Pegasystems PEGA Institutional Ownership

NASDAQ PEGA

$34.43 +1.18 (+3.55%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

434 Institutions

Increased 242 55.8%

Unchanged 39 9.0%

Reduced 153 35.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

57.89%

▲+3.17 pp QoQ

Shares Held by Institutions

95.87Mn

of 165.61Mn outstanding

▲+9.34% QoQ

Shares Outstanding

165.61Mn

69.74Mn held outside 13F filers

Institutional Investors

434

filed 13F for Jun 2026

▼-47 vs prior quarter

Net Shares Added (QoQ)

+8.19Mn

accumulated since last quarter

Value of Holdings

$3.19Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Pegasystems Inc (NASDAQ:PEGA) is held by 434 institutional investors per 13F filings through June 2026.

They owned 57.9% of outstanding stock in June 2026, up from 54.7% the prior quarter.
They increased total shares held in Pegasystems by 9.34% from last quarter, and the number of investors in PEGA increased 4.58% annually.
Among the 434 funds, 242 bought more Pegasystems shares, 153 sold down, and 39 held their ground.
Altogether, these fund groups held 95.87Mn shares in PEGA by June 2026, up by 8.19Mn shares quarter on quarter, and up 3.03Mn shares year over year.
BlackRock, Inc. leads ownership in PEGA with 9.57Mn shares as of June 30, 2026, equal to 5.78% of outstanding shares.
Leading buyers of Pegasystems shares for the quarter ending June 2026 were Lynrock Lake LP (1.78Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (1.4Mn), Capital Impact Advisors, LLC (1.01Mn), FIRST TRUST ADVISORS LP (909.76K), Sixth Street Partners Management Company, L.P. (848.74K).
The largest sellers of Pegasystems for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (1.74Mn), TEACHER RETIREMENT SYSTEM OF TEXAS (1.38Mn), UBS Group AG (817.09K), AMERICAN CENTURY COMPANIES INC (716.17K), Sei Investments Co (539.08K).
Per Business Quant, the top 10 investors in PEGA for the quarter ending June 2026 include BlackRock, Inc. (9.57Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (6.46Mn), AQR CAPITAL MANAGEMENT LLC (4.92Mn), VANGUARD CAPITAL MANAGEMENT LLC (4.13Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (3.03Mn), FIRST TRUST ADVISORS LP (2.96Mn), State Street Corp (2.93Mn), DIMENSIONAL FUND ADVISORS LP (2.68Mn), GEODE CAPITAL MANAGEMENT, LLC (2.59Mn), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (2.02Mn).

Form 13F Holdings

434 Institutional Holders

Report period 30 Jun, 2026

Total shares held 95.87Mn

Of outstanding 57.89%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	9,573,688	5.78%	▼63,330	-0.66%	$286.92Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	6,455,250	3.90%	▲93,327	+1.47%	$193.46Mn
3	AQR CAPITAL MANAGEMENT LLC	0001167557	4,919,642	2.97%	▲380,090	+8.37%	$147.44Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,128,720	2.49%	▼31,736	-0.76%	$123.74Mn
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	3,031,497	1.83%	▲654,445	+27.53%	$91.40Mn
6	FIRST TRUST ADVISORS LP	0001125816	2,958,357	1.79%	▲909,758	+44.41%	$88.66Mn
7	State Street Corp	0000093751	2,933,479	1.77%	▲77,451	+2.71%	$87.92Mn
8	DIMENSIONAL FUND ADVISORS LP	0000354204	2,683,002	1.62%	▲163,980	+6.51%	$80.42Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,585,227	1.56%	▲66,414	+2.64%	$77.49Mn
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	2,018,528	1.22%	▲1,399,775	+226.23%	$60.50Mn
11	Lynrock Lake LP	0001734341	1,782,640	1.08%	▲1,782,640	0.00%	$53.43Mn
12	Invesco Ltd.	0000914208	1,594,388	0.96%	▲542,369	+51.56%	$47.78Mn
13	THRIVENT FINANCIAL FOR LUTHERANS	0000314984	1,505,739	0.91%	▼7,516	-0.50%	$45.08K
14	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,444,522	0.87%	▲504,375	+53.65%	$43.29K
15	Copeland Capital Management, LLC	0001541743	1,406,961	0.85%	▲283,443	+25.23%	$42.17Mn
16	Boston Partners	0001386060	1,347,755	0.81%	▼108,929	-7.48%	$40.44Mn
17	Morgan Stanley	0000895421	1,171,814	0.71%	▲371,252	+46.37%	$35.12Mn
18	Capital Impact Advisors, LLC	0001602198	1,133,361	0.68%	▲1,007,518	+800.62%	$33.97Mn
19	Federated Hermes, Inc.	0001056288	1,130,567	0.68%	▲795,726	+237.64%	$33.88Mn
20	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	1,117,570	0.67%	▼361,305	-24.43%	$33.49Mn

Showing 1 to 20 of 434 holders