PEGA Institutional Ownership & Shareholders
PEGASYSTEMS INC (PEGA) is currently held by 418 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.02B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PEGA tracked by InsiderSet, reporting ownership valued at approximately $286.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $324.84M, representing an estimated gain of +13.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed PEGA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Bares Capital Management, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in PEGASYSTEMS INC (PEGA).
This page ranks the largest institutional PEGA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
418
Total Reported Value
$3.02B
Largest Holder
Blackrock, Inc.
Largest Position
$286.92M
Insider Transactions (90d)
50
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 9,573,688 | $286,923,431 | $324,835,234 | +$37,911,803 | +13.21% | |
| Bares Capital Management | Brian Bares | 17.93% | 3,380,345 | $194,369,838 | $114,695,106 | -$79,674,732 | -40.99% |
| Vanguard Portfolio Management Llc | 0.01% | 6,455,250 | $193,463,843 | $219,026,633 | +$25,562,790 | +13.21% | |
| Aqr Capital Management Llc | 0.05% | 4,919,642 | $147,441,671 | $166,923,453 | +$19,481,782 | +13.21% | |
| Vanguard Capital Management Llc | 0.00% | 4,128,720 | $123,737,738 | $140,087,470 | +$16,349,732 | +13.21% | |
| Massachusetts Financial Services Co | 0.03% | 3,031,497 | $91,404,679 | $102,858,693 | +$11,454,014 | +12.53% | |
| First Trust Advisors Lp | 0.05% | 2,958,357 | $88,661,832 | $100,377,053 | +$11,715,221 | +13.21% | |
| State Street Corp | 0.00% | 2,933,479 | $87,916,366 | $99,532,942 | +$11,616,576 | +13.21% | |
| Dimensional Fund Advisors Lp | 0.01% | 2,683,002 | $80,416,366 | $91,034,258 | +$10,617,892 | +13.20% | |
| Geode Capital Management, Llc | 0.00% | 2,585,227 | $77,491,685 | $87,716,752 | +$10,225,067 | +13.20% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 2,018,528 | $60,495,284 | $68,488,655 | +$7,993,371 | +13.21% | |
| Copeland Capital Management, Llc | 1.36% | 1,777,785 | $59,164,743 | $60,320,245 | +$1,155,502 | +1.95% | |
| Lynrock Lake Lp | 3.37% | 1,782,640 | $53,425,721 | $60,484,975 | +$7,059,254 | +13.21% | |
| Invesco Ltd. | 0.00% | 1,594,388 | $47,783,810 | $54,097,585 | +$6,313,775 | +13.21% | |
| Thrivent Financial For Lutherans | 0.08% | 1,505,739 | $45,083,000 | $51,089,724 | +$6,006,724 | +13.32% | |
| Price T Rowe Associates Inc | 0.00% | 1,444,522 | $43,293,000 | $49,012,631 | +$5,719,631 | +13.21% | |
| Boston Partners | 0.04% | 1,347,755 | $40,442,145 | $45,729,327 | +$5,287,182 | +13.07% | |
| Morgan Stanley | 0.00% | 1,171,814 | $35,119,349 | $39,759,649 | +$4,640,300 | +13.21% | |
| Jpmorgan Chase & Co | 0.00% | 1,113,949 | $34,050,378 | $37,796,290 | +$3,745,912 | +11.00% | |
| Capital Impact Advisors, Llc | 1.90% | 1,133,361 | $33,966,829 | $38,454,939 | +$4,488,110 | +13.21% | |
| Federated Hermes, Inc. | 0.05% | 1,130,567 | $33,883,093 | $38,360,138 | +$4,477,045 | +13.21% | |
| Jacobs Levy Equity Management, Inc | 0.12% | 1,117,570 | $33,493,573 | $37,919,150 | +$4,425,577 | +13.21% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 1,076,830 | $33,478,645 | $36,536,842 | +$3,058,197 | +9.13% | |
| Millennium Management Llc | 0.02% | 1,115,987 | $33,446,130 | $37,865,439 | +$4,419,309 | +13.21% | |
| Fuller & Thaler Asset Management, Inc. | 0.09% | 1,109,158 | $33,241,467 | $37,633,731 | +$4,392,264 | +13.21% | |
| Fisher Asset Management, Llc | 0.01% | 1,099,069 | $32,939,101 | $37,291,411 | +$4,352,310 | +13.21% | |
| Goldman Sachs Group Inc | 0.00% | 954,210 | $28,597,677 | $32,376,345 | +$3,778,668 | +13.21% | |
| Wellington Management Group Llp | 0.00% | 950,495 | $28,486,334 | $32,250,295 | +$3,763,961 | +13.21% | |
