As of the latest SEC filings, PEGASYSTEMS INC (PEGA) is held by 484 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $128,629,173.12 in market value, representing 0.12% of its portfolio.
Funds holding PEGASYSTEMS INC (PEGA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PEGA
- CIK:
- 0001013857
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.12% | $128,629,173.12 | 3,022,302 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $126,366,768.64 | 2,969,144 | Mar 31, 2026 | May 28, 2026 |
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.08% | $99,276,764.33 | 2,270,221 | Feb 28, 2026 | Apr 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $91,230,764.80 | 2,143,580 | Mar 31, 2026 | May 28, 2026 |
|
BOTZ
Global X Robotics & Artificial Intelligence ETF
|
ETF | Independent / Boutique | 2.50% | $88,440,732.71 | 2,022,427 | Feb 28, 2026 | Apr 29, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.56% | $56,706,220.48 | 1,332,383 | Mar 31, 2026 | May 21, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.13% | $51,002,414.40 | 1,198,365 | Mar 31, 2026 | May 28, 2026 |
|
FTHNX
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
|
MF | Independent / Boutique | 0.39% | $43,604,252.16 | 1,024,536 | Mar 31, 2026 | May 28, 2026 |
|
VEXPX
VANGUARD EXPLORER FUND
|
MF | Vanguard | 0.20% | $43,587,592.85 | 1,192,547 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.05% | $43,312,673.60 | 1,017,685 | Mar 31, 2026 | May 28, 2026 |
|
TSCSX
THRIVENT SMALL CAP STOCK FUND
|
MF | Independent / Boutique | 1.31% | $38,206,701.85 | 1,045,327 | Apr 30, 2026 | Jun 26, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.23% | $36,496,774.72 | 857,537 | Mar 31, 2026 | May 26, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.12% | $29,281,960.96 | 688,016 | Mar 31, 2026 | Jun 1, 2026 |
|
XMHQ
Invesco S&P MidCap Quality ETF
|
ETF | Invesco | 0.56% | $28,922,892.20 | 791,324 | Apr 30, 2026 | Jun 26, 2026 |
|
IJK
iShares S&P Mid-Cap 400 Growth ETF
|
ETF | BlackRock / iShares | 0.24% | $23,630,929.28 | 555,238 | Mar 31, 2026 | May 28, 2026 |
|
HRSMX
Hood River Small-Cap Growth Fund
|
MF | Independent / Boutique | 0.42% | $21,823,618.88 | 512,773 | Mar 31, 2026 | May 29, 2026 |
|
MTCCX
MFS Technology Fund
|
MF | Independent / Boutique | 1.06% | $21,392,322.43 | 489,191 | Feb 28, 2026 | Apr 24, 2026 |
|
AIQ
Global X Artificial Intelligence & Technology ETF
|
ETF | Independent / Boutique | 0.27% | $21,385,544.28 | 489,036 | Feb 28, 2026 | Apr 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.11% | $21,156,930.95 | 578,849 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.05% | $21,007,673.35 | 480,395 | Feb 28, 2026 | Apr 24, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.24% | $19,758,565.12 | 464,252 | Mar 31, 2026 | May 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.09% | $19,421,848.63 | 444,131 | Feb 28, 2026 | Apr 24, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.12% | $18,996,698.56 | 446,351 | Mar 31