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 September 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.
Sign in or subscribeOwnership map
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 |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 2.5M | 17.3% |
| DIMENSIONAL FUND ADVISORS LP | 2.5M | 17.2% |
| Copeland Capital Management, LLC | 1.8M | 12.2% |
| Thrivent Financial for Lutherans | 1.5M | 10.3% |
| Fisher Asset Management, LLC | 1.2M | 8.3% |
| Bank of New York Mellon Corp | 609.3K | 4.2% |
| Squarepoint Ops LLC | 338.6K | 2.3% |
| OP Asset Management Ltd | 281.8K | 1.9% |
| CITIGROUP INC | 210.7K | 1.4% |
| PRINCIPAL FINANCIAL GROUP INC | 199.9K | 1.4% |
| BARCLAYS PLC | 187.3K | 1.3% |
| Vest Financial, LLC | 186.6K | 1.3% |
| Illinois Municipal Retirement Fund | 169.3K | 1.2% |
| NORDEA INVESTMENT MANAGEMENT AB | 152.5K | 1.0% |
| MACKENZIE FINANCIAL CORP | 151.4K | 1.0% |
| JB Capital LLC | 135.6K | 0.9% |
| Creative Planning | 124.7K | 0.9% |
| Allspring Global Investments Holdings, LLC | 117.6K | 0.8% |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 97.4K | 0.7% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 95.2K | 0.7% |
| NATIXIS | 93.1K | 0.6% |
| Retirement Systems of Alabama | 89.9K | 0.6% |
| Assenagon Asset Management S.A. | 86.0K | 0.6% |
| Y-Intercept (Hong Kong) Ltd | 77.3K | 0.5% |
| LSV ASSET MANAGEMENT | 72.2K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | Reduced | 1.1M | 117.6K | -959.2K |
| Ranger Investment Management, L.P. | Sold Out | 873.1K | 0 | -873.1K |
| Russell Investments Group, Ltd. | Reduced | 879.9K | 57.8K | -822.2K |
| Fiera Capital Corp | Reduced | 657.7K | 13.4K | -644.3K |
| Copeland Capital Management, LLC | Increased | 1.4M | 1.8M | +370.8K |
| Squarepoint Ops LLC | New | 0 | 338.6K | +338.6K |
| DEUTSCHE BANK AG\ | Reduced | 252.4K | 14.4K | -238.0K |
| MACKENZIE FINANCIAL CORP | Reduced | 367.3K | 151.4K | -215.9K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 2.7M | 2.5M | -185.8K |
| Mawer Investment Management Ltd. | Sold Out | 171.0K | 0 | -171.0K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 211.3K | 77.3K | -134.1K |
| CITIGROUP INC | Increased | 92.7K | 210.7K | +118.0K |
| Fisher Asset Management, LLC | Increased | 1.1M | 1.2M | +108.3K |
| Assenagon Asset Management S.A. | Reduced | 176.4K | 86.0K | -90.4K |
| Summit Creek Advisors LLC | Sold Out | 82.9K | 0 | -82.9K |
| WBI INVESTMENTS, LLC | New | 0 | 68.6K | +68.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.6M | 2.5M | -65.8K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | Sold Out | 65.6K | 0 | -65.6K |
| Fulcrum Asset Management LLP | New | 0 | 55.5K | +55.5K |
| Illinois Municipal Retirement Fund | Increased | 121.8K | 169.3K | +47.5K |
| NATIXIS | Increased | 46.8K | 93.1K | +46.3K |
| Kestra Investment Management, LLC | Reduced | 66.5K | 24.7K | -41.8K |
| BARCLAYS PLC | Increased | 148.2K | 187.3K | +39.1K |
| OP Asset Management Ltd | Increased | 242.8K | 281.8K | +39.0K |
| GREAT LAKES ADVISORS, LLC | New | 0 | 38.8K | +38.8K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Increased | 59.1K | 97.4K | +38.3K |
| Bank of New York Mellon Corp | Reduced | 646.7K | 609.3K | -37.4K |
| Creative Planning | Increased | 96.2K | 124.7K | +28.5K |
| Point Nemo Capital, LLC | Sold Out | 27.1K | 0 | -27.1K |
| Vest Financial, LLC | Increased | 160.5K | 186.6K | +26.2K |
| Fluent Financial, LLC | Sold Out | 24.7K | 0 | -24.7K |
| Concurrent Investment Advisors, LLC | Sold Out | 24.1K | 0 | -24.1K |
| DekaBank Deutsche Girozentrale | Increased | 4.6K | 26.5K | +21.9K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 35.9K | 14.6K | -21.2K |
| TRUIST FINANCIAL CORP | Sold Out | 20.5K | 0 | -20.5K |
| Procyon Advisors, LLC | New | 0 | 17.0K | +17.0K |
| Kestra Advisory Services, LLC | Increased | 7.2K | 24.0K | +16.8K |
| LPL Financial LLC | Reduced | 37.5K | 20.7K | -16.7K |
| ALPS ADVISORS INC | New | 0 | 15.0K | +15.0K |
| PRIVATE CLIENT SERVICES, LLC | Sold Out | 14.5K | 0 | -14.5K |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | 166.2K | 152.5K | -13.7K |
| HB Wealth Management, LLC | New | 0 | 13.4K | +13.4K |
| Savant Capital, LLC | New | 0 | 13.2K | +13.2K |
| Mirae Asset Global Investments Co., Ltd. | New | 0 | 13.1K | +13.1K |
| Aberdeen Group plc | New | 0 | 13.0K | +13.0K |
| Burns Matteson Capital Management, LLC | Sold Out | 12.7K | 0 | -12.7K |
| New York Life Investment Management LLC | Sold Out | 12.1K | 0 | -12.1K |
| Amundi | Increased | 50.7K | 61.4K | +10.7K |
| Gallacher Capital Management LLC | Sold Out | 10.4K | 0 | -10.4K |
| ELEVATION POINT WEALTH PARTNERS, LLC | New | 0 | 10.4K | +10.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 29.9K | 19.8K | -10.1K |
| Vise Technologies, Inc. | Increased | 7.0K | 16.9K | +9.9K |
| Merit Financial Group, LLC | Sold Out | 9.7K | 0 | -9.7K |
| CHILDRESS CAPITAL ADVISORS, LLC | New | 0 | 9.7K | +9.7K |
| Kings Path Partners LLC | Sold Out | 9.6K | 0 | -9.6K |
| US BANCORP \DE\ | Increased | 7.9K | 17.3K | +9.4K |
| Formidable Asset Management, LLC | New | 0 | 9.2K | +9.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 9.1K | +9.1K |
| Oak Thistle LLC | New | 0 | 8.7K | +8.7K |
| Inscription Capital, LLC | Sold Out | 7.9K | 0 | -7.9K |
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.