Pegasystems Inc (PEGA) Ownership

94.50 ↑1.52 (1.63%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Pegasystems Inc (PEGA), owning a total of 6 million shares. Combined, the top 46 institutional holders of PEGA own 49.54% of the company with a total of 42.3 million shares.

In the latest ownership report on September 30th 2024, the top 46 institutional holders increased their combined ownership of PEGA by 693 thousand shares. 12 institutions bought 4,044,018 total additional shares and increased their ownership by an average of 180.18%. However 6 institutions sold 3,351,376 total shares and decreased their ownership by an average of 18.78%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Pegasystems increased by a net total of 692,642 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.955%	9.216%	5,963,902	503,270	2024-09-30
Capital Research Global Investors	3.590%	1.059%	3,078,917	32,271	2024-09-30
Bares Capital Management Inc	3.097%	-51.259%	2,655,352	-2,792,514	2024-09-30
TPG GP A, LLC	2.715%	-7.695%	2,328,248	-194,101	2024-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.312%	-7.489%	1,125,042	-91,075	2024-09-30
State Street Corp	1.021%	-1.441%	875,273	-12,800	2024-09-30
Geode Capital Management, LLC	0.955%	3.265%	819,282	25,901	2024-09-30
Amvescap Plc.	0.954%	1,659.060%	817,961	771,461	2024-09-30
Fuller & Thaler Asset Management Inc	0.936%	17.545%	802,682	119,811	2024-09-30
Shannon River Fund Management LLC	0.919%	0.000%	788,367	788,367	2024-09-30
Ranger Investment Management LP	0.893%	43.556%	765,880	232,373	2024-09-30
AQR Capital Management LLC	0.865%	33.748%	742,003	187,226	2024-09-30
Citadel Advisors Llc	0.812%	316.041%	696,432	529,037	2024-09-30
Dimensional Fund Advisors, Inc.	0.811%	78.037%	695,375	304,795	2024-09-30
Cadian Capital Management LP	0.637%	0.000%	546,506	546,506	2024-09-30
Federated Hermes Inc	0.606%	-17.904%	520,005	-113,402	2024-09-30
Fisher Asset Management, LLC	0.565%	0.623%	484,296	3,000	2024-09-30
First Trust Advisors L.P.	0.467%	-26.907%	400,639	-147,484	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.955%	9.216%	5,963,902	503,270	2024-09-30
Capital Research Global Investors	3.590%	1.059%	3,078,917	32,271	2024-09-30
BlackRock Inc	3.140%	3.288%	2,692,329	85,699	2024-06-30
Bares Capital Management Inc	3.097%	-51.259%	2,655,352	-2,792,514	2024-09-30
TPG GP A, LLC	2.715%	-7.695%	2,328,248	-194,101	2024-09-30
Riverbridge Partners LLC	1.638%	-4.794%	1,358,798	-68,426	2022-12-31
Quarry LP	1.578%	315,964.000%	1,352,756	1,352,328	2024-06-30
Eminence Capital LLC	1.503%	-0.205%	1,235,384	-2,542	2022-09-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.312%	-7.489%	1,125,042	-91,075	2024-09-30
Pacer Advisors, INC.	1.309%	0.000%	1,122,882	1,122,882	2024-06-30
State Street Corp	1.021%	-1.441%	875,273	-12,800	2024-09-30
State Street Corporation	1.007%	3.416%	859,977	28,408	2024-03-31
Geode Capital Management, LLC	0.955%	3.265%	819,282	25,901	2024-09-30
Amvescap Plc.	0.954%	1,659.060%	817,961	771,461	2024-09-30
Fuller & Thaler Asset Management Inc	0.936%	17.545%	802,682	119,811	2024-09-30
Shannon River Fund Management LLC	0.919%	0.000%	788,367	788,367	2024-09-30
Ranger Investment Management LP	0.893%	43.556%	765,880	232,373	2024-09-30
AQR Capital Management LLC	0.865%	33.748%	742,003	187,226	2024-09-30
Mirae Asset Global Investments (Korea) Co Ltd	0.837%	-24.490%	714,409	-231,700	2024-03-31
Citadel Advisors Llc	0.812%	316.041%	696,432	529,037	2024-09-30
Dimensional Fund Advisors, Inc.	0.811%	78.037%	695,375	304,795	2024-09-30
Luxor Capital Group, LP	0.798%	7.864%	683,939	49,861	2024-06-30
Woodline Partners LP	0.726%	86.695%	622,356	289,002	2024-06-30
Morgan Stanley - Brokerage Accounts	0.661%	-26.992%	566,950	-209,612	2024-06-30
Cadian Capital Management LP	0.637%	0.000%	546,506	546,506	2024-09-30
NORGES BANK	0.607%	11.538%	520,111	53,802	2024-06-30
Federated Hermes Inc	0.606%	-17.904%	520,005	-113,402	2024-09-30
Acadian Asset Management LLC	0.585%	77.812%	499,532	218,599	2024-03-31
Fisher Asset Management, LLC	0.565%	0.623%	484,296	3,000	2024-09-30
Millennium Management LLC	0.557%	31.954%	475,610	115,174	2024-06-30
Harber Asset Management LLC	0.552%	11.326%	471,188	47,939	2024-06-30
Arrowstreet Capital Limited Partnership	0.543%	165.330%	463,874	289,045	2024-03-31
Goldman Sachs Group Inc	0.533%	81.502%	452,752	203,305	2023-12-31
Fidelity International Ltd	0.484%	-0.248%	411,901	-1,022	2023-12-31
First Trust Advisors L.P.	0.467%	-26.907%	400,639	-147,484	2024-09-30
Renaissance Technologies Corp	0.485%	151.651%	398,424	240,100	2022-06-30
Scopia Management Inc	0.466%	64.011%	398,122	155,381	2024-06-30
FMR Inc	0.464%	117.097%	396,348	213,781	2024-06-30
Bank of New York Mellon Corp	0.424%	72.450%	361,982	152,076	2024-06-30
Los Angeles Capital Management LLC	0.385%	0.609%	327,107	1,979	2024-03-31
Herald Investment Management Ltd	0.384%	0.000%	326,500	0	2023-12-31
Herald Investment Management Limited	0.396%	0.000%	326,500	0	2022-12-31
Charles Schwab Investment Management Inc	0.379%	3.466%	318,002	10,653	2023-09-30
D. E. Shaw & Co LP	0.378%	78.910%	310,751	137,060	2022-09-30
Great West Life Assurance Co	0.315%	28.408%	262,831	58,146	2023-06-30
Jacobs Levy Equity Management, Inc.	0.299%	-48.119%	249,659	-231,553	2023-09-30

Mutual Fund Ownership

American Funds SMALLCAP World A is the biggest individual fund holder of Pegasystems Inc (PEGA), owning a total of 2.8 million shares. Combined, the top 34 mutual fund holders of PEGA own 22.36% of the company with a total of 19.1 million shares.

In the latest ownership report on November 30th 2024, the top 34 fund holders increased their combined ownership of PEGA by 23 thousand shares. 4 funds bought 27,962 total additional shares and increased their ownership by an average of 0.79%. However 1 funds sold 5,368 total shares and decreased their ownership by an average of 0.36%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Pegasystems increased by a net total of 22,594 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.713%	-0.364%	1,468,663	-5,368	2024-11-30
Vanguard Small Cap Index	1.382%	0.586%	1,184,721	6,900	2024-11-30
Vanguard Information Technology ETF	1.129%	1.419%	967,948	13,545	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	0.778%	0.498%	667,261	3,307	2024-11-30
Vanguard Small Cap Growth Index Inv	0.760%	0.650%	651,634	4,210	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.315%	0.000%	270,132	0	2024-11-30
iShares Russell Mid-Cap Growth ETF	0.295%	0.000%	252,816	0	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds SMALLCAP World A	3.278%	1.162%	2,810,726	32,271	2024-09-30
Vanguard Total Stock Mkt Idx Inv	1.713%	-0.364%	1,468,663	-5,368	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	1.538%	2.017%	1,284,851	25,401	2023-03-31
Vanguard Small Cap Index	1.382%	0.586%	1,184,721	6,900	2024-11-30
Pacer US Cash Cows 100 ETF	1.346%	0.138%	1,149,150	1,584	2024-08-30
Vanguard Information Technology ETF	1.129%	1.419%	967,948	13,545	2024-11-30
Global X Robotics & Artfcl Intllgnc ETF	1.110%	0.000%	952,057	0	2024-11-29
Invesco Discovery A	0.948%	0.000%	812,701	812,701	2024-10-31
Ranger Small Cap	0.893%	43.564%	765,660	232,337	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	0.778%	0.498%	667,261	3,307	2024-11-30
Vanguard Small Cap Growth Index Inv	0.760%	0.650%	651,634	4,210	2024-11-30
Vanguard Extended Market Index Investor	0.692%	-0.018%	575,715	-104	2023-08-31
FullerThaler Behavioral Sm-Cp Gr R6	0.630%	2.504%	540,325	13,200	2024-10-31
FullerThaler Behavioral Small-Cap Growth	0.624%	8.563%	534,805	42,185	2024-09-30
Vanguard Strategic Equity Inv	0.367%	0.000%	314,997	0	2024-09-30
Vanguard Explorer Inv	0.356%	0.000%	304,916	0	2024-09-30
Herald Ord	0.351%	0.000%	301,000	0	2024-06-30
First Trust Technology AlphaDEX® ETF	0.351%	0.000%	300,607	0	2024-11-28
Fidelity Global Technology A-Dis-EUR	0.352%	-0.043%	295,388	-128	2024-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.315%	0.000%	270,132	0	2024-11-30
American Funds IS® Global Small Cap 1	0.313%	0.000%	268,191	0	2024-09-30
iShares Russell Mid-Cap Growth ETF	0.295%	0.000%	252,816	0	2024-11-30
Invesco Technology Investor	0.290%	43.302%	248,303	75,030	2024-10-31
Fidelity Extended Market Index	0.288%	-4.537%	246,574	-11,719	2024-10-31
Fidelity® Extended Market Index	0.277%	2.304%	231,650	5,217	2023-11-30
Invesco Small Cap Growth A	0.261%	0.000%	223,652	223,652	2024-09-30
Schwab US Small-Cap ETF™	0.250%	0.000%	214,536	0	2024-10-31
WisdomTree Art Intelligence ETF USD Acc	0.242%	-1.019%	207,284	-2,134	2024-09-30
Federated Hermes MDT Mid Cap Growth A	0.228%	0.092%	193,583	177	2024-03-31
Federated Hermes MDT MCG Institutional	0.231%	0.000%	193,406	0	2023-12-31
iShares Exponential Technologies ETF	0.216%	0.000%	177,242	0	2022-11-30
FT Nasdaq Artfcl Intllgnc and Rbtc ETF	0.201%	0.851%	168,208	1,420	2024-02-29
Federated Hermes MDT Market Neutral Ins	0.195%	24.968%	162,114	32,390	2023-03-31
iShares Russell 1000 Growth ETF	0.162%	0.059%	133,259	78	2023-03-31