13F reference period
Q2 2026
Security Snapshot
PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) Institutional Ownership
CUSIP: 705573103
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
436
Shares (Excl. Options)
95.08M
Full value: 95,080,046 · shares · 30 Jun 2026Price
$29.97
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock, $.01 par value per share
- Symbol
- PEGA on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 95,080,046
- Total 13F value
- $2,853,206,564
- Portfolio coverage rank
- 0%
- Share change
- +2,613,367
- Value change
- +$21,886,314
- Number of holders
- 436
- Shares outstanding
- 165,472,726
- SEC-reported price per share
- $34.91
- Insider filing price
- $34.91
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- PEGA - PEGASYSTEMS INC - Common Stock, $.01 par value per share is tracked under CUSIP 705573103.
- 436 institutions reported positions in Q2 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 482 to 436 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$3.95B
Full value: $3,951,740,855 · USD · 31 Mar 2026.$2.85B
Full value: $2,853,206,564 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 436 institutions filings for Q2 2026.
Security key
705573103
13F reference period
Q2 2026
13F holders
436
13D/G owners
2
CIK / CUSIP context first
Open Q2 2026 holders
PEGA full holder history
PEGASYSTEMS INC SEC filings
PEGASYSTEMS INC company facts
PEGASYSTEMS INC insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 705573103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
PEGA
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TREFLER ALAN | 48% | +3.9% | $2,632,313,649 | -$3,375,058 | 79,095,963 | -0.13% | ALAN TREFLER | 30 Sep 2026 |
| BlackRock, Inc. | 5.1% | $469,404,696 | 8,671,803 | BlackRock, Inc. | 30 Jun 2025 |
As of 30 Jun 2026,
436
institutional investors reported holding
shares of
PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA).
This represents
57%
of the company’s total
outstanding shares.
95.08M
Full value: 95,080,046 · shares · 30 Jun 2026165.47M
Full value: 165,472,726 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
37%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5.8% | 9,573,688 | -0.66% | 0% | $286,923,431 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9% | 6,455,250 | +1.5% | 0.01% | $193,463,843 |
| AQR CAPITAL MANAGEMENT LLC | 3% | 4,919,642 | +8.4% | 0.05% | $147,441,671 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.5% | 4,128,720 | -0.76% | 0% | $123,737,738 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.8% | 3,016,489 | +27% | 0.03% | $90,678,076 |
| FIRST TRUST ADVISORS LP | 1.8% | 2,958,357 | +44% | 0.05% | $88,661,832 |
| STATE STREET CORP | 1.8% | 2,933,479 | +2.7% | 0% | $87,916,366 |
| DIMENSIONAL FUND ADVISORS LP | 1.6% | 2,683,002 | +6.5% | 0.01% | $80,416,366 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 2,585,227 | +2.6% | 0% | $77,491,685 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.2% | 2,018,528 | +226% | 0.03% | $60,495,284 |
| Lynrock Lake LP | 1.1% | 1,782,640 | 3.4% | $53,425,721 | |
| Invesco Ltd. | 0.96% | 1,594,388 | +52% | 0% | $47,783,810 |
| Thrivent Financial for Lutherans | 0.91% | 1,505,739 | -0.5% | 0.08% | $45,083,000 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.87% | 1,444,522 | +54% | 0% | $43,293,000 |
| Copeland Capital Management, LLC | 0.85% | 1,406,961 | +25% | 0.87% | $42,166,649 |
| Boston Partners | 0.81% | 1,347,755 | -7.5% | 0.04% | $40,442,145 |
| MORGAN STANLEY | 0.71% | 1,171,814 | +46% | 0% | $35,119,349 |
| Capital Impact Advisors, LLC | 0.68% | 1,133,361 | +801% | 1.9% | $33,966,829 |
| FEDERATED HERMES, INC. | 0.68% | 1,130,567 | +238% | 0.05% | $33,883,093 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.68% | 1,117,570 | -24% | 0.12% | $33,493,573 |
| MILLENNIUM MANAGEMENT LLC | 0.67% | 1,115,987 | +269% | 0.02% | $33,446,130 |
| JPMORGAN CHASE & CO | 0.67% | 1,113,949 | +22% | 0% | $34,050,378 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.67% | 1,109,158 | +3.7% | 0.09% | $33,241,467 |
| Fisher Asset Management, LLC | 0.66% | 1,099,069 | -0.83% | 0.01% | $32,939,101 |
| Allspring Global Investments Holdings, LLC | 0.65% | 1,076,830 | +32% | 0.05% | $33,478,645 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 8,263,092 | $274,803,241 | -$20,925,590 | $33.28 | 121 |
| 2026 Q2 | 95,080,046 | $2,853,206,564 | +$21,886,314 | $29.97 | 436 |
| 2026 Q1 | 92,868,374 | $3,951,740,855 | -$342,201,988 | $42.56 | 482 |
| 2025 Q4 | 97,245,495 | $5,808,087,493 | +$194,833,778 | $59.72 | 470 |
| 2025 Q3 | 97,053,944 | $5,580,299,482 | +$151,547,301 | $57.50 | 422 |
| 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 |