Who Owns Pegasystems Stock?
NASDAQ: PEGATechnologyEDP ServicesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 60.97%
- Institutions (% of float)
- 116.87%
- Held by insiders
- 47.83%
- Institutional holders
- 588
- Institutions 52.2%
- Insiders 47.8%
- Public and other 0.0%
Who owns Pegasystems stock?
Institutional investors own about 61.0% of Pegasystems's shares, spread across 588 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 47.83% of PEGA.
The largest institutional holders are Blackrock Inc. (5.82%), Vanguard Portfolio Management LLC (3.93%) and AQR Capital Management, LLC (2.99%). Together, the top 10 institutions control 25.1% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their PEGA positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of PEGA
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 9.57M | 5.82% | -0.7% |
| Vanguard Portfolio Management LLC | 6.46M | 3.93% | +1.5% |
| AQR Capital Management, LLC | 4.92M | 2.99% | +8.4% |
| Vanguard Capital Management LLC | 4.13M | 2.51% | -0.8% |
| Massachusetts Financial Services Co. | 3.03M | 1.84% | +27.5% |
| First Trust Advisors LP | 2.96M | 1.80% | +44.4% |
| State Street Corporation | 2.93M | 1.78% | +2.7% |
| Dimensional Fund Advisors LP | 2.68M | 1.63% | +6.5% |
| Geode Capital Management, LLC | 2.59M | 1.57% | +2.6% |
| Arrowstreet Capital, Limited Partnership | 2.02M | 1.23% | +226.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of PEGA
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | 3.16M | 1.92% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.93M | 1.78% |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.28M | 1.39% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.11M | 1.28% |
| First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers | 2.08M | 1.26% |
| MFS SERIES TRUST XI-MFS Mid Cap Value Fund | 1.72M | 1.05% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 1.22M | 0.74% |
| EntrepreneurShares Series Trust-ERShares Private-Public Crossover ETF | 1.14M | 0.69% |
| Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF | 1.12M | 0.68% |
| Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund | 1.07M | 0.65% |
Frequently asked questions
Who is the largest shareholder of Pegasystems?
Blackrock Inc. is the largest institutional shareholder of PEGA, owning 5.82% of shares outstanding (9.57M shares) as of its latest 13F filing.
What percentage of Pegasystems is owned by institutions?
Institutions own about 61.0% of PEGA shares and 116.9% of the public float.
How much of Pegasystems do insiders own?
Insiders, such as officers and directors, own about 47.83% of PEGA shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.