13FBOX
PEGASYSTEMS INC · 13F Institutional Holdings
Options Calculator Rankings
P

PEGASYSTEMS INC

PEGA
Institutions
441
Combined AUM (Q2 2026)
$2.87B
Combined Shares (Q2 2026)
95.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+17.1M
241 · 70 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-15.4M
268 · 109 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.87B
Institutions
441
New Buys
70
Adds
171
Reduces
159
Exits
109
Unchanged
41
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
<0.01%0.01%#197$286.9M9.6M$410.2M9.6M-63,330-0.66%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.01%0.01%#146$193.5M6.5M$270.8M6.4M+93,327+1.47%Add
AQR CAPITAL MANAGEMENT LLC
0.05%0.09%#62$147.4M4.9M$190.9M4.5M+380,090+8.37%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#232$123.7M4.1M$177.1M4.2M-31,736-0.76%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.03%0.03%#85$91.4M3.0M$101.4M2.4M+654,445+27.53%Add
FIRST TRUST ADVISORS LP
0.05%0.06%#61$88.7M3.0M$87.2M2.0M+909,758+44.41%Add
STATE STREET CORP
<0.01%<0.01%#233$87.9M2.9M$121.6M2.9M+77,451+2.71%Add
DIMENSIONAL FUND ADVISORS LP
0.01%0.02%#118$80.4M2.7M$107.2M2.5M+163,980+6.51%Add
GEODE CAPITAL MANAGEMENT, LLC
<0.01%0.01%#200$77.5M2.6M$107.2M2.5M+66,414+2.64%Add
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.03%0.01%#88$60.5M2.0M$26.3M618,753+1.4M+226.23%Add
Lynrock Lake LP
3.37%#1$53.4M1.8M$00+1.8MNew Buy
Invesco Ltd.
<0.01%0.01%#208$47.8M1.6M$44.8M1.1M+542,369+51.56%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.07%0.11%#52$45.1M1.5M$64.4M1.5M-7,516-0.50%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
<0.01%<0.01%#195$43.3M1.4M$40.0M940,147+504,375+53.65%Add
Copeland Capital Management, LLC
0.87%1.06%#7$42.2M1.4M$47.8M1.1M+283,443+25.23%Add
Boston Partners
0.04%0.06%#78$40.4M1.3M$62.0M1.5M-108,929-7.48%Reduce
MORGAN STANLEY
<0.01%0.01%#259$35.1M1.2M$84.9M1.5M-305,382-20.67%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#257$34.1M1.1M$37.9M913,181+200,768+21.99%Add
Capital Impact Advisors, LLC
1.9%2.16%#3$34.0M1.1M$5.4M125,843+1.0M+800.62%Add
FEDERATED HERMES, INC.
0.05%0.02%#66$33.9M1.1M$14.3M334,841+795,726+237.64%Add
JACOBS LEVY EQUITY MANAGEMENT, INC
0.12%0.26%#36$33.5M1.1M$62.9M1.5M-361,305-24.43%Reduce
Allspring Global Investments Holdings, LLC
0.05%0.06%#63$33.5M1.1M$34.4M814,062+262,768+32.28%Add
MILLENNIUM MANAGEMENT LLC
0.01%0.01%#130$33.4M1.1M$12.9M302,750+813,237+268.62%Add
FULLER & THALER ASSET MANAGEMENT, INC.
0.09%0.15%#43$33.2M1.1M$45.5M1.1M+40,024+3.74%Add
Fisher Asset Management, LLC
0.01%0.02%#137$32.9M1.1M$47.2M1.1M-9,163-0.83%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#236$28.6M954,210$42.0M987,747-33,537-3.40%Reduce
WELLINGTON MANAGEMENT GROUP LLP
<0.01%0.02%#186$28.5M950,495$114.4M2.7M-1.7M-64.65%Reduce
NORTHERN TRUST CORP
<0.01%0.01%#216$28.0M935,823$43.7M1.0M-90,298-8.80%Reduce
Russell Investments Group, Ltd.
0.02%0.04%#101$26.4M879,949$45.6M1.1M-191,645-17.88%Reduce
Ranger Investment Management, L.P.
1.66%3.24%#5$26.2M873,139$44.8M1.1M-179,710-17.07%Reduce
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%0.01%#214$25.4M848,744$37.1M872,704-23,960-2.75%Reduce
Pacer Advisors, Inc.
0.08%0.05%#50$25.2M842,480$14.7M346,267+496,213+143.30%Add
CRAWFORD INVESTMENT COUNSEL INC
0.39%0.42%#16$23.3M775,875$24.7M580,234+195,641+33.72%Add
NORGES BANK
<0.01%0.01%#243$23.2M772,513$42.9M616,650+155,863+25.28%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
0.08%0.12%#44$22.8M761,229$29.8M700,647+60,582+8.65%Add
TWO SIGMA INVESTMENTS, LP
0.02%<0.01%#116$20.8M693,835$1.8M43,240+650,595+1,504.61%Add
AMERIPRISE FINANCIAL INC
<0.01%0.01%#199$20.7M699,929$27.1M643,634+56,295+8.75%Add
Fiera Capital Corp
0.07%0.17%#51$19.7M657,650$48.8M1.1M-489,003-42.65%Reduce
Bank of New York Mellon Corp
<0.01%0.01%#219$19.4M646,700$32.6M764,961-118,261-15.46%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#299$18.2M608,330$26.7M628,100-19,770-3.15%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#196$18.0M601,330$19.0M445,986+155,344+34.83%Add
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
0.02%0.03%#96$17.9M598,223$24.3M570,335+27,888+4.89%Add
RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#187$17.9M597,327$22.7M538,963+58,364+10.83%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%0.01%#207$17.2M575,471$24.4M573,793+1,678+0.29%Add
RENAISSANCE GROUP LLC
0.69%0.9%#11$17.0M567,729$21.6M507,439+60,290+11.88%Add
Qube Research & Technologies Ltd
0.02%<0.01%#113$16.8M559,898$2.2M52,637+507,261+963.70%Add
HERALD INVESTMENT MANAGEMENT Ltd
2.25%4.07%#2$16.6M554,450$29.2M686,600-132,150-19.25%Reduce
Gotham Asset Management, LLC
0.04%0.08%#76$16.4M548,434$24.9M585,263-36,829-6.29%Reduce
SEI INVESTMENTS CO
0.01%0.04%#120$15.4M513,129$44.8M1.1M-539,076-51.23%Reduce
AMERICAN CENTURY COMPANIES INC
0.01%0.03%#164$14.8M494,389$51.5M1.2M-716,173-59.16%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow