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PEGA in the 13F filings

Pegasystems Inc · CUSIP 705573103

Sector · Software and IT servicesTheme · Internet, programming and data services
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Aug 2025
latest of these filings; the earliest 2 May 2025
Managers listing it
6
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 4 listed it in both
Shares listed
6,268,578
combined, among listed positions
Reported value
$434m
combined, at the quarter end

Among the 95 comparable managers: 4 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PEGA in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

6 of 6 holders

ActionFiling
MFS Investment Management2,174,179$151m0.05%Newnew2 May 2025 (the filing on sec.gov)
Capital Research Global Investors1,986,580$138munder 0.1%Trimmed-1,092,33712 May 2025 (the filing on sec.gov)
AQR Capital Management LLC1,200,819$81m0.08%Added+450,95115 May 2025 (the filing on sec.gov)
Squarepoint Ops LLC568,020$39munder 0.1%Addedn.a.27 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC331,331$23m0.07%Trimmed-352,70121 May 2025 (the filing on sec.gov)
Maverick Capital Ltd7,649$532kunder 0.1%Added+4,60215 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
5 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

02468201420162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PEGA by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20141$796kn.a.n.a.
Q4 20141$464kn.a.n.a.
Q3 20151$3.5mn.a.n.a.
Q1 20161$855kn.a.n.a.
Q4 20161$36mn.a.n.a.
Q1 20171$43mn.a.n.a.
Q2 20173$80mn.a.n.a.
Q3 20171$59mn.a.n.a.
Q4 20172$10mn.a.n.a.
Q1 20184$48mn.a.n.a.
Q2 20185$30mn.a.n.a.
Q3 20184$65mn.a.n.a.
Q4 20182$107mn.a.n.a.
Q1 20196$24mn.a.n.a.
Q2 20195$83mn.a.n.a.
Q3 20192$76mn.a.n.a.
Q4 20194$96mn.a.n.a.
Q1 20203$78mn.a.n.a.
Q2 20205$230mn.a.n.a.
Q3 20205$322mn.a.n.a.
Q4 20204$344mn.a.n.a.
Q1 20212$285mn.a.n.a.
Q2 20213$381mn.a.n.a.
Q3 20214$370mn.a.n.a.
Q4 20213$117mn.a.n.a.
Q1 20222$178mn.a.n.a.
Q2 20224$176mn.a.n.a.
Q3 20224$130mn.a.n.a.
Q4 20221$124mn.a.n.a.
Q1 20232$198mn.a.n.a.
Q2 20231$208mn.a.n.a.
Q3 20233$205mn.a.n.a.
Q4 20233$247m20
Q1 20247$337m52
Q2 20247$320m61
Q3 20245$360m52
Q4 20245$421m31
Q1 20256$434m42
Q2 20256$725m60
Q3 20255$659m24
Q4 20257$761m1415
Q1 20264$317m1615
Q2 20267$313m2010

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PEGA and GOOGL →PEGA and META →PEGA and SPCX →Choose a stock to compare with PEGA →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PEGA, latest filings →Back to the 13F Explorer →