PEGASYSTEMS INC (PEGA) — Institutional Holders, Q2 2026

438 institutional investment managers reported a PEGA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← PEGA stock profile

PEGA in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

176

Trimmed

156

Sold out

111

Biggest buyers

Lynrock LakeNew · +1,782,640 sh+$53.4M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +1,399,775 sh+$42.0M
Capital Impact AdvisorsAdded · +1,007,518 sh+$30.2M
FIRST ADVISORSAdded · +909,758 sh+$27.3M
Pacer AdvisorsNew · +842,480 sh+$25.2M

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLPTrimmed · -1,738,630 sh-$52.1M
TEACHER RETIREMENT SYSTEM OF TEXASTrimmed · -1,378,904 sh-$41.3M
Hood River Capital ManagementSold out · -975,621 sh-$29.2M
UBS Group AGTrimmed · -817,086 sh-$24.5M
AMERICAN CENTURY COMPANIESTrimmed · -716,173 sh-$21.5M

PEGA 13F holders ranked 1–100 of 438

Institutional investors reporting a position in PEGASYSTEMS INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 9,573,688 sh	9,573,688	$286.9M	<0.01%	-0.7%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 6,455,250 sh	6,455,250	$193.5M	<0.01%	+1.5%
3	AQR CAPITAL MANAGEMENT#3 · 4,919,642 sh	4,919,642	$147.4M	0.05%	+8.4%
4	VANGUARD CAPITAL MANAGEMENT#4 · 4,128,720 sh	4,128,720	$123.7M	<0.01%	-0.8%
5	MASSACHUSETTS FINANCIAL SERVICES#5 · 3,031,497 sh	3,031,497	$91.4M	0.03%	+27.5%
6	FIRST ADVISORS#6 · 2,958,357 sh	2,958,357	$88.7M	0.05%	+44.4%
7	STATE STREET#7 · 2,933,479 sh	2,933,479	$87.9M	<0.01%	+2.7%
8	DIMENSIONAL FUND ADVISORS#8 · 2,683,002 sh	2,683,002	$80.4M	0.01%	+6.5%
9	GEODE CAPITAL MANAGEMENT#9 · 2,585,227 sh	2,585,227	$77.5M	<0.01%	+2.6%
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#10 · 2,018,528 sh	2,018,528	$60.5M	0.03%	+226.2%
11	Lynrock Lake#11 · 1,782,640 sh	1,782,640	$53.4M	3.37%	New
12	Invesco Ltd.#12 · 1,594,388 sh	1,594,388	$47.8M	<0.01%	+51.6%
13	THRIVENT FINANCIAL FOR LUTHERANS#13 · 1,505,739 sh	1,505,739	$45.1M	0.08%	-0.5%
14	PRICE T ROWE ASSOCIATES#14 · 1,444,522 sh	1,444,522	$43.3M	<0.01%	+53.6%
15	Copeland Capital Management#15 · 1,406,961 sh	1,406,961	$42.2M	—	+25.2%
16	Boston Partners#16 · 1,347,755 sh	1,347,755	$40.4M	0.04%	-7.5%
17	MORGAN STANLEY#17 · 1,171,814 sh	1,171,814	$35.1M	<0.01%	+46.4%
18	JPMORGAN CHASE#18 · 1,113,949 sh	1,113,949	$34.1M	<0.01%	+22.0%
19	Capital Impact Advisors#19 · 1,133,361 sh	1,133,361	$34.0M	1.90%	+800.6%
20	FEDERATED HERMES#20 · 1,130,567 sh	1,130,567	$33.9M	0.05%	+237.6%
21	JACOBS LEVY EQUITY MANAGEMENT#21 · 1,117,570 sh	1,117,570	$33.5M	0.12%	-24.4%
22	Allspring Global Investments#22 · 1,076,830 sh	1,076,830	$33.5M	0.05%	+32.3%
23	MILLENNIUM MANAGEMENT#23 · 1,115,987 sh	1,115,987	$33.4M	0.01%	+268.6%
