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Pegasystems (PEGA) Institutional Ownership

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$33.93 -0.50 (-1.45%)
Closing price 04:00 PM Eastern
Extended Trading
$33.59 -0.34 (-1.01%)
As of 06:42 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.
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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)
293
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$596.71M
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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
9/23/2026Envestnet Portfolio Solutions Inc.35,691$1.07M0.0%+59.1%0.022%
9/9/2026Sequoia Financial Advisors LLC9,406$282K0.0%+20.2%0.006%
9/9/2026WINTON GROUP Ltd40,987$1.23M0.0%+59.8%0.025%
9/9/2026NorthRock Partners LLC9,915$297K0.0%-26.2%0.006%
9/9/2026Integrated Wealth Concepts LLC2,580$77K0.0%-88.5%0.002%
9/9/2026NewEdge Advisors LLC20,032$600K0.0%+4.6%0.012%
9/9/2026IFP Advisors Inc3,204$96K0.0%-19.9%0.002%
9/9/2026Baird Financial Group Inc.167,055$5.01M0.0%N/A0.102%
9/8/2026Arizona State Retirement System23,322$699K0.0%-9.0%0.014%
9/8/2026Nykredit A S3,029$91K0.0%N/A0.002%
9/2/2026Allianz Asset Management GmbH34,480$1.03M0.0%N/A0.021%
8/27/2026Corient Private Wealth LP17,789$533K0.0%-55.3%0.011%
8/26/2026Amundi50,704$1.52M0.0%+7.3%0.031%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al59,050$1.77M0.0%N/A0.036%
8/23/2026Paralel Advisors LLC54,274$1.63M0.1%-29.5%0.033%
8/22/2026AlphaGrep UK Ltd16,526$495K0.1%N/A0.010%
8/22/2026denkapparat Operations GmbH13,696$410K0.1%+35.7%0.008%
8/22/2026TD Waterhouse Canada Inc.3,380$105K0.0%+45.2%0.002%
8/22/2026Concurrent Investment Advisors LLC24,141$724K0.0%+3.9%0.015%
8/21/2026AXQ Capital LP197,535$5.92M0.6%N/A0.120%
8/21/2026Nykredit A S3,029$91K0.0%N/A0.002%
8/20/2026Susquehanna Fundamental Investments LLC47,574$1.43M0.0%-62.5%0.029%
8/20/2026Northwestern Mutual Wealth Management Co.2,063$62K0.0%-48.8%0.001%
8/20/2026Wedbush Securities Inc.9,232$277K0.0%-22.3%0.006%
8/20/2026Greenwood Capital Associates LLC19,349$580K0.1%-3.2%0.012%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC244,905$7.34M0.0%-11.0%0.149%
8/19/2026Hsbc Holdings PLC49,030$1.46M0.0%+280.8%0.030%
8/19/2026Wellington Management Group LLP950,495$28.49M0.0%-64.7%0.578%
8/18/2026Empowered Funds LLC74,646$2.24M0.0%N/A0.045%
8/18/2026Caitlin John LLC13,323$399K0.2%N/A0.008%
8/18/2026Jefferies Financial Group Inc.31,692$950K0.0%N/A0.019%
8/18/2026Public Employees Retirement System of Ohio30,504$914K0.0%N/A0.019%
8/17/2026Transamerica Financial Advisors LLC2,091$63K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP16,647$499K0.0%N/A0.010%
8/17/2026Bank of America Corp DE608,330$18.23M0.0%N/A0.370%
8/15/2026Strategic Global Advisors LLC38,930$1.17M0.2%N/A0.024%
8/15/2026Freestone Grove Partners LP209,089$6.27M0.0%N/A0.127%
8/15/2026Odyssean LLC40,197$1.21M0.2%+146.8%0.024%
8/15/2026Man Group plc26,364$790K0.0%N/A0.016%
8/15/2026Jupiter Topco LLC40,615$1.22M0.0%N/A0.025%
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8/15/2026Wedbush Fund Advisers LLC394,797$11.83M1.0%+45.3%0.240%
8/14/2026Hsbc Holdings PLC49,030$1.46M0.0%N/A0.030%
8/14/2026EFG International AG8,208$246K0.0%N/A0.005%
8/14/2026Canada Pension Plan Investment Board350,500$10.50M0.0%N/A0.213%
8/14/2026Legal & General Group Plc114,341$3.43M0.0%N/A0.070%
8/14/2026The Manufacturers Life Insurance Company67,114$2.01M0.0%N/A0.041%
8/13/2026Ranger Investment Management L.P.873,139$26.17M1.7%N/A0.531%
8/13/2026Sanctuary Advisors LLC7,486$224K0.0%N/A0.005%
8/13/2026Globeflex Capital L P4,900$147K0.0%N/A0.003%
8/12/2026Commerce Bank25,964$778K0.0%N/A0.016%
8/12/2026Northwestern Mutual Wealth Management Co.2,063$62K0.0%N/A0.001%
8/12/2026Quantbot Technologies LP18,529$555K0.0%N/A0.011%
8/12/2026Harber Asset Management LLC104,579$3.13M1.9%N/A0.064%
8/11/2026Paralel Advisors LLC54,274$1.63M0.1%N/A0.033%
8/11/2026Allworth Financial LP1,412$42K0.0%N/A0.001%
8/11/2026Virtus Advisers LLC10,071$302K0.1%N/A0.006%
8/11/2026Vise Technologies Inc.7,008$210K0.0%N/A0.004%
8/10/2026NewEdge Wealth LLC50,503$1.51M0.0%N/A0.031%
8/8/2026Summit Creek Advisors LLC82,928$2.49M0.8%N/A0.050%
8/8/2026RHS Financial LLC6,832$205K0.1%N/A0.004%
8/8/2026Meeder Asset Management Inc.4,322$130K0.0%N/A0.003%
8/7/2026Buckland Partners Management Co LLC17,000$509K0.2%N/A0.010%
8/7/2026BlackRock Inc.9,573,688$286.92M0.0%N/A5.823%
8/7/2026Deutsche Bank AG252,410$7.57M0.0%N/A0.154%
8/6/2026Global Retirement Partners LLC1,361$41K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp646,700$19.38M0.0%N/A0.393%
8/6/2026State of Wyoming12,213$366K0.0%N/A0.007%
8/6/2026GSA Capital Partners LLP17,608$528K0.0%N/A0.011%
8/3/2026Oppenheimer Asset Management Inc.7,172$215K0.0%N/A0.004%
7/9/2026Fluent Financial LLC24,668$739K0.3%N/A0.015%
7/8/2026Assenagon Asset Management S.A.88,180$2.64M0.0%+6.7%0.053%
7/7/2026GAMMA Investing LLC1,313$39K0.0%-69.3%0.001%
7/2/2026Versant 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 Company68,053$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%
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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%


PEGA Institutional Ownership - Frequently Asked Questions

During the previous two years, 513 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 467 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 35,357,249 shares in the last 24 months. This purchase volume represents approximately $1.59B 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), 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 11,255,180 shares in the last 24 months. This volume of shares sold represents approximately $596.71M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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