Fund shareholders of Pegasystems Inc
ISIN US7055731035 · United States · LEI 549300FMCOKPL06FYN26
- Fund shareholders
- 474
- Of which ETFs
- 130 344 other funds
- Value held
- 1.8B $ 10.2M SEK
- Share of capital
- 26.5 % of 164.4M shares on Jul 13, 2026
474 funds hold this company. This table lists the 473 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 1,512 | 55.3K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,496 | 63.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P MidCap 400 Pure Growth Fund Rydex Variable Trust | 1,398 | 59.5K $ | 0.43 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,396 | 59.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 1,385 | 58.9K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 1,334 | 48.8K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO | 1,332 | 48.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 1,298 | 55.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,249 | 45.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 1,225 | 52.1K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 1,150 | 48.9K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 1,110 | 47.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 1,058 | 38.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,054 | 44.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 1,039 | 44.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Abacus FCF Innovation Leaders ETF Abacus FCF ETF Trust | 1,019 | 37.2K $ | 0.85 % | 0.00 % | as of Apr 30, 2026 ↗ |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 1,016 | 43.2K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 986 | 43.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 944 | 34.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 932 | 40.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 931 | 34K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 906 | 39.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 900 | 39.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 858 | 36.5K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 840 | 30.7K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 813 | 29.7K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 756 | 32.2K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust | 746 | 32.6K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 732 | 26.8K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 710 | 30.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 705 | 25.8K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 700 | 29.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 693 | 29.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR LSE Fusion Fund AQR Funds | 682 | 29K $ | 0.15 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 628 | 26.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| American Century Small Cap Growth Insights ETF American Century ETF Trust | 570 | 24.9K $ | 0.28 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 548 | 24K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 534 | 22.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Intrinsic Equity Fund MFS Series Trust VII | 529 | 19.3K $ | 0.41 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 516 | 22.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 494 | 18.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 489 | 20.8K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 485 | 20.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 480 | 21K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 449 | 16.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 435 | 18.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Fund VALIC Co I | 427 | 18.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 427 | 18.7K $ | 0.01 % | 0.00 % | as of Feb 27, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 413 | 15.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 370 | 13.5K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 359 | 15.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 353 | 15K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 300 | 12.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 284 | 12.4K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 256 | 10.9K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 256 | 9.4K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 249 | 10.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 196 | 8.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 189 | 8K $ | 0.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 175 | 6.4K $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco QQQ Hedged Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 167 | 6.1K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 141 | 6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 118 | 4.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 97 | 3.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 76 | 3.2K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 72 | 3.1K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Research Enhanced Mid Cap ETF Columbia ETF Trust I | 72 | 3.1K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 69 | 2.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 65 | 2.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Founders 100 ETF Founder Funds Trust | 54 | 2.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 50 | 2.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 10 | 437.3 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 1 | 42.6 $ | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight in fund | |
|---|---|---|
| PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust | 3.26 % | as of Feb 28, 2026 ↗ |
| Global X Robotics & Artificial Intelligence ETF GLOBAL X FUNDS | 2.50 % | as of Feb 28, 2026 ↗ |
| ICON HEALTH AND INFORMATION TECHNOLOGY FUND SCM Trust | 2.37 % | as of Mar 31, 2026 ↗ |
| RIVER OAK DISCOVERY FUND Oak Associates Funds | 2.26 % | as of Apr 30, 2026 ↗ |
| Transamerica Small Cap Growth TRANSAMERICA FUNDS | 2.26 % | as of Apr 30, 2026 ↗ |
| Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 2.25 % | as of Apr 30, 2026 ↗ |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 1.91 % | as of Mar 31, 2026 ↗ |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 1.91 % | as of Mar 31, 2026 ↗ |
| Alger Russell Innovation ETF Alger ETF Trust | 1.87 % | as of Mar 31, 2026 ↗ |
| Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 1.74 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 472 | -4 | 43,567,403 | -5.0 % |
| 2026Q1 | 476 | +12 | 45,872,129 | -1.0 % |
| 2025Q4 | 464 | +9 | 46,356,801 | +16.0 % |
| 2025Q3 | 455 | +81 | 39,965,924 | +94.8 % |
| 2025Q2 | 374 | +17 | 20,513,348 | +0.0 % |
| 2025Q1 | 357 | +55 | 20,507,080 | +16.7 % |
| 2024Q4 | 302 | +27 | 17,577,294 | +4.5 % |
| 2024Q3 | 275 | +15 | 16,819,837 | +10.9 % |
| 2024Q2 | 260 | +60 | 15,163,176 | +7.7 % |
| 2024Q1 | 200 | +16 | 14,075,444 | +3.3 % |
| 2023Q4 | 184 | 13,620,863 |
Institutional managers
466 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,637,018 | 410.2M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 4,539,552 | 190.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,856,028 | 121.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,689,125 | 114.4M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,519,022 | 107.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,518,813 | 107.2M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,377,052 | 101.4M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 2,048,599 | 87.2M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 1,513,255 | 64.4K $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,478,875 | 62.9M $ | as of Mar 31, 2026 |
| Boston Partners | 1,456,684 | 62M $ | as of Mar 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 1,396,021 | 59.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,284,019 | 54.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,210,562 | 51.5M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 1,146,653 | 48.8M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 1,123,518 | 47.8M $ | as of Mar 31, 2026 |
| Fisher Asset Management, LLC | 1,108,232 | 47.2M $ | as of Mar 31, 2026 |
| Russell Investments Group, Ltd. | 1,071,594 | 45.6M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1,069,134 | 45.5M $ | as of Mar 31, 2026 |
| Ranger Investment Management, L.P. | 1,052,849 | 44.8M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 1,052,205 | 44.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,052,019 | 44.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,026,121 | 43.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 987,747 | 42M $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 975,621 | 41.5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Pegasystems Inc". https://titelia.com/en/stocks/pegasystems-inc-US7055731035