24	FULLER & THALER ASSET MANAGEMENT#24 · 1,109,158 sh	1,109,158	$33.2M	0.09%	+3.7%
25	Fisher Asset Management#25 · 1,099,069 sh	1,099,069	$32.9M	<0.01%	-0.8%
26	GOLDMAN SACHS GROUP#26 · 954,210 sh	954,210	$28.6M	<0.01%	-3.4%
27	WELLINGTON MANAGEMENT GROUP LLP#27 · 950,495 sh	950,495	$28.5M	<0.01%	-64.7%
28	NORTHERN#28 · 935,823 sh	935,823	$28.0M	<0.01%	-8.8%
29	Russell Investments Group, Ltd.#29 · 879,949 sh	879,949	$26.4M	0.02%	-17.9%
30	Ranger Investment Management, L.P.#30 · 873,139 sh	873,139	$26.2M	1.66%	-17.1%
31	CHARLES SCHWAB INVESTMENT MANAGEMENT#31 · 848,744 sh	848,744	$25.4M	<0.01%	-2.7%
32	Pacer Advisors#32 · 842,480 sh	842,480	$25.2M	0.06%	New
33	CRAWFORD INVESTMENT COUNSEL#33 · 775,875 sh	775,875	$23.3M	0.39%	+33.7%
34	NORGES BANK#34 · 772,513 sh	772,513	$23.2M	<0.01%	—
35	LOS ANGELES CAPITAL MANAGEMENT#35 · 761,229 sh	761,229	$22.8M	0.08%	+8.6%
36	TWO SIGMA INVESTMENTS#36 · 693,835 sh	693,835	$20.8M	0.02%	+1504.6%
37	AMERIPRISE FINANCIAL#37 · 699,929 sh	699,929	$20.7M	<0.01%	+8.7%
38	Fiera Capital#38 · 657,650 sh	657,650	$19.7M	0.07%	-42.6%
39	Bank of New York Mellon#39 · 646,700 sh	646,700	$19.4M	<0.01%	-15.5%
40	BANK OF AMERICA#40 · 608,330 sh	608,330	$18.2M	<0.01%	-3.1%
41	ENVESTNET ASSET MANAGEMENT#41 · 601,330 sh	601,330	$18.0M	<0.01%	+34.8%
42	MIRAE ASSET GLOBAL ETFS Ltd.#42 · 598,223 sh	598,223	$17.9M	0.02%	+4.9%
43	RAYMOND JAMES FINANCIAL#43 · 597,327 sh	597,327	$17.9M	<0.01%	+10.8%
44	VANGUARD FIDUCIARY#44 · 575,471 sh	575,471	$17.2M	<0.01%	+0.3%
45	RENAISSANCE GROUP#45 · 567,729 sh	567,729	$17.0M	0.69%	+11.9%
46	Qube Research & Technologies Ltd#46 · 559,898 sh	559,898	$16.8M	0.02%	+963.7%
47	Herald Investment Management Ltd#47 · 554,450 sh	554,450	$16.6M	—	-19.2%
48	Gotham Asset Management#48 · 548,434 sh	548,434	$16.4M	0.04%	-6.3%
49	SEI INVESTMENTS#49 · 513,129 sh	513,129	$15.4M	0.01%	-51.2%
50	AMERICAN CENTURY COMPANIES#50 · 494,389 sh	494,389	$14.8M	<0.01%	-59.2%
51	UBS Group AG#51 · 466,933 sh	466,933	$14.0M	<0.01%	-63.6%
52	GREAT WEST LIFE ASSURANCE#52 · 435,712 sh	435,712	$13.0M	0.02%	+4.8%
53	ROYAL BANK OF CANADA#53 · 418,099 sh	418,099	$12.5M	<0.01%	+9.5%
54	Wedbush Fund Advisers#54 · 394,797 sh	394,797	$11.8M	1.05%	+45.3%
55	Point72 Asset Management, L.P.#55 · 370,188 sh	370,188	$11.1M	0.01%	+22.3%
56	MACKENZIE FINANCIAL#56 · 367,294 sh	367,294	$11.0M	0.01%	+41.7%
57	CANADA PENSION PLAN INVESTMENT BOARD#57 · 350,500 sh	350,500	$10.5M	<0.01%	-47.5%
58	ACADIAN ASSET MANAGEMENT#58 · 324,852 sh	324,852	$9.7M	0.01%	+130.7%
59	ADAGE CAPITAL PARTNERS GP, L.L.C.#59 · 300,000 sh	300,000	$9.0M	0.01%	-40.0%
60	FRANKLIN RESOURCES#60 · 298,334 sh	298,334	$8.9M	<0.01%	-19.2%
61	WELLS FARGO & COMPANY#61 · 291,984 sh	291,984	$8.8M	<0.01%	+14.6%
