- Type / Class
- Equity / Common Stock
- Shares outstanding
- 172,168,211
- Total 13F shares
- 97,234,766
- Share change
- +3,232,224
- Total reported value
- $5,807,446,757
- Put/Call ratio
- 41%
- Price per share
- $59.72
- Number of holders
- 468
- Value change
- +$194,866,505
- Number of buys
- 236
- Number of sells
- 206
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?
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- Latest 13F filings for newly reported positions across managers.
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Recent filing periods for CUSIP 705573103:
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 |
6.5%
|
11,272,359
|
$648,160,643 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
13D/G
|
Company |
5.1%
from 13D/G
|
9,028,985
|
$519,166,624 | — | 30 Sep 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
2.9%
|
4,987,291
|
$286,769,234 | — | 30 Sep 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
2%
|
3,391,801
|
$195,028,572 | — | 30 Sep 2025 | |
| Bares Capital Management, Inc. |
13F
|
Company |
2%
|
3,380,345
|
$194,369,838 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
1.6%
|
2,770,096
|
$159,280,520 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.6%
|
2,725,008
|
$156,687,964 | — | 30 Sep 2025 | |
| Capital Research Global Investors |
13F
|
Company |
1.5%
|
2,517,587
|
$144,761,253 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.4%
|
2,468,516
|
$141,950,307 | — | 30 Sep 2025 | |
| North Peak Capital Management, LLC |
13F
|
Company |
1.4%
|
2,346,501
|
$134,923,808 | — | 30 Sep 2025 | |
| JACOBS LEVY EQUITY MANAGEMENT, INC |
13F
|
Company |
1.3%
|
2,318,723
|
$133,326,572 | — | 30 Sep 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.3%
|
2,270,762
|
$130,574,333 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
1.2%
|
2,122,168
|
$122,024,660 | — | 30 Sep 2025 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
1.1%
|
1,927,576
|
$110,778,000 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
1,851,506
|
$106,479,594 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
1.1%
|
1,833,126
|
$105,404,746 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
0.92%
|
1,586,793
|
$91,240,721 | — | 30 Sep 2025 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.92%
|
1,578,448
|
$90,760,760 | — | 30 Sep 2025 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS |
13F
|
Company |
0.88%
|
1,520,005
|
$87,400,289 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.86%
|
1,477,196
|
$84,938,926 | — | 30 Sep 2025 | |
| Shannon River Fund Management LLC |
13F
|
Company |
0.8%
|
1,384,219
|
$79,592,593 | — | 30 Sep 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
0.66%
|
1,136,734
|
$65,362,205 | — | 30 Sep 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.65%
|
1,111,736
|
$63,924,659 | — | 30 Sep 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.64%
|
1,094,552
|
$62,936,741 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.61%
|
1,057,379
|
$60,799,294 | — | 30 Sep 2025 | |
| Ranger Investment Management, L.P. |
13F
|
Company |
0.57%
|
975,485
|
$56,090,388 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.56%
|
961,789
|
$55,302,901 | — | 30 Sep 2025 | |
| Richard H. Jones |
3/4/5
|
Director |
—
mixed-class rows
|
964,760
mixed-class rows
|
$54,543,208 | — | 08 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.53%
|
916,039
|
$52,672,273 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.5%
|
853,742
|
$49,090,165 | — | 30 Sep 2025 | |
| Pacer Advisors, Inc. |
13F
|
Company |
0.49%
|
850,904
|
$48,926,980 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.49%
|
849,743
|
$48,860,244 | — | 30 Sep 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.49%
|
838,952
|
$48,239,741 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
0.46%
|
784,973
|
$45,135,940 | — | 30 Sep 2025 | |
| HERALD INVESTMENT MANAGEMENT Ltd |
13F
|
Company |
0.41%
|
703,600
|
$40,442,928 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.36%
|
620,716
|
$35,691,171 | — | 30 Sep 2025 | |
| Gotham Asset Management, LLC |
13F
|
Company |
0.32%
|
551,535
|
$31,713,263 | — | 30 Sep 2025 | |
| CRAWFORD INVESTMENT COUNSEL INC |
13F
|
Company |
0.31%
|
526,049
|
$30,247,827 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.29%
|
494,272
|
$28,420,640 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.27%
|
467,983
|
$26,910,000 | — | 30 Sep 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.27%
|
456,550
|
$26,252,008 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.26%
|
439,674
|
$25,281,260 | — | 30 Sep 2025 | |
| OBERWEIS ASSET MANAGEMENT INC/ |
13F
|
Company |
0.23%
|
389,400
|
$22,390,500 | — | 30 Sep 2025 | |
| WESTWOOD HOLDINGS GROUP INC |
13F
|
Company |
0.21%
|
365,263
|
$21,003,000 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.21%
|
364,941
|
$20,984,108 | — | 30 Sep 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.21%
|
359,600
|
$20,677,000 | — | 30 Sep 2025 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.2%
|
351,755
|
$20,215,000 | — | 30 Sep 2025 | |
| CANADA LIFE ASSURANCE Co |
13F
|
Company |
0.19%
|
334,146
|
$19,584,000 | — | 30 Sep 2025 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.19%
|
333,467
|
$19,174,353 | — | 30 Sep 2025 |
Institutional Holders of PEGASYSTEMS INC - Common Stock (PEGA) as of Q4 2025
As of 31 Dec 2025,
PEGASYSTEMS INC - Common Stock (PEGA) was held by
468 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
97,234,766 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., MASSACHUSETTS FINANCIAL SERVICES CO /MA/, Invesco Ltd., AQR CAPITAL MANAGEMENT LLC, STATE STREET CORP, WELLINGTON MANAGEMENT GROUP LLP, DIMENSIONAL FUND ADVISORS LP, North Peak Capital Management, LLC, and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd..
This page lists
468
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
422
Q4 2025 holders
468
Holder diff
46
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.