DaveManuel.com · Institutional Ownership · Who Owns It
PEGASYSTEMS INC (PEGA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
443
Reporting holders
$2.9B
Reported value
57.9%
Of shares outstanding
0.3%
Calls
0.3%
Puts
-51
Holder change
Institutions report 95,185,412 shares against 164,404,945 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $286.9M | 9,573,688 | 0.00% | 8q | -0.7%-$1.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193.5M | 6,455,250 | 0.01% | 2q | +1.5%+$2.8M |
| AQR CAPITAL MANAGEMENT LLC | $147.4M | 4,919,642 | 0.05% | 17q | +8.4%+$11.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $123.7M | 4,128,720 | 0.00% | 2q | -0.8%-$951.1K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $91.4M | 3,031,497 | 0.03% | 6q | +27.5%+$19.7M |
| FIRST TRUST ADVISORS LP | $88.7M | 2,958,357 | 0.05% | 31q | +44.4%+$27.3M |
| STATE STREET CORP | $87.9M | 2,933,479 | 0.00% | 31q | +2.7%+$2.3M |
| DIMENSIONAL FUND ADVISORS LP | $80.4M | 2,683,002 | 0.01% | 10q | +6.5%+$4.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $77.5M | 2,585,227 | 0.00% | 31q | +2.6%+$2.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.5M | 2,018,528 | 0.03% | 3q | +226.2%+$42.0M |
| Lynrock Lake LP | $53.4M | 1,782,640 | 3.37% | new | NEW |
| Invesco Ltd. | $47.8M | 1,594,388 | 0.00% | 31q | +51.6%+$16.3M |
| Thrivent Financial for Lutherans | $45.1M | 1,505,739 | 0.08% | 7q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $43.3M | 1,444,522 | 0.00% | 31q | +53.6%+$15.1M |
| Copeland Capital Management, LLC | $42.2M | 1,406,961 | 0.87% | 2q | +25.2%+$8.5M |
| Boston Partners | $40.4M | 1,347,755 | 0.04% | 5q | -7.5%-$3.3M |
| MORGAN STANLEY | $35.1M | 1,171,814 | 0.00% | 35q | +46.4%+$11.1M |
| JPMORGAN CHASE & CO | $34.1M | 1,113,949 | 0.00% | 31q | +22.0%+$6.1M |
| Capital Impact Advisors, LLC | $34.0M | 1,133,361 | 1.90% | 3q | +800.6%+$30.2M |
| FEDERATED HERMES, INC. | $33.9M | 1,130,567 | 0.05% | 17q | +237.6%+$23.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $33.5M | 1,117,570 | 0.12% | 6q | -24.4%-$10.8M |
| Allspring Global Investments Holdings, LLC | $33.5M | 1,076,830 | 0.05% | 19q | +32.3%+$8.2M |
| MILLENNIUM MANAGEMENT LLC | $33.4M | 1,115,987 | 0.01% | 11q | +268.6%+$24.4M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $33.2M | 1,109,158 | 0.09% | 2q | +3.7%+$1.2M |
| Fisher Asset Management, LLC | $32.9M | 1,099,069 | 0.01% | 31q | -0.8%-$274.6K |
| GOLDMAN SACHS GROUP INC | $28.6M | 954,210 | 0.00% | 31q | -3.4%-$1.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $28.5M | 950,495 | 0.00% | 10q | -64.7%-$52.1M |
| NORTHERN TRUST CORP | $28.0M | 935,823 | 0.00% | 31q | -8.8%-$2.7M |
| Russell Investments Group, Ltd. | $26.4M | 879,949 | 0.02% | 29q | -17.9%-$5.7M |
| Ranger Investment Management, L.P. | $26.2M | 873,139 | 1.66% | 31q | -17.1%-$5.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.4M | 848,744 | 0.00% | 31q | -2.7%-$718.1K |
| Pacer Advisors, Inc. | $25.2M | 842,480 | 0.06% | 5q | +143.3%+$14.9M |
| CRAWFORD INVESTMENT COUNSEL INC | $23.3M | 775,875 | 0.39% | 10q | +33.7%+$5.9M |
| NORGES BANK | $23.2M | 772,513 | 0.00% | 32q | +44.6%+$7.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $22.8M | 761,229 | 0.08% | 5q | +8.6%+$1.8M |
| TWO SIGMA INVESTMENTS, LP | $20.8M | 693,835 | 0.02% | 16q | +1504.6%+$19.5M |
| AMERIPRISE FINANCIAL INC | $20.7M | 699,929 | 0.00% | 14q | +8.7%+$1.7M |
| Fiera Capital Corp | $19.7M | 657,650 | 0.07% | 6q | -42.6%-$14.7M |
| Bank of New York Mellon Corp | $19.4M | 646,700 | 0.00% | 31q | -15.5%-$3.5M |
| BANK OF AMERICA CORP /DE/ | $18.2M | 608,330 | 0.00% | 31q | -3.1%-$592.5K |
| ENVESTNET ASSET MANAGEMENT INC | $18.0M | 601,330 | 0.00% | 31q | +34.8%+$4.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $17.9M | 598,223 | 0.02% | 9q | +4.9%+$836.0K |
| RAYMOND JAMES FINANCIAL INC | $17.9M | 597,327 | 0.00% | 7q | +10.8%+$1.7M |
| VANGUARD FIDUCIARY TRUST CO | $17.2M | 575,471 | 0.00% | 2q | HELD |
| RENAISSANCE GROUP LLC | $17.0M | 567,729 | 0.69% | 3q | +11.9%+$1.8M |
| Qube Research & Technologies Ltd | $16.8M | 559,898 | 0.02% | 2q | +963.7%+$15.2M |
| HERALD INVESTMENT MANAGEMENT Ltd | $16.6M | 554,450 | 2.25% | 31q | -19.2%-$4.0M |
| Gotham Asset Management, LLC | $16.4M | 548,434 | 0.04% | 17q | -6.3%-$1.1M |
| SEI INVESTMENTS CO | $15.4M | 513,129 | 0.01% | 31q | -51.2%-$16.2M |
| AMERICAN CENTURY COMPANIES INC | $14.8M | 494,389 | 0.01% | 10q | -59.2%-$21.5M |
| UBS Group AG | $14.0M | 466,933 | 0.00% | 31q | -63.6%-$24.5M |
| CANADA LIFE ASSURANCE Co | $13.0M | 435,712 | 0.02% | 27q | +4.8%+$595.9K |
| ROYAL BANK OF CANADA | $12.5M | 418,099 | 0.00% | 31q | +9.5%+$1.1M |
| Wedbush Fund Advisers, LLC | $11.8M | 394,797 | 1.05% | 3q | +45.3%+$3.7M |
| Point72 Asset Management, L.P. | $11.1M | 370,188 | 0.01% | 2q | +22.3%+$2.0M |
| MACKENZIE FINANCIAL CORP | $11.0M | 367,294 | 0.01% | 12q | +41.7%+$3.2M |
| CANADA PENSION PLAN INVESTMENT BOARD | $10.5M | 350,500 | 0.01% | 5q | -47.5%-$9.5M |
| ACADIAN ASSET MANAGEMENT LLC | $9.7M | 324,852 | 0.01% | 30q | +130.7%+$5.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $9.0M | 300,000 | 0.01% | 2q | -40.0%-$6.0M |
| FRANKLIN RESOURCES INC | $8.9M | 298,334 | 0.00% | 10q | -19.2%-$2.1M |
| WELLS FARGO & COMPANY/MN | $8.8M | 291,984 | 0.00% | 31q | +14.6%+$1.1M |
| ARMISTICE CAPITAL, LLC | $8.2M | 274,359 | 0.10% | 4q | +30.4%+$1.9M |
| Luxor Capital Group, LP | $7.7M | 256,513 | 0.31% | 31q | +4.3%+$315.6K |
| DEUTSCHE BANK AG\ | $7.6M | 252,410 | 0.00% | 34q | -30.6%-$3.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.5M | 250,508 | 0.01% | 31q | -6.0%-$479.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.3M | 244,905 | 0.00% | 31q | -11.0%-$907.3K |
| OP Asset Management Ltd | $7.3M | 242,772 | 0.08% | 6q | +118.1%+$3.9M |
| VICTORY CAPITAL MANAGEMENT INC | $7.3M | 242,126 | 0.00% | 11q | +18.0%+$1.1M |
| RHUMBLINE ADVISERS | $7.0M | 233,887 | 0.01% | 31q | -1.5%-$105.8K |
| Trexquant Investment LP | $6.7M | 223,682 | 0.04% | 11q | -32.9%-$3.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $6.6M | 218,979 | 0.01% | 3q | +91.3%+$3.1M |
| Y-Intercept (Hong Kong) Ltd | $6.3M | 211,348 | 0.13% | 2q | +1397.3%+$5.9M |
| Freestone Grove Partners LP | $6.3M | 209,089 | 0.04% | 2q | -48.3%-$5.9M |
| PRINCIPAL FINANCIAL GROUP INC | $6.1M | 204,635 | 0.00% | 14q | HELD |
| AXQ CAPITAL, LP | $5.9M | 197,535 | 0.64% | new | NEW |
| Assenagon Asset Management S.A. | $5.3M | 176,360 | 0.00% | 5q | +113.4%+$2.8M |
| ALLIANCEBERNSTEIN L.P. | $5.2M | 121,509 | 0.00% | 31q | -30.3%-$2.2M |
| MARSHALL WACE, LLP | $5.1M | 171,396 | 0.00% | 2q | +1904.4%+$4.9M |
| Mawer Investment Management Ltd. | $5.1M | 170,958 | 0.03% | new | NEW |
| Swiss National Bank | $5.1M | 169,600 | 0.00% | 31q | -8.1%-$449.6K |
| Bridgewater Associates, LP | $5.1M | 169,146 | 0.02% | 5q | -4.3%-$226.5K |
| Baird Financial Group, Inc. | $5.0M | 167,055 | 0.01% | new | NEW |
| NORDEA INVESTMENT MANAGEMENT AB | $4.9M | 166,170 | 0.00% | 9q | HELD |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.9M | 162,545 | 0.01% | 31q | -19.2%-$1.2M |
| Vest Financial, LLC | $4.8M | 160,451 | 0.05% | 4q | +50.8%+$1.6M |
| BARCLAYS PLC | $4.4M | 148,210 | 0.00% | 31q | +15.0%+$579.1K |
| D. E. Shaw & Co., Inc. | $4.3M | 144,614 | 0.00% | 19q | HELD |
| Nuveen, LLC | $4.3M | 143,151 | 0.00% | 6q | -4.3%-$191.5K |
| Quantinno Capital Management LP | $4.2M | 140,661 | 0.01% | 9q | -70.3%-$10.0M |
| Pier Capital, LLC | $4.1M | 137,080 | 0.54% | new | NEW |
| MACQUARIE GROUP LTD | $4.0M | 134,423 | 0.02% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $4.0M | 134,261 | 0.02% | 9q | -23.8%-$1.3M |
| CITIGROUP INC | $3.9M incl. $1.1M options CALL | 92,676 | 0.00% | 31q | -36.6%-$2.3M |
| JB Capital LLC | $3.9M | 128,651 | 0.13% | 4q | +14.6%+$491.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $3.7M | 123,020 | 0.01% | 6q | +21.4%+$650.1K |
| Illinois Municipal Retirement Fund | $3.6M | 121,766 | 0.04% | 5q | +33.1%+$907.0K |
| LAZARD ASSET MANAGEMENT LLC | $3.5M | 115,900 | 0.01% | 12q | -1.0%-$35.9K |
