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Funds Holding Pegasystems Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Pegasystems Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of PEGA →Funds holding
123
as of 2026-07-31
Reported value
$305.6M
summed across funds
Fund families
60
named trusts
Largest conviction
2.04%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| RIVER OAK DISCOVERY FUNDOak Associates Funds12.7K sh$388.5K | 2.04% |
| Dan IVES Wedbush AI Revolution ETFWedbush Series Trust377.1K sh$11.5M | 1.17% |
| Invesco S&P MidCap 400 GARP ETFInvesco Exchange-Traded Fund Trust180.5K sh$5.5M | 1.15% |
| Bushido Capital US SMID Cap Equity ETFEA Series Trust68.2K sh$2.1M | 1.14% |
| THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds1M sh$31.5M | 1.08% |
| SRH U.S. Quality GARP ETFElevation Series Trust54.9K sh$1.7M | 0.79% |
| NYLIM Fiera SMID Growth FundNYLIM FUNDS TRUST46K sh$1.4M | 0.70% |
| First Trust Technology AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund567.5K sh$17.3M | 0.67% |
| PIN OAK EQUITY FUNDOak Associates Funds31.7K sh$967.2K | 0.66% |
| Pacer US Cash Cows Growth ETFPacer Funds Trust28.1K sh$858.1K | 0.65% |
| Invesco S&P MidCap Quality ETFInvesco Exchange-Traded Fund Trust1.1M sh$34.3M | 0.63% |
| FT Vest SMID Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV160.7K sh$4.9M | 0.54% |
| Columbia Disciplined Growth FundColumbia Funds Series Trust II46.8K sh$1.4M | 0.47% |
| Pacer US Small Cap Cash Cows 100 ETFPacer Funds Trust531.9K sh$16.2M | 0.44% |
| Pacer US Large Cap Cash Cows Growth Leaders ETFPacer Funds Trust265.2K sh$8.1M | 0.37% |
| MFS Intrinsic Equity FundMFS Series Trust VII529 sh$16.2K | 0.33% |
| Invesco S&P Midcap 400 Pure Growth ETFInvesco Exchange-Traded Fund Trust33.5K sh$1M | 0.30% |
| LSV Disciplined Value ETFADVISORS' INNER CIRCLE FUND64.2K sh$2M | 0.30% |
| Dunham Small Cap Value FundDunham Funds8.7K sh$266.9K | 0.29% |
| Federated Hermes MDT Mid Cap Growth FundFederated Hermes Equity Funds616.2K sh$18.8M | 0.29% |
| SA MFS Large Cap Growth PortfolioSUNAMERICA SERIES TRUST61.1K sh$1.9M | 0.27% |
| MFS Equity Income FundMFS SERIES TRUST VII64.8K sh$2M | 0.21% |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust30.5K sh$930.2K | 0.20% |
| U.S. Small Cap Growth PortfolioDFA INVESTMENT DIMENSIONS GROUP INC123.1K sh$3.8M | 0.19% |
| Victory Science & Technology FundVictory Portfolios III87.9K sh$2.7M | 0.18% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III6.6K sh$201.1K | 0.15% |
| MID-CAP GROWTH PROFUNDProFunds251 sh$7.7K | 0.15% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust828 sh$25.3K | 0.14% |
| JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust353.9K sh$10.8M | 0.13% |
| Allspring Disciplined Large Cap PortfolioALLSPRING MASTER TRUST14.8K sh$453.2K | 0.12% |
| Embark Small Cap Equity FundHarbor Funds II24.2K sh$739.7K | 0.12% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust27.4K sh$838K | 0.10% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust493.1K sh$15.1M | 0.10% |
| JPMorgan U.S. Momentum Factor ETFJ.P. Morgan Exchange-Traded Fund Trust75.6K sh$2.3M | 0.09% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC584.5K sh$17.9M | 0.09% |
| NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust9.7K sh$297.8K | 0.09% |
| Allspring Disciplined U.S. Core FundALLSPRING FUNDS TRUST61.8K sh$1.9M | 0.09% |
| Fidelity Small-Mid Multifactor ETFFidelity Covington Trust66.1K sh$2M | 0.08% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2345 sh$10.5K | 0.08% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust10.1K sh$308.8K | 0.08% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST13.3K sh$404.9K | 0.08% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc34.5K sh$1.1M | 0.08% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust7K sh$213K | 0.08% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.32K sh$979K | 0.08% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust9.1K sh$277.9K | 0.07% |
| Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust57K sh$1.7M | 0.06% |
| FlexShares Quality Dividend Defensive Index FundFlexShares Trust11.1K sh$338.2K | 0.06% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust13K sh$397.1K | 0.06% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust40.4K sh$1.2M | 0.06% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust1.3K sh$40.5K | 0.06% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust77.7K sh$2.4M | 0.06% |
| Federated Hermes MDT All Cap Core FundFederated Hermes MDT Series73.5K sh$2.2M | 0.06% |
| Federated Hermes MDT Balanced FundFederated Hermes MDT Series5.6K sh$169.7K | 0.05% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust15.7K sh$480.7K | 0.05% |
| ULTRA MID CAP PROFUNDProFunds757 sh$23.1K | 0.05% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO15.4K sh$471.1K | 0.05% |
| Invesco AI and Next Gen Software ETFInvesco Exchange-Traded Fund Trust17.3K sh$528.9K | 0.05% |
| iShares Morningstar Small-Cap ETFiShares Trust4.1K sh$124.8K | 0.04% |
| Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST279.2K sh$8.5M | 0.04% |
| iShares Morningstar Small-Cap Value ETFiShares Trust9.1K sh$277.2K | 0.04% |