62	ARMISTICE CAPITAL#62 · 274,359 sh	274,359	$8.2M	0.10%	+30.4%
63	Luxor Capital Group#63 · 256,513 sh	256,513	$7.7M	0.31%	+4.3%
64	DEUTSCHE BANK AG\#64 · 252,410 sh	252,410	$7.6M	<0.01%	-30.6%
65	NEW YORK STATE COMMON RETIREMENT FUND#65 · 250,508 sh	250,508	$7.5M	<0.01%	-6.0%
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#66 · 244,905 sh	244,905	$7.3M	<0.01%	-11.0%
67	OP Asset Management Ltd#67 · 242,772 sh	242,772	$7.3M	0.08%	+118.1%
68	VICTORY CAPITAL MANAGEMENT#68 · 242,126 sh	242,126	$7.3M	<0.01%	+18.0%
69	RHUMBLINE ADVISERS#69 · 233,887 sh	233,887	$7.0M	<0.01%	-1.5%
70	Trexquant Investment#70 · 223,682 sh	223,682	$6.7M	0.04%	-32.9%
71	NOMURA ASSET MANAGEMENT INTERNATIONAL#71 · 218,979 sh	218,979	$6.6M	<0.01%	+91.3%
72	Y-Intercept (Hong Kong) Ltd#72 · 211,348 sh	211,348	$6.3M	—	+1397.3%
73	Freestone Grove Partners#73 · 209,089 sh	209,089	$6.3M	0.04%	-48.3%
74	PRINCIPAL FINANCIAL GROUP#74 · 204,635 sh	204,635	$6.1M	<0.01%	+0.1%
75	AXQ CAPITAL#75 · 197,535 sh	197,535	$5.9M	0.64%	New
76	ALLIANCEBERNSTEIN L.P.#76 · 121,509 sh	121,509	$5.2M	<0.01%	-30.3%
77	MARSHALL WACE, LLP#77 · 171,396 sh	171,396	$5.1M	<0.01%	+1904.4%
78	Mawer Investment Management Ltd.#78 · 170,958 sh	170,958	$5.1M	0.03%	New
79	Swiss National Bank#79 · 169,600 sh	169,600	$5.1M	<0.01%	-8.1%
80	Bridgewater Associates#80 · 169,146 sh	169,146	$5.1M	0.02%	-4.3%
81	Baird Financial Group#81 · 167,055 sh	167,055	$5.0M	<0.01%	New
82	NORDEA INVESTMENT MANAGEMENT AB#82 · 166,170 sh	166,170	$4.9M	<0.01%	+0.2%
83	STATE OF WISCONSIN INVESTMENT BOARD#83 · 162,545 sh	162,545	$4.9M	<0.01%	-19.2%
84	Vest Financial#84 · 160,451 sh	160,451	$4.8M	—	+50.8%
85	BARCLAYS PLC#85 · 148,210 sh	148,210	$4.4M	<0.01%	+15.0%
86	D. E. Shaw#86 · 144,614 sh	144,614	$4.3M	<0.01%	New
87	Nuveen#87 · 143,151 sh	143,151	$4.3M	<0.01%	-4.3%
88	Quantinno Capital Management#88 · 140,661 sh	140,661	$4.2M	<0.01%	-70.3%
89	Pier Capital#89 · 137,080 sh	137,080	$4.1M	0.54%	New
90	MACQUARIE GROUP LTD#90 · 134,423 sh	134,423	$4.0M	0.02%	New
91	CAPITAL FUND MANAGEMENT S.A.#91 · 134,261 sh	134,261	$4.0M	0.02%	-23.8%
92	JB Capital#92 · 128,651 sh	128,651	$3.9M	—	+14.6%
93	Universal- Beteiligungs- und Servicegesellschaft mbH#93 · 123,020 sh	123,020	$3.7M	<0.01%	+21.4%
94	Illinois Municipal Retirement Fund#94 · 121,766 sh	121,766	$3.6M	0.04%	+33.1%
95	LAZARD ASSET MANAGEMENT#95 · 115,900 sh	115,900	$3.5M	<0.01%	-1.0%
96	Vident Advisory#96 · 115,610 sh	115,610	$3.5M	0.03%	+11.3%
97	Legal & General Group Plc#97 · 114,341 sh	114,341	$3.4M	<0.01%	-3.7%
98	Schonfeld Strategic Advisors#98 · 112,354 sh	112,354	$3.4M	0.01%	+868.2%
99	Vestcor#99 · 108,535 sh	108,535	$3.3M	0.08%	+88.7%
100	BNP PARIBAS FINANCIAL MARKETS#100 · 107,201 sh	107,201	$3.2M	<0.01%	-49.5%

