PEGASYSTEMS INC (PEGA) Institutional Shareholders
PEGASYSTEMS INC (PEGA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.85B in PEGA holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of PEGA tracked by InsiderSet, reporting ownership valued at approximately $410.15M in its March 31, 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 $302.31M, representing an estimated loss of -26.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed PEGA value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Bares Capital Management, 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
456
Total Reported Value
$3.85B
Largest Holder
Blackrock, Inc.
Largest Position
$410.15M
Insider Transactions (90d)
47
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 9,637,018 | $410,151,507 | $302,313,255 | -$107,838,252 | -26.29% | |
| Vanguard Portfolio Management Llc | 0.01% | 6,361,923 | $270,763,443 | $199,573,525 | -$71,189,918 | -26.29% | |
| Bares Capital Management | Brian Bares | 17.93% | 3,380,345 | $194,369,838 | $106,041,423 | -$88,328,415 | -45.44% |
| Aqr Capital Management Llc | 0.09% | 4,539,552 | $190,910,868 | $142,405,746 | -$48,505,122 | -25.41% | |
| Vanguard Capital Management Llc | 0.00% | 4,160,456 | $177,069,007 | $130,513,505 | -$46,555,502 | -26.29% | |
| State Street Corp | 0.00% | 2,856,028 | $121,552,552 | $89,593,598 | -$31,958,954 | -26.29% | |
| Wellington Management Group Llp | 0.02% | 2,689,125 | $114,449,160 | $84,357,851 | -$30,091,309 | -26.29% | |
| Geode Capital Management, Llc | 0.01% | 2,518,813 | $107,218,117 | $79,015,164 | -$28,202,953 | -26.30% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,519,022 | $107,202,159 | $79,021,720 | -$28,180,439 | -26.29% | |
| Massachusetts Financial Services Co | 0.03% | 3,031,497 | $91,404,679 | $95,098,061 | +$3,693,382 | +4.04% | |
| First Trust Advisors Lp | 0.06% | 2,048,599 | $87,188,291 | $64,264,551 | -$22,923,740 | -26.29% | |
| Jacobs Levy Equity Management, Inc | 0.26% | 1,478,875 | $62,940,920 | $46,392,309 | -$16,548,611 | -26.29% | |
| Boston Partners | 0.06% | 1,456,684 | $62,001,611 | $45,696,177 | -$16,305,434 | -26.30% | |
| Teacher Retirement System Of Texas | 0.25% | 1,396,021 | $59,414,653 | $43,793,179 | -$15,621,474 | -26.29% | |
| Ubs Group Ag | 0.01% | 1,284,019 | $54,647,849 | $40,279,676 | -$14,368,173 | -26.29% | |
| American Century Companies Inc | 0.03% | 1,210,562 | $51,521,594 | $37,975,330 | -$13,546,264 | -26.29% | |
| Fiera Capital Corp | 0.17% | 1,146,653 | $48,801,552 | $35,970,505 | -$12,831,047 | -26.29% | |
| Copeland Capital Management, Llc | 1.06% | 1,123,518 | $47,816,937 | $35,244,760 | -$12,572,177 | -26.29% | |
| Fisher Asset Management, Llc | 0.02% | 1,108,232 | $47,166,387 | $34,765,238 | -$12,401,149 | -26.29% | |
| Russell Investments Group, Ltd. | 0.05% | 1,071,594 | $45,607,060 | $33,615,904 | -$11,991,156 | -26.29% | |
| Fuller & Thaler Asset Management, Inc. | 0.15% | 1,069,134 | $45,502,330 | $33,538,734 | -$11,963,596 | -26.29% | |
| Ranger Investment Management, L.P. | 3.24% | 1,052,849 | $44,809,253 | $33,027,873 | -$11,781,380 | -26.29% | |
| Sei Investments Co | 0.04% | 1,052,205 | $44,782,289 | $33,007,671 | -$11,774,618 | -26.29% | |