| Northern Trust Corp | 0.00% | 935,823 | $28,046,615 | $31,752,474 | +$3,705,859 | +13.21% | |
| Russell Investments Group, Ltd. | 0.02% | 879,949 | $26,372,145 | $29,856,670 | +$3,484,525 | +13.21% | |
| Ranger Investment Management, L.P. | 1.66% | 873,139 | $26,167,976 | $29,625,606 | +$3,457,630 | +13.21% | |
| Charles Schwab Investment Management Inc | 0.00% | 848,744 | $25,436,858 | $28,797,884 | +$3,361,026 | +13.21% | |
| Pacer Advisors, Inc. | 0.07% | 842,480 | $25,249,000 | $28,585,346 | +$3,336,346 | +13.21% | |
| Crawford Investment Counsel Inc | 0.39% | 775,875 | $23,252,988 | $26,325,439 | +$3,072,451 | +13.21% | |
| Norges Bank | 0.00% | 772,513 | $23,152,215 | $26,211,366 | +$3,059,151 | +13.21% | |
| Los Angeles Capital Management Llc | 0.08% | 761,229 | $22,814,033 | $25,828,500 | +$3,014,467 | +13.21% | |
| Two Sigma Investments, Lp | 0.02% | 693,835 | $20,794,235 | $23,541,822 | +$2,747,587 | +13.21% | |
| Ameriprise Financial Inc | 0.00% | 699,929 | $20,706,233 | $23,748,591 | +$3,042,358 | +14.69% | |
| Fiera Capital Corp | 0.07% | 657,650 | $19,709,771 | $22,314,065 | +$2,604,294 | +13.21% | |
| Bank Of New York Mellon Corp | 0.00% | 646,700 | $19,381,599 | $21,942,531 | +$2,560,932 | +13.21% | |
| Bank Of America Corp | 0.00% | 608,330 | $18,231,650 | $20,640,637 | +$2,408,987 | +13.21% | |
| Envestnet Asset Management Inc | 0.00% | 601,330 | $18,021,868 | $20,403,127 | +$2,381,259 | +13.21% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.02% | 598,223 | $17,933,317 | $20,297,706 | +$2,364,389 | +13.18% | |
| Raymond James Financial Inc | 0.00% | 597,327 | $17,901,887 | $20,267,305 | +$2,365,418 | +13.21% | |
| Vanguard Fiduciary Trust Co | 0.00% | 575,471 | $17,246,866 | $19,525,731 | +$2,278,865 | +13.21% | |
| Renaissance Group Llc | 0.69% | 567,729 | $17,014,827 | $19,263,045 | +$2,248,218 | +13.21% | |
| Qube Research & Technologies Ltd | 0.02% | 559,898 | $16,780,143 | $18,997,339 | +$2,217,196 | +13.21% | |
| Gotham Asset Management, Llc | 0.04% | 548,434 | $16,436,567 | $18,608,366 | +$2,171,799 | +13.21% | |
| Sei Investments Co | 0.01% | 513,129 | $15,380,393 | $17,410,467 | +$2,030,074 | +13.20% | |
| American Century Companies Inc | 0.01% | 494,389 | $14,816,838 | $16,774,619 | +$1,957,781 | +13.21% |
Frequently asked questions about PEGA
Who are the largest institutional holders of PEGA?
The largest institutional holders of PEGA reported in the latest SEC Form 13F filings include Blackrock, Inc., Bares Capital Management, Vanguard Portfolio Management Llc, Aqr Capital Management Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported PEGA position.
What is PEGA institutional ownership?
This page tracks PEGA positions reported by institutional investment managers through SEC Form 13F. PEGASYSTEMS INC (PEGA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PEGA?
InsiderSet currently tracks 418 institutional managers reporting PEGA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PEGA shareholders.
How much PEGA stock do institutions own?
Institutional investment managers disclosed approximately $3.02B in PEGA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PEGA institutional ownership last updated?
The latest PEGA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PEGA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PEGA position after the reporting date.
Are institutions buying or selling PEGA?
Institutional buying and selling can be analyzed by comparing PEGA positions across consecutive 13F reporting periods. InsiderSet's PEGA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PEGA ownership changes.
How has PEGA institutional ownership changed over time?
InsiderSet tracks PEGA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.