Security record · archived quarter
PEGA
Pegasystems Inc. · Technology · Software - Application
120Tracked holders
-4Δ holders
63.28MShares held
$2.69BReported value
+6New positions
−11Exits
Momentum inputs (comparable managers):
holder breadth -3.2% ·
share flow -4.5% ·
net new positions -4.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 110.37K | $3.72M | n/a | n/a |
| Q2 2026 | 113 | -3 | 66.87M | $2.01B | +9 | −13 |
| 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 | n/a | −1 |
| Q4 2024 | 16 | +2 | 5.92M | $551.31M | +2 | n/a |
| Q3 2024 | 13 | -2 | 4.18M | $305.42M | n/a | −2 |
| Q2 2024 | 15 | n/a | 3.63M | $219.64M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 9.64M | +7.3% | $410.15M | 0.0% | ▲ Add | 4 | SEC ↗ ×18 |
| 2 | AQR Capital Management ✦ | 4.54M | +62.1% | $190.91M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 3 | Vanguard Capital Management Llc | 4.16M | n/a | $177.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 2.86M | +3.7% | $121.55M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Wellington Management ✦ | 2.69M | -1.2% | $114.45M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (passive) | 2.52M | +7.5% | $107.22M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 2.52M | -0.4% | $107.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Massachusetts Financial Services Co… | 2.38M | -51.8% | $101.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 9 | First Trust Advisors Lp | 2.05M | +44.4% | $87.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Boston Partners | 1.46M | +683.1% | $62.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | UBS Group AG | 1.28M | -30.5% | $54.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | American Century Companies Inc | 1.21M | -32.1% | $51.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Fisher Asset Management ✦ | 1.11M | -5.3% | $47.17M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 1.07M | +29.7% | $45.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 15 | Sei Investments Co | 1.05M | +52.9% | $44.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Invesco Ltd. | 1.05M | -66.4% | $44.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 17 | Northern Trust Corp | 1.03M | +0.2% | $43.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 18 | Goldman Sachs Group ✦ | 987.75K | +31.6% | $42.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | T. Rowe Price ✦ | 940.15K | +6.5% | $40.01M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 20 | JPMorgan Chase ✦ | 913.18K | +33.9% | $37.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 21 | Charles Schwab Investment… | 872.70K | +2.9% | $37.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Allspring Global Investments… | 814.06K | +117.3% | $34.43M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Morgan Stanley ✦ | 800.56K | -33.3% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 24 | Bank of New York Mellon Corp | 764.96K | -7.7% | $32.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×14 |
| 25 | Canada Pension Plan Investment Board | 667.10K | +52.5% | $28.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 643.63K | +33.9% | $27.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Bank Of America Corp /De/ | 628.10K | +55.6% | $26.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | Arrowstreet Capital ✦ | 618.75K | +663.2% | $26.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 585.26K | +3.3% | $24.91M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 30 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 570.34K | -76.2% | $24.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Raymond James Financial Inc | 538.96K | -21.4% | $22.75M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Adage Capital Partners ✦ | 500.00K | New | $21.28M | 0.0% | New | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 473.90K | +95.7% | $20.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 445.99K | +118.7% | $18.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 381.79K | +22.6% | $16.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 36 | Franklin Resources Inc | 369.10K | -72.2% | $15.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 37 | Deutsche Bank Ag\ | 363.92K | +63.6% | $15.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 38 | Pacer Advisors, Inc. | 346.27K | -20.7% | $14.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Federated Hermes, Inc. | 334.84K | +7.7% | $14.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | Millennium Management ✦ | 302.75K | +21.9% | $12.89M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 41 | Point72 Asset Management ✦ | 302.66K | New | $12.88M | 0.0% | New | 1 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 275.18K | -37.2% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 43 | New York State Common Retirement… | 266.51K | -2.5% | $11.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mackenzie Financial Corp | 259.25K | +31.2% | $11.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 254.77K | +32.1% | $10.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 46 | Alliancebernstein L.P. | 174.34K | +69.4% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Rhumbline Advisers | 237.42K | +1.8% | $10.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 212.20K | +242.2% | $9.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Rockefeller Capital Management L.P. | 206.77K | +2.2% | $8.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 50 | Victory Capital Management Inc | 205.24K | +97.7% | $8.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Principal Financial Group Inc | 204.52K | +3.9% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | State Of Wisconsin Investment Board | 201.20K | +14.7% | $8.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Swiss National Bank | 184.60K | -0.5% | $7.