| 0.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | $123.7M | -0.8% | 2.511% | 0.00% |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.0M | $91.4M | +27.5% | 1.844% | 0.03% |
| 6 | FIRST TRUST ADVISORS LP | 3.0M | $88.7M | +44.4% | 1.799% | 0.05% |
| 7 | STATE STREET CORP | 2.9M | $87.9M | +2.7% | 1.784% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $80.4M | +6.5% | 1.632% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $77.5M | +2.6% | 1.573% | 0.00% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.0M | $60.5M | +226.2% | 1.228% | 0.03% |
| 11 | Lynrock Lake LP | 1.8M | $53.4M | — | 1.084% | 3.37% |
| 12 | Invesco Ltd. | 1.6M | $47.8M | +51.6% | 0.970% | 0.00% |
| 13 | Copeland Capital Management, LLC | 1.4M | $42.2M | +25.2% | 0.856% | 0.87% |
| 14 | Boston Partners | 1.3M | $40.4M | -7.5% | 0.820% | 0.04% |
| 15 | MORGAN STANLEY | 1.2M | $35.1M | +46.4% | 0.713% | 0.00% |
| 16 | JPMORGAN CHASE & CO | 1.1M | $34.1M | +22.0% | 0.678% | 0.00% |
| 17 | Capital Impact Advisors, LLC | 1.1M | $34.0M | +800.6% | 0.689% | 1.90% |
| 18 | FEDERATED HERMES, INC. | 1.1M | $33.9M | +237.6% | 0.688% | 0.05% |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.1M | $33.5M | -24.4% | 0.680% | 0.12% |
| 20 | Allspring Global Investments Holdings, LLC | 1.1M | $33.5M | +32.3% | 0.655% | 0.05% |
| 21 | MILLENNIUM MANAGEMENT LLC | 1.1M | $33.4M | +268.6% | 0.679% | 0.01% |
| 22 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.1M | $33.2M | +3.7% | 0.675% | 0.09% |
| 23 | Fisher Asset Management, LLC | 1.1M | $32.9M | -0.8% | 0.668% | 0.01% |
| 24 | GOLDMAN SACHS GROUP INC | 954K | $28.6M | -3.4% | 0.580% | 0.00% |
| 25 | WELLINGTON MANAGEMENT GROUP LLP | 950K | $28.5M | -64.6% | 0.578% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PEGA — a direct measure of their conviction.
| 96.83% |
| +4.87 pp |
| $2.88B |
| 22% |
| Q4 2024 | 316 | +6.4% | 91.96% | +3.37 pp | $3.69B | +33% |
| Q3 2024 | 297 | — | 88.59% | — | $2.78B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
59 institutions opened new positions in PEGA during Q2 2026, while 109 fully exited. 85 added to existing positions and 284 trimmed.
PEGA institutional ownership rose by 3.27 percentage points quarter-over-quarter, with a net change of -45 holders.
The top 10 institutions account for 45.7% of all reported 13F value in PEGA, and the top 25 account for 65.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Pegasystems Inc. (PEGA) Institutional Ownership