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Institutional Ownership · SEC Form 13F

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.

478
Institutional holders
88,789,832
Shares held (tracked funds)
52.1%
Of shares outstanding

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).

FundSharesReported value% of valueQuarter
VANGUARD PORTFOLIO MANAGEMENT LLC new6,361,923$271M5.6%2026-Q1
BlackRock, Inc. trimmed5,904,374$251M5.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added4,531,891$191M4.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,160,456$177M3.7%2026-Q1
STATE STREET CORP added2,856,028$122M2.5%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed2,667,815$114M2.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,518,813$107M2.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed2,519,022$107M2.2%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed2,377,052$101M2.1%2026-Q1
FIRST TRUST ADVISORS LP added2,048,599$87M1.8%2026-Q1
Thrivent Financial for Lutherans trimmed1,513,255$64M1.3%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed1,478,875$63M1.3%2026-Q1
Boston Partners added1,456,684$62M1.3%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed1,396,021$59M1.2%2026-Q1
UBS Group AG trimmed1,284,019$55M1.1%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed1,210,562$52M1.1%2026-Q1
Fiera Capital Corp added1,146,653$49M1.0%2026-Q1
Copeland Capital Management, LLC new1,123,518$48M1.0%2026-Q1
Fisher Asset Management, LLC trimmed1,108,232$47M1.0%2026-Q1
Russell Investments Group, Ltd. added1,071,594$46M0.9%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added1,069,134$46M0.9%2026-Q1
Ranger Investment Management, L.P. added1,052,849$45M0.9%2026-Q1
SEI INVESTMENTS CO added1,052,205$45M0.9%2026-Q1
NORTHERN TRUST CORP added1,026,121$44M0.9%2026-Q1
NORGES BANK added616,650$43M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added987,747$42M0.9%2026-Q1
Hood River Capital Management LLC trimmed975,621$42M0.9%2026-Q1
Invesco Ltd. trimmed950,609$40M0.8%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added940,147$40M0.8%2026-Q1
JPMORGAN CHASE & CO added913,181$38M0.8%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added872,704$37M0.8%2026-Q1
Allspring Global Investments Holdings, LLC added814,062$34M0.7%2026-Q1
MORGAN STANLEY trimmed800,562$34M0.7%2026-Q1
Bank of New York Mellon Corp trimmed764,961$33M0.7%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC added700,647$30M0.6%2026-Q1
HERALD INVESTMENT MANAGEMENT Ltd trimmed686,600$29M0.6%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added667,100$28M0.6%2026-Q1
AMERIPRISE FINANCIAL INC added643,634$27M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added628,100$27M0.6%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added618,753$26M0.5%2026-Q1
Gotham Asset Management, LLC added585,263$25M0.5%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC added580,234$25M0.5%2026-Q1
VANGUARD FIDUCIARY TRUST CO new573,793$24M0.5%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed570,335$24M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed538,963$23M0.5%2026-Q1
RENAISSANCE GROUP LLC trimmed507,439$22M0.4%2026-Q1
WESTWOOD HOLDINGS GROUP INC added504,478$21M0.4%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added500,000$21M0.4%2026-Q1
Quantinno Capital Management LP added473,897$20M0.4%2026-Q1
OBERWEIS ASSET MANAGEMENT INC/ added455,290$19M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added445,986$19M0.4%2026-Q1
CANADA LIFE ASSURANCE Co added415,813$18M0.4%2026-Q1
Freestone Grove Partners LP added404,467$17M0.4%2026-Q1
ROYAL BANK OF CANADA added381,787$16M0.3%2026-Q1
FRANKLIN RESOURCES INC trimmed369,096$16M0.3%2026-Q1
DEUTSCHE BANK AG\ added363,917$15M0.3%2026-Q1
FEDERATED HERMES, INC. added334,841$14M0.3%2026-Q1
Trexquant Investment LP added333,516$14M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added302,750$13M0.3%2026-Q1
Point72 Asset Management, L.P. added302,660$13M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed275,179$12M0.2%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed266,515$11M0.2%2026-Q1
MACKENZIE FINANCIAL CORP added259,253$11M0.2%2026-Q1
LORD, ABBETT & CO. LLC added258,090$11M0.2%2026-Q1
WELLS FARGO & COMPANY/MN added254,766$11M0.2%2026-Q1
Luxor Capital Group, LP245,983$10M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added174,342$10M0.2%2026-Q1
RHUMBLINE ADVISERS added237,418$10M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added212,197$9M0.2%2026-Q1
ARMISTICE CAPITAL, LLC added210,429$9M0.2%2026-Q1
Rockefeller Capital Management L.P. added206,772$9M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added205,243$9M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added204,522$9M0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added201,201$9M0.2%2026-Q1
Swiss National Bank trimmed184,600$8M0.2%2026-Q1
Treasurer of the State of North Carolina added184,265$8M0.2%2026-Q1
Tidal Investments LLC trimmed181,669$8M0.2%2026-Q1
CITADEL ADVISORS LLC trimmed180,565$8M0.2%2026-Q1
Bridgewater Associates, LP added176,703$8M0.2%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added176,125$7M0.2%2026-Q1
Cerity Partners LLC added173,376$7M0.2%2026-Q1
Summit Creek Advisors LLC trimmed171,801$7M0.2%2026-Q1
CWM, LLC added169,206$7M0.1%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB trimmed165,839$7M0.1%2026-Q1
VANGUARD GROUP INC trimmed10,819,589$646M13.4%2025-Q4 stale
Bares Capital Management, Inc. trimmed3,380,345$194M4.0%2025-Q3 stale
North Peak Capital Management, LLC added2,400,065$143M3.0%2025-Q4 stale
TPG GP A, LLC added2,022,733$141M2.9%2025-Q1 stale
Capital Research Global Investors trimmed1,796,189$107M2.2%2025-Q4 stale
Shannon River Fund Management LLC trimmed1,038,832$62M1.3%2025-Q4 stale
Pacer Advisors, Inc. trimmed436,816$26M0.5%2025-Q4 stale
Broad Bay Capital Management, LP new309,730$22M0.4%2025-Q1 stale
INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed180,000$11M0.2%2025-Q4 stale
FIL Ltd added193,620$10M0.2%2025-Q2 stale
SG Capital Management LLC new157,288$9M0.2%2025-Q4 stale
LMR Partners LLP added150,000$8M0.2%2025-Q2 stale
CASTLEARK MANAGEMENT LLC added133,167$8M0.2%2025-Q4 stale
Allianz Asset Management GmbH trimmed134,871$8M0.2%2025-Q3 stale
G2 Investment Partners Management LLC trimmed125,594$8M0.2%2025-Q4 stale
Abacus FCF Advisors LLC added125,838$7M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership