PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $.01 par value per share
Symbol
PEGA on Nasdaq
Shares outstanding
172,168,211
Price per share
$59.72
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
97,112,909
Total reported value
$5,583,690,488
% of total 13F portfolios
0.01%
Share change
+2,476,035
Value change
+$150,846,262
Number of holders
420
Price from insider filings
$59.72
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
TREFLER ALAN 46% 0% $4,553,849,178 -$16,938,292 79,197,377 -0.37% ALAN TREFLER 30 Sep 2025
BlackRock, Inc. 5.1% $469,404,696 8,671,803 BlackRock, Inc. 30 Jun 2025

As of 30 Sep 2025, 420 institutional investors reported holding 97,112,909 shares of PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA). This represents 56% of the company’s total 172,168,211 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) together control 40% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 6.5% 11,272,359 +2% 0.01% $648,160,643
BlackRock, Inc. 5.2% 9,028,985 -0.28% 0.01% $519,166,624
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.9% 4,987,291 +23% 0.09% $286,769,234
AQR CAPITAL MANAGEMENT LLC 2% 3,391,801 -16% 0.13% $195,028,572
Bares Capital Management, Inc. 2% 3,380,345 -4.6% 18% $194,369,838
STATE STREET CORP 1.6% 2,770,096 -4.7% 0.01% $159,280,520
Invesco Ltd. 1.6% 2,725,008 +11% 0.02% $156,687,964
Capital Research Global Investors 1.5% 2,517,587 -37% 0.03% $144,761,253
DIMENSIONAL FUND ADVISORS LP 1.4% 2,468,516 +7.9% 0.03% $141,950,307
North Peak Capital Management, LLC 1.4% 2,346,501 +122% 15% $134,923,808
JACOBS LEVY EQUITY MANAGEMENT, INC 1.3% 2,318,723 -9.6% 0.53% $133,326,572
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.3% 2,270,762 +3.8% 0.21% $130,574,333
WELLINGTON MANAGEMENT GROUP LLP 1.2% 2,122,168 +30% 0.02% $122,024,660
Thrivent Financial for Lutherans 1.1% 1,927,576 +1.3% 0.22% $110,778,000
GEODE CAPITAL MANAGEMENT, LLC 1.1% 1,851,506 +4.1% 0.01% $106,479,594
UBS Group AG 1.1% 1,833,126 +24% 0.02% $105,404,746
AMERICAN CENTURY COMPANIES INC 0.92% 1,586,793 +358% 0.05% $91,240,721
Hood River Capital Management LLC 0.92% 1,578,448 1.1% $90,760,760
TEACHER RETIREMENT SYSTEM OF TEXAS 0.88% 1,520,005 +0.23% 0.35% $87,400,289
MORGAN STANLEY 0.86% 1,477,196 -16% 0.01% $84,938,926
Shannon River Fund Management LLC 0.8% 1,384,219 +0.85% 13% $79,592,593
Fisher Asset Management, LLC 0.66% 1,136,734 -4.7% 0.02% $65,362,205
FIRST TRUST ADVISORS LP 0.65% 1,111,736 +272% 0.05% $63,924,659
FRANKLIN RESOURCES INC 0.64% 1,094,552 -6% 0.02% $62,936,741
NORTHERN TRUST CORP 0.61% 1,057,379 +15% 0.01% $60,799,294

Institutional Holders of PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,384,486 $81,511,777 +$26,468,950 $59.72 33
2025 Q3 97,112,909 $5,583,690,488 +$150,846,262 $57.50 420
2025 Q2 94,647,343 $5,121,801,772 +$2,697,204,538 $54.13 412
2025 Q1 43,859,766 $3,046,932,098 +$78,102,008 $69.52 325
2024 Q4 42,350,352 $3,947,200,070 +$148,124,348 $93.20 318
2024 Q3 41,027,238 $2,999,987,262 +$20,495,486 $73.09 299
2024 Q2 40,996,889 $2,481,077,165 +$70,150,022 $60.53 278
2024 Q1 38,526,976 $2,489,972,005 -$6,752,401 $64.64 261
2023 Q4 38,825,024 $1,896,953,989 -$42,548,411 $48.86 237
2023 Q3 39,699,921 $1,723,342,762 +$7,397,154 $43.41 189
2023 Q2 39,475,132 $1,946,066,314 +$19,120,338 $49.30 172
2023 Q1 39,165,130 $1,898,613,907 +$2,251,039 $48.48 190
2022 Q4 39,911,440 $1,366,538,176 +$72,146 $34.24 182
2022 Q3 40,036,491 $1,286,825,411 +$17,841,523 $32.14 166
2022 Q2 38,189,777 $1,827,885,566 -$129,537,881 $47.84 207
2022 Q1 39,106,179 $3,153,871,595 -$153,272,005 $80.65 245
2021 Q4 39,691,215 $4,438,193,156 -$10,279,319 $111.82 258
2021 Q3 39,421,452 $5,010,522,139 +$42,640,995 $127.10 240
2021 Q2 38,986,653 $5,425,820,159 +$133,611,035 $139.19 240
2021 Q1 38,284,882 $4,380,783,628 -$60,781,360 $114.34 250
2020 Q4 39,497,244 $5,263,259,335 +$46,345,443 $133.26 250
2020 Q3 38,924,976 $4,712,172,608 -$10,945,469 $121.04 256
2020 Q2 39,039,017 $3,945,054,836 +$33,413,985 $101.17 226
2020 Q1 39,186,501 $2,786,019,404 +$101,325,054 $71.23 206
2019 Q4 37,742,862 $3,006,241,976 +$72,392,961 $79.65 195
2019 Q3 36,626,219 $2,492,395,203 -$49,962,305 $68.05 186
2019 Q2 37,264,093 $2,653,579,079 +$41,898,440 $71.21 188
2019 Q1 36,985,862 $2,404,097,314 -$3,718,765 $65.00 177
2018 Q4 37,779,498 $1,806,713,489 -$88,414,952 $47.83 150
2018 Q3 36,757,741 $2,301,117,841 +$57,650,993 $62.60 170
2018 Q2 35,996,096 $1,972,582,648 -$4,620,103 $54.80 197
2018 Q1 35,980,826 $2,181,245,747 -$47,723,683 $60.65 198
2017 Q4 37,078,896 $1,748,167,070 -$21,056,081 $47.15 184
2017 Q3 35,972,180 $2,074,864,028 +$86,007,055 $57.65 182
2017 Q2 34,562,295 $2,016,757,044 +$43,682,688 $58.35 172
2017 Q1 34,333,733 $1,505,559,968 +$116,934,585 $43.85 154
2016 Q4 34,296,982 $1,235,116,524 +$17,737,709 $36.00 154
2016 Q3 33,625,383 $991,149,862 +$52,513,661 $29.49 134
2016 Q2 31,563,095 $852,089,563 +$7,433,999 $26.95 149
2016 Q1 31,908,624 $808,673,000 -$4,337,430 $25.38 149
2015 Q4 32,062,181 $881,728,060 -$12,010,970 $27.50 148
2015 Q3 32,233,635 $793,259,210 +$5,304,191 $24.61 138
2015 Q2 31,798,942 $727,873,621 -$582,587 $22.89 127
2015 Q1 32,231,259 $700,861,969 -$3,341,814 $21.75 123
2014 Q4 32,469,486 $673,794,880 +$7,572,038 $20.77 131
2014 Q3 32,350,366 $619,183,445 +$5,212,198 $19.11 139
2014 Q2 31,992,479 $675,674,786 +$323,322,608 $21.12 144
2014 Q1 16,009,779 $565,310,943 -$4,265,598 $35.32 137