PEGASYSTEMS INC (PEGA) Institutional Ownership
PEGA is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $194.70M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Bares Capital Management, which reported ownership valued at approximately $194.37M in its September 30, 2025 13F filing. Based on current market prices and the latest disclosed share count, Bares Capital Management's PEGA position is now estimated to be worth approximately $102.19M, representing an estimated loss of -47.43% since the filing period.
Major shareholders tracked on this page include Bares Capital Management, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward PEGASYSTEMS INC (PEGA).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $332,947 | 7,823 |
| Q4 2025 | 1 | $490,779 | 8,218 |
| Q3 2025 | 2 | $194,650,036 | 3,385,218 |
| Q2 2025 | 2 | $193,588,583 | 3,576,364 |
| Q1 2025 | 1 | $139,456,425 | 2,005,990 |
| Q4 2024 | 2 | $229,362,684 | 2,460,973 |
| Q3 2024 | 2 | $202,165,186 | 2,765,976 |
| Q2 2024 | 2 | $336,285,916 | 5,555,690 |
| Q1 2024 | 2 | $360,492,705 | 5,680,050 |
| Q4 2023 | 2 | $286,436,406 | 5,906,970 |
| Q3 2023 | 1 | $250,534,434 | 5,771,353 |
| Q2 2023 | 1 | $286,314,335 | 5,807,593 |
Related PEGA Institutional Insights:
- PEGA Institutional Ownership & Insiders Activity
- PEGA Institutional Ownership & 13F Activity
- PEGA Top Institutional Shareholders
- PEGA Institutional Buying Activity
- PEGA Institutional Selling Activity
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- PEGA Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings