Pegasystems Ownership | Who Owns Pegasystems?
Pegasystems Ownership Summary
Pegasystems is owned by 50.33% institutional investors, 47.07% insiders, and 2.60% 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 2.10% of its assets in Pegasystems shares.
PEGA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pegasystems | 50.33% | 47.07% | 2.60% |
| Sector | Technology Stocks | 38.45% | 12.71% | 48.84% |
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 |
| 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 |
| Ironwood investment management | 41.54K | 1.93% | $3.87M |
| Summit creek advisors | 122.81K | 1.50% | $11.45M |
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 |
| Elequin securities | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Toronto dominion bank | -3.00 |
| Bruce g. allen investments | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 338 | 3.05% | 43,237,228 | 1.99% | 50 | 2.05% | 208 | 12.43% | 85 | -7.61% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.81M | 2.10% | -1.00M |
| Vanguard US Total Market Shares ETF | 1.48M | 1.72% | 149.88K |
| Vanguard Total Stock Mkt Idx Inv | 1.51M | 0.88% | 1.02K |
| iShares Core S&P Mid-Cap ETF | 1.45M | 0.85% | - |
| Invesco OFI Small Cap Growth | 705.02K | 0.82% | -191.37K |
| Ranger Small Cap | 637.61K | 0.74% | -60.18K |
| FullerThaler Behavioral Sm-Cp Gr R6 | 611.59K | 0.71% | 75.50K |
| Vanguard Small Cap Index | 1.19M | 0.70% | 6.00K |
| MFS Mid Cap Growth Equity | 590.51K | 0.69% | 590.51K |
| MFS Mid Cap Growth A | 590.51K | 0.69% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 01, 2025 | STILLWELL KENNETH | COO, CFO | Sell | $156.93K |
| Jul 01, 2025 | STILLWELL KENNETH | COO, CFO | Sell | $53.64K |
| Jun 18, 2025 | TREFLER ALAN | C.E.O. & Chairman | Sell | $2.72M |
| Jun 18, 2025 | TREFLER ALAN | C.E.O. & Chairman | Sell | $453.87K |
| Jun 17, 2025 | TREFLER ALAN | C.E.O. & Chairman | Sell | $2.13M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2047 Q2 | - | - |
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 29 |
| 2024 Q2 | 1 | 19 |
| 2024 Q1 | - | 11 |
PEGA Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools