PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $.01 par value per share
Symbol
PEGA on Nasdaq
Shares outstanding
172,168,211
Price per share
$59.72
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
97,106,876
Total reported value
$5,583,343,585
% of total 13F portfolios
0.01%
Share change
+2,470,002
Value change
+$150,520,247
Avg buy value change
+0%
Avg sell value change
-0%
Number of holders
419
Price from insider filings
$59.99
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of PEGASYSTEMS INC - Common Stock, $.01 par value per share (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% $834,921,193 8,671,803 BlackRock, Inc. 30 Jun 2025
As of 30 Sep 2025, PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) has 419 institutional shareholders filing 13F forms. They hold 97,106,876 shares. of 172,168,211 outstanding shares (56%) .

Top 25 institutional shareholders own 40% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 6.5% 11,272,359 +2% 0.01% $648,160,643
BlackRock, Inc. 5.2% 9,028,985 -0.28% 0.01% $519,166,624
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.9% 4,987,291 +23% 0.09% $286,769,234
AQR CAPITAL MANAGEMENT LLC 2% 3,391,801 -16% 0.13% $195,028,572
Bares Capital Management, Inc. 2% 3,380,345 -4.6% 18% $194,369,838
STATE STREET CORP 1.6% 2,770,096 -4.7% 0.01% $159,280,520
Invesco Ltd. 1.6% 2,725,008 +11% 0.02% $156,687,964
Capital Research Global Investors 1.5% 2,517,587 -37% 0.03% $144,761,253
DIMENSIONAL FUND ADVISORS LP 1.4% 2,468,516 +7.9% 0.03% $141,950,307
North Peak Capital Management, LLC 1.4% 2,346,501 +122% 15% $134,923,808
JACOBS LEVY EQUITY MANAGEMENT, INC 1.3% 2,318,723 -9.6% 0.53% $133,326,572
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.3% 2,270,762 +3.8% 0.21% $130,574,333
WELLINGTON MANAGEMENT GROUP LLP 1.2% 2,122,168 +30% 0.02% $122,024,660
Thrivent Financial for Lutherans 1.1% 1,927,576 +1.3% 0.22% $110,778,000
GEODE CAPITAL MANAGEMENT, LLC 1.1% 1,851,506 +4.1% 0.01% $106,479,594
UBS Group AG 1.1% 1,833,126 +24% 0.02% $105,404,746
AMERICAN CENTURY COMPANIES INC 0.92% 1,586,793 +358% 0.05% $91,240,721
Hood River Capital Management LLC 0.92% 1,578,448 1.1% $90,760,760
TEACHER RETIREMENT SYSTEM OF TEXAS 0.88% 1,520,005 +0.23% 0.35% $87,400,289
MORGAN STANLEY 0.86% 1,477,196 -16% 0.01% $84,938,926
Shannon River Fund Management LLC 0.8% 1,384,219 +0.85% 13% $79,592,593
Fisher Asset Management, LLC 0.66% 1,136,734 -4.7% 0.02% $65,362,205
FIRST TRUST ADVISORS LP 0.65% 1,111,736 +272% 0.05% $63,924,659
FRANKLIN RESOURCES INC 0.64% 1,094,552 -6% 0.02% $62,936,741
NORTHERN TRUST CORP 0.61% 1,057,379 +15% 0.01% $60,799,294

Institutional Holders of PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q4 848,222 $50,857,289 +$18,864,865 5,972.01% 16
