Pegasystems Ownership | Who Owns Pegasystems?
Pegasystems Ownership Summary
Pegasystems is owned by 21.46% institutional investors, 47.51% insiders, and 31.03% retail investors. Vanguard group is the largest institutional shareholder, holding 6.76% of PEGA shares. American Funds SMALLCAP World A is the top mutual fund, with 3.28% of its assets in Pegasystems shares.
PEGA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pegasystems | 21.46% | 47.51% | 31.03% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 5.79M | 6.76% | $539.78M |
| Capital research global investors | 3.08M | 3.60% | $286.96M |
| Blackrock funding, inc. /de | 2.96M | 3.45% | $275.52M |
| Blackrock | 2.69M | 3.19% | $162.97M |
| Bares capital management | 2.36M | 2.76% | $220.41M |
| Invesco | 2.36M | 2.76% | $220.35M |
| Tpg gp a | 1.94M | 2.27% | $180.80M |
| Mirae asset global etfs | 1.12M | 1.31% | $104.68M |
| Dimensional fund advisors lp | 860.36K | 1.00% | $80.19M |
| State street | 858.43K | 1.00% | $80.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bares capital management | 2.36M | 19.84% | $220.41M |
| Shannon river fund management | 798.36K | 10.98% | $74.41M |
| Herald investment management | 347.50K | 5.30% | $32.39M |
| Harber asset management | 162.63K | 4.54% | $15.16M |
| Ranger investment management | 697.99K | 4.11% | $65.05M |
| Totem point management | 40.25K | 3.98% | $3.75M |
| G2 investment partners management | 137.49K | 3.31% | $12.81M |
| Seaport global advisors | 15.20K | 3.30% | $920.06K |
| Tpg gp a | 1.94M | 2.92% | $180.80M |
| Luxor capital group, lp | 396.41K | 2.66% | $36.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 2.36M | 0.04% | 1.55M |
| Wellington management group llp | 739.61K | 0.01% | 726.19K |
| Thrivent financial for lutherans | 713.98K | 0.13% | 713.98K |
| Franklin resources | 702.84K | 0.02% | 561.81K |
| Norges bank | 475.79K | 0.01% | 475.79K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | - | - | -1.12M |
| Cadian capital management, lp | - | - | -546.51K |
| Tpg gp a | 1.94M | 2.92% | -388.36K |
| Federated hermes | 217.66K | 0.04% | -302.34K |
| Bares capital management | 2.36M | 19.84% | -290.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Thrivent financial for lutherans | 713.98K | 0.13% | 713.98K | $66.54M |
| Norges bank | 475.79K | 0.01% | 475.79K | $44.34M |
| Raymond james financial | 296.38K | 0.01% | 296.38K | $27.62M |
| Mesirow institutional investment management | 148.08K | 1.06% | 148.08K | $13.80M |
| Oberweis asset management inc/ | 145.50K | 0.64% | 145.50K | $13.56M |
Sold Out
| Holder | Change |
|---|---|
| Nbc securities | -1.00 |
| Claris advisors, llc / mo / | -2.00 |
| Toronto dominion bank | -3.00 |
| Bruce g. allen investments | -5.00 |
| Anfield capital management | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 176 | -42.30% | 18,373,799 | -54.63% | 21 | 0.96% | 104 | -41.90% | 42 | -46.84% |
| Sep 30, 2024 | 302 | 5.23% | 40,488,130 | -1.21% | 47 | 2.00% | 175 | 6.06% | 80 | -5.88% |
| Jun 30, 2024 | 285 | 4.01% | 40,964,278 | 5.60% | 48 | 2.29% | 163 | 7.95% | 85 | 2.41% |
| Mar 31, 2024 | 274 | 11.84% | 38,790,812 | -0.06% | 46 | 2.11% | 151 | 9.42% | 83 | 22.06% |
| Dec 31, 2023 | 245 | 27.60% | 38,815,033 | -1.08% | 46 | 2.11% | 138 | 39.39% | 68 | 15.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 2.81M | 3.28% | - |
| Vanguard US Total Market Shares ETF | 1.48M | 1.72% | 149.88K |
| Vanguard Total Stock Mkt Idx Inv | 1.48M | 1.72% | 6.59K |
| Vanguard Small Cap Index | 1.20M | 1.40% | 987.00 |
| Vanguard Information Technology ETF | 1.00M | 1.17% | 2.61K |
| Global X Robotics & Artfcl Intllgnc ETF | 954.07K | 1.11% | - |
| Invesco OFI Small Cap Growth | 896.39K | 1.05% | 896.39K |
| Invesco Discovery A | 896.39K | 1.04% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 677.82K | 0.79% | 3.09K |
| Vanguard Small Cap Growth Index Inv | 676.47K | 0.79% | -3.69K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2025 | STILLWELL KENNETH | COO, CFO | Sell | $139.50K |
| Mar 12, 2025 | Akgonul Rifat Kerim | Chief Product Officer | Sell | $144.50K |
| Mar 12, 2025 | TREFLER ALAN | C.E.O. & Chairman | Sell | $2.29M |
| Mar 11, 2025 | TREFLER ALAN | C.E.O. & Chairman | Sell | $2.23M |
| Mar 04, 2025 | Trefler Leon | Chief of Clients and Markets | Sell | $155.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2047 Q2 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 29 |
| 2024 Q2 | 1 | 19 |
| 2024 Q1 | - | 11 |
PEGA Ownership FAQ
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