| Victory Extended Market Index FundVictory Portfolios III10.4K sh$319.2K | 0.04% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC100.6K sh$3.1M | 0.04% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust33.3K sh$1M | 0.04% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds16.2K sh$494.6K | 0.04% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds33.1K sh$1M | 0.03% |
| MID-CAP PROFUNDProFunds82 sh$2.5K | 0.03% |
| VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND170.1K sh$5.2M | 0.02% |
| iShares U.S. Tech Breakthrough Multisector ETFiShares Trust3.4K sh$105.4K | 0.02% |
| NYLIM U.S. Large Cap R&D Leaders ETFNYLIM ETF Trust3K sh$90.2K | 0.02% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust336.2K sh$10.3M | 0.02% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST17.8K sh$542.9K | 0.02% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust305K sh$9.3M | 0.02% |
| iShares Russell Mid-Cap Index FundBlackRock Funds16K sh$490K | 0.02% |
| THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds2.5K sh$77.2K | 0.02% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC45.2K sh$1.4M | 0.02% |
| Dimensional US Vector Equity ETFDimensional ETF Trust2.9K sh$87.6K | 0.02% |
| 1290 Avantis U.S. Large Cap Growth Fund1290 Funds1.1K sh$32.3K | 0.02% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust11.4K sh$346.9K | 0.02% |
| MFS Global Alternative Strategy FundMFS Series Trust XV1K sh$31.1K | 0.02% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11.6K sh$353.2K | 0.01% |
| iShares U.S. Technology ETFiShares Trust108.9K sh$3.3M | 0.01% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc813 sh$24.8K | 0.01% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust3.2K sh$97.3K | 0.01% |
| Manzil Russell Halal USA Broad Market ETFEA Series Trust84 sh$2.6K | 0.01% |
| Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II5.3K sh$160.8K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC106.3K sh$3.2M | 0.01% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds15.8K sh$482.3K | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust9K sh$276.1K | 0.01% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC106.7K sh$3.3M | 0.01% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I819 sh$25K | 0.01% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I13.4K sh$409.1K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST1.8K sh$54.7K | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust26.1K sh$798.5K | 0.01% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds23.7K sh$725.2K | 0.01% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust24.7K sh$756K | 0.01% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust21.1K sh$643.9K | 0.01% |
| Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust118 sh$3.6K | 0.01% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds2K sh$62.3K | 0.01% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST1.9K sh$58.2K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III507 sh$15.5K | 0.00% |
| iShares Dow Jones U.S. ETFiShares Trust4K sh$123.5K | 0.00% |
| Wilmington Large-Cap Strategy FundWilmington Funds840 sh$25.7K | 0.00% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS28.3K sh$863.4K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds76.1K sh$2.3M | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust49K sh$1.5M | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST54K sh$1.7M | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds5.8K sh$176.2K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust24.8K sh$756.8K | 0.00% |
| AMT Diversified Equity FundADVISER MANAGED TRUST413 sh$12.6K | 0.00% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds16.5K sh$503.9K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust97 sh$3K | 0.00% |
| Schwab U.S. Large-Cap Growth Index FundSCHWAB CAPITAL TRUST3.9K sh$118.2K | 0.00% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust34.4K sh$1.1M | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds3.6K sh$108.5K | 0.00% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust1.9K sh$59.5K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS69.6K sh$2.1M | 0.00% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC3.7K sh$111.8K | 0.00% |
| MidCap Value Fund IPrincipal Funds, Inc1.6K sh$48.4K | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust1.1K sh$33.8K | 0.00% |
| Hedgeye 130/30 Equity ETFETF Opportunities Trust-3K sh-$91.2K | -0.41% |
| Hedgeye Fourth Turning ETFETF Opportunities Trust-11.3K sh-$346.6K | -0.41% |
| JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust-3.4K sh-$105.2K | -0.42% |
| YieldMax(R) Ultra Short Option Income Strategy ETFTidal Trust II-15.5K sh-$473.5K | -2.58% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on PEGA
Company overviewEverything on PEGA in one place, with the price.SEC filingsWhat PEGA's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat PEGA's own officers and directors buy and sell.Planned salesSales PEGA insiders have filed notice of.Executive payWhat PEGA awarded its chief executive, and what it became.Who owns itEvery manager reporting a position in PEGA.LobbyingWhat PEGA spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on PEGA's account, and who they worked for.Federal contractsWhat federal agencies pay PEGA.PatentsWhat PEGA is filing at the patent office.