PEGASYSTEMS INC (PEGA) Institutional Ownership Changes & 13F Activity
PEGASYSTEMS INC (PEGA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Wellington Management Group Llp, Mirae Asset Global Etfs Holdings Ltd., Hood River Capital Management Llc, and Shannon River Fund Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Op Asset Management Ltd | Sell | -19,168 | -49.5% | 19,564 | $1.17M | Q4 2025 | Sep 28, 2026 |
| Cornerstone Financial Management Llc | Buy | +10 | — | 10 | $597.00 | Q4 2025 | Aug 28, 2026 |
| Dakota Wealth Management | Buy | +5,295 | — | 5,295 | $316.22K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -15,753 | -38.5% | 25,142 | $1.50M | Q4 2025 | Aug 18, 2026 |
| Kerr Financial Planning Corp | Buy | +200 | — | 200 | $7.71K | Q4 2025 | Jul 01, 2026 |
| Everest Financial Group Llc | Buy | +3,526 | — | 3,526 | $210.55K | Q4 2025 | May 14, 2026 |
| Hsbc Holdings Plc | Buy | +31,088 | — | 31,088 | $1.86M | Q4 2025 | Mar 06, 2026 |
| Bell Investment Advisors, Inc | Buy | +168 | — | 168 | $10.03K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +5,540 | — | 5,540 | $242.04K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +58 | — | 58 | $3.46K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +28,323 | — | 28,323 | $1.69M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +686,081 | — | 686,081 | $41.59M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +197,542 | — | 197,542 | $12.09M | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +82,206 | — | 82,206 | $4.91M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +24,775 | — | 24,775 | $1.48M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +22,012 | — | 22,012 | $961.71K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +19,392 | — | 19,392 | $1.16M | Q4 2025 | Feb 18, 2026 |
| Aqr Capital Management Llc | Buy | +2,800,493 | — | 2,800,493 | $167.25M | Q4 2025 | Feb 17, 2026 |
| Wellington Management Group Llp | Buy | +2,721,958 | — | 2,721,958 | $162.56M | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +2,394,839 | — | 2,394,839 | $143.03M | Q4 2025 | Feb 17, 2026 |
| Hood River Capital Management Llc | Buy | +1,588,403 | — | 1,588,403 | $94.86M | Q4 2025 | Feb 17, 2026 |
| Shannon River Fund Management Llc | Buy | +1,038,832 | — | 1,038,832 | $62.04M | Q4 2025 | Feb 17, 2026 |
| Northern Trust Corp | Buy | +1,024,182 | — | 1,024,182 | $61.16M | Q4 2025 | Feb 17, 2026 |
| Price T Rowe Associates Inc | Buy | +882,800 | — | 882,800 | $52.72M | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | Buy | +826,016 | — | 826,016 | $49.33M | Q4 2025 | Feb 17, 2026 |
| Capital Impact Advisors, Llc | Buy | +765,317 | — | 765,317 | $45.70M | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, Llc | Buy | +566,469 | — | 566,469 | $33.83M | Q4 2025 | Feb 17, 2026 |
| Crawford Investment Counsel Inc | Buy | +521,631 | — | 521,631 | $31.15M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +480,824 | — | 480,824 | $28.71M | Q4 2025 | Feb 17, 2026 |
| Canada Pension Plan Investment Board | Buy | +437,400 | — | 437,400 | $26.12M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about PEGA activity
Which institutional owners are buying PEGA?
Institutional owners buying PEGA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PEGA activity?
"Buy" means an investor increased their reported position in PEGA compared to the prior reporting period. This reflects growing exposure to PEGASYSTEMS INC (PEGA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PEGA increasing?
Institutional interest in PEGA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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