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Pegasystems (PEGA) Institutional Ownership

Pegasystems logo
$33.56 -0.05 (-0.15%)
As of 08/21/2026 04:00 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)
290
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
162
Total
Institutional Outflows
(last 12 months)
$595.26M
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PEGA Institutional Buying and Selling by Quarter

Pegasystems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Paralel Advisors LLC54,274$1.63M0.1%-29.5%0.033%
8/22/2026 AlphaGrep UK Ltd16,526$495K0.1%N/A0.010%
8/22/2026 denkapparat Operations GmbH13,696$410K0.1%+35.7%0.008%
8/22/2026 TD Waterhouse Canada Inc.3,380$105K0.0%+45.2%0.002%
8/22/2026 Concurrent Investment Advisors LLC24,141$724K0.0%+3.9%0.015%
8/21/2026 AXQ Capital LP197,535$5.92M0.6%N/A0.120%
8/21/2026 Nykredit A S3,029$91K0.0%N/A0.002%
8/20/2026 Susquehanna Fundamental Investments LLC47,574$1.43M0.0%-62.5%0.029%
8/20/2026 Northwestern Mutual Wealth Management Co.2,063$62K0.0%-48.8%0.001%
8/20/2026 Wedbush Securities Inc.9,232$277K0.0%-22.3%0.006%
8/20/2026 Greenwood Capital Associates LLC19,349$580K0.1%-3.2%0.012%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC244,905$7.34M0.0%-11.0%0.149%
8/19/2026 Hsbc Holdings PLC49,030$1.46M0.0%+280.8%0.030%
8/19/2026 Wellington Management Group LLP950,495$28.49M0.0%-64.7%0.578%
8/18/2026 Empowered Funds LLC74,646$2.24M0.0%N/A0.045%
8/18/2026 Caitlin John LLC13,323$399K0.2%N/A0.008%
8/18/2026Jefferies Financial Group Inc.31,692$950K0.0%N/A0.019%
8/18/2026 Public Employees Retirement System of Ohio30,504$914K0.0%N/A0.019%
8/17/2026 Transamerica Financial Advisors LLC2,091$63K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP16,647$499K0.0%N/A0.010%
8/17/2026 Bank of America Corp DE608,330$18.23M0.0%N/A0.370%
8/15/2026 Strategic Global Advisors LLC38,930$1.17M0.2%N/A0.024%
8/15/2026 Freestone Grove Partners LP209,089$6.27M0.0%N/A0.127%
8/15/2026 Odyssean LLC40,197$1.21M0.2%+146.8%0.024%
8/15/2026 Man Group plc26,364$790K0.0%N/A0.016%
8/15/2026 Jupiter Topco LLC40,615$1.22M0.0%N/A0.025%
8/15/2026 Wedbush Fund Advisers LLC394,797$11.83M1.0%+45.3%0.240%
8/14/2026 Hsbc Holdings PLC49,030$1.46M0.0%N/A0.030%
8/14/2026 EFG International AG8,208$246K0.0%N/A0.005%
8/14/2026 Canada Pension Plan Investment Board350,500$10.50M0.0%N/A0.213%
8/14/2026 Legal & General Group Plc114,341$3.43M0.0%N/A0.070%
8/14/2026 The Manufacturers Life Insurance Company 67,114$2.01M0.0%N/A0.041%
8/13/2026 Ranger Investment Management L.P.873,139$26.17M1.7%N/A0.531%
8/13/2026 Sanctuary Advisors LLC7,486$224K0.0%N/A0.005%
8/13/2026 Globeflex Capital L P4,900$147K0.0%N/A0.003%
8/12/2026 Commerce Bank25,964$778K0.0%N/A0.016%
8/12/2026 Northwestern Mutual Wealth Management Co.2,063$62K0.0%N/A0.001%
8/12/2026 Quantbot Technologies LP18,529$555K0.0%N/A0.011%
8/12/2026 Harber Asset Management LLC104,579$3.13M1.9%N/A0.064%
8/11/2026 Paralel Advisors LLC54,274$1.63M0.1%N/A0.033%
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8/11/2026 Allworth Financial LP1,412$42K0.0%N/A0.001%
8/11/2026 Virtus Advisers LLC10,071$302K0.1%N/A0.006%
8/11/2026 Vise Technologies Inc.7,008$210K0.0%N/A0.004%
8/10/2026 NewEdge Wealth LLC50,503$1.51M0.0%N/A0.031%
8/8/2026 Summit Creek Advisors LLC82,928$2.49M0.8%N/A0.050%
8/8/2026 RHS Financial LLC6,832$205K0.1%N/A0.004%
8/8/2026 Meeder Asset Management Inc.4,322$130K0.0%N/A0.003%
8/7/2026 Buckland Partners Management Co LLC17,000$509K0.2%N/A0.010%
8/7/2026 BlackRock Inc.9,573,688$286.92M0.0%N/A5.823%
8/7/2026 Deutsche Bank AG252,410$7.57M0.0%N/A0.154%
8/6/2026 Global Retirement Partners LLC1,361$41K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp646,700$19.38M0.0%N/A0.393%
8/6/2026 State of Wyoming12,213$366K0.0%N/A0.007%
8/6/2026 GSA Capital Partners LLP17,608$528K0.0%N/A0.011%
8/3/2026 Oppenheimer Asset Management Inc.7,172$215K0.0%N/A0.004%
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%
6/18/2026 Pacer Advisors Inc.346,267$14.74M0.0%-20.7%0.207%
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%
5/19/2026Janus 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%
5/18/2026California 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 Company68,053$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%
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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%


PEGA Institutional Ownership - Frequently Asked Questions

During the previous two years, 511 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), BlackRock Inc. ($286.92M), Bares Capital Management Inc. ($191.77M), Invesco Ltd. ($186.79M), AQR Capital Management LLC ($167.25M), and State Street Corp ($164.45M).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 466 institutional investors that purchased Pegasystems' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($9.57M), Massachusetts Financial Services Co. MA ($4.99M), AQR Capital Management LLC ($3.30M), Invesco Ltd. ($2.85M), State Street Corp ($2.09M), First Trust Advisors LP ($1.83M), and Norges Bank ($1.80M).

Institutional investors have bought a total of 35,987,243 shares in the last 24 months. This purchase volume represents approximately $1.64B in transactions.

Of the 162 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), Wellington Management Group LLP ($1.74M), AQR Capital Management LLC ($1.24M), Jacobs Levy Equity Management Inc. ($1.04M), Pacer Advisors Inc. ($504.64K), Vanguard Group Inc. ($312.66K), and Morgan Stanley ($276.98K).

Institutional investors have sold a total of 11,206,676 shares in the last 24 months. This volume of shares sold represents approximately $595.26M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PEGA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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