PEGA PEGASYSTEMS INC
common
CUSIP: 705573103
FIGI: BBG000H1RYG7
Institutional Holders472
Total Institutional Value$5,586,443,333
Total Shares Held97,762,404
Avg Position$11,835,685
Top 5 Holders %32.9%
Alpha-Weighted Score66.2
New Positions+73
Exited Positions-43
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | High Conviction | Market Mover | $654,513,523 (11.7%) | 10,959,704 | - |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $536,165,169 (9.6%) | 8,977,984 | 3.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | High Conviction | Market Mover | $294,308,877 (5.3%) | 4,928,146 | 2.6% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $186,790,487 (3.3%) | 3,127,771 | 19.2% |
| AQR CAPITAL MANAGEMENT LLC | High Conviction | Market Mover | $167,245,437 (3.0%) | 2,800,493 | -14.3% |
| STATE STREET CORP | High Conviction | Market Mover | $164,446,604 (2.9%) | 2,753,627 | 3.2% |
| WELLINGTON MANAGEMENT GROUP LLP | High Conviction | Market Mover | $162,555,332 (2.9%) | 2,721,958 | 33.2% |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $151,093,853 (2.7%) | 2,529,767 | 6.4% |
| NORTH PEAK CAPITAL MANAGEMENT, LLC | Elite Conviction | Minimal Flow | $143,331,882 (2.6%) | 2,400,065 | 6.2% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | High Conviction | Significant Flow | $143,029,605 (2.6%) | 2,394,839 | 9.5% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $140,019,741 (2.5%) | 2,344,266 | 31.5% |
| UBS Group AG | Moderate Conviction | Market Mover | $110,345,421 (2.0%) | 1,847,713 | 4.7% |
| CAPITAL RESEARCH GLOBAL INVESTORS | High Conviction | Significant Flow | $107,268,407 (1.9%) | 1,796,189 | -25.9% |
| TWENTIETH CENTURY COMPANIES INC | High Conviction | Market Mover | $106,426,073 (1.9%) | 1,782,082 | 16.6% |
| HOOD RIVER CAPITAL MANAGEMENT LLC | High Conviction | Low Flow | $94,859,427 (1.7%) | 1,588,403 | 4.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | High Conviction | Significant Flow | $91,034,063 (1.6%) | 1,524,348 | -31.7% |
| FIRST TRUST ADVISORS LP | High Conviction | Market Mover | $84,717,454 (1.5%) | 1,418,576 | 32.5% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | High Conviction | Significant Flow | $83,613,136 (1.5%) | 1,400,086 | -4.3% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $79,244,021 (1.4%) | 1,326,926 | 25.9% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $71,676,847 (1.3%) | 1,200,213 | -15.6% |
| FISHER INVESTMENTS INC | High Conviction | Significant Flow | $69,894,966 (1.3%) | 1,170,377 | 6.9% |
| FIERA SCEPTRE INC. | High Conviction | Moderate Flow | $66,478,572 (1.2%) | 1,113,171 | 37.8% |
| SHANNON RIVER FUND MANAGEMENT LLC | High Conviction | Minimal Flow | $62,039,047 (1.1%) | 1,038,832 | -22.1% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $61,164,149 (1.1%) | 1,024,182 | - |
| RANGER INVESTMENT MANAGEMENT, LP | High Conviction | Low Flow | $54,403,487 (1.0%) | 910,976 | -3.0% |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $50,638,559 (0.9%) | 847,933 | -26.7% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $49,498,280 (0.9%) | 828,839 | - |
| RUSSELL INVESTMENTS GROUP, LTD. | Moderate Conviction | Market Mover | $49,329,775 (0.9%) | 826,016 | -10.8% |
| CAPITAL IMPACT ADVISORS, LLC | High Conviction | Low Flow | $45,704,731 (0.8%) | 765,317 | NEW |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $44,812,042 (0.8%) | 750,369 | 77.3% |
| HERALD INVESTMENT MANAGEMENT LTD | High Conviction | Minimal Flow | $41,997,884 (0.8%) | 703,600 | 3.8% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $41,589,713 (0.7%) | 686,081 | -21.0% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $41,105,971 (0.7%) | 688,309 | 56.6% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $40,737,222 (0.7%) | 682,137 | -42.9% |
