PEGA Pegasystems Inc.
Pegasystems Inc. (PEGA) Institutional Ownership
What the institutions did with PEGA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 9.6M | 10.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.5M | 6.8% |
| AQR CAPITAL MANAGEMENT LLC | 4.9M | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.1M | 4.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.0M | 3.2% |
| FIRST TRUST ADVISORS LP | 3.0M | 3.1% |
| STATE STREET CORP | 2.9M | 3.1% |
| DIMENSIONAL FUND ADVISORS LP | 2.7M | 2.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6M | 2.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.0M | 2.1% |
| Lynrock Lake LP | 1.8M | 1.9% |
| Invesco Ltd. | 1.6M | 1.7% |
| Thrivent Financial for Lutherans | 1.5M | 1.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.4M | 1.5% |
| Copeland Capital Management, LLC | 1.4M | 1.5% |
| Boston Partners | 1.3M | 1.4% |
| MORGAN STANLEY | 1.2M | 1.2% |
| Capital Impact Advisors, LLC | 1.1M | 1.2% |
| FEDERATED HERMES, INC. | 1.1M | 1.2% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1.1M | 1.2% |
| MILLENNIUM MANAGEMENT LLC | 1.1M | 1.2% |
| JPMORGAN CHASE & CO | 1.1M | 1.2% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.1M | 1.2% |
| Fisher Asset Management, LLC | 1.1M | 1.2% |
| Allspring Global Investments Holdings, LLC | 1.1M | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Lynrock Lake LP | New | 0 | 1.8M | +1.8M |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 2.7M | 950.5K | -1.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 618.8K | 2.0M | +1.4M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | Reduced | 1.4M | 17.1K | -1.4M |
| Capital Impact Advisors, LLC | Increased | 125.8K | 1.1M | +1.0M |
| Hood River Capital Management LLC | Sold Out | 975.6K | 0 | -975.6K |
| FIRST TRUST ADVISORS LP | Increased | 2.0M | 3.0M | +909.8K |
| UBS Group AG | Reduced | 1.3M | 466.9K | -817.1K |
| MILLENNIUM MANAGEMENT LLC | Increased | 302.8K | 1.1M | +813.2K |
| FEDERATED HERMES, INC. | Increased | 334.8K | 1.1M | +795.7K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 1.2M | 494.4K | -716.2K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Increased | 2.4M | 3.0M | +654.4K |
| TWO SIGMA INVESTMENTS, LP | Increased | 43.2K | 693.8K | +650.6K |
| Invesco Ltd. | Increased | 1.1M | 1.6M | +542.4K |
| SEI INVESTMENTS CO | Reduced | 1.1M | 513.1K | -539.1K |
| Qube Research & Technologies Ltd | Increased | 52.6K | 559.9K | +507.3K |
| WESTWOOD HOLDINGS GROUP INC | Sold Out | 504.5K | 0 | -504.5K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 940.1K | 1.4M | +504.4K |
| Pacer Advisors, Inc. | Increased | 346.3K | 842.5K | +496.2K |
| Fiera Capital Corp | Reduced | 1.1M | 657.7K | -489.0K |
| OBERWEIS ASSET MANAGEMENT INC/ | Sold Out | 455.3K | 0 | -455.3K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 4.5M | 4.9M | +380.1K |
| MORGAN STANLEY | Increased | 800.6K | 1.2M | +371.3K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Reduced | 1.5M | 1.1M | -361.3K |
| Quantinno Capital Management LP | Reduced | 473.9K | 140.7K | -333.2K |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | 667.1K | 350.5K | -316.6K |
| Copeland Capital Management, LLC | Increased | 1.1M | 1.4M | +283.4K |
| Allspring Global Investments Holdings, LLC | Increased | 814.1K | 1.1M | +262.8K |
| LORD, ABBETT & CO. LLC | Sold Out | 258.1K | 0 | -258.1K |
| Rockefeller Capital Management L.P. | Reduced | 206.8K | 2.6K | -204.2K |
| JPMORGAN CHASE & CO | Increased | 913.2K | 1.1M | +200.8K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | 500.0K | 300.0K | -200.0K |
| AXQ CAPITAL, LP | New | 0 | 197.5K | +197.5K |
| Y-Intercept (Hong Kong) Ltd | Increased | 14.1K | 211.3K | +197.2K |
| CRAWFORD INVESTMENT COUNSEL INC | Increased | 580.2K | 775.9K | +195.6K |
| Freestone Grove Partners LP | Reduced | 404.5K | 209.1K | -195.4K |
| Russell Investments Group, Ltd. | Reduced | 1.1M | 879.9K | -191.6K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 140.8K | 324.9K | +184.0K |
| CITADEL ADVISORS LLC | Sold Out | 180.6K | 0 | -180.6K |
| Ranger Investment Management, L.P. | Reduced | 1.1M | 873.1K | -179.7K |
| Mawer Investment Management Ltd. | New | 0 | 171.0K | +171.0K |
| Baird Financial Group, Inc. | New | 0 | 167.1K | +167.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.5M | 2.7M | +164.0K |
| Tidal Investments LLC | Reduced | 181.7K | 17.8K | -163.9K |
| MARSHALL WACE, LLP | Increased | 8.6K | 171.4K | +162.8K |
| Susquehanna Portfolio Strategies, LLC | Sold Out | 157.8K | 0 | -157.8K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 446.0K | 601.3K | +155.3K |
| Weiss Asset Management LP | Sold Out | 146.0K | 0 | -146.0K |
| D. E. Shaw & Co., Inc. | New | 0 | 144.6K | +144.6K |
| Pier Capital, LLC | New | 0 | 137.1K | +137.1K |
| MACQUARIE GROUP LTD | New | 0 | 134.4K | +134.4K |
| Cerity Partners LLC | Reduced | 173.4K | 40.1K | -133.3K |
| HERALD INVESTMENT MANAGEMENT Ltd | Reduced | 686.6K | 554.5K | -132.2K |
| Harel Insurance Investments & Financial Services Ltd. | Reduced | 137.3K | 5.4K | -132.0K |
| OP Asset Management Ltd | Increased | 111.3K | 242.8K | +131.5K |
| ZACKS INVESTMENT MANAGEMENT | Sold Out | 123.8K | 0 | -123.8K |
| Wedbush Fund Advisers, LLC | Increased | 271.8K | 394.8K | +123.0K |
| CADIAN CAPITAL MANAGEMENT, LP | Sold Out | 119.7K | 0 | -119.7K |
| Bank of New York Mellon Corp | Reduced | 765.0K | 646.7K | -118.3K |
| Treasurer of the State of North Carolina | Reduced | 184.3K | 66.3K | -118.0K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.