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PEGASYSTEMS INC hedge fund holdings

PEGANASDAQ
$35.49+1.14 (+3.32% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

PEGA · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 8, 2025 to Oct 8, 2026. Price (-36.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025240117$1.04B$478M387Aug 14, 2025
Q3 2025162134$701M$469M400Nov 14, 2025
Q4 2025175125$499M$433M441Feb 14, 2026
Q1 2026241159$611M$823M459May 15, 2026
Q2 2026190208$471M$388M408Aug 14, 2026

Quarterly action breakdown

Q2 2026
408 filers
New position
54
$96.2M+3.21M sh
Increased
136
$375M+12.5M sh
Reduced
114
-$268M-8.93M sh
Out / sold
94
-$120M-4.01M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Lynrock Lake LPNew Buy+$53.4M$53.4M3.37%Aug 14, 2026
Wellington Management Group LLPReduce 64.65%-$52.1M$28.5M0.00%Aug 14, 2026
Hood River Capital Management LLCSell 100%-$41.5M$00.00%Aug 14, 2026
Capital Impact Advisors, LLCAdded 800.62%+$30.2M$34M1.90%Aug 7, 2026
First Trust Advisors LPAdded 44.41%+$27.3M$88.7M0.05%Aug 11, 2026
Westwood Holdings Group IncSell 100%-$21.5M$00.00%Aug 14, 2026
Massachusetts Financial Services CoAdded 27.53%+$19.7M$91.4M0.03%Aug 3, 2026
Oberweis Asset Management Inc/Sell 100%-$19.4M$00.00%Aug 14, 2026
Pacer Advisors, Inc.Added 143.30%+$14.9M$25.2M0.06%Aug 13, 2026
Fiera Capital CorpReduce 42.65%-$14.7M$19.7M0.07%Aug 7, 2026
Lord, Abbett & Co. LLCSell 100%-$11M$00.00%Aug 14, 2026
Quantinno Capital Management LPReduce 70.32%-$9.99M$4.22M0.01%Aug 13, 2026
Canada Pension Plan Investment BoardReduce 47.46%-$9.49M$10.5M0.01%Aug 14, 2026
Copeland Capital Management, LLCAdded 25.23%+$8.49M$42.2M0.87%Aug 4, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$6.72M$00.00%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Reduce 40.00%-$5.99M$8.99M0.01%Aug 14, 2026
Axq Capital, LPNew Buy+$5.92M$5.92M0.64%Aug 6, 2026
Crawford Investment Counsel IncAdded 33.72%+$5.86M$23.3M0.39%Aug 14, 2026
Freestone Grove Partners LPReduce 48.31%-$5.86M$6.27M0.04%Aug 14, 2026
Ranger Investment Management, L.P.Reduce 17.07%-$5.39M$26.2M1.66%Aug 13, 2026
Zacks Investment ManagementSell 100%-$5.27M$00.00%Aug 13, 2026
Mawer Investment Management Ltd.New Buy+$5.12M$5.12M0.03%Aug 7, 2026
Cadian Capital Management, LPSell 100%-$5.09M$00.00%Aug 14, 2026
Baird Financial Group, Inc.New Buy+$5.01M$5.01M0.01%Aug 12, 2026
Tidal Investments LLCReduce 90.21%-$4.91M$532K0.00%Aug 13, 2026
Pier Capital, LLCNew Buy+$4.11M$4.11M0.54%Aug 5, 2026
Macquarie Group LtdNew Buy+$4.03M$4.03M0.02%Aug 14, 2026
HERALD INVESTMENT MANAGEMENT LtdReduce 19.25%-$3.96M$16.6M2.25%Jul 23, 2026
Harel Insurance Investments & Financial Services Ltd.Reduce 96.10%-$3.95M$160K0.00%Jul 29, 2026
OP Asset Management LtdAdded 118.11%+$3.94M$7.28M0.08%Jul 28, 2026
Wedbush Fund Advisers, LLCAdded 45.28%+$3.69M$11.8M1.05%Aug 14, 2026
Treasurer of the State of North CarolinaReduce 64.04%-$3.54M$1.99M0.01%Aug 14, 2026
Next Century Growth Investors LLCSell 100%-$3.49M$00.00%Aug 14, 2026
Elo Mutual Pension Insurance CoSell 100%-$3.41M$00.00%Aug 13, 2026
Van Eck Associates CorpSell 100%-$3.17M$00.00%Aug 14, 2026
Nomura Asset Management International Inc.Added 91.32%+$3.13M$6.56M0.01%Aug 14, 2026
Wilson Asset Management (International) Pty LtdSell 100%-$2.87M$00.00%Aug 5, 2026
Campbell & CO Investment Adviser LLCNew Buy+$2.84M$2.84M0.15%Aug 3, 2026
Schroder Investment Management GroupSell 100%-$2.8M$00.00%Aug 13, 2026
Summit Creek Advisors LLCReduce 51.73%-$2.66M$2.49M0.85%Aug 7, 2026
Susquehanna Fundamental Investments, LLCReduce 62.48%-$2.37M$1.43M0.03%Aug 14, 2026
Convergence Investment Partners, LLCSell 100%-$2.13M$00.00%Jul 31, 2026
Night Squared LPSell 100%-$1.92M$00.00%Aug 14, 2026
