Who owns Pegasystems (PEGA)
Which tracked institutional funds hold PEGA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEGA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
PEGA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PEGA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PEGA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their PEGA positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,573,688 | $287M | 11.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,455,250 | $193M | 7.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,919,642 | $147M | 5.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,128,720 | $124M | 4.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 3,031,497 | $91M | 3.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,958,357 | $89M | 3.4% | 2026-Q2 |
| STATE STREET CORP added | 2,933,479 | $88M | 3.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,683,002 | $80M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,585,227 | $77M | 3.0% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,018,528 | $60M | 2.3% | 2026-Q2 |
| Lynrock Lake LP new | 1,782,640 | $53M | 2.1% | 2026-Q2 |
| Invesco Ltd. added | 1,594,388 | $48M | 1.9% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,444,522 | $43M | 1.7% | 2026-Q2 |
| Copeland Capital Management, LLC added | 1,406,961 | $42M | 1.6% | 2026-Q2 |
| Boston Partners trimmed | 1,347,755 | $40M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 1,171,814 | $35M | 1.4% | 2026-Q2 |
| Capital Impact Advisors, LLC added | 1,133,361 | $34M | 1.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 1,130,567 | $34M | 1.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 1,117,570 | $33M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,115,987 | $33M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,113,949 | $34M | 1.3% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,109,158 | $33M | 1.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 1,099,069 | $33M | 1.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,076,830 | $33M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 954,210 | $29M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 950,495 | $28M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 935,823 | $28M | 1.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 879,949 | $26M | 1.0% | 2026-Q2 |
| Ranger Investment Management, L.P. trimmed | 873,139 | $26M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 848,744 | $25M | 1.0% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC added | 775,875 | $23M | 0.9% | 2026-Q2 |
| NORGES BANK added | 772,513 | $23M | 0.9% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 761,229 | $23M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 699,929 | $21M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 693,835 | $21M | 0.8% | 2026-Q2 |
| Fiera Capital Corp trimmed | 657,650 | $20M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 646,700 | $19M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 608,330 | $18M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 601,330 | $18M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 598,223 | $18M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 597,327 | $18M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 575,471 | $17M | 0.7% | 2026-Q2 |
| RENAISSANCE GROUP LLC added | 567,729 | $17M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 559,898 | $17M | 0.7% | 2026-Q2 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 554,450 | $17M | 0.6% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 548,434 | $16M | 0.6% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 513,129 | $15M | 0.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 494,389 | $15M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 466,933 | $14M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 418,099 | $13M | 0.5% | 2026-Q2 |
| Wedbush Fund Advisers, LLC added | 394,797 | $12M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 370,188 | $11M | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 367,294 | $11M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 350,500 | $11M | 0.4% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 300,000 | $9M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 298,334 | $9M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 291,984 | $9M | 0.3% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC added | 274,359 | $8M | 0.3% | 2026-Q2 |
| Luxor Capital Group, LP added | 256,513 | $8M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 252,410 | $8M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 250,508 | $8M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 244,905 | $7M | 0.3% | 2026-Q2 |
| OP Asset Management Ltd added | 242,772 | $7M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 242,126 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 233,887 | $7M | 0.3% | 2026-Q2 |
| Trexquant Investment LP trimmed | 223,682 | $7M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added | 218,979 | $7M | 0.3% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd added | 211,348 | $6M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP trimmed | 209,089 | $6M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 204,635 | $6M | 0.2% | 2026-Q2 |
| AXQ CAPITAL, LP new | 197,535 | $6M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 171,396 | $5M | 0.2% | 2026-Q2 |
| Mawer Investment Management Ltd. new | 170,958 | $5M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 169,600 | $5M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 169,146 | $5M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 167,055 | $5M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 166,170 | $5M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 162,545 | $5M | 0.2% | 2026-Q2 |
| Vest Financial, LLC added | 160,451 | $5M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 148,210 | $4M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 144,614 | $4M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 143,151 | $4M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 140,661 | $4M | 0.2% | 2026-Q2 |
| Pier Capital, LLC new | 137,080 | $4M | 0.2% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 134,423 | $4M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 134,261 | $4M | 0.2% | 2026-Q2 |
| JB Capital LLC added | 128,651 | $4M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 123,020 | $4M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 121,766 | $4M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 121,509 | $5M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 115,900 | $3M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 115,610 | $3M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 114,341 | $3M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 112,354 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 107,201 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 105,584 | $3M | 0.1% | 2026-Q2 |
| Harber Asset Management LLC added | 104,579 | $3M | 0.1% | 2026-Q2 |
| Creative Planning added | 96,179 | $3M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 95,185 | $3M | 0.1% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 94,856 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.