Security Snapshot

PEGASYSTEMS INC - Common Stock (PEGA) Institutional Ownership

CUSIP: 705573103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

472

Shares (Excl. Options)

92,048,232

Price

$42.56

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Type / Class
Equity / Common Stock
Symbol
PEGA on Nasdaq
Shares outstanding
172,168,211
Price per share
$32.72
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
92,048,232
Total reported value
$3,916,843,668
% of total 13F portfolios
0%
Share change
-5,574,985
Value change
-$370,973,459
Number of holders
472
Price from insider filings
$32.72
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • PEGA - PEGASYSTEMS INC - Common Stock is tracked under CUSIP 705573103.
  • 472 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 469 to 472 between Q4 2025 and Q1 2026.
  • Reported value moved from $5,808,082,536 to $3,916,843,668.

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

Latest holder context comes from 472 institutions filings for Q1 2026.

Open SEC Evidence

Security key

705573103

Latest holder period

Q1 2026

13F holders

472

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

Latest 13F filings Latest 13D/G filings All securities

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, 472 institutional investors reported holding 92,048,232 shares of PEGASYSTEMS INC - Common Stock (PEGA). This represents 53% 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
Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 92,048,232 $3,916,843,668 -$370,973,459 $42.56 472
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
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
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