Also trades as: 0KGS.L (LSE) · $vol 0M
PEGA Institutional Ownership
Pegasystems Inc.
1W: +0.7%
1M: -9.1%
3M: +8.5%
YTD: -39.5%
1Y: -40.5%
3Y: +61.0%
5Y: -48.4%
$33.93
-0.50 (-1.45%)
Weekly Expected Move ±5.8%
$30
$32
$34
$36
$38
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Institutional Ownership — PEGA
551
Institutional Holders
-16 vs prior quarter
0.0%
Ownership
+0.00pp
$3B
Total Invested
69
New Positions
174
Increased
268
Reduced
110
Closed
1.12
Put/Call Ratio
Ownership Trends
Top Institutional Holders (621 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,573,688 | $325M | -63,330 | -0.7% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,455,250 | $219M | +93,327 | +1.5% | 2Q | SEC ↗ |
| 3 | AQR CAPITAL MANAGEMENT LLC | 4,919,642 | $167M | +380,090 | +8.4% | 17Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,128,720 | $140M | -31,736 | -0.8% | 2Q | SEC ↗ |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 3,031,497 | $103M | +654,445 | +27.5% | 6Q | SEC ↗ |
| 6 | FIRST TRUST ADVISORS LP | 2,958,357 | $100M | +909,758 | +44.4% | 33Q | SEC ↗ |
| 7 | STATE STREET CORP | 2,933,479 | $100M | +77,451 | +2.7% | 46Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 2,683,002 | $91M | +163,980 | +6.5% | 10Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 2,585,227 | $88M | +66,414 | +2.6% | 92Q | SEC ↗ |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 2,018,528 | $68M | +1,399,775 | +226.2% | 3Q | SEC ↗ |
| 11 | Lynrock Lake LP NEW | 1,782,640 | $60M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Invesco Ltd. | 1,594,388 | $54M | +542,369 | +51.6% | 58Q | SEC ↗ |
| 13 | Thrivent Financial for Lutherans | 1,505,739 | $51M | -7,516 | -0.5% | 7Q | SEC ↗ |
| 14 | PRICE T ROWE ASSOCIATES INC /MD | 1,444,522 | $49M | +504,375 | +53.6% | 16Q | SEC ↗ |
| 15 | Copeland Capital Management, LLC | 1,406,961 | $48M | +283,443 | +25.2% | 2Q | SEC ↗ |
| 16 | Boston Partners | 1,347,755 | $46M | -108,929 | -7.5% | 5Q | SEC ↗ |
| 17 | MORGAN STANLEY | 1,171,814 | $40M | +371,252 | +46.4% | 60Q | SEC ↗ |
| 18 | Capital Impact Advisors, LLC | 1,133,361 | $38M | +1,007,518 | +800.6% | 3Q | SEC ↗ |
| 19 | FEDERATED HERMES, INC. | 1,130,567 | $38M | +795,726 | +237.6% | 17Q | SEC ↗ |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1,117,570 | $38M | -361,305 | -24.4% | 6Q | SEC ↗ |
| 21 | MILLENNIUM MANAGEMENT LLC | 1,115,987 | $38M | +813,237 | +268.6% | 11Q | SEC ↗ |
| 22 | JPMORGAN CHASE & CO | 1,113,949 | $38M | +200,768 | +22.0% | 54Q | SEC ↗ |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 1,109,158 | $38M | +40,024 | +3.7% | 2Q | SEC ↗ |
| 24 | Fisher Asset Management, LLC | 1,099,069 | $37M | -9,163 | -0.8% | 59Q | SEC ↗ |
| 25 | Allspring Global Investments Holdings, | 1,076,830 | $37M | +262,768 | +32.3% | 19Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 954,210 | $32M | -33,537 | -3.4% | 15Q | SEC ↗ |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 950,495 | $32M | -1,738,630 | -64.7% | 10Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 935,823 | $32M | -90,298 | -8.8% | 110Q | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 879,949 | $30M | -191,645 | -17.9% | 29Q | SEC ↗ |
| 30 | Ranger Investment Management, L.P. | 873,139 | $30M | -179,710 | -17.1% | 41Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 848,744 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 848,744 | $29M | -23,960 | -2.7% | 15Q | SEC ↗ |
| 33 | Pacer Advisors, Inc. | 842,480 | $29M | +496,213 | +143.3% | 5Q | SEC ↗ |
| 34 | CRAWFORD INVESTMENT COUNSEL INC | 775,875 | $26M | +195,641 | +33.7% | 10Q | SEC ↗ |
| 35 | NORGES BANK NEW | 772,513 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 36 | LOS ANGELES CAPITAL MANAGEMENT LLC | 761,229 | $26M | +60,582 | +8.6% | 5Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 699,929 | $24M | +56,295 | +8.7% | 14Q | SEC ↗ |
| 38 | TWO SIGMA INVESTMENTS, LP | 693,835 | $24M | +650,595 | +1504.6% | 16Q | SEC ↗ |
| 39 | Fiera Capital Corp | 657,650 | $22M | -489,003 | -42.6% | 6Q | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 646,700 | $22M | -118,261 | -15.5% | 76Q | SEC ↗ |
| 41 | BANK OF AMERICA CORP /DE | 608,330 | $21M | -19,770 | -3.1% | 15Q | SEC ↗ |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 601,330 | $20M | +155,344 | +34.8% | 31Q | SEC ↗ |
| 43 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 598,223 | $20M | +27,888 | +4.9% | 9Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 597,327 | $20M | +58,364 | +10.8% | 7Q | SEC ↗ |
| 45 | VANGUARD FIDUCIARY TRUST CO | 575,471 | $20M | +1,678 | +0.3% | 2Q | SEC ↗ |
| 46 | RENAISSANCE GROUP LLC | 567,729 | $19M | +60,290 | +11.9% | 3Q | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 559,898 | $19M | +507,261 | +963.7% | 2Q | SEC ↗ |
| 48 | HERALD INVESTMENT MANAGEMENT Ltd | 554,450 | $19M | -132,150 | -19.2% | 44Q | SEC ↗ |
| 49 | Gotham Asset Management, LLC | 548,434 | $19M | -36,829 | -6.3% | 17Q | SEC ↗ |
| 50 | SEI INVESTMENTS CO | 513,129 | $17M | -539,076 | -51.2% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Lynrock Lake LP | 1,782,640 | $60M |
| Sixth Street Partners Management Co | 848,744 | $29M |
| NORGES BANK | 772,513 | $26M |
| AXQ CAPITAL, LP | 197,535 | $7M |
| Mawer Investment Management Ltd. | 170,958 | $6M |
| Baird Financial Group, Inc. | 167,055 | $6M |
| D. E. Shaw & Co., Inc. | 144,614 | $5M |
| Pier Capital, LLC | 137,080 | $5M |
| MACQUARIE GROUP LTD | 134,423 | $5M |
| Campbell & CO Investment Adviser LL | 94,856 | $3M |
| LMR Partners LLP | 55,975 | $2M |
| Edgestream Partners, L.P. | 51,144 | $2M |
| NorthCoast Asset Management LLC | 48,721 | $2M |
| Jupiter Topco LLC | 40,615 | $1M |
| Allianz Asset Management GmbH | 34,480 | $1M |
| CAXTON ASSOCIATES LLP | 30,332 | $1M |
| Marshall Financial Group, LLC | 28,842 | $979K |
| Fluent Financial, LLC | 24,668 | $837K |
| Mitsubishi UFJ Trust & Banking Corp | 23,590 | $800K |
| CSS LLC/IL | 21,406 | $726K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| North Peak Capital Management, LLC | 2,400,065 | $81M |
| Capital Research Global Investors | 1,796,189 | $61M |
| Shannon River Fund Management LLC | 1,038,832 | $35M |
| Hood River Capital Management LLC | 975,621 | $33M |
| WESTWOOD HOLDINGS GROUP INC | 504,478 | $17M |
| OBERWEIS ASSET MANAGEMENT INC | 455,290 | $15M |
| LORD, ABBETT & CO. LLC | 258,090 | $9M |
| CITADEL ADVISORS LLC | 180,565 | $6M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 180,000 | $6M |
| Susquehanna Portfolio Strategies, L | 157,782 | $5M |
| SG Capital Management LLC | 157,288 | $5M |
| Weiss Asset Management LP | 145,950 | $5M |
| CASTLEARK MANAGEMENT LLC | 133,167 | $5M |
| G2 Investment Partners Management L | 125,594 | $4M |
| ZACKS INVESTMENT MANAGEMENT | 123,795 | $4M |
| CADIAN CAPITAL MANAGEMENT, LP | 119,683 | $4M |
| Engineers Gate Manager LP | 117,515 | $4M |
| Connor, Clark & Lunn Investment Man | 95,586 | $3M |
| Robinhood Asset Management, LLC | 84,943 | $3M |
| NEXT CENTURY GROWTH INVESTORS LLC | 82,077 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | +1,399,775 | +226.2% | 2,018,528 |
| Capital Impact Advisors, LLC | +1,007,518 | +800.6% | 1,133,361 |
| FIRST TRUST ADVISORS LP | +909,758 | +44.4% | 2,958,357 |
| MILLENNIUM MANAGEMENT LLC | +813,237 | +268.6% | 1,115,987 |
| FEDERATED HERMES, INC. | +795,726 | +237.6% | 1,130,567 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +654,445 | +27.5% | 3,031,497 |
| TWO SIGMA INVESTMENTS, LP | +650,595 | +1504.6% | 693,835 |
| Invesco Ltd. | +542,369 | +51.6% | 1,594,388 |
| Qube Research & Technologies Ltd | +507,261 | +963.7% | 559,898 |
| PRICE T ROWE ASSOCIATES INC /MD | +504,375 | +53.6% | 1,444,522 |
| Pacer Advisors, Inc. | +496,213 | +143.3% | 842,480 |
| AQR CAPITAL MANAGEMENT LLC | +380,090 | +8.4% | 4,919,642 |
| MORGAN STANLEY | +371,252 | +46.4% | 1,171,814 |
| Copeland Capital Management, LLC | +283,443 | +25.2% | 1,406,961 |
| Allspring Global Investments Holdin | +262,768 | +32.3% | 1,076,830 |
| JPMORGAN CHASE & CO | +200,768 | +22.0% | 1,113,949 |
| Y-Intercept (Hong Kong) Ltd | +197,233 | +1397.3% | 211,348 |
| CRAWFORD INVESTMENT COUNSEL INC | +195,641 | +33.7% | 775,875 |
| ACADIAN ASSET MANAGEMENT LLC | +184,042 | +130.7% | 324,852 |
| DIMENSIONAL FUND ADVISORS LP | +163,980 | +6.5% | 2,683,002 |