Funds that sold out of PEGA in Q2 2026 (111)

Held PEGA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held PEGA in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Hood River Capital Management975,621 sh	975,621	$41.5M
WESTWOOD GROUP504,478 sh	504,478	$21.5M
OBERWEIS ASSET MANAGEMENT455,290 sh	455,290	$19.4M
LORD, ABBETT258,090 sh	258,090	$11.0M
CITADEL ADVISORS180,565 sh	180,565	$7.7M
Susquehanna Portfolio Strategies157,782 sh	157,782	$6.7M
Weiss Asset Management145,950 sh	145,950	$6.2M
ZACKS INVESTMENT MANAGEMENT123,795 sh	123,795	$5.3M
CADIAN CAPITAL MANAGEMENT119,683 sh	119,683	$5.1M
Engineers Gate Manager117,515 sh	117,515	$5.0M
Connor, Clark & Lunn Investment Management Ltd.95,586 sh	95,586	$4.1M
NEXT CENTURY GROWTH INVESTORS82,077 sh	82,077	$3.5M
Elo Mutual Pension Insurance80,127 sh	80,127	$3.4M
PANAGORA ASSET MANAGEMENT78,493 sh	78,493	$3.3M
IEQ CAPITAL75,775 sh	75,775	$3.2M
VAN ECK ASSOCIATES74,407 sh	74,407	$3.2M
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD67,404 sh	67,404	$2.9M
SCHRODER INVESTMENT MANAGEMENT GROUP67,407 sh	67,407	$2.8M
Robeco Institutional Asset Management B.V.59,176 sh	59,176	$2.5M
Crossmark Global54,713 sh	54,713	$2.3M
Convergence Investment Partners50,113 sh	50,113	$2.1M
Night Squared45,209 sh	45,209	$1.9M
Catalyst Funds Management Pty Ltd32,800 sh	32,800	$1.4M
TIG Advisors27,845 sh	27,845	$1.2M
COMMONWEALTH EQUITY SERVICES23,316 sh	23,316	$992.3K
Penn Capital Management Company20,503 sh	20,503	$889.1K
Pallas Capital Advisors19,350 sh	19,350	$823.5K
Squarepoint Ops18,820 sh	18,820	$801.0K
Focus Partners Wealth18,743 sh	18,743	$798.2K
Lisanti Capital Growth16,415 sh	16,415	$698.6K
GUGGENHEIM CAPITAL16,317 sh	16,317	$694.5K
Horizon Investments15,648 sh	15,648	$665.5K
SILVERCREST ASSET MANAGEMENT GROUP13,994 sh	13,994	$595.6K
PEAK612,060 sh	12,060	$513.3K
EVERGREEN CAPITAL MANAGEMENT12,056 sh	12,056	$513.1K
UNITED CAPITAL FINANCIAL ADVISORS11,507 sh	11,507	$489.7K
Unique Wealth Strategies11,318 sh	11,318	$481.7K
Perpetual Ltd11,186 sh	11,186	$476.1K
QUADRANT CAPITAL GROUP19,984 sh	19,984	$474.2K
EP Wealth Advisors10,417 sh	10,417	$443.3K
Pathstone9,871 sh	9,871	$420.1K
Focus Partners Advisor Solutions9,770 sh	9,770	$415.6K
Sowell Financial Services9,242 sh	9,242	$393.3K
INDEPENDENT FINANCIAL GROUP9,163 sh	9,163	$390.0K
EntryPoint Capital8,588 sh	8,588	$365.5K
