PEGA
Pegasystems Inc. · Technology · Software - Application
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow +15.1% ·
net new positions -15.4%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 113 | -5 | 66.89M | $2.01B | +8 | −12 |
| Q1 2026 | 120 | -4 | 63.28M | $2.69B | +6 | −11 |
| Q4 2025 | 124 | 0 | 73.55M | $4.39B | +2 | −1 |
| Q3 2025 | 19 | -1 | 37.23M | $2.14B | +1 | −3 |
| Q2 2025 | 18 | 0 | 35.14M | $1.90B | +2 | −2 |
| Q1 2025 | 15 | -1 | 5.90M | $408.35M | — | −1 |
| Q4 2024 | 16 | +2 | 5.92M | $551.31M | +2 | — |
| Q3 2024 | 13 | -2 | 4.18M | $305.42M | — | −2 |
| Q2 2024 | 15 | — | 3.63M | $219.64M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 819.28K | +3.3% | $59.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 819.28K | +3.3% | $59.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 742.00K | +33.8% | $54.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 742.00K | +33.8% | $54.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 742.00K | +33.8% | $54.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 696.43K | +316.0% | $50.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 696.43K | +316.0% | $50.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 520.11K | 0.0% | $38.01M | 0.0% | Held | 2 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 484.30K | +0.6% | $35.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 247.25K | +21.7% | $18.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 247.25K | +21.7% | $18.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Gotham Asset Management ✦ | 216.63K | +34.0% | $15.83M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 131.05K | +386.2% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 131.05K | +386.2% | $9.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 110.62K | +2.6% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 105.71K | +74.4% | $7.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Millennium Management ✦ | 76.56K | -83.9% | $5.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 16.93K | +4.0% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 13.42K | +34.4% | $980,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 13.42K | +34.4% | $980,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 13.42K | +34.4% | $980,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 13.42K | +34.4% | $980,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wellington Management ✦ | 13.42K | +34.4% | $980,868 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $2.68M | was 0.0% |
| Point72 Asset Management | $508,288 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 476 holders, 91.12M shares, $3.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 860 sh · $28,466
Officer · 860 sh · $27,778
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology