Pegasystems Inc. Common Stock — Institutional Ownership
Which tracked institutions hold PEGA, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
38
Funds holding
$743775073
Total value held
Buying
25 added/new · 13 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $286923431 | 9573688 | -63330 | -0.66% |
| 2 | State Street Corp | $87916366 | 2933479 | +77451 | +2.71% |
| 3 | Invesco Ltd. | $47783810 | 1594388 | +1594388 | NEW BUY |
| 4 | Morgan Stanley | $35119349 | 1171814 | +371252 | +46.37% |
| 5 | Jpmorgan Chase & Co | $34050378 | 1113949 | +200768 | +21.99% |
| 6 | Federated Hermes, Inc. | $33883093 | 1130567 | +1130567 | NEW BUY |
| 7 | Goldman Sachs Group Inc | $28597677 | 954210 | -33537 | -3.40% |
| 8 | Northern Trust Corp | $28046615 | 935823 | -90298 | -8.80% |
| 9 | Ameriprise Financial Inc | $20706233 | 699929 | +699929 | NEW BUY |
| 10 | Bank Of New York Mellon Corp | $19381599 | 646700 | -118261 | -15.46% |
| 11 | Bank Of America Corp /De/ | $18231650 | 608330 | -19770 | -3.15% |
| 12 | Raymond James Financial Inc | $17901887 | 597327 | +58364 | +10.83% |
| 13 | Sei Investments Co | $15380393 | 513129 | -539076 | -51.23% |
| 14 | Ubs Group Ag | $13993982 | 466933 | +466933 | NEW BUY |
| 15 | Royal Bank Of Canada | $12531000 | 418099 | +36312 | +9.51% |
| 16 | Franklin Resources Inc | $8941070 | 298334 | -70762 | -19.17% |
| 17 | Wells Fargo & Company/Mn | $8750767 | 291984 | +37218 | +14.61% |
| 18 | Principal Financial Group Inc | $6132911 | 204635 | +113 | +0.06% |
| 19 | Barclays Plc | $4441853 | 148210 | +19324 | +14.99% |
| 20 | Citigroup Inc | $3907372 | 130376 | -141167 | -51.99% |
| 21 | Stifel Financial Corp | $2756646 | 91973 | +91973 | NEW BUY |
| 22 | Janus Henderson Group Plc | $1728777 | 40615 | +40615 | NEW BUY |
| 23 | Bank Of Montreal /Can/ | $1360998 | 45412 | +15529 | +51.97% |
| 24 | Prudential Financial Inc | $1002616 | 33454 | -34730 | -50.94% |
| 25 | Jefferies Financial Group Inc. | $949809 | 31692 | +31692 | NEW BUY |
| 26 | Fifth Third Bancorp | $851190 | 28401 | -3783 | -11.75% |
| 27 | Truist Financial Corp | $614117 | 20491 | +2399 | +13.26% |
| 28 | Hancock Whitney Corp | $601288 | 20063 | +119 | +0.60% |
| 29 | Allstate Corp | $429410 | 14328 | +14328 | NEW BUY |
| 30 | Marex Group Ltd | $277522 | 9260 | +9260 | NEW BUY |
| 31 | M&T Bank Corp | $249340 | 8310 | -1289 | -13.43% |
| 32 | Us Bancorp \De\ | $237543 | 7926 | -1248 | -13.60% |
| 33 | Pnc Financial Services Group, Inc. | $86284 | 2879 | -5022 | -63.56% |
| 34 | First Horizon Corp | $4436 | 148 | +148 | NEW BUY |
| 35 | Zions Bancorporation, National Association /Ut/ | $1169 | 39 | +39 | NEW BUY |
| 36 | Cullen/Frost Bankers, Inc. | $1049 | 35 | +35 | NEW BUY |
| 37 | Amalgamated Financial Corp. | $753 | 9338 | +9338 | NEW BUY |
| 38 | Southstate Bank Corp | $690 | 23 | +23 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.