Pegasystems Inc: which funds bought and sold
Institutions that bought and sold Pegasystems shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 234 institutions that filed 13F reports for both quarters added to or opened positions in Pegasystems, and 266 cut or closed them. Together they added a net 2.0M shares, +2.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.5M shares (+13.5%); index fund managers were net buyers of 23K shares (+0.1%). 60 opened a new position and 109 sold out entirely.
Bought, Q2 2026 234 institutions, 60 of them new holders Sold, Q2 2026 266 institutions, 109 of them sold out
Net change, all compared +2.0M shares (+2.1%)
Net change, active managers +3.5M shares (+13.5%), 35 bought, 32 sold
Buyers versus sellers
234 bought 36 266 sold
Active managers and hedge funds 35 bought · 32 sold · +3.5M
Index fund managers 4 bought · 6 sold · +23K
Other institutions 195 bought · 228 sold · −1.6M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Lynrock Lake LP Hedge fund | +1.8M New position | 1.8M | $53.4M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +1.4M +226.2% | 2.0M | $60.5M |
| Capital Impact Advisors, LLC | +1.0M +800.6% | 1.1M | $34M |
| First Trust Advisors LP | +910K +44.4% | 3.0M | $88.7M |
| Millennium Management LLC Hedge fund | +813K +268.6% | 1.1M | $33.4M |
| Federated Hermes, Inc. Active manager | +796K +237.6% | 1.1M | $33.9M |
| Massachusetts Financial Services Co Active manager | +654K +27.5% | 3.0M | $91.4M |
| Two Sigma Investments, LP Hedge fund | +651K +1504.6% | 694K | $20.8M |
| Invesco Ltd. | +542K +51.6% | 1.6M | $47.8M |
| Qube Research & Technologies Ltd Hedge fund | +507K +963.7% | 560K | $16.8M |
| Price T Rowe Associates Inc Active manager | +504K +53.6% | 1.4M | $43.3M |
| Pacer Advisors, Inc. | +496K +143.3% | 842K | $25.2M |
| AQR Capital Management LLC Hedge fund | +380K +8.4% | 4.9M | $147M |
| Morgan Stanley | +371K +46.4% | 1.2M | $35.1M |
| Copeland Capital Management, LLC Active manager | +283K +25.2% | 1.4M | $42.2M |
| Allspring Global Investments Holdings, LLC | +263K +32.3% | 1.1M | $33.5M |
| Jpmorgan Chase & Co | +201K +22.0% | 1.1M | $34.1M |
| Axq Capital, LP | +198K New position | 198K | $5.9M |
| Y-Intercept (Hong Kong) Ltd | +197K +1397.3% | 211K | $6.3M |
| Crawford Investment Counsel Inc | +196K +33.7% | 776K | $23.3M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Lynrock Lake LP Hedge fund | +1.8M New position | 1.8M | $53.4M |
| Arrowstreet Capital, Limited Partnership Hedge fund | +1.4M +226.2% | 2.0M | $60.5M |
| Millennium Management LLC Hedge fund | +813K +268.6% | 1.1M | $33.4M |
| Federated Hermes, Inc. Active manager | +796K +237.6% | 1.1M | $33.9M |
| Massachusetts Financial Services Co Active manager | +654K +27.5% | 3.0M | $91.4M |
| Two Sigma Investments, LP Hedge fund | +651K +1504.6% | 694K | $20.8M |
| Qube Research & Technologies Ltd Hedge fund | +507K +963.7% | 560K | $16.8M |
| Price T Rowe Associates Inc Active manager | +504K +53.6% | 1.4M | $43.3M |
| AQR Capital Management LLC Hedge fund | +380K +8.4% | 4.9M | $147M |
| Copeland Capital Management, LLC Active manager | +283K +25.2% | 1.4M | $42.2M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −1.7M −64.7% | 950K | $28.5M |
| Teacher Retirement System Of Texas | −1.4M −98.8% | 17K | $512,997 |
| Hood River Capital Management LLC | −976K Sold out | 0 | — |
| UBS Group AG | −817K −63.6% | 467K | $14M |
| American Century Companies Inc Active manager | −716K −59.2% | 494K | $14.8M |
| Sei Investments Co | −539K −51.2% | 513K | $15.4M |
| Westwood Holdings Group Inc Active manager | −504K Sold out | 0 | — |
| Fiera Capital Corp | −489K −42.6% | 658K | $19.7M |
| Oberweis Asset Management Inc/ Active manager | −455K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −361K −24.4% | 1.1M | $33.5M |
| Quantinno Capital Management LP | −333K −70.3% | 141K | $4.2M |
| Canada Pension Plan Investment Board | −317K −47.5% | 351K | $10.5M |
| Lord, Abbett & Co. LLC | −258K Sold out | 0 | — |
| Rockefeller Capital Management L.P. | −204K −98.8% | 2,561 | $76,770 |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −200K −40.0% | 300K | $9M |
| Freestone Grove Partners LP Hedge fund | −195K −48.3% | 209K | $6.3M |
| Russell Investments Group, Ltd. | −192K −17.9% | 880K | $26.4M |
| Citadel Advisors LLC Hedge fund | −181K Sold out | 0 | — |
| Ranger Investment Management, L.P. Active manager | −180K −17.1% | 873K | $26.2M |
| Tidal Investments LLC | −164K −90.2% | 18K | $532,423 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Wellington Management Group LLP Active manager | −1.7M −64.7% | 950K | $28.5M |
| American Century Companies Inc Active manager | −716K −59.2% | 494K | $14.8M |
| Westwood Holdings Group Inc Active manager | −504K Sold out | 0 | — |
| Oberweis Asset Management Inc/ Active manager | −455K Sold out | 0 | — |
| Jacobs Levy Equity Management, Inc Active manager | −361K −24.4% | 1.1M | $33.5M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | −200K −40.0% | 300K | $9M |
| Freestone Grove Partners LP Hedge fund | −195K −48.3% | 209K | $6.3M |
| Citadel Advisors LLC Hedge fund | −181K Sold out | 0 | — |
| Ranger Investment Management, L.P. Active manager | −180K −17.1% | 873K | $26.2M |
| Cadian Capital Management, LP Hedge fund | −120K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Lynrock Lake LPHedge fund | 1.8M | $53.4M |
| Axq Capital, LP | 198K | $5.9M |
| Mawer Investment Management Ltd.Active manager | 171K | $5.1M |
| Baird Financial Group, Inc. | 167K | $5M |
| D. E. Shaw & Co., Inc.Hedge fund | 145K | $4.3M |
| Pier Capital, LLC | 137K | $4.1M |
| Macquarie Group Ltd | 134K | $4M |
| Campbell & Co Investment Adviser LLC | 95K | $2.8M |
| LMR Partners LLPHedge fund | 56K | $1.7M |
| Edgestream Partners, L.P.Hedge fund | 51K | $1.5M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Hood River Capital Management LLC | 976K | $41.5M |
| Westwood Holdings Group IncActive manager | 504K | $21.5M |
| Oberweis Asset Management Inc/Active manager | 455K | $19.4M |
| Lord, Abbett & Co. LLC | 258K | $11M |
| Citadel Advisors LLCHedge fund | 181K | $7.7M |
| Susquehanna Portfolio Strategies, LLC | 158K | $6.7M |
| Zacks Investment Management | 124K | $5.3M |
| Cadian Capital Management, LPHedge fund | 120K | $5.1M |
| Engineers Gate Manager LPHedge fund | 118K | $5M |
| Connor, Clark & Lunn Investment Management Ltd. | 96K | $4.1M |
Who holds the shares
- Institutions reporting
- 434
- Ten largest holders
- 43.4% of 13F-reported shares
- Index fund managers
- 29.7% of 13F-reported shares
- Active managers and hedge funds
- 31.2% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 35 | 32 | 9 | 11 | +3.5M | +13.5% |
| Index fund managers | 4 | 6 | 0 | 0 | +23K | +0.1% |
| Other institutions | 195 | 228 | 51 | 98 | −1.6M | −4.3% |