| GOTHAM ASSET MANAGEMENT, LLC | High Conviction | Significant Flow | $33,829,529 (0.6%) | 566,469 | 6.7% |
| RENAISSANCE INVESTMENT MANAGEMENT | High Conviction | Low Flow | $32,274,499 (0.6%) | 540,430 | NEW |
| NORGES BANK | High Conviction | Market Mover | $31,905,052 (0.6%) | 534,244 | -16.1% |
| CRAWFORD INVESTMENT COUNSEL INC | High Conviction | Moderate Flow | $31,151,820 (0.6%) | 521,631 | 3.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | High Conviction | Significant Flow | $29,962,999 (0.5%) | 498,713 | 184.3% |
| M&T BANK CORP | High Conviction | Significant Flow | $29,218,683 (0.5%) | 366,497 | 8,709.9% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $28,713,474 (0.5%) | 480,824 | 143.8% |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | Moderate Conviction | Market Mover | $26,179,935 (0.5%) | 438,378 | 71.5% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | High Conviction | Significant Flow | $26,143,927 (0.5%) | 411,262 | 297.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | High Conviction | Significant Flow | $26,121,528 (0.5%) | 437,400 | 26.3% |
| OBERWEIS ASSET MANAGEMENT INC/ | High Conviction | Low Flow | $25,371,445 (0.5%) | 424,840 | 13.3% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $24,102,634 (0.4%) | 403,594 | -57.6% |
| WESTWOOD HOLDINGS GROUP INC | High Conviction | Moderate Flow | $21,379,461 (0.4%) | 357,995 | -47.5% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | Moderate Conviction | Significant Flow | $21,002,599 (0.4%) | 374,645 | 68.2% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $18,606,000 (0.3%) | 311,541 | -19.1% |
| FEDERATED HERMES, INC. | High Conviction | Significant Flow | $18,562,050 (0.3%) | 310,818 | 6.4% |
| SUMMIT CREEK ADVISORS LLC | High Conviction | Minimal Flow | $17,381,028 (0.3%) | 291,042 | - |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $17,324,891 (0.3%) | 290,102 | 111.0% |
| NEW YORK STATE COMMON RETIREMENT FUND | High Conviction | Market Mover | $16,322,730 (0.3%) | 273,321 | -79.8% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $16,216,548 (0.3%) | 271,543 | 16.4% |
| LAZARD ASSET MANAGEMENT LLC | High Conviction | Significant Flow | $16,109,112 (0.3%) | 269,744 | 4.7% |
| MILLENNIUM MANAGEMENT, L.L.C. | Moderate Conviction | Market Mover | $14,825,490 (0.3%) | 248,250 | -21.9% |
| LUXOR CAPITAL GROUP, LP | High Conviction | Low Flow | $14,690,104 (0.3%) | 245,983 | -4.8% |
| TOROSO INVESTMENTS, LLC | High Conviction | Significant Flow | $14,499,615 (0.3%) | 242,915 | 1,251.9% |
| QUANTINNO CAPITAL MANAGEMENT LP | High Conviction | Significant Flow | $14,464,584 (0.3%) | 242,206 | 18.3% |
| Nuveen, LLC | High Conviction | Market Mover | $14,439,759 (0.3%) | 241,791 | -31.2% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | High Conviction | Significant Flow | $14,155,850 (0.3%) | 237,037 | -26.2% |
| RHUMBLINE ADVISERS | High Conviction | Market Mover | $13,924,136 (0.2%) | 233,158 | - |
| COOKSON PEIRCE & CO INC | High Conviction | Low Flow | $13,758,951 (0.2%) | 230,391 | 14.3% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $13,282,506 (0.2%) | 222,413 | 1,855.3% |
| BARCLAYS PLC | High Conviction | Market Mover | $12,471,806 (0.2%) | 208,838 | -15.0% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $12,181,105 (0.2%) | 203,970 | 3.5% |
| MACKENZIE FINANCIAL CORP | High Conviction | Significant Flow | $12,089,444 (0.2%) | 197,542 | 20.6% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $12,079,048 (0.2%) | 202,261 | 45,948.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170) | High Conviction | Significant Flow | $12,012,419 (0.2%) | 198,621 | 21.9% |
