Latest Period
Q1 2026
Security Snapshot
PEGASYSTEMS INC - Common Stock (PEGA) Institutional Ownership
CUSIP: 705573103
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
473
Shares (Excl. Options)
92,413,610
Price
$42.56
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / Common Stock
- Symbol
- PEGA on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 92,413,610
- Total 13F value
- $3,932,394,017
- Portfolio coverage rank
- 0%
- Share change
- -5,228,999
- Value change
- -$348,752,500
- Number of holders
- 473
- Shares outstanding
- 172,168,211
- SEC-reported price per share
- $34.33
- Insider filing price
- $34.33
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
Key facts
- PEGA - PEGASYSTEMS INC - Common Stock is tracked under CUSIP 705573103.
- 473 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 469 to 473 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $5,808,082,536 to $3,932,394,017.
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 473 institutions filings for Q1 2026.
Security key
705573103
Latest holder period
Q1 2026
13F holders
473
13D/G owners
2
CIK / CUSIP context first
Open Q1 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 | 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 31 Mar 2026, 473 institutional investors reported holding 92,413,610 shares of PEGASYSTEMS INC - Common Stock (PEGA). This represents 54% of the company’s total 172,168,211 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
34%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5.6% | 9,637,018 | +7.3% | 0.01% | $410,151,507 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.7% | 6,361,923 | 0% | 0.01% | $270,763,443 |
| AQR CAPITAL MANAGEMENT LLC | 2.6% | 4,539,552 | +62% | 0.09% | $190,910,868 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4% | 4,160,456 | 0% | 0% | $177,069,007 |
| STATE STREET CORP | 1.7% | 2,856,028 | +3.7% | 0% | $121,552,552 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.6% | 2,689,125 | -1.2% | 0.02% | $114,449,160 |
| DIMENSIONAL FUND ADVISORS LP | 1.5% | 2,519,022 | -0.42% | 0.02% | $107,202,159 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5% | 2,518,813 | +7.4% | 0.01% | $107,218,117 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.4% | 2,377,052 | -52% | 0.04% | $101,386,359 |
| FIRST TRUST ADVISORS LP | 1.2% | 2,048,599 | +44% | 0.06% | $87,188,291 |
| Thrivent Financial for Lutherans | 0.88% | 1,513,255 | -12% | 0.12% | $64,359,000 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.86% | 1,478,875 | -3% | 0.26% | $62,940,920 |
| Boston Partners | 0.85% | 1,456,684 | +683% | 0.07% | $62,001,611 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.81% | 1,396,021 | -0.29% | 0.25% | $59,414,653 |
| UBS Group AG | 0.75% | 1,284,019 | -31% | 0.01% | $54,647,849 |
| AMERICAN CENTURY COMPANIES INC | 0.7% | 1,210,562 | -32% | 0.03% | $51,521,594 |
| Fiera Capital Corp | 0.67% | 1,146,653 | +3% | 0.17% | $48,801,552 |
| Copeland Capital Management, LLC | 0.65% | 1,123,518 | 1.1% | $47,816,937 | |
| Fisher Asset Management, LLC | 0.64% | 1,108,232 | -5.3% | 0.02% | $47,166,387 |
| Russell Investments Group, Ltd. | 0.62% | 1,071,594 | +30% | 0.05% | $45,607,060 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 0.62% | 1,069,134 | 0.15% | $45,502,330 | |
| Ranger Investment Management, L.P. | 0.61% | 1,052,849 | +16% | 3.2% | $44,809,253 |
| SEI INVESTMENTS CO | 0.61% | 1,052,205 | +53% | 0.04% | $44,782,289 |
| Invesco Ltd. | 0.61% | 1,052,019 | -66% | 0.01% | $44,773,931 |
| NORTHERN TRUST CORP | 0.6% | 1,026,121 | +0.19% | 0.01% | $43,671,709 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 92,413,610 | $3,932,394,017 | -$348,752,500 | $42.56 | 473 |
| 2025 Q4 | 97,245,412 | $5,808,082,536 | +$194,833,778 | $59.72 | 469 |
| 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 |
| 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 |