Who owns PEGA (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
91 tracked funds added or opened PEGA while 194 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PEGA’s largest tracked holder by dollar value, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 478 tracked filers holding PEGA, 303 increased or opened the position and 223 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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
Funds opening or closing a position in PEGA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- VANGUARD PORTFOLIO MANAGEMENT LLC$271M
- VANGUARD CAPITAL MANAGEMENT LLC$177M
- Copeland Capital Management, LLC$48M
- FULLER & THALER ASSET MANAGEMENT, INC.$46M
- VANGUARD FIDUCIARY TRUST CO$24M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$21M
Full exits 37
- VANGUARD GROUP INC$646M
- North Peak Capital Management, LLC$143M
- Capital Research Global Investors$107M
- Shannon River Fund Management LLC$62M
- Pacer Advisors, Inc.$26M
- INTRINSIC EDGE CAPITAL MANAGEMENT LLC$11M
Largest adds
- Boston Partners$51M
- AQR CAPITAL MANAGEMENT LLC$23M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$21M
- Allspring Global Investments Holdings, LLC$13M
- NORGES BANK$11M
- ENVESTNET ASSET MANAGEMENT INC$7M
Largest trims
- BlackRock, Inc.$285M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$193M
- Invesco Ltd.$146M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$119M
- FRANKLIN RESOURCES INC$64M
- UBS Group AG$56M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 6,361,923 | $271M | 5.6% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,904,374 | $251M | 5.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 4,531,891 | $191M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,160,456 | $177M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 2,856,028 | $122M | 2.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,667,815 | $114M | 2.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,518,813 | $107M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,519,022 | $107M | 2.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,377,052 | $101M | 2.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,048,599 | $87M | 1.8% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,513,255 | $64M | 1.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 1,478,875 | $63M | 1.3% | 2026-Q1 |
| Boston Partners added | 1,456,684 | $62M | 1.3% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 1,396,021 | $59M | 1.2% | 2026-Q1 |
| UBS Group AG trimmed | 1,284,019 | $55M | 1.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,210,562 | $52M | 1.1% | 2026-Q1 |
| Fiera Capital Corp added | 1,146,653 | $49M | 1.0% | 2026-Q1 |
| Copeland Capital Management, LLC new | 1,123,518 | $48M | 1.0% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 1,108,232 | $47M | 1.0% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,071,594 | $46M | 0.9% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,069,134 | $46M | 0.9% | 2026-Q1 |
| Ranger Investment Management, L.P. added | 1,052,849 | $45M | 0.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,052,205 | $45M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,026,121 | $44M | 0.9% | 2026-Q1 |
| NORGES BANK added | 616,650 | $43M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 987,747 | $42M | 0.9% | 2026-Q1 |
| Hood River Capital Management LLC trimmed | 975,621 | $42M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 950,609 | $40M | 0.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 940,147 | $40M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 913,181 | $38M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 872,704 | $37M | 0.8% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 814,062 | $34M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 800,562 | $34M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 764,961 | $33M | 0.7% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 700,647 | $30M | 0.6% | 2026-Q1 |
| HERALD INVESTMENT MANAGEMENT Ltd trimmed | 686,600 | $29M | 0.6% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 667,100 | $28M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 643,634 | $27M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 628,100 | $27M | 0.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 618,753 | $26M | 0.5% | 2026-Q1 |
| Gotham Asset Management, LLC added | 585,263 | $25M | 0.5% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 580,234 | $25M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 573,793 | $24M | 0.5% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 570,335 | $24M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 538,963 | $23M | 0.5% | 2026-Q1 |
| RENAISSANCE GROUP LLC trimmed | 507,439 | $22M | 0.4% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC added | 504,478 | $21M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 500,000 | $21M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 473,897 | $20M | 0.4% | 2026-Q1 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 455,290 | $19M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 445,986 | $19M | 0.4% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 415,813 | $18M | 0.4% | 2026-Q1 |
| Freestone Grove Partners LP added | 404,467 | $17M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 381,787 | $16M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 369,096 | $16M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 363,917 | $15M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 334,841 | $14M | 0.3% | 2026-Q1 |
| Trexquant Investment LP added | 333,516 | $14M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 302,750 | $13M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 302,660 | $13M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 275,179 | $12M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 266,515 | $11M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 259,253 | $11M | 0.2% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 258,090 | $11M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 254,766 | $11M | 0.2% | 2026-Q1 |
| Luxor Capital Group, LP | 245,983 | $10M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 174,342 | $10M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 237,418 | $10M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 212,197 | $9M | 0.2% | 2026-Q1 |
| ARMISTICE CAPITAL, LLC added | 210,429 | $9M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 206,772 | $9M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 205,243 | $9M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 204,522 | $9M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 201,201 | $9M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 184,600 | $8M | 0.2% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 184,265 | $8M | 0.2% | 2026-Q1 |
| Tidal Investments LLC trimmed | 181,669 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 180,565 | $8M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP added | 176,703 | $8M | 0.2% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 176,125 | $7M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 173,376 | $7M | 0.2% | 2026-Q1 |
| Summit Creek Advisors LLC trimmed | 171,801 | $7M | 0.2% | 2026-Q1 |
| CWM, LLC added | 169,206 | $7M | 0.1% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 165,839 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 10,819,589 | $646M | 13.4% | 2025-Q4 stale |
| Bares Capital Management, Inc. trimmed | 3,380,345 | $194M | 4.0% | 2025-Q3 stale |
| North Peak Capital Management, LLC added | 2,400,065 | $143M | 3.0% | 2025-Q4 stale |
| TPG GP A, LLC added | 2,022,733 | $141M | 2.9% | 2025-Q1 stale |
| Capital Research Global Investors trimmed | 1,796,189 | $107M | 2.2% | 2025-Q4 stale |
| Shannon River Fund Management LLC trimmed | 1,038,832 | $62M | 1.3% | 2025-Q4 stale |
| Pacer Advisors, Inc. trimmed | 436,816 | $26M | 0.5% | 2025-Q4 stale |
| Broad Bay Capital Management, LP new | 309,730 | $22M | 0.4% | 2025-Q1 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 180,000 | $11M | 0.2% | 2025-Q4 stale |
| FIL Ltd added | 193,620 | $10M | 0.2% | 2025-Q2 stale |
| SG Capital Management LLC new | 157,288 | $9M | 0.2% | 2025-Q4 stale |
| LMR Partners LLP added | 150,000 | $8M | 0.2% | 2025-Q2 stale |
| CASTLEARK MANAGEMENT LLC added | 133,167 | $8M | 0.2% | 2025-Q4 stale |
| Allianz Asset Management GmbH trimmed | 134,871 | $8M | 0.2% | 2025-Q3 stale |
| G2 Investment Partners Management LLC trimmed | 125,594 | $8M | 0.2% | 2025-Q4 stale |
| Abacus FCF Advisors LLC added | 125,838 | $7M | 0.2% | 2025-Q3 stale |
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.