| PRINCIPAL FINANCIAL GROUP INC | High Conviction | Market Mover | $11,761,733 (0.2%) | 196,948 | - |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $11,520,918 (0.2%) | 192,916 | -6.8% |
| ROBECO INVESTMENT MANAGEMENT, INC. | High Conviction | Significant Flow | $11,109,058 (0.2%) | 186,024 | -7.5% |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $11,078,060 (0.2%) | 185,500 | 5.6% |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | High Conviction | Minimal Flow | $10,749,600 (0.2%) | 180,000 | - |
| CAPITAL FUND MANAGEMENT S.A. | Moderate Conviction | Significant Flow | $10,578,143 (0.2%) | 177,129 | 48.3% |
| STATE OF WISCONSIN INVESTMENT BOARD | High Conviction | Significant Flow | $10,478,411 (0.2%) | 175,459 | 5.6% |
| NORDEA INVESTMENT MANAGEMENT SVERIGE AB | High Conviction | Significant Flow | $10,417,870 (0.2%) | 173,892 | -9.6% |
| HARBER ASSET MANAGEMENT LLC | High Conviction | Minimal Flow | $9,638,927 (0.2%) | 161,402 | -11.9% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | High Conviction | Moderate Flow | $9,524,265 (0.2%) | 159,482 | 3.9% |
| SG CAPITAL MANAGEMENT LLC | High Conviction | Low Flow | $9,393,239 (0.2%) | 157,288 | NEW |
| PEAK6 LLC | Moderate Conviction | Significant Flow | $9,214,796 (0.2%) | 154,300 | NEW |
| TREXQUANT INVESTMENT LP | High Conviction | Significant Flow | $8,995,385 (0.2%) | 150,626 | 199.2% |
| BRIDGEWATER ASSOCIATES, LP | High Conviction | Significant Flow | $8,768,389 (0.2%) | 146,825 | -30.2% |
| FMR LLC | High Conviction | Market Mover | $8,576,289 (0.2%) | 143,608 | -81.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $8,454,560 (0.2%) | 141,570 | 53.7% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $8,109,380 (0.1%) | 135,790 | -4.9% |
| HPM PARTNERS LLC | High Conviction | Market Mover | $8,073,414 (0.1%) | 135,188 | - |
| IEQ CAPITAL, LLC | High Conviction | Significant Flow | $8,015,722 (0.1%) | 134,221 | -32.0% |
| CASTLEARK MANAGEMENT LLC | High Conviction | Moderate Flow | $7,952,733 (0.1%) | 133,167 | 7.1% |
| ARMISTICE CAPITAL, LLC | High Conviction | Moderate Flow | $7,882,682 (0.1%) | 131,994 | 57.9% |
| G2 INVESTMENT PARTNERS MANAGEMENT LLC | High Conviction | Minimal Flow | $7,500,474 (0.1%) | 125,594 | NEW |
| ZACKS INVESTMENT MANAGEMENT | High Conviction | Moderate Flow | $7,120,971 (0.1%) | 119,239 | 4.7% |
| WALLEYE TRADING LLC | Moderate Conviction | Significant Flow | $7,054,365 (0.1%) | 118,124 | 115.4% |
| NEXT CENTURY GROWTH INVESTORS LLC | High Conviction | Low Flow | $6,967,293 (0.1%) | 116,666 | NEW |
| MAN GROUP PLC | High Conviction | Significant Flow | $6,897,720 (0.1%) | 115,501 | 71.9% |
| JANUS HENDERSON GROUP PLC | High Conviction | Market Mover | $6,841,332 (0.1%) | 114,567 | -44.8% |
| RETIREMENT SYSTEMS OF ALABAMA | High Conviction | Moderate Flow | $6,568,961 (0.1%) | 109,996 | 2.3% |
| PANAGORA ASSET MANAGEMENT INC | High Conviction | Significant Flow | $6,472,454 (0.1%) | 108,380 | 256.3% |
| VICTORY CAPITAL MANAGEMENT INC | High Conviction | Market Mover | $6,200,907 (0.1%) | 103,833 | -36.6% |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $6,147,816 (0.1%) | 102,944 | -5.9% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 469 | $5.61B | 98,204,936 | $57.15 |
| Q3 25 | 424 | $5.61B | 101,272,663 | $55.43 |
| Q2 25 | 414 | $4.99B | 98,129,840 | $50.88 |
| Q1 25 | 329 | $3.00B | 45,955,741 | $65.26 |
| Q4 24 | 320 | $3.85B | 44,014,397 | $87.42 |
| Q3 24 | 300 | $2.94B | 42,054,339 | $69.81 |
| Q2 24 | 280 | $2.52B | 44,352,420 | $56.81 |
| Q1 24 | 268 | $2.72B | 44,746,302 | $60.87 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.