Pegasystems Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 10.96 M | $654.51 M | -2.77% | 6.45% |
| BLACKROCK, INC. | 02/12/2026 | 8.98 M | $536.17 M | -0.56% | 5.28% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 4.93 M | $294.31 M | -1.19% | 2.89% |
| INVESCO LTD. | 02/19/2026 | 3.13 M | $186.79 M | 14.78% | 1.84% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 2.80 M | $167.25 M | -17.43% | 1.65% |
| STATE STREET CORP | 02/13/2026 | 2.75 M | $164.45 M | -0.59% | 1.62% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 2.72 M | $162.56 M | 28.26% | 1.60% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.53 M | $151.09 M | 2.48% | 1.48% |
| NORTH PEAK CAPITAL MANAGEMENT, LLC | 02/13/2026 | 2.40 M | $143.33 M | 2.28% | 1.41% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/17/2026 | 2.39 M | $143.03 M | 5.46% | 1.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.34 M | $140.02 M | 26.61% | 1.38% |
| UBS GROUP AG | 01/29/2026 | 1.85 M | $110.35 M | 0.80% | 1.09% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 1.80 M | $107.27 M | -28.65% | 1.05% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.78 M | $106.43 M | 12.31% | 1.05% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 1.71 M | $102.30 M | -11.09% | 1.00% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.59 M | $94.86 M | 0.63% | 0.93% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 02/13/2026 | 1.52 M | $91.03 M | -34.26% | 0.90% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 1.42 M | $84.72 M | 27.60% | 0.83% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 01/28/2026 | 1.40 M | $83.61 M | -7.89% | 0.82% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 1.33 M | $79.24 M | 21.23% | 0.78% |
| MORGAN STANLEY | 02/13/2026 | 1.20 M | $71.68 M | -18.75% | 0.71% |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 1.17 M | $69.89 M | 2.96% | 0.69% |
| FIERA CAPITAL CORP | 02/11/2026 | 1.11 M | $66.48 M | 32.69% | 0.65% |
| SHANNON RIVER FUND MANAGEMENT LLC | 02/17/2026 | 1.04 M | $62.04 M | -24.95% | 0.61% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.02 M | $61.16 M | -3.14% | 0.60% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 910.98 K | $54.40 M | -6.61% | 0.54% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 882.80 K | $52.72 M | 88.64% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 847.93 K | $50.64 M | -0.68% | 0.50% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 826.02 K | $49.33 M | -14.12% | 0.49% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 828.84 K | $49.50 M | -2.46% | 0.49% |
| CAPITAL IMPACT ADVISORS, LLC | 02/17/2026 | 765.32 K | $45.70 M | 100.00% | 0.45% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 750.37 K | $44.81 M | 70.66% | 0.44% |
| HERALD INVESTMENT MANAGEMENT LTD | 02/13/2026 | 703.60 K | $42.00 M | 0.00% | 0.41% |
| SEI INVESTMENTS CO | 02/13/2026 | 688.31 K | $41.11 M | 50.76% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 686.08 K | $41.59 M | -25.10% | 0.40% |
| JPMORGAN CHASE & CO | 02/11/2026 | 682.14 K | $40.74 M | 9.90% | 0.40% |
| GOTHAM ASSET MANAGEMENT, LLC | 02/17/2026 | 566.47 K | $33.83 M | 2.71% | 0.33% |
| RENAISSANCE GROUP LLC | 02/11/2026 | 540.43 K | $32.27 M | 100.00% | 0.32% |
| NORGES BANK | 02/10/2026 | 534.24 K | $31.91 M | 100.00% | 0.31% |
| CRAWFORD INVESTMENT COUNSEL INC | 02/17/2026 | 521.63 K | $31.15 M | -0.84% | 0.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 498.71 K | $29.96 M | 160.52% | 0.29% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 480.82 K | $28.71 M | 134.79% | 0.28% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 437.40 K | $26.12 M | 21.64% | 0.26% |
| PACER ADVISORS, INC. | 02/24/2026 | 436.82 K | $26.09 M | -48.66% | 0.26% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 438.38 K | $26.18 M | 65.07% | 0.26% |
| OBERWEIS ASSET MANAGEMENT INC/ | 02/17/2026 | 424.84 K | $25.37 M | 9.10% | 0.25% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 02/11/2026 | 411.26 K | $26.14 M | 259.66% | 0.24% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 403.59 K | $24.10 M | -18.35% | 0.24% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 374.65 K | $21.00 M | 71.14% | 0.22% |
| WESTWOOD HOLDINGS GROUP INC | 02/17/2026 | 358.00 K | $21.38 M | -1.99% | 0.21% |
Pegasystems Inc. institutional Ownership - FAQ's
During the previous two years, 649 institutional investors and hedge funds held shares of Pegasystems Inc.. The most heavily invested institutionals were:
THRIVENT FINANCIAL FOR LUTHERANS: 1.51 M
TEACHER RETIREMENT SYSTEM OF TEXAS: 1.4 M
UBS Group AG: 1.28 M
Fisher Asset Management, LLC: 1.11 M
Allspring Global Investments Holdings, LLC: 814,062
Bank of New York Mellon Corp: 764,961
57.22% of Pegasystems Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 113.03 M shares in the last 24 months. This purchase volume represents approximately $5.22 B in transactions.