Pegasystems Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 11.27 M | $648.16 M | 2.01% | 6.60% |
| BLACKROCK, INC. | 11/12/2025 | 9.03 M | $519.17 M | -0.28% | 5.29% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 4.99 M | $286.77 M | 23.14% | 2.92% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 3.39 M | $195.03 M | -15.99% | 1.99% |
| BARES CAPITAL MANAGEMENT, INC. | 11/14/2025 | 3.38 M | $194.37 M | -4.58% | 1.98% |
| STATE STREET CORP | 11/14/2025 | 2.77 M | $159.28 M | -4.73% | 1.62% |
| INVESCO LTD. | 11/13/2025 | 2.73 M | $156.69 M | 11.47% | 1.60% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 2.52 M | $144.76 M | -36.64% | 1.47% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.47 M | $141.95 M | 7.94% | 1.45% |
| NORTH PEAK CAPITAL MANAGEMENT, LLC | 11/13/2025 | 2.35 M | $134.92 M | 122.00% | 1.37% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 11/17/2025 | 2.32 M | $133.33 M | -9.58% | 1.36% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2025 | 2.27 M | $130.57 M | 3.80% | 1.33% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 2.12 M | $122.02 M | 29.91% | 1.24% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 1.93 M | $110.78 M | 1.35% | 1.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.85 M | $106.48 M | 4.07% | 1.08% |
| UBS GROUP AG | 11/13/2025 | 1.83 M | $105.40 M | 24.11% | 1.07% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 1.59 M | $91.24 M | 357.56% | 0.93% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.58 M | $90.76 M | 100.00% | 0.92% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 10/30/2025 | 1.52 M | $87.40 M | 0.23% | 0.89% |
| MORGAN STANLEY | 11/14/2025 | 1.48 M | $84.94 M | -16.42% | 0.87% |
| SHANNON RIVER FUND MANAGEMENT LLC | 11/13/2025 | 1.38 M | $79.59 M | 0.85% | 0.81% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2025 | 1.14 M | $65.36 M | -4.74% | 0.67% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 1.11 M | $63.92 M | 271.69% | 0.65% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 1.09 M | $62.94 M | -5.97% | 0.64% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.06 M | $60.80 M | 14.79% | 0.62% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 11/05/2025 | 975.49 K | $56.09 M | -13.01% | 0.57% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 961.79 K | $55.30 M | -5.10% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 916.04 K | $52.67 M | 12.46% | 0.54% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 853.74 K | $49.09 M | 48.69% | 0.50% |
| PACER ADVISORS, INC. | 10/15/2025 | 850.90 K | $48.93 M | 3,771.26% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 849.74 K | $48.86 M | -8.08% | 0.50% |
| FIERA CAPITAL CORP | 11/07/2025 | 838.95 K | $48.24 M | -2.14% | 0.49% |
| FMR LLC | 11/13/2025 | 784.97 K | $45.14 M | -18.97% | 0.46% |
| HERALD INVESTMENT MANAGEMENT LTD | 11/07/2025 | 703.60 K | $40.44 M | 100.00% | 0.41% |
| JPMORGAN CHASE & CO | 11/26/2025 | 620.72 K | $35.69 M | -1.14% | 0.36% |
| GOTHAM ASSET MANAGEMENT, LLC | 11/14/2025 | 551.54 K | $31.71 M | -16.91% | 0.32% |
| CRAWFORD INVESTMENT COUNSEL INC | 11/14/2025 | 526.05 K | $30.25 M | -2.49% | 0.31% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 494.27 K | $28.42 M | -5.23% | 0.29% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 467.98 K | $26.91 M | 1.01% | 0.27% |
| SEI INVESTMENTS CO | 11/13/2025 | 456.55 K | $26.25 M | -1.28% | 0.27% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 439.67 K | $25.28 M | -20.55% | 0.26% |
| OBERWEIS ASSET MANAGEMENT INC/ | 11/17/2025 | 389.40 K | $22.39 M | -0.10% | 0.23% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2025 | 365.26 K | $21.00 M | 0.35% | 0.21% |
| NUVEEN, LLC | 11/12/2025 | 364.94 K | $20.98 M | -16.26% | 0.21% |
| CANADA PENSION PLAN INVESTMENT BOARD | 11/13/2025 | 359.60 K | $20.68 M | 41.19% | 0.21% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 351.76 K | $20.22 M | -69.96% | 0.21% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/17/2025 | 334.15 K | $19.58 M | -14.18% | 0.20% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 333.47 K | $19.17 M | 8.42% | 0.20% |
| FEDERATED HERMES, INC. | 11/03/2025 | 303.48 K | $17.45 M | 4.01% | 0.18% |
| SUMMIT CREEK ADVISORS LLC | 10/24/2025 | 303.08 K | $17.43 M | -7.43% | 0.18% |
Pegasystems Inc. institutional Ownership - FAQ's
During the previous two years, 605 institutional investors and hedge funds held shares of Pegasystems Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 11.27 M
BlackRock, Inc.: 9.03 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 4.99 M
AQR CAPITAL MANAGEMENT LLC: 3.39 M
Bares Capital Management, Inc.: 3.38 M
STATE STREET CORP: 2.77 M
56.88% of Pegasystems Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 108.59 M shares in the last 24 months. This purchase volume represents approximately $6.02 B in transactions.