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PEGA — PEGASYSTEMS INC

Reported value held$1.90B
Funds holding (latest)50
SectorTechnology
Funds holding (Q2 2026)37
Institutional value$1.11B · 38.29M sh
New / Add / Cut / Exit1 / 15 / 20 / 1
Top-5 / Top-10 concentration60.0% / 76.2%
Institutional holdings change Accumulating +11.6% (+3.98M sh)
Institutional value change Down -22.1%

As of Q2 2026, 37 SEC-registered investment managers reported holding PEGA (PEGASYSTEMS INC) in their latest 13F filings, with a combined reported value of $1.11B across 38.29M shares. That is +11.6% by share count (+3.98M shares) versus the previous quarter, while reported value moved -22.1%. Ownership is concentrated: the five largest holders account for 60.0% of reported value and the top ten for 76.2%.

Compared with the prior quarter, 1 opened new positions, 15 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PEGA is classified in the Technology sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 10.96M $654.51M 0.01% Reduce
BlackRock Inc history Q2 2026 9.57M $286.92M 0.01% Reduce
AQR Capital Management history Q2 2026 4.92M $147.44M 0.05% Add
Capital Research Global Investors history Q4 2025 1.80M $107.27M 0.02% Reduce
MFS Investment Management history Q2 2026 3.03M $91.40M 0.03% Add
Geode Capital Management history Q2 2026 2.59M $77.49M 0.00% Add
Arrowstreet Capital history Q2 2026 2.02M $60.50M 0.03% Add
Invesco Ltd history Q2 2026 1.59M $47.78M 0.00% Add
Morgan Stanley history Q2 2026 1.17M $35.12M 0.00% Add
JPMorgan Chase & Co history Q2 2026 1.11M $34.05M 0.00% New
Millennium Management history Q2 2026 1.12M $33.45M 0.01% Add
Goldman Sachs Group history Q2 2026 954.21K $28.60M 0.00% Reduce
Wellington Management Group history Q2 2026 950.50K $28.49M 0.01% Reduce
Northern Trust Corp history Q2 2026 935.82K $28.05M 0.00% Reduce
Charles Schwab Investment Management history Q2 2026 848.74K $25.44M 0.00% Reduce
Norges Bank Investment Management history Q2 2026 772.51K $23.15M 0.00% Add
Two Sigma Investments history Q2 2026 693.84K $20.79M 0.02% Add
BNY Mellon history Q2 2026 646.70K $19.38M 0.00% Reduce
Bank of America Corp history Q2 2026 608.33K $18.23M 0.00% Reduce
UBS Group AG history Q2 2026 466.93K $13.99M 0.00% Reduce

View all 50 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 2.91M 2.96M 2.64M 9.05M 9.03M 8.98M 9.64M 9.57M
AQR Capital Management 13.79K 23.12K — 54.40K 124.89K 53.25K 58.13K 44.33K 180.77K 218.46K 271.27K 554.78K 742.00K 749.87K 1.20M 4.04M 3.39M 2.80M 4.54M 4.92M
MFS Investment Management — — — — — — — — — — — — — — 2.17M 4.05M 4.99M 4.93M 2.38M 3.03M
Geode Capital Management 539.80K 554.63K 581.60K 575.44K 579.16K 635.48K 655.65K 686.53K 702.68K 725.97K 750.13K 793.38K 819.28K 825.76K 871.87K 1.78M 1.85M 2.34M 2.52M 2.59M
Arrowstreet Capital — — — 5.39K — — 74.60K — — 174.83K 463.87K 60.60K 105.71K 196.55K 113.18K 110.16K — 81.07K 618.75K 2.02M
Invesco Ltd 1.89M 867.67K 236.96K 43.37K 42.12K 40.27K 41.90K 41.46K 44.89K 44.58K 41.59K 46.50K 817.96K 2.36M 1.82M 2.44M 2.73M 3.13M 1.05M 1.59M
Morgan Stanley 467.00K 467.00K 467.00K 467.00K 333.01K 251.30K 292.08K 256.80K 358.00K 88.00K 88.00K 88.00K 301.17K 886.00K 312.46K 1.77M 1.48M 1.20M 800.56K 1.17M
JPMorgan Chase & Co 1.03M 886.00K 38.91K 90.94K 1.00K 1.00K 126.00K 126.00K 90.46K 87.33K 4.58M 183.75K 2.27M 243.26K 382.69K 627.84K 620.72K 100 — 1.11M
Millennium Management 46.96K — 310.27K 568.21K 20.44K 6.54K 496.98K 120.13K — 276.64K 360.44K 475.61K 76.56K 250.96K 11.40K 86.40K 330.21K 248.25K 302.75K 1.12M
Goldman Sachs Group 481.50K 353.33K 399.18K 249.57K 366.11K 312.28K 239.72K 205.80K 249.45K 226.38K 186.18K 299.34K 195.98K 235.09K 248.17K 553.38K 439.67K 750.37K 987.75K 954.21K
Wellington Management Group 1.67M 3.07M 3.90M 3.90M 3.90M 4.81M 5.52M 6.03M 5.22M 4.37M 10.53K 9.99K 13.42K 1.61M 785.52K 1.63M 2.12M 2.72M 2.69M 950.50K
Northern Trust Corp 331.79K 321.44K 314.53K 293.66K 290.12K 283.56K 211.98K 214.15K 222.47K 217.17K 214.57K 221.96K 223.55K 258.97K 274.13K 921.18K 1.06M 1.02M 1.03M 935.82K
Charles Schwab Investment Management 216.26K 225.03K 237.50K 254.13K 272.43K 294.14K 305.17K 307.35K 318.00K 317.89K 323.84K 311.32K 322.42K 311.30K 288.16K 574.20K 853.74K 847.93K 872.70K 848.74K
Norges Bank Investment Management — — — — — 415.06K — — — 466.31K — 520.11K — 475.79K — 794.16K — 534.24K — 772.51K
Two Sigma Investments — — 50.33K — 144.05K 99.78K 109.65K 59.90K 24.20K 70.17K 53.79K 16.28K 16.93K 15.42K 113.11K 48.74K 47.54K 45.84K 43.24K 693.84K
BNY Mellon 500.00K 500.00K 500.00K 500.00K 300.00K 300.00K 300.00K 300.00K 300.00K 300.00K 300.00K 361.98K 287.36K 323.74K 343.22K 924.46K 849.74K 828.84K 764.96K 646.70K
Bank of America Corp 7.38M 1.50M 3.27M 6.00K 1.23M 202.61K 728.00K 105.36K 97.77K 97.20K 74.00K 5.36M 350.00K 114.05K 206.90K 521.54K 494.27K 403.59K 628.10K 608.33K
UBS Group AG 27.38K 7.00K 7.00K 8.23K 7.90K 8.05K 24.25K 6.85K 20.09K 43.88K 37.55K 31.54K 37.11K 77.42K 502.03K 1.48M 1.83M 1.85M 1.28M 466.93K
Point72 Asset Management 85.66K 35.56K 32.96K — — — 92.01K 26.20M 5 1.10K 9.60K 8.40K — — — — 8.32K — 302.66K 370.19K
CPP Investments 16.00K 16.00K — — — — — — — — 15.90K — — — — 254.70K 359.60K 437.40K 667.10K 350.50K

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