PEGASYSTEMS INC - Common Stock (PEGA)

CUSIP: 705573103

Q3 2025 13F Holders as of 30 Sep 2025

Type / Class
Equity / Common Stock
Shares outstanding
172,168,211
Total 13F shares
97,053,944
Share change
+2,489,445
Total reported value
$5,580,299,482
Put/Call ratio
55%
Price per share
$57.50
Number of holders
422
Value change
+$151,547,301
Number of buys
238
Number of sells
194

Quarterly Holders Quick Answers

What is CUSIP 705573103?
CUSIP 705573103 identifies PEGA - PEGASYSTEMS INC - Common Stock in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of PEGA - PEGASYSTEMS INC - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
Alan Trefler
13D/G
46%
79,197,377
$4,553,849,178 -$16,938,292 30 Sep 2025
VANGUARD GROUP INC
13F
Company
6.4%
11,050,568
$598,167,246 30 Jun 2025
13F
BlackRock, Inc.
13F 13D/G
Company
5.1%
from 13D/G
9,054,520
$490,121,208 30 Jun 2025
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F
Company
2.4%
4,050,075
$219,230,561 30 Jun 2025
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
2.3%
4,037,552
$217,583,668 30 Jun 2025
13F
Capital Research Global Investors
13F
Company
2.3%
3,973,160
$215,067,151 30 Jun 2025
13F
Bares Capital Management, Inc.
13F
Company
2.1%
3,542,716
$191,767,217 30 Jun 2025
13F
STATE STREET CORP
13F
Company
1.7%
2,907,677
$157,392,556 30 Jun 2025
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
1.5%
2,564,459
$138,814,166 30 Jun 2025
13F
Invesco Ltd.
13F
Company
1.4%
2,444,661
$132,329,496 30 Jun 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
1.3%
2,286,889
$123,785,501 30 Jun 2025
13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
13F
Company
1.3%
2,187,558
$118,410,127 30 Jun 2025
13F
THRIVENT FINANCIAL FOR LUTHERANS
13F
Company
1.1%
1,901,978
$102,897,000 30 Jun 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
1%
1,779,093
$96,316,041 30 Jun 2025
13F
MORGAN STANLEY
13F
Company
1%
1,767,439
$95,671,584 30 Jun 2025
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
0.95%
1,633,601
$88,426,823 30 Jun 2025
13F
TEACHER RETIREMENT SYSTEM OF TEXAS
13F
Company
0.88%
1,516,532
$82,089,877 30 Jun 2025
13F
UBS Group AG
13F
Company
0.86%
1,477,025
$79,951,363 30 Jun 2025
13F
Shannon River Fund Management LLC
13F
Company
0.8%
1,372,565
$74,296,943 30 Jun 2025
13F
Fisher Asset Management, LLC
13F
Company
0.69%
1,193,235
$64,589,844 30 Jun 2025
13F
ACADIAN ASSET MANAGEMENT LLC
13F
Company
0.68%
1,171,012
$63,367,000 30 Jun 2025
13F
FRANKLIN RESOURCES INC
13F
Company
0.68%
1,164,063
$63,010,728 30 Jun 2025
13F
Ranger Investment Management, L.P.
13F
Company
0.65%
1,121,350
$60,698,676 30 Jun 2025
13F
North Peak Capital Management, LLC
13F
Company
0.61%
1,056,961
$57,213,299 30 Jun 2025
13F
Russell Investments Group, Ltd.
13F
Company
0.59%
1,013,522
$54,810,165 30 Jun 2025
13F
FMR LLC
13F
Company
0.56%
968,715
$52,436,580 30 Jun 2025
13F
Bank of New York Mellon Corp
13F
Company
0.54%
924,458
$50,040,924 30 Jun 2025
13F
NORTHERN TRUST CORP
13F
Company
0.54%
921,178
$49,863,366 30 Jun 2025
13F
Fiera Capital Corp
13F
Company
0.5%
857,265
$46,403,755 30 Jun 2025
13F
RAYMOND JAMES FINANCIAL INC
13F
Company
0.47%
814,539
$44,091,025 30 Jun 2025
13F
NORGES BANK
13F
Company
0.46%
794,160
$42,987,881 30 Jun 2025
13F
HERALD INVESTMENT MANAGEMENT Ltd
13F
Company
0.41%
703,600
$38,085,868 30 Jun 2025
13F
Gotham Asset Management, LLC
13F
Company
0.39%
663,749
$35,928,733 30 Jun 2025
13F
JPMORGAN CHASE & CO
13F
Company
0.36%
627,843
$33,985,141 30 Jun 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.33%
574,195
$31,081,175 30 Jun 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
0.32%
553,375
$29,954,193 30 Jun 2025
13F
CRAWFORD INVESTMENT COUNSEL INC
13F
Company
0.31%
539,470
$29,201,515 30 Jun 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
0.3%
521,539
$28,230,904 30 Jun 2025
13F
Squarepoint Ops LLC
13F
Company
0.27%
468,344
$25,351,461 30 Jun 2025
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
0.27%
463,319
$25,080,000 30 Jun 2025
13F
SEI INVESTMENTS CO
13F
Company
0.27%
462,489
$25,034,335 30 Jun 2025
13F
Nuveen, LLC
13F
Company
0.25%
435,790
$23,589,313 30 Jun 2025
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
0.24%
418,518
$22,654,380 30 Jun 2025
13F
OBERWEIS ASSET MANAGEMENT INC/
13F
Company
0.23%
389,800
$21,099,874 30 Jun 2025
13F
CANADA LIFE ASSURANCE Co
13F
Company
0.23%
389,355
$21,078,000 30 Jun 2025
13F
NEW YORK STATE COMMON RETIREMENT FUND
13F
Company
0.23%
387,584
$20,979,922 30 Jun 2025
13F
WESTWOOD HOLDINGS GROUP INC
13F
Company
0.21%
363,988
$19,702,670 30 Jun 2025
13F
AMERICAN CENTURY COMPANIES INC
13F
Company
0.2%
346,795
$18,772,016 30 Jun 2025
13F
Summit Creek Advisors LLC
13F
Company
0.19%
327,410
$17,722,703 30 Jun 2025
13F
Connor, Clark & Lunn Investment Management Ltd.
13F
Company
0.18%
307,579
$16,649,251 30 Jun 2025
13F

Institutional Holders of PEGASYSTEMS INC - Common Stock (PEGA) as of Q3 2025

As of 30 Sep 2025, PEGASYSTEMS INC - Common Stock (PEGA) was held by 422 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 97,053,944 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock, Inc., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, AQR CAPITAL MANAGEMENT LLC, Bares Capital Management, Inc., STATE STREET CORP, Invesco Ltd., Capital Research Global Investors, DIMENSIONAL FUND ADVISORS LP, and North Peak Capital Management, LLC. This page lists 422 institutional shareholders reporting positions in this security for the Q3 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2025 vs Q2 2025 Across Filers

Q2 2025 holders
412
Q3 2025 holders
422
Holder diff
10
Investor Q2 2025 Shares Q3 2025 Shares Share Diff Share Chg % Q2 2025 Value $ Q3 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.