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

Historical Holders from Q1 2014 to Q4 2025

Symbol
PEGA on Nasdaq
Type / Class
Equity / Common Stock, $.01 par value per share
Shares outstanding
172,168,211
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
97,106,876
Holdings value
$5,583,343,585
% of all portfolios
0.01%
Number of holders
419
Number of buys
239
Number of sells
194
Average buys %
+0%
Average sells %
-0%
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 that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 97,106,876 shares of 172,168,211 outstanding shares and own 56% of the company stock as of 30 Sep 2025.

Top 25 institutional shareholders of PEGASYSTEMS INC - Common Stock, $.01 par value per share (PEGA) own 40% of the company based on 13F filings as of 30 Sep 2025

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

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 Investors
2025 Q4 6,248 $372,893 +$43,526 $59.69 2
2025 Q3 97,106,876 $5,583,343,585 +$150,855,102 $57.50 419
2025 Q2 94,647,343 $5,121,801,772 +$2,697,204,311 $54.13 412
2025 Q1 43,859,766 $3,046,932,558 +$78,102,140 $69.52 325
2024 Q4 42,347,873 $3,946,641,024 +$196,366,052 $93.20 318
2024 Q3 40,507,127 $2,961,972,494 -$11,533,646 $73.09 299
2024 Q2 40,985,639 $2,480,396,579 +$99,879,425 $60.53 279
2024 Q1 38,016,021 $2,456,943,350 +$26,837,615 $64.64 260
2023 Q4 32,880 $1,606,517 +$684,871 $48.86 2
2023 Q3 39,148,381 $1,699,400,194 +$5,615,595 $43.41 186
2023 Q2 38,736,087 $1,909,633,143 +$1,683,664 $49.30 168
2023 Q1 39,034,945 $1,892,303,324 +$6,363,118 $48.48 186
2022 Q4 39,790,343 $1,362,392,721 +$3,559,738 $34.24 180
2022 Q3 39,472,292 $1,268,691,692 +$16,241,434 $32.14 160
2022 Q2 38,189,777 $1,826,530,922 -$129,263,713 $47.84 207
2022 Q1 39,072,729 $3,150,724,040 -$154,967,762 $80.65 242
2021 Q4 39,200,481 $4,383,013,118 -$19,463,177 $111.82 254
2021 Q3 39,420,355 $5,010,077,110 +$42,330,327 $127.10 241
2021 Q2 38,985,561 $5,425,667,380 +$135,352,873 $139.19 241
2021 Q1 38,248,023 $4,376,076,974 -$60,281,321 $114.34 249
2020 Q4 39,478,953 $5,260,822,760 +$51,995,102 $133.26 248
2020 Q3 38,923,524 $4,711,996,858 -$11,242,478 $121.04 255
2020 Q2 38,575,199 $3,898,130,836 +$76,486,475 $101.17 225
2020 Q1 39,186,493 $2,786,018,404 +$103,447,177 $71.23 205
2019 Q4 37,735,195 $3,005,631,532 +$72,406,830 $79.65 193
2019 Q3 36,623,372 $2,492,201,607 -$49,942,261 $68.05 185
2019 Q2 37,260,956 $2,653,355,784 +$73,848,036 $71.21 186
2019 Q1 36,981,384 $2,403,806,284 -$3,664,526 $65.00 175
2018 Q4 36,776,962 $1,758,762,223 -$87,775,326 $47.83 147
2018 Q3 36,752,465 $2,300,787,841 +$80,359,925 $62.60 168
2018 Q2 35,987,733 $1,971,894,285 +$13,020,473 $54.80 195
2018 Q1 35,851,890 $2,173,298,213 -$42,465,087 $60.65 195
2017 Q4 36,851,998 $1,737,469,142 -$25,393,356 $47.15 183
2017 Q3 35,965,684 $2,074,490,270 +$86,149,063 $57.65 180
2017 Q2 33,346,862 $1,945,837,586 +$42,869,658 $58.35 169
2017 Q1 34,320,327 $1,504,972,431 +$111,135,578 $43.85 152
2016 Q4 33,137,114 $1,193,360,524 +$13,079,589 $36.00 151
2016 Q3 33,625,383 $991,149,862 +$52,581,230 $29.49 134
2016 Q2 31,563,095 $852,089,563 +$7,445,705 $26.95 149
2016 Q1 31,875,559 $807,834,000 -$4,470,799 $25.38 148
2015 Q4 32,062,181 $881,728,060 -$11,239,889 $27.50 148
2015 Q3 32,233,635 $793,259,210 -$142,714 $24.61 138
2015 Q2 31,271,539 $715,801,621 +$4,753,458 $22.89 126
2015 Q1 32,093,298 $697,860,969 +$881,881 $21.75 122
2014 Q4 32,387,439 $672,091,880 +$7,426,019 $20.77 130
2014 Q3 32,239,069 $617,057,445 +$4,725,129 $19.11 139
2014 Q2 31,450,287 $664,224,786 +$318,824,688 $21.12 140
2014 Q1 16,009,779 $565,310,943 -$4,265,595 $35.32 137