| Invesco Ltd. | 0.01% | 1,052,019 | $44,773,931 | $33,001,836 | -$11,772,095 | -26.29% | |
| Northern Trust Corp | 0.01% | 1,026,121 | $43,671,709 | $32,189,416 | -$11,482,293 | -26.29% | |
| Goldman Sachs Group Inc | 0.01% | 987,747 | $42,038,515 | $30,985,623 | -$11,052,892 | -26.29% | |
| Hood River Capital Management Llc | 0.42% | 975,621 | $41,522,430 | $30,605,231 | -$10,917,199 | -26.29% | |
| Charles Schwab Investment Management Inc | 0.01% | 872,704 | $37,142,282 | $27,376,724 | -$9,765,558 | -26.29% | |
| Allspring Global Investments Holdings, Llc | 0.06% | 814,062 | $34,426,682 | $25,537,125 | -$8,889,557 | -25.82% | |
| Morgan Stanley | 0.00% | 800,562 | $34,072,067 | $25,113,630 | -$8,958,437 | -26.29% | |
| Bank Of New York Mellon Corp | 0.01% | 764,961 | $32,556,735 | $23,996,827 | -$8,559,908 | -26.29% | |
| Los Angeles Capital Management Llc | 0.12% | 700,647 | $29,819,537 | $21,979,296 | -$7,840,241 | -26.29% | |
| Canada Pension Plan Investment Board | 0.02% | 667,100 | $28,391,776 | $20,926,927 | -$7,464,849 | -26.29% | |
| Ameriprise Financial Inc | 0.01% | 643,634 | $27,123,308 | $20,190,799 | -$6,932,509 | -25.56% | |
| Bank Of America Corp | 0.00% | 628,100 | $26,731,937 | $19,703,497 | -$7,028,440 | -26.29% | |
| Arrowstreet Capital, Limited Partnership | 0.01% | 618,753 | $26,334,128 | $19,410,282 | -$6,923,846 | -26.29% | |
| Gotham Asset Management, Llc | 0.08% | 585,263 | $24,908,793 | $18,359,700 | -$6,549,093 | -26.29% | |
| Crawford Investment Counsel Inc | 0.42% | 580,234 | $24,694,775 | $18,201,941 | -$6,492,834 | -26.29% | |
| Vanguard Fiduciary Trust Co | 0.01% | 573,793 | $24,420,630 | $17,999,886 | -$6,420,744 | -26.29% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.03% | 570,335 | $24,264,097 | $17,891,409 | -$6,372,688 | -26.26% | |
| Raymond James Financial Inc | 0.01% | 538,963 | $22,748,184 | $16,907,269 | -$5,840,915 | -25.68% | |
| Renaissance Group Llc | 0.90% | 507,439 | $21,596,613 | $15,918,361 | -$5,678,252 | -26.29% | |
| Westwood Holdings Group Inc | 0.16% | 504,478 | $21,470,584 | $15,825,475 | -$5,645,109 | -26.29% | |
| Adage Capital Partners Gp, L.L.C. | 0.03% | 500,000 | $21,280,000 | $15,685,000 | -$5,595,000 | -26.29% | |
| Quantinno Capital Management Lp | 0.03% | 473,897 | $20,169,081 | $14,866,149 | -$5,302,932 | -26.29% | |
| Oberweis Asset Management Inc/ | 0.57% | 455,290 | $19,377,157 | $14,282,447 | -$5,094,710 | -26.29% | |
| Envestnet Asset Management Inc | 0.00% | 601,330 | $18,021,868 | $18,863,722 | +$841,854 | +4.67% | |
| Freestone Grove Partners Lp | 0.12% | 404,467 | $17,214,116 | $12,688,130 | -$4,525,986 | -26.29% | |
| Herald Investment Management Ltd | 2.25% | 554,450 | $16,605,778 | $17,393,097 | +$787,319 | +4.74% | |
| Royal Bank Of Canada | 0.00% | 381,787 | $16,249,000 | $11,976,658 | -$4,272,342 | -26.29% |
Frequently asked questions about PEGA
Who owns the most PEGA stock?
The largest holders of PEGA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PEGASYSTEMS INC (PEGA).
Is PEGA widely held by superinvestors?
Many widely followed stocks like PEGA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PEGA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.