Renaissance Group LLCAdded 11.88%+$1.81M$17M0.69%Aug 13, 2026
Vest Financial, LLCAdded 50.75%+$1.62M$4.81M0.05%Jul 24, 2026
Edgestream Partners, L.P.New Buy+$1.53M$1.53M0.05%Aug 11, 2026
Vestcor IncAdded 88.67%+$1.53M$3.25M0.08%Aug 11, 2026
Vontobel Holding Ltd.Reduce 87.33%-$1.5M$218K0.00%Aug 3, 2026
Bokf, NAAdded 231.06%+$1.48M$2.12M0.03%Aug 10, 2026
NorthCoast Asset Management LLCNew Buy+$1.46M$1.46M0.03%Aug 12, 2026
Catalyst Funds Management Pty LtdSell 100%-$1.4M$00.00%Aug 10, 2026
Marietta Investment Partners LLCReduce 82.33%-$1.33M$286K0.05%Aug 12, 2026
Capital Fund Management S.A.Reduce 23.77%-$1.25M$4.02M0.02%Aug 13, 2026
Ensign Peak Advisors, IncReduce 74.84%-$1.21M$406K0.00%Aug 14, 2026
NatixisReduce 45.43%-$1.17M$1.4M0.01%Aug 13, 2026
Gotham Asset Management, LLCReduce 6.29%-$1.1M$16.4M0.04%Aug 14, 2026
Vinva Investment Management LtdReduce 59.57%-$944K$641K0.00%Aug 14, 2026
Caxton Associates LLPNew Buy+$909K$909K0.02%Aug 14, 2026
Illinois Municipal Retirement FundAdded 33.08%+$907K$3.65M0.04%Aug 12, 2026
Penn Capital Management Company, LLCSell 100%-$889K$00.00%Jul 30, 2026
Marshall Financial Group, LLCNew Buy+$864K$864K0.13%Jul 20, 2026
Independent Financial Group, LLCSell 100%-$822K$00.00%Jul 15, 2026
Voloridge Investment Management, LLCReduce 41.19%-$795K$1.14M0.00%Aug 14, 2026
Fluent Financial, LLCNew Buy+$739K$739K0.26%Jul 9, 2026
Icon Advisers IncAdded 57.84%+$719K$1.96M0.37%Aug 13, 2026
Odyssean, LLCAdded 146.83%+$717K$1.2M0.20%Aug 14, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 340.50%+$714K$924K0.00%Aug 13, 2026
Lisanti Capital Growth, LLCSell 100%-$699K$00.00%Aug 10, 2026
Guggenheim Capital LLCSell 100%-$694K$00.00%Aug 12, 2026
Paralel Advisors LLCReduce 29.48%-$680K$1.63M0.06%Aug 11, 2026
CSS LLCNew Buy+$642K$642K0.03%Aug 14, 2026
Lifestyle Asset Management, Inc.Added 60.17%+$628K$1.67M0.45%Jul 20, 2026
CANADA LIFE ASSURANCE CoAdded 4.79%+$596K$13M0.02%Aug 13, 2026
Silvercrest Asset Management Group LLCSell 100%-$596K$00.00%Aug 14, 2026
Retirement Systems of AlabamaReduce 16.60%-$557K$2.8M0.01%Jul 28, 2026
Empowered Funds, LLCAdded 32.29%+$545K$2.23M0.01%Aug 17, 2026
Evergreen Capital Management LLCSell 100%-$513K$00.00%Jul 23, 2026
Smith Group Asset Management, LLCReduce 62.84%-$509K$301K0.01%Aug 3, 2026
KLP Kapitalforvaltning AsAdded 59.15%+$503K$1.35M0.00%Aug 12, 2026
State of New Jersey Common Pension Fund DReduce 33.28%-$501K$1M0.00%Aug 4, 2026
AlphaGrep UK LtdNew Buy+$495K$495K0.15%Aug 14, 2026
JB Capital LLCAdded 14.62%+$492K$3.86M0.13%Jul 29, 2026
United Capital Financial Advisors, LLCSell 100%-$490K$00.00%Aug 17, 2026
Bridgefront Capital, LLCNew Buy+$487K$487K0.13%Aug 14, 2026
Fieldview Capital Management, LLCReduce 70.29%-$485K$205K0.06%Aug 14, 2026
Unique Wealth Strategies, LLCSell 100%-$482K$00.00%Jul 15, 2026
Perpetual LtdSell 100%-$476K$00.00%Jul 15, 2026
&PartnersAdded 49.34%+$420K$1.27M0.01%Aug 14, 2026
First Citizens Bank & Trust CoAdded 63.07%+$416K$1.07M0.02%Jul 13, 2026
Caitlin John, LLCNew Buy+$399K$399K0.22%Aug 17, 2026
Envestnet Portfolio Solutions, Inc.Added 59.14%+$398K$1.07M0.01%Jul 20, 2026
Summit Trail Advisors, LLCAdded 38.56%+$394K$1.41M0.02%Aug 11, 2026
Burns Matteson Capital Management, LLCNew Buy+$382K$382K0.12%Jul 17, 2026
Worldquant Millennium Advisors LLCAdded 38.77%+$370K$1.33M0.00%Aug 14, 2026
EntryPoint Capital, LLCSell 100%-$366K$00.00%Aug 13, 2026
Vident Advisory, LLCAdded 11.29%+$351K$3.46M0.03%Aug 12, 2026
Natixis Advisors, LLCAdded 66.31%+$350K$877K0.00%Aug 14, 2026
Cookson Peirce & Co IncSell 100%-$332K$00.00%Jul 23, 2026
Inceptionr LLCAdded 72.15%+$314K$749K0.18%Aug 11, 2026
Gallacher Capital Management LLCNew Buy+$313K$313K0.18%Jul 17, 2026

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