Pegasystems Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 9.57 M | $286.92 M | -0.66% | 5.73% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 6.46 M | $193.46 M | 1.47% | 3.86% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 4.92 M | $147.44 M | 8.37% | 2.94% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.13 M | $123.74 M | -0.76% | 2.47% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 3.03 M | $91.40 M | 27.53% | 1.81% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 2.96 M | $88.66 M | 44.41% | 1.77% |
| STATE STREET CORP | 08/07/2026 | 2.93 M | $87.92 M | 2.71% | 1.75% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.68 M | $80.42 M | 6.51% | 1.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.59 M | $77.49 M | 2.64% | 1.55% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 2.02 M | $60.50 M | 226.23% | 1.21% |
| LYNROCK LAKE LP | 08/14/2026 | 1.78 M | $53.43 M | 100.00% | 1.07% |
| INVESCO LTD. | 08/14/2026 | 1.59 M | $47.78 M | 51.56% | 0.95% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 1.51 M | $45.08 M | -0.50% | 0.90% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 1.44 M | $43.29 M | 53.65% | 0.86% |
| COPELAND CAPITAL MANAGEMENT, LLC | 08/04/2026 | 1.41 M | $42.17 M | 25.23% | 0.84% |
| BOSTON PARTNERS | 08/04/2026 | 1.35 M | $40.44 M | -7.48% | 0.81% |
| MORGAN STANLEY | 08/13/2026 | 1.17 M | $35.12 M | 46.37% | 0.70% |
| CAPITAL IMPACT ADVISORS, LLC | 08/07/2026 | 1.13 M | $33.97 M | 800.62% | 0.68% |
| FEDERATED HERMES, INC. | 08/12/2026 | 1.13 M | $33.88 M | 237.64% | 0.68% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 08/14/2026 | 1.12 M | $33.49 M | -24.43% | 0.67% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 1.12 M | $33.45 M | 268.62% | 0.67% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.11 M | $34.05 M | 21.99% | 0.67% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 1.11 M | $33.24 M | 3.74% | 0.66% |
| FISHER ASSET MANAGEMENT, LLC | 08/04/2026 | 1.10 M | $32.94 M | -0.83% | 0.66% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.08 M | $33.48 M | 32.28% | 0.64% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 954.21 K | $28.60 M | -3.40% | 0.57% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 950.50 K | $28.49 M | -64.65% | 0.57% |
| NORTHERN TRUST CORP | 08/13/2026 | 935.82 K | $28.05 M | -8.80% | 0.56% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 879.95 K | $26.37 M | -17.88% | 0.53% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/13/2026 | 873.14 K | $26.17 M | -17.07% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 848.74 K | $25.44 M | -2.75% | 0.51% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 848.74 K | $25.44 M | 100.00% | 0.51% |
| PACER ADVISORS, INC. | 08/13/2026 | 842.48 K | $25.25 M | 143.30% | 0.50% |
| CRAWFORD INVESTMENT COUNSEL INC | 08/14/2026 | 775.88 K | $23.25 M | 33.72% | 0.46% |
| NORGES BANK | 08/12/2026 | 772.51 K | $23.15 M | 100.00% | 0.46% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 761.23 K | $22.81 M | 8.65% | 0.46% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 699.93 K | $20.71 M | 8.75% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 693.84 K | $20.79 M | 1,504.61% | 0.42% |
| FIERA CAPITAL CORP | 08/07/2026 | 657.65 K | $19.71 M | -42.65% | 0.39% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 646.70 K | $19.38 M | -15.46% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 608.33 K | $18.23 M | -3.15% | 0.36% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 601.33 K | $18.02 M | 34.83% | 0.36% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 598.22 K | $17.93 M | 4.89% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 597.33 K | $17.90 M | 10.83% | 0.36% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 575.47 K | $17.25 M | 0.29% | 0.34% |
| RENAISSANCE GROUP LLC | 08/13/2026 | 567.73 K | $17.01 M | 11.88% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 559.90 K | $16.78 M | 963.70% | 0.33% |
| HERALD INVESTMENT MANAGEMENT LTD | 07/23/2026 | 554.45 K | $16.61 M | -19.25% | 0.33% |
| GOTHAM ASSET MANAGEMENT, LLC | 08/14/2026 | 548.43 K | $16.44 M | -6.29% | 0.33% |
| SEI INVESTMENTS CO | 08/14/2026 | 513.13 K | $15.38 M | -51.23% | 0.31% |
Pegasystems Inc. institutional Ownership - FAQ's
During the previous two years, 685 institutional investors and hedge funds held shares of Pegasystems Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 9.57 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 6.46 M
AQR CAPITAL MANAGEMENT LLC: 4.92 M
VANGUARD CAPITAL MANAGEMENT LLC: 4.13 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 3.03 M
FIRST TRUST ADVISORS LP: 2.96 M
57.38% of Pegasystems Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 121.23 M shares in the last 24 months. This purchase volume represents approximately $5.60 B in transactions.