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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-19,168-49.5%19,564$1.17MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+10—10$597.00Q4 2025Aug 28, 2026
Dakota Wealth ManagementBuy+5,295—5,295$316.22KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-15,753-38.5%25,142$1.50MQ4 2025Aug 18, 2026
Kerr Financial Planning CorpBuy+200—200$7.71KQ4 2025Jul 01, 2026
Everest Financial Group LlcBuy+3,526—3,526$210.55KQ4 2025May 14, 2026
Hsbc Holdings PlcBuy+31,088—31,088$1.86MQ4 2025Mar 06, 2026
Bell Investment Advisors, IncBuy+168—168$10.03KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+5,540—5,540$242.04KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+58—58$3.46KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+28,323—28,323$1.69MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+686,081—686,081$41.59MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+197,542—197,542$12.09MQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+82,206—82,206$4.91MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+24,775—24,775$1.48MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+22,012—22,012$961.71KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+19,392—19,392$1.16MQ4 2025Feb 18, 2026
Aqr Capital Management LlcBuy+2,800,493—2,800,493$167.25MQ4 2025Feb 17, 2026
Wellington Management Group LlpBuy+2,721,958—2,721,958$162.56MQ4 2025Feb 17, 2026
Mirae Asset Global Etfs Holdings Ltd.Buy+2,394,839—2,394,839$143.03MQ4 2025Feb 17, 2026
Hood River Capital Management LlcBuy+1,588,403—1,588,403$94.86MQ4 2025Feb 17, 2026
Shannon River Fund Management LlcBuy+1,038,832—1,038,832$62.04MQ4 2025Feb 17, 2026
Northern Trust CorpBuy+1,024,182—1,024,182$61.16MQ4 2025Feb 17, 2026
Price T Rowe Associates IncBuy+882,800—882,800$52.72MQ4 2025Feb 17, 2026
Russell Investments Group, Ltd.Buy+826,016—826,016$49.33MQ4 2025Feb 17, 2026
Capital Impact Advisors, LlcBuy+765,317—765,317$45.70MQ4 2025Feb 17, 2026
Gotham Asset Management, LlcBuy+566,469—566,469$33.83MQ4 2025Feb 17, 2026
Crawford Investment Counsel IncBuy+521,631—521,631$31.15MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+480,824—480,824$28.71MQ4 2025Feb 17, 2026
Canada Pension Plan Investment BoardBuy+437,400—437,400$26.12MQ4 2025Feb 17, 2026
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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.