2025 Q3 97,106,876 $5,583,343,585 +$150,520,247 5,750% 419
2025 Q2 94,647,343 $5,121,801,772 +$2,697,204,311 5,413% 412
2025 Q1 43,859,766 $3,046,932,558 +$78,102,140 6,952% 325
2024 Q4 42,347,873 $3,946,641,024 +$196,366,052 9,320% 318
2024 Q3 40,507,127 $2,961,972,494 -$11,533,646 7,309% 299
2024 Q2 40,985,639 $2,480,396,579 +$99,879,425 6,053% 279
2024 Q1 38,016,021 $2,456,943,350 +$26,837,615 6,464% 260
2023 Q4 32,880 $1,606,517 +$684,871 4,886% 2
2023 Q3 39,148,381 $1,699,400,194 +$5,615,595 4,341% 186
2023 Q2 38,736,087 $1,909,633,143 +$1,683,664 4,930% 168
2023 Q1 39,034,945 $1,892,303,324 +$6,363,118 4,848% 186
2022 Q4 39,790,343 $1,362,392,721 +$3,559,738 3,424% 180
2022 Q3 39,472,292 $1,268,691,692 +$16,241,434 3,214% 160
2022 Q2 38,189,777 $1,826,530,922 -$129,263,713 4,784% 207
2022 Q1 39,072,729 $3,150,724,040 -$154,967,762 8,064.97% 242
2021 Q4 39,200,481 $4,383,013,118 -$19,463,177 11,182% 254
2021 Q3 39,420,355 $5,010,077,110 +$42,330,327 12,710% 241
2021 Q2 38,985,561 $5,425,667,380 +$135,352,873 13,919.01% 241
2021 Q1 38,248,023 $4,376,076,974 -$60,281,321 11,433.99% 249
2020 Q4 39,478,953 $5,260,822,760 +$51,995,102 13,326% 248
2020 Q3 38,923,524 $4,711,996,858 -$11,242,478 12,103.98% 255
2020 Q2 38,575,199 $3,898,130,836 +$76,486,475 10,116.85% 225
2020 Q1 39,186,493 $2,786,018,404 +$103,447,177 7,122.96% 205
2019 Q4 37,735,195 $3,005,631,532 +$72,406,830 7,964.98% 193
2019 Q3 36,623,372 $2,492,201,607 -$49,942,261 6,804.95% 185
2019 Q2 37,260,956 $2,653,355,784 +$73,848,036 7,120.98% 186
2019 Q1 36,981,384 $2,403,806,284 -$3,664,526 6,500% 175
2018 Q4 36,776,962 $1,758,762,223 -$87,775,326 4,782.99% 147
2018 Q3 36,752,465 $2,300,787,841 +$80,359,925 6,260% 168
2018 Q2 35,987,733 $1,971,894,285 +$13,020,473 5,479.98% 195
2018 Q1 35,851,890 $2,173,298,213 -$42,465,087 6,064.95% 195
2017 Q4 36,851,998 $1,737,469,142 -$25,393,356 4,715% 183
2017 Q3 35,965,684 $2,074,490,270 +$86,149,063 5,765% 180
2017 Q2 33,346,862 $1,945,837,586 +$42,869,658 5,834.98% 169
2017 Q1 34,320,327 $1,504,972,431 +$111,135,578 4,385.02% 152
2016 Q4 33,137,114 $1,193,360,524 +$13,079,589 3,599.98% 151
2016 Q3 33,625,383 $991,149,862 +$52,581,230 2,948.99% 134
2016 Q2 31,563,095 $852,089,563 +$7,445,705 2,694.98% 149
2016 Q1 31,875,559 $807,834,000 -$4,470,799 2,537.93% 148
2015 Q4 32,062,181 $881,728,060 -$11,239,889 2,749.99% 148
2015 Q3 32,233,635 $793,259,210 -$142,714 2,460.98% 138
2015 Q2 31,271,539 $715,801,621 +$4,753,458 2,289% 126
2015 Q1 32,093,298 $697,860,969 +$881,881 2,174.97% 122
2014 Q4 32,387,439 $672,091,880 +$7,426,019 2,076.98% 130
2014 Q3 32,239,069 $617,057,445 +$4,725,129 1,911% 139
2014 Q2 31,450,287 $664,224,786 +$318,824,688 2,111.99% 140
2014 Q1 16,009,779 $565,310,943 -$4,265,595 3,531.99% 137