Titelia

Fund shareholders of Pegasystems Inc

ISIN US7055731035 · United States · LEI 549300FMCOKPL06FYN26

Fund shareholders
434
Of which ETFs
125 309 other funds
Value held
≈ 1.4B $ 1.4B $ · 10.2M SEK
Share of capital
26.9 % of 163.7M shares on Oct 12, 2026

434 funds hold this company. This table lists the 433 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 69,5502.1M $0.11 %0.04 %as of Jun 30, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 68,9762.5M $0.75 %0.04 %as of May 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 67,3942.4M $0.09 %0.04 %as of May 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 66,1432M $0.08 %0.04 %as of Jul 31, 2026 ↗
ICON HEALTH AND INFORMATION TECHNOLOGY FUND SCM Trust 65,4932M $2.01 %0.04 %as of Jun 30, 2026 ↗
Mid-Cap Growth Portfolio PACIFIC SELECT FUND 65,3052M $0.29 %0.04 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 65,2012.3M $0.09 %0.04 %as of May 31, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 64,8671.9M $0.30 %0.04 %as of Jun 30, 2026 ↗
MFS Equity Income Fund MFS SERIES TRUST VII 64,8372M $0.21 %0.04 %as of Jul 31, 2026 ↗
LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND 64,2002M $0.30 %0.04 %as of Jul 31, 2026 ↗
Carillon ClariVest Capital Appreciation Fund Carillon Series Trust 62,2471.9M $0.29 %0.04 %as of Jun 30, 2026 ↗
Allspring Disciplined U.S. Core Fund ALLSPRING FUNDS TRUST 61,7921.9M $0.09 %0.04 %as of Jul 31, 2026 ↗
SA MFS Large Cap Growth Portfolio SUNAMERICA SERIES TRUST 61,1221.9M $0.27 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 60,9732.2M $0.02 %0.04 %as of May 31, 2026 ↗
JNL/MFS Equity Income Fund JNL Series Trust 60,1451.8M $0.22 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 59,9571.8M $0.00 %0.04 %as of Jun 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 58,6971.8M $0.16 %0.04 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 58,6611.8M $0.07 %0.04 %as of Jun 30, 2026 ↗
Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust 57,4431.7M $0.08 %0.04 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 57,0131.7M $0.06 %0.03 %as of Jul 31, 2026 ↗
MFS Blended Research Growth Equity Fund MFS SERIES TRUST X 55,4682M $0.30 %0.03 %as of May 31, 2026 ↗
SRH U.S. Quality GARP ETF Elevation Series Trust 54,8901.7M $0.79 %0.03 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 54,0491.7M $0.00 %0.03 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 52,7771.9M $0.00 %0.03 %as of May 31, 2026 ↗
GuideMark Large Cap Core Fund GPS Funds I 52,6511.6M $0.19 %0.03 %as of Jun 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 52,4281.6M $0.00 %0.03 %as of Jun 30, 2026 ↗
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 52,2421.6M $0.06 %0.03 %as of Jul 31, 2026 ↗
AQR Large Cap Defensive Style Fund AQR Funds 51,1981.5M $0.14 %0.03 %as of Jun 30, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 51,1411.5M $1.30 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 50,8091.8M $0.03 %0.03 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 50,5761.8M $0.00 %0.03 %as of May 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 50,3821.5M $0.07 %0.03 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 50,2861.5M $0.00 %0.03 %as of Jun 30, 2026 ↗
Disciplined Value Fund American Century Quantitative Equity Funds, Inc. 50,0911.5M $0.07 %0.03 %as of Jun 30, 2026 ↗
Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust 49,5991.5M $0.10 %0.03 %as of Jun 30, 2026 ↗
Copeland SMID Cap Dividend Growth Fund Copeland Trust 49,2471.8M $1.27 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 49,0201.5M $0.00 %0.03 %as of Jul 31, 2026 ↗
SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 48,4011.7M $0.12 %0.03 %as of May 31, 2026 ↗
Columbia Disciplined Growth Fund Columbia Funds Series Trust II 46,8051.4M $0.47 %0.03 %as of Jul 31, 2026 ↗
NYLIM Fiera SMID Growth Fund NYLIM FUNDS TRUST 46,0361.4M $0.70 %0.03 %as of Jul 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 45,2101.4M $0.02 %0.03 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 44,9061.6M $0.07 %0.03 %as of May 31, 2026 ↗
Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust 44,6991.6M $0.30 %0.03 %as of May 29, 2026 ↗
SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 43,5851.3M $0.08 %0.03 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 43,5441.3M $0.00 %0.03 %as of Jun 30, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 43,0261.5M $0.01 %0.03 %as of May 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 42,7211.3M $0.08 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 2500 ETF iShares Trust 42,6871.3M $0.04 %0.03 %as of Jun 30, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 41,9991.3M $0.01 %0.03 %as of Jun 30, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 41,9111.3M $0.07 %0.03 %as of Jun 30, 2026 ↗
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 40,8521.5M $0.18 %0.02 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 40,4191.2M $0.06 %0.02 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 39,7211.4M $0.01 %0.02 %as of May 31, 2026 ↗
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 38,7921.2M $0.72 %0.02 %as of Jun 30, 2026 ↗
AMG Renaissance Large Cap Growth Fund AMG Funds 37,8961.1M $0.85 %0.02 %as of Jun 30, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 36,4381.1M $0.15 %0.02 %as of Jun 30, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 34,5021.1M $0.08 %0.02 %as of Jul 31, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 34,4191.1M $0.00 %0.02 %as of Jul 31, 2026 ↗
Fidelity Cloud Computing ETF Fidelity Covington Trust 33,9121M $0.92 %0.02 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust 33,5171M $0.30 %0.02 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 33,2661M $0.04 %0.02 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 33,0771M $0.03 %0.02 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 32,207965.2K $0.07 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 32,046979K $0.08 %0.02 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 31,872955.2K $0.03 %0.02 %as of Jun 30, 2026 ↗
Allspring Diversified Income Builder Fund ALLSPRING FUNDS TRUST 31,766952K $0.17 %0.02 %as of Jun 30, 2026 ↗
PIN OAK EQUITY FUND Oak Associates Funds 31,660967.2K $0.66 %0.02 %as of Jul 31, 2026 ↗
Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust 31,332939K $0.03 %0.02 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 31,287937.7K $0.07 %0.02 %as of Jun 30, 2026 ↗
PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust 31,2721.1M $2.75 %0.02 %as of May 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 31,250936.6K $0.07 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 31,214935.5K $0.10 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,450930.2K $0.20 %0.02 %as of Jul 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 29,700890.1K $0.07 %0.02 %as of Jun 30, 2026 ↗
JNL/Mellon Information Technology Sector Fund JNL Series Trust 28,869865.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 28,262863.4K $0.00 %0.02 %as of Jul 31, 2026 ↗
Pacer US Cash Cows Growth ETF Pacer Funds Trust 28,088858.1K $0.65 %0.02 %as of Jul 31, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 27,946837.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 27,431838K $0.10 %0.02 %as of Jul 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 26,191784.9K $0.32 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 26,138798.5K $0.01 %0.02 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 25,340759.4K $0.00 %0.02 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,167754.3K $0.07 %0.02 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 25,08810.2M SEK0.04 %0.02 %as of Mar 31, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 25,046894.9K $0.19 %0.02 %as of May 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 24,956747.9K $0.09 %0.02 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 24,800743.3K $0.15 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 24,772756.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust 24,752884.4K $0.16 %0.02 %as of May 31, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 24,746756K $0.01 %0.02 %as of Jul 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 24,213739.7K $0.12 %0.01 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 23,738725.2K $0.01 %0.01 %as of Jul 31, 2026 ↗
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 22,400671.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 21,877655.7K $0.08 %0.01 %as of Jun 30, 2026 ↗
NORTH SQUARE SMALL CAP VALUE FUND Valued Advisers Trust 21,637773.1K $0.37 %0.01 %as of May 31, 2026 ↗
Systematic Core Fund VALIC Co I 21,507768.4K $0.11 %0.01 %as of May 31, 2026 ↗
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 21,291638.1K $0.09 %0.01 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 21,076643.9K $0.01 %0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 20,912747.2K $0.09 %0.01 %as of May 31, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 20,782742.5K $0.01 %0.01 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Fidelity Funds - American Growth Fund FIL Investment Management (Luxembourg) S.A. 0.97 %as of Apr 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust 2.75 %as of May 31, 2026 ↗
RIVER OAK DISCOVERY FUND Oak Associates Funds 2.04 %as of Jul 31, 2026 ↗
ICON HEALTH AND INFORMATION TECHNOLOGY FUND SCM Trust 2.01 %as of Jun 30, 2026 ↗
Alger Russell Innovation ETF Alger ETF Trust 1.79 %as of Jun 30, 2026 ↗
ERShares Private-Public Crossover ETF EntrepreneurShares Series Trust 1.56 %as of Jun 30, 2026 ↗
CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust 1.53 %as of Jun 30, 2026 ↗
WPG Partners Select Small Cap Value Fund RBB Fund, Inc. 1.52 %as of May 31, 2026 ↗
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 1.30 %as of Jun 30, 2026 ↗
Copeland SMID Cap Dividend Growth Fund Copeland Trust 1.27 %as of May 31, 2026 ↗
First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI 1.25 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3432-4044,022,796+1.0 %
2026Q2472-443,567,403-5.0 %
2026Q1476+1245,872,129-1.0 %
2025Q4464+946,356,801+16.0 %
2025Q3455+8139,965,924+94.8 %
2025Q2374+1720,513,348+0.0 %
2025Q1357+5520,507,080+16.7 %
2024Q4302+2717,577,294+4.5 %
2024Q3275+1516,819,837+10.9 %
2024Q2260+6015,163,176+7.7 %
2024Q1200+1614,075,444+3.3 %
2023Q418413,620,863

Institutional managers

466 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.9,637,018410.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC4,539,552190.9M $as of Mar 31, 2026
STATE STREET CORP2,856,028121.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,689,125114.4M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,519,022107.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC2,518,813107.2M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,377,052101.4M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP2,048,59987.2M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,513,25564.4K $as of Mar 31, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC1,478,87562.9M $as of Mar 31, 2026
Boston Partners1,456,68462M $as of Mar 31, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS1,396,02159.4M $as of Mar 31, 2026
UBS Group AG1,284,01954.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,210,56251.5M $as of Mar 31, 2026
Fiera Capital Corp1,146,65348.8M $as of Mar 31, 2026
Copeland Capital Management, LLC1,123,51847.8M $as of Mar 31, 2026
Fisher Asset Management, LLC1,108,23247.2M $as of Mar 31, 2026
Russell Investments Group, Ltd.1,071,59445.6M $as of Mar 31, 2026
FULLER & THALER ASSET MANAGEMENT, INC.1,069,13445.5M $as of Mar 31, 2026
Ranger Investment Management, L.P.1,052,84944.8M $as of Mar 31, 2026
SEI INVESTMENTS CO1,052,20544.8M $as of Mar 31, 2026
Invesco Ltd.1,052,01944.8M $as of Mar 31, 2026
NORTHERN TRUST CORP1,026,12143.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC987,74742M $as of Mar 31, 2026
Hood River Capital Management LLC975,62141.5M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Pegasystems Inc". https://titelia.com/en/stocks/pegasystems-inc-US7055731035