Pegasystems Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 9.64 M | $410.15 M | 7.34% | 5.67% |
| 05/08/2026 | 6.36 M | $270.76 M | 100.00% | 3.74% | |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 4.54 M | $190.91 M | 62.10% | 2.67% |
| 05/15/2026 | 4.16 M | $177.07 M | 100.00% | 2.45% | |
| STATE STREET CORP | 05/15/2026 | 2.86 M | $121.55 M | 3.72% | 1.68% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 2.69 M | $114.45 M | -1.21% | 1.58% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.52 M | $107.20 M | -0.42% | 1.48% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.52 M | $107.22 M | 7.45% | 1.48% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 2.38 M | $101.39 M | -51.77% | 1.40% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 2.05 M | $87.19 M | 44.41% | 1.21% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 1.51 M | $64.36 M | -11.70% | 0.89% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 05/15/2026 | 1.48 M | $62.94 M | -2.98% | 0.87% |
| BOSTON PARTNERS | 05/11/2026 | 1.46 M | $62.00 M | 683.06% | 0.86% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 04/30/2026 | 1.40 M | $59.41 M | -0.29% | 0.82% |
| UBS GROUP AG | 05/05/2026 | 1.28 M | $54.65 M | -30.51% | 0.76% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 1.21 M | $51.52 M | -32.07% | 0.71% |
| FIERA CAPITAL CORP | 05/12/2026 | 1.15 M | $48.80 M | 3.01% | 0.67% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 1.12 M | $47.82 M | 100.00% | 0.66% |
| FISHER ASSET MANAGEMENT, LLC | 05/05/2026 | 1.11 M | $47.17 M | -5.31% | 0.65% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 1.07 M | $45.61 M | 29.73% | 0.63% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 1.07 M | $45.50 M | 100.00% | 0.63% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 1.05 M | $44.81 M | 15.57% | 0.62% |
| SEI INVESTMENTS CO | 05/13/2026 | 1.05 M | $44.78 M | 52.87% | 0.62% |
| INVESCO LTD. | 05/12/2026 | 1.05 M | $44.77 M | -66.37% | 0.62% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.03 M | $43.67 M | 0.19% | 0.60% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 987.75 K | $42.04 M | 31.63% | 0.58% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 05/15/2026 | 975.62 K | $41.52 M | -38.58% | 0.57% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 940.15 K | $40.01 M | 6.50% | 0.55% |
| JPMORGAN CHASE & CO | 05/13/2026 | 913.18 K | $37.88 M | 33.87% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 872.70 K | $37.14 M | 2.92% | 0.51% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 814.06 K | $34.43 M | 117.29% | 0.48% |
| MORGAN STANLEY | 05/15/2026 | 800.56 K | $34.07 M | -33.30% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 764.96 K | $32.56 M | -7.71% | 0.45% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 05/08/2026 | 700.65 K | $29.82 M | 70.37% | 0.41% |
| HERALD INVESTMENT MANAGEMENT LTD | 05/13/2026 | 686.60 K | $29.22 M | -2.42% | 0.40% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 667.10 K | $28.39 M | 52.51% | 0.39% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 643.63 K | $27.12 M | 33.86% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 628.10 K | $26.73 M | 55.63% | 0.37% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 618.75 K | $26.33 M | 663.23% | 0.36% |
| GOTHAM ASSET MANAGEMENT, LLC | 05/15/2026 | 585.26 K | $24.91 M | 3.32% | 0.34% |
| CRAWFORD INVESTMENT COUNSEL INC | 05/15/2026 | 580.23 K | $24.69 M | 11.23% | 0.34% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 573.79 K | $24.42 M | 100.00% | 0.34% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 05/15/2026 | 570.34 K | $24.26 M | -76.18% | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 538.96 K | $22.75 M | -21.44% | 0.32% |
| RENAISSANCE GROUP LLC | 05/13/2026 | 507.44 K | $21.60 M | -6.10% | 0.30% |
| WESTWOOD HOLDINGS GROUP INC | 05/15/2026 | 504.48 K | $21.47 M | 40.92% | 0.30% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 500.00 K | $21.28 M | 100.00% | 0.29% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 473.90 K | $20.17 M | 95.66% | 0.28% |
| OBERWEIS ASSET MANAGEMENT INC/ | 05/15/2026 | 455.29 K | $19.38 M | 7.17% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 445.99 K | $18.98 M | 118.65% | 0.26% |
Pegasystems Inc. institutional Ownership - FAQ's
During the previous two years, 664 institutional investors and hedge funds held shares of Pegasystems Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 9.64 M
AQR CAPITAL MANAGEMENT LLC: 4.54 M
STATE STREET CORP: 2.86 M
WELLINGTON MANAGEMENT GROUP LLP: 2.69 M
DIMENSIONAL FUND ADVISORS LP: 2.52 M
GEODE CAPITAL MANAGEMENT, LLC: 2.52 M
54.36% of Pegasystems Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 107.33 M shares in the last 24 months. This purchase volume represents approximately $4.96 B in transactions.