2026Allspring Global Investments Holdings LLC814,062$34.43M0.1%+117.3%0.487%
5/6/2026Independent Financial Group LLC9,163$390K0.0%N/A0.005%
5/5/2026Bank of New York Mellon Corp764,961$32.56M0.0%-7.7%0.458%
5/5/2026Illinois Municipal Retirement Fund91,501$3.89M0.0%+24.5%0.055%
5/5/2026Harel Insurance Investments & Financial Services Ltd.137,302$5.84M0.0%+58.6%0.082%
5/5/2026Sanctuary Advisors LLC10,893$464K0.0%+32.9%0.007%
5/4/2026Calamos Wealth Management LLC7,003$298K0.0%+89.0%0.004%
5/4/2026Calamos Advisors LLC7,003$298K0.0%-86.2%0.004%
5/4/2026State of Michigan Retirement System22,000$936K0.0%+1.4%0.013%
5/4/2026Principal Financial Group Inc.204,522$8.70M0.0%+3.8%0.122%
5/4/2026Chicago Partners Investment Group LLC7,382$314K0.0%+64.5%0.004%
5/1/2026Fifth Third Bancorp32,184$1.37M0.0%+5,116.2%0.019%
5/1/2026American Trust5,734$244K0.0%-12.1%0.003%
5/1/2026Sequoia Financial Advisors LLC7,823$333K0.0%-4.8%0.005%
4/30/2026Hsbc Holdings PLC12,875$548K0.0%-58.6%0.008%
4/30/2026Personal CFO Solutions LLC4,844$206K0.0%N/A0.003%
4/30/2026Greenwood Capital Associates LLC19,986$851K0.1%+58.4%0.012%
4/30/2026Oregon Public Employees Retirement Fund18,700$796K0.0%+2.2%0.011%
4/29/2026Childress Capital Advisors LLC5,866$250K0.0%N/A0.004%
4/28/2026Marietta Investment Partners LLC53,966$2.30M0.5%-37.1%0.032%
4/28/2026Stephens Inc. AR9,373$399K0.0%+150.3%0.006%
4/27/2026HB Wealth Management LLC6,026$256K0.0%N/A0.004%
4/27/2026New York State Teachers Retirement System39,914$1.70M0.0%-7.2%0.024%
4/27/2026Private Advisor Group LLC6,691$285K0.0%-38.4%0.004%
4/27/2026Y Intercept Hong Kong Ltd14,115$601K0.0%N/A0.008%
4/24/2026Impact Partnership Wealth LLC13,627$580K0.1%+63.0%0.008%
4/22/2026Pictet Asset Management Holding SA15,753$670K0.0%+6.0%0.009%
4/22/2026Sterling Capital Management LLC2,289$97K0.0%-37.2%0.001%
4/21/2026Louisiana State Employees Retirement System26,500$1.13M0.0%N/A0.016%
4/20/2026Blue Trust Inc.2,228$95K0.0%+103.3%0.001%
4/20/2026OP 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%
4/17/2026Krilogy Financial LLC6,955$301K0.0%-22.7%0.004%
4/16/2026SG Americas Securities LLC16,763$713K0.0%-21.5%0.010%
4/16/2026Diversified Trust Co11,364$484K0.0%+3.2%0.007%
3/20/2026Hsbc 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%
3/6/2026Hsbc Holdings PLC31,088$1.86M0.0%-4.7%0.018%
2/24/2026Pacer Advisors Inc.436,816$26.09M0.0%-48.7%0.258%
2/23/2026Kera 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%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
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%
2/18/2026Evolve Private Wealth LLC7,136$426K0.0%N/A0.004%


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 460 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 48,082,760 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Of the 167 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. ($504.64K), Vanguard Group Inc. ($312.66K), Morgan Stanley ($276.98K), and Thrivent Financial for Lutherans ($213.75K).

Institutional investors have sold a total of 9,614,727 shares in the last 24 months. This volume of shares sold represents approximately $554.41M in transactions.


Related Companies

This page (NASDAQ:PEGA) was last updated on 7/13/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel