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

Q4 2025

Institutions Reporting

467

Shares (Excl. Options)

97,231,240

Price

$59.72

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Type / Class
Equity / Common Stock
Symbol
PEGA on Nasdaq
Shares outstanding
172,168,211
Price per share
$42.56
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
97,231,240
Total reported value
$5,807,236,207
% of total 13F portfolios
0.01%
Share change
+3,232,224
Value change
+$194,866,505
Number of holders
467
Price from insider filings
$42.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • PEGA - PEGASYSTEMS INC - Common Stock is tracked under CUSIP 705573103.
  • 467 institutions reported positions in Q4 2025.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 467 to 217 between Q4 2025 and Q1 2026.
  • Reported value moved from $5,807,236,207 to $1,209,404,809.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 467 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 705573103?
CUSIP 705573103 identifies PEGA - PEGASYSTEMS INC - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of PEGASYSTEMS INC - Common Stock (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 31 Dec 2025, 467 institutional investors reported holding 97,231,240 shares of PEGASYSTEMS INC - Common Stock (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 (PEGA) together control 38% 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 6.4% 10,959,704 -2.8% 0.01% $654,513,523
BlackRock, Inc. 5.2% 8,977,984 -0.56% 0.01% $536,165,169
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.9% 4,928,146 -1.2% 0.09% $294,308,877
Invesco Ltd. 1.8% 3,127,771 +15% 0.03% $186,790,487
AQR CAPITAL MANAGEMENT LLC 1.6% 2,800,493 -17% 0.09% $167,245,437
STATE STREET CORP 1.6% 2,753,627 -0.59% 0.01% $164,446,604
WELLINGTON MANAGEMENT GROUP LLP 1.6% 2,721,958 +28% 0.03% $162,555,332
DIMENSIONAL FUND ADVISORS LP 1.5% 2,529,767 +2.5% 0.03% $151,093,853
North Peak Capital Management, LLC 1.4% 2,400,065 +2.3% 16% $143,331,882
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.4% 2,394,839 +5.5% 0.21% $143,029,605
GEODE CAPITAL MANAGEMENT, LLC 1.4% 2,344,266 +27% 0.01% $140,019,741
UBS Group AG 1.1% 1,847,713 +0.8% 0.02% $110,345,421
Capital Research Global Investors 1% 1,796,189 -29% 0.02% $107,268,407
AMERICAN CENTURY COMPANIES INC 1% 1,782,082 +12% 0.05% $106,426,073
Thrivent Financial for Lutherans 1% 1,713,825 -11% 0.18% $102,298,000
Hood River Capital Management LLC 0.92% 1,588,403 +0.63% 1% $94,859,427
JACOBS LEVY EQUITY MANAGEMENT, INC 0.89% 1,524,348 -34% 0.35% $91,034,063
FIRST TRUST ADVISORS LP 0.82% 1,418,576 +28% 0.06% $84,717,454
TEACHER RETIREMENT SYSTEM OF TEXAS 0.81% 1,400,086 -7.9% 0.29% $83,613,136
FRANKLIN RESOURCES INC 0.77% 1,326,926 +21% 0.02% $79,244,021
MORGAN STANLEY 0.7% 1,200,213 -19% 0% $71,676,847
Fisher Asset Management, LLC 0.68% 1,170,377 +3% 0.02% $69,894,966
Fiera Capital Corp 0.65% 1,113,171 +33% 0.21% $66,478,572
Shannon River Fund Management LLC 0.6% 1,038,832 -25% 9.7% $62,039,047
NORTHERN TRUST CORP 0.59% 1,024,182 -3.1% 0.01% $61,164,149

Institutional Holders of PEGASYSTEMS INC - Common Stock (PEGA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 28,426,581 $1,209,404,809 -$16,662,126 $42.56 217
2025 Q4 97,231,240 $5,807,236,207 +$194,866,505 $59.72 467
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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