PEGA Institutional Ownership
Who owns Pegasystems Inc and what the big funds did with it last quarter, from every SEC 13F filing. 438 funds reported holding PEGA at Jun 30, 2026, together owning 58.1% of the company.
- ●237 buying vs 268 selling
- ▲Held by funds +1.5 pts
- ▼Funds holding -50
- ●Superinvestors: 2 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 438 | 488 | −10.2% |
| In funds' top 10 | 3 | 2 | +50.0% |
| 13F shares | 95.2M | 92.8M | +2.6% |
| Held by funds | 58.1% | 56.7% | +1.5 pts |
| New positions | 61 | 94 | −35.1% |
| Increased | 176 | 209 | −15.8% |
| Reduced | 157 | 132 | +18.9% |
| Sold out | 111 | 83 | +33.7% |
| Calls (shares) | 44K | 30K | +47.3% |
| Puts (shares) | 122K | 31K | +300.0% |
| Put/call ratio | 2.76 | 1.02 | +171.7% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in PEGA
All superinvestors →
Who owns PEGA
share of fund held shares- Index and passive funds37.4%
- Active managers and hedge funds50.2%
- Banks and brokers9.3%
- Pensions, insurers and other3.1%
The top 10 holders own 43.4% of all PEGA shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
122 funds changed their position- HERALD INVESTMENT MANAGEMENT LtdSold out−554K sh
- Copeland Capital Management, LLCAdded+371K sh
- Mackenzie Financial CorpTrimmed−216K sh
- Y-Intercept (Hong Kong) LtdTrimmed−134K sh
- Assenagon Asset Management S.A.Trimmed−90K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.85% | 9.6M | $287M | −63K |
| 2 | Vanguard Portfolio Management LLC | 3.94% | 6.5M | $193M | +93K |
| 3 | AQR Capital Management LLC | 3.01% | 4.9M | $147M | +380K |
| 4 | Vanguard Capital Management LLC | 2.52% | 4.1M | $124M | −32K |
| 5 | Massachusetts Financial Services Co /ma/ | 1.85% | 3M | $91.4M | +654K |
| 6 | First Trust Advisors LP | 1.81% | 3M | $88.7M | +910K |
| 7 | State Street Corp | 1.79% | 2.9M | $87.9M | +77K |
| 8 | Dimensional Fund Advisors LP | 1.64% | 2.7M | $80.4M | +164K |
| 9 | Geode Capital Management, LLC | 1.58% | 2.6M | $77.5M | +66K |
| 10 | Arrowstreet Capital, Limited Partnership | 1.23% | 2M | $60.5M | +1.4M |
- Lynrock Lake LP+1.8M sh+$53.4M
- Arrowstreet Capital, Limited Partnership+1.4M sh+$42M
- Capital Impact Advisors, LLC+1M sh+$30.2M
- First Trust Advisors LP+910K sh+$27.3M
- Millennium Management LLC+813K sh+$24.4M
- Federated Hermes, Inc.+796K sh+$23.8M
- Norges Bank+773K sh+$23.2M
- Massachusetts Financial Services Co /ma/+654K sh+$19.7M
- Wellington Management Group LLP−1.7M sh−$52.1M
- Hood River Capital Management LLC−976K sh−$41.5M
- Teacher Retirement System of Texas−1.4M sh−$41.3M
- UBS Group AG−817K sh−$24.5M
- Westwood Holdings Group Inc−504K sh−$21.5M
- American Century Companies Inc−716K sh−$21.5M
- Oberweis Asset Management Inc/−455K sh−$19.4M
- Sei Investments Co−539K sh−$16.2M
PEGA institutional ownership FAQ
Who owns the most PEGA stock?
In Q2 2026 13F filings the largest holder of PEGA was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and AQR Capital Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of PEGA is owned by institutions?
Funds that file 13F reports held 58.1% of PEGA's shares at Jun 30, 2026, compared with 56.7% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying PEGA?
In Q2 2026, 237 funds bought PEGA (61 of them new positions) and 268 sold (111 sold out completely). Among well known investors, 2 added and 2 cut. Our fund sentiment for PEGA is neutral.
What is PEGA's institutional put/call ratio?
Funds reported $3.7M of PEGA puts against $1.3M of calls, a put/call ratio of 2.76 (1.02 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this PEGA ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.