Pegasystems Inc (PEGA) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

184,712,207Shares Outstanding

1,243,944Shares held by institutions

$55,355,508Value of institutional holdings

49.44%Institutional ownership %

4.27%Shares Changed QoQ

449No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Pegasystems Inc (NASDAQ:PEGA) currently has 449 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Institutional ownership in Pegasystems edged down to 49.4% in December 2025, compared to 53.8% in September 2025.
Quarterly data indicates a 4.27% shift in institutional share volume, and the annual owner count reflects an increase of 42.09%.
During the quarter, 247 institutions bought more Pegasystems shares, 155 sold shares, and 47 of the 449 total investors held their position steady.
The total number of shares held by institutions in Pegasystems increased to 91.33Mn as of December 2025, a net change of up by 3.74Mn shares quarter on quarter, and up 6.77Mn shares year over year.
VANGUARD GROUP INC's holding of 10.96Mn shares as of December 31, 2025 makes it the primary institutional investor in Pegasystems, owning 5.93% of the stock.
Among the most significant buyers of Pegasystems during December 2025 were Capital Impact Advisors, LLC (765.32K), WELLINGTON MANAGEMENT GROUP LLP (599.79K), RENAISSANCE GROUP LLC (540.43K), NORGES BANK (534.24K), GEODE CAPITAL MANAGEMENT, LLC (492.76K).
Leading sellers of Pegasystems stock in December 2025 included JACOBS LEVY EQUITY MANAGEMENT, INC (794.38K), Capital Research Global Investors (721.40K), FMR LLC (641.37K), AQR CAPITAL MANAGEMENT LLC (591.31K), Shannon River Fund Management LLC (345.39K).
The top 10 institutional holders of Pegasystems for the quarter ending December 2025 included VANGUARD GROUP INC (10.96Mn), BlackRock, Inc. (8.98Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.93Mn), AQR CAPITAL MANAGEMENT LLC (2.80Mn), STATE STREET CORP (2.75Mn), WELLINGTON MANAGEMENT GROUP LLP (2.72Mn), DIMENSIONAL FUND ADVISORS LP (2.53Mn), North Peak Capital Management, LLC (2.40Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (2.39Mn), GEODE CAPITAL MANAGEMENT, LLC (2.34Mn).

449 Institutional Holders

1,243,944 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	10,959,704	-312,655	-2.77%	$654,513,523.00
BlackRock, Inc.	31 Dec, 2025	8,977,984	-51,001	-0.56%	$536,165,169.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	4,928,146	-59,145	-1.19%	$294,308,877.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	2,800,493	-591,308	-17.43%	$167,245,437.00
STATE STREET CORP	31 Dec, 2025	2,753,627	-16,469	-0.59%	$164,446,604.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	2,721,958	599,790	28.26%	$162,555,332.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,529,767	61,251	2.48%	$151,093,853.00
North Peak Capital Management, LLC	31 Dec, 2025	2,400,065	53,564	2.28%	$143,331,882.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	2,394,839	124,077	5.46%	$143,029,605.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,344,266	492,760	26.61%	$140,019,741.00
UBS Group AG	31 Dec, 2025	1,847,713	14,587	0.80%	$110,345,421.00
Capital Research Global Investors	31 Dec, 2025	1,796,189	-721,398	-28.65%	$107,268,407.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,782,082	195,289	12.31%	$106,426,073.00
THRIVENT FINANCIAL FOR LUTHERANS	31 Dec, 2025	1,713,825	-213,751	-11.09%	$102,298.00
Hood River Capital Management LLC	31 Dec, 2025	1,588,403	9,955	0.63%	$94,859,427.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	1,524,348	-794,375	-34.26%	$91,034,063.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	1,418,576	306,840	27.60%	$84,717,454.00
TEACHER RETIREMENT SYSTEM OF TEXAS	31 Dec, 2025	1,400,086	-119,919	-7.89%	$83,613,136.00
FRANKLIN RESOURCES INC	31 Dec, 2025	1,326,926	232,374	21.23%	$79,244,021.00
MORGAN STANLEY	31 Dec, 2025	1,200,213	-276,983	-18.75%	$71,676,847.00

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