Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PEGA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.6M | $410.2M | +7.3% | 5.701% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.4M | $270.8M | — | 3.764% | 0.01% |
| 3 | AQR CAPITAL MANAGEMENT LLC | 4.5M | $190.9M | +62.1% | 2.685% | 0.09% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $177.1M | — | 2.461% | 0.00% |
| 5 | STATE STREET CORP | 2.9M | $121.6M | +3.7% | 1.690% | 0.00% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 2.7M | $114.4M | -1.2% | 1.591% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.5M | $107.2M | +7.4% | 1.490% | 0.01% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $107.2M | -0.4% | 1.490% | 0.02% |
| 9 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.4M | $101.4M | -51.8% | 1.406% | 0.03% |
| 10 | FIRST TRUST ADVISORS LP | 2.0M | $87.2M | +44.4% | 1.212% | 0.06% |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.5M | $62.9M | -3.0% | 0.875% | 0.26% |
| 12 | Boston Partners | 1.5M | $62.0M | +683.1% | 0.862% | 0.06% |
| 13 | TEACHER RETIREMENT SYSTEM OF TEXAS | 1.4M | $59.4M | -0.3% | 0.826% | 0.25% |
| 14 | UBS Group AG | 1.3M | $54.6M | -30.5% | 0.760% | 0.01% |
| 15 | AMERICAN CENTURY COMPANIES INC | 1.2M | $51.5M | -32.1% | 0.716% | 0.03% |
| 16 | Fiera Capital Corp | 1.1M | $48.8M | +3.0% | 0.678% | 0.17% |
| 17 | Copeland Capital Management, LLC | 1.1M | $47.8M | — | 0.665% | 1.06% |
| 18 | Fisher Asset Management, LLC | 1.1M | $47.2M | -5.3% | 0.656% | 0.02% |
| 19 | Russell Investments Group, Ltd. | 1.1M | $45.6M | +29.7% | 0.634% | 0.05% |
| 20 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.1M | $45.5M | — | 0.632% | 0.15% |
| 21 | Ranger Investment Management, L.P. | 1.1M | $44.8M | +15.6% | 0.623% | 3.24% |
| 22 | SEI INVESTMENTS CO | 1.1M | $44.8M | +52.9% | 0.622% | 0.04% |
| 23 | Invesco Ltd. | 1.1M | $44.8M | -66.4% | 0.622% | 0.01% |
| 24 | NORTHERN TRUST CORP | 1.0M | $43.7M | +0.2% | 0.607% | 0.01% |
| 25 | GOLDMAN SACHS GROUP INC | 988K | $42.0M | +31.6% | 0.584% | 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.
Filings activity in PEGA during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 472 | +1.3% | 66.51% | 34.02 pp | $3.68B | 34% |
| Q4 2025 | 466 | +13% | 100.53% | +3.92 pp | $5.57B | +4.1% |
| Q3 2025 | 414 | +1.2% | 96.61% | +8.42 pp | $5.35B | +9.5% |
| Q2 2025 | 409 | +27% | 88.19% | +36.17 pp | $4.88B | +70% |
| Q1 2025 | 323 | +2.2% | 52.02% | 14.63 pp | $2.88B | 22% |
| Q4 2024 | 316 | +6.4% | 66.65% | +16.46 pp | $3.69B | +33% |
| Q3 2024 | 297 | +6.1% | 50.19% | +4.39 pp | $2.78B | +9.6% |
| Q2 2024 | 280 | — | 45.80% | — | $2.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PEGA stock.
Based on Q1 2026 13F filings, institutional ownership of Pegasystems Inc. stands at 66.5%, held across 472 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of PEGA, with approximately 9,637,018 shares worth $0.41B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PEGA, including Fisher Asset Management, LLC.
Our composite Smart Money Score for PEGA is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
100 institutions opened new positions in PEGA during Q1 2026, while 94 fully exited. 109 added to existing positions and 261 trimmed.
PEGA institutional ownership fell by 34.02 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 45.8% of all reported 13F value in PEGA, and the top 25 account for 66.1%.
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