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Tidal Investments LLC | 181.67K | -25.2% | $7.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 180.56K | -23.9% | $7.68M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 56 | Bridgewater Associates ✦ | 176.70K | +20.4% | $7.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Cerity Partners LLC | 173.38K | +28.2% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 58 | Cwm, Llc | 169.21K | +3.1% | $7.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Nordea Investment Management Ab | 165.84K | -4.6% | $6.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Nuveen, LLC | 149.54K | -38.1% | $6.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | Citigroup Inc | 146.22K | -46.1% | $6.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Barclays Plc | 128.89K | +18.4% | $5.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 63 | Man Group plc | 128.87K | +11.6% | $5.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Legal & General Group Plc | 118.70K | -12.6% | $5.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 65 | Lazard Asset Management Llc | 117.10K | -56.6% | $4.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Nomura Asset Management… | 114.46K | -5.6% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | California State Teachers… | 108.74K | +23.8% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Universal- Beteiligungs- und… | 101.33K | -49.0% | $4.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Connor, Clark & Lunn Investment… | 95.59K | -59.7% | $4.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Creative Planning | 90.86K | +204.9% | $3.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Stifel Financial Corp | 83.44K | +89.1% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Assenagon Asset Management S.A. | 82.66K | +53.9% | $3.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | State Board Of Administration Of… | 78.64K | -0.3% | $3.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Wealth Enhancement Advisory… | 74.67K | -85.0% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Prudential Financial Inc | 68.18K | +1245.1% | $2.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Manufacturers Life Insurance… | 68.05K | -4.2% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Schroder Investment Management Group | 67.41K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 78 | Robeco Institutional Asset… | 59.18K | +1.1% | $2.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Ensign Peak Advisors, Inc | 53.85K | +114.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Qube Research & Technologies Ltd | 52.64K | New | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 81 | Cetera Investment Advisers | 48.33K | +81.6% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Amundi | 47.26K | +18.5% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Two Sigma Investments ✦ | 43.24K | -5.7% | $1.84M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 84 | Zurcher Kantonalbank (Zurich… | 41.88K | +27.6% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Fidelity (FMR) ✦ | 40.74K | -71.6% | $1.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 86 | Janus Henderson Group Plc | 40.62K | -64.5% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Corient Private Wealth LP | 39.80K | -34.6% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | LPL Financial LLC | 32.50K | +2.5% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Fifth Third Bancorp | 32.18K | +5116.2% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 29.88K | +115.9% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 91 | Mml Investors Services, Llc | 29.72K | +155.5% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Mercer Global Advisors Inc /Adv | 29.66K | +19.7% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Captrust Financial Advisors | 28.62K | +26.1% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Assetmark, Inc | 26.24K | -15.0% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Voya Investment Management Llc | 25.76K | +262.3% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Neuberger Berman Group LLC | 23.48K | +495.8% | $999,309 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 97 | Commonwealth Equity Services, Llc | 23.32K | +108.1% | $992,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Squarepoint Ops LLC | 18.82K | -66.2% | $800,979 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Focus Partners Wealth | 18.74K | +35.2% | $798,232 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Truist Financial Corp | 18.09K | +136.5% | $769,996 | 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
| Adage Capital Partners | $21.28M | 0.0% |
| Point72 Asset Management | $12.88M | 0.0% |
| Qube Research & Technologies… | $2.24M | 0.0% |
Exited
| Capital Research Global… | $107.27M | was 0.0% |
| Norges Bank | $31.91M | was 0.0% |
| D. E. Shaw & Co. | $3.79M | was 0.0% |
| Susquehanna International… | $2.17M | was 0.0% |
| Mirae Asset Global… | $1.98M | was 0.0% |
| Caisse De Depot Et Placement… | $1.95M | was 0.0% |
| Baird Financial Group, Inc. | $272,024 | was 0.0% |
| Jane Street Group, Llc | $263,784 | was 0.0% |
| ProShare Advisors LLC | $219,471 | was 0.0% |
| Danske Bank A/S | $59,720 | was 0.0% |
| Toronto Dominion Bank | $63 | 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.
Frequently co-owned
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)
Sep 16
KOUNINIS EFSTATHIOS A
Officer · 982 sh · $36,678
Sep 15
LEDINGHAM DIANNE
Director · 1.00K sh · $38,000
Sep 11
Akgonul Rifat Kerim
Officer · 7.00K sh · $252,210
Sep 11
STILLWELL KENNETH
Officer · 39.63K sh · $1.42M
Sep 03
KOUNINIS EFSTATHIOS A
Officer · 1.06K sh · $41,191
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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