| Vident Advisory, LLC | $3.5M | 115,610 | 0.03% | 4q | +11.3%+$351.5K |
| Legal & General Group Plc | $3.4M | 114,341 | 0.00% | 31q | -3.7%-$130.8K |
| Schonfeld Strategic Advisors LLC | $3.4M | 112,354 | 0.01% | 2q | +868.2%+$3.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | ALAN TREFLER INDIVIDUAL | 47.8% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-11 | STILLWELL KENNETH | COO, CFO | Sold | 39,627 | $1.4M |
| 2026-09-11 | Akgonul Rifat Kerim | Chief Product Officer | Sold | 7,000 | $252.2K |
| 2026-05-19 | Akgonul Rifat Kerim | Chief Product Officer | Sold | 4,545 | $151.6K |
| 2026-08-25 | Akgonul Rifat Kerim | Chief Product Officer | Sold | 3,000 | $102.0K ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 95 | $102.3M | 3,076,750 | 18 | 21 | 36 | 0.0% |
| Q2 2026 | 443 | $2.9B | 95,185,412 | 62 | 173 | 156 | 0.6% |
| Q1 2026 | 494 | $4.0B | 92,764,778 | 93 | 205 | 127 | 0.3% |
| Q4 2025 | 481 | $5.9B | 97,549,090 | 77 | 159 | 160 | 0.8% |
| Q3 2025 | 431 | $5.6B | 97,730,122 | 77 | 156 | 131 | 0.5% |
| Q2 2025 | 421 | $5.3B | 94,785,220 | 146 | 143 | 98 | 2.5% |
| Q1 2025 | 330 | $3.1B | 44,517,542 | 78 | 130 | 83 | 0.4% |
| Q4 2024 | 323 | $4.0B | 42,596,953 | 54 | 115 | 92 | 0.5% |
| Q3 2024 | 303 | $3.0B | 41,377,407 | 67 | 113 | 73 | 0.5% |
| Q2 2024 | 281 | $2.5B | 41,230,600 | 52 | 107 | 83 | 2.0% |
| Q1 2024 | 269 | $2.6B | 40,229,330 | 54 | 94 | 78 | 2.3% |
| Q4 2023 | 240 | $1.9B | 39,265,387 | 55 | 76 | 58 | 0.3% |
| Q3 2023 | 193 | $1.7B | 39,699,934 | 41 | 56 | 54 | 0.5% |
| Q2 2023 | 174 | $1.9B | 39,475,176 | 17 | 50 | 62 | 0.1% |
| Q1 2023 | 193 | $1.9B | 39,167,630 | 45 | 59 | 61 | 0.3% |
| Q4 2022 | 186 | $1.4B | 39,894,431 | 31 | 54 | 70 | 0.2% |
| Q3 2022 | 171 | $1.3B | 40,040,419 | 18 | 71 | 57 | 1.0% |
| Q2 2022 | 212 | $2.4B | 48,686,969 | 33 | 72 | 80 | 1.4% |
| Q1 2022 | 245 | $5.2B | 63,690,192 | 43 | 83 | 78 | 0.8% |
| Q4 2021 | 260 | $6.3B | 118,472,894 | 36 | 82 | 68 | 2.2% |
| Q3 2021 | 249 | $12.5B | 111,476,570 | 27 | 84 | 74 | 0.2% |
| Q2 2021 | 244 | $8.2B | 60,958,473 | 34 | 85 | 77 | 0.4% |
| Q1 2021 | 250 | $7.2B | 66,307,260 | 36 | 93 | 77 | 0.6% |
| Q4 2020 | 257 | $10.8B | 84,202,618 | 23 | 90 | 90 | 0.3% |
| Q3 2020 | 258 | $11.9B | 101,688,721 | 50 | 69 | 92 | 0.2% |
| Q2 2020 | 229 | $10.1B | 99,820,806 | 53 | 79 | 65 | 0.2% |
| Q1 2020 | 208 | $6.8B | 95,073,800 | 48 | 68 | 60 | 0.1% |
| Q4 2019 | 197 | $7.7B | 96,265,802 | 25 | 64 | 65 | 0.0% |
| Q3 2019 | 187 | $6.4B | 94,521,348 | 26 | 67 | 52 | 0.0% |
| Q2 2019 | 189 | $6.6B | 92,828,357 | 42 | 48 | 68 | 0.1% |
| Q1 2019 | 178 | $6.1B | 93,080,287 | 45 | 49 | 50 | 0.2% |
| Q4 2018 | 151 | $4.5B | 94,612,159 | 1 | 4 | 2 | 0.1% |