COOKSON PEIRCE7,806 sh	7,806	$332.2K
BRIGHTON JONES7,525 sh	7,525	$320.3K
HighTower Advisors7,520 sh	7,520	$320.1K
EVOLVE PRIVATE WEALTH7,251 sh	7,251	$308.6K
Krilogy Financial6,955 sh	6,955	$301.0K
Calamos Advisors7,003 sh	7,003	$298.0K
Calamos Wealth Management7,003 sh	7,003	$298.0K
Callan Family Office6,730 sh	6,730	$286.4K
Kera Capital Partners6,705 sh	6,705	$285.4K
Chicago Partners Investment Group7,382 sh	7,382	$276.7K
CHOREO6,298 sh	6,298	$268.0K
Baker Avenue Asset Management6,047 sh	6,047	$257.4K
HB Wealth Management6,026 sh	6,026	$256.5K
Bull Harbor Capital5,974 sh	5,974	$254.3K
CHILDRESS CAPITAL ADVISORS5,866 sh	5,866	$249.7K
WADDELL & ASSOCIATES5,836 sh	5,836	$248.4K
American5,734 sh	5,734	$244.0K
DnB Asset Management AS5,502 sh	5,502	$234.2K
Modern Wealth Management5,434 sh	5,434	$229.8K
CIBC Asset Management5,286 sh	5,286	$225.0K
Foundations Investment Advisors5,218 sh	5,218	$222.1K
RETIREMENT GUYS FORMULA5,205 sh	5,205	$221.5K
Mariner5,200 sh	5,200	$221.4K
Bayforest Capital Ltd5,115 sh	5,115	$217.7K
NorthCrest Asset Manangement5,102 sh	5,102	$217.4K
Frank, Rimerman Advisors5,062 sh	5,062	$215.4K
Sagewood Asset Management5,014 sh	5,014	$213.4K
COLDSTREAM CAPITAL MANAGEMENT4,903 sh	4,903	$208.7K
Utah Retirement Systems4,902 sh	4,902	$208.6K
PERSONAL CFO SOLUTIONS4,844 sh	4,844	$206.2K
FRED ALGER MANAGEMENT4,740 sh	4,740	$201.7K
MAI Capital Management3,498 sh	3,498	$148.9K
Innovative Asset Advisors Group1,079 sh	1,079	$45.9K
RiverPark Advisors1,016 sh	1,016	$43.2K
Quarry683 sh	683	$29.1K
Financial Management Professionals416 sh	416	$17.7K
SUMMIT SECURITIES GROUP375 sh	375	$16.0K
Root Financial Partners279 sh	279	$11.9K
PROFFITT & GOODSON250 sh	250	$10.6K
WealthCollab247 sh	247	$10.5K
Basecamp Wealth Advisors171 sh	171	$7.3K
North Star Investment Management105 sh	105	$4.5K
Missouri & Investment104 sh	104	$4.4K
HHM Wealth Advisors100 sh	100	$4.3K
MCF Advisors86 sh	86	$3.7K
James T. Borello RIA62 sh	62	$2.6K
CREATIVE FINANCIAL DESIGNS60 sh	60	$2.6K
IFM Investors Pty Ltd53 sh	53	$2.3K
ZRC WEALTH MANAGEMENT49 sh	49	$2.1K
Clearstead42 sh	42	$1.8K
Western Wealth Management34 sh	34	$1.4K
Westside Investment Management34 sh	34	$1.4K
TWIN PEAKS WEALTH ADVISORS34 sh	34	$1.4K
Golden State Equity Partners20 sh	20	$851.00
Salomon & Ludwin18 sh	18	$767.00

And 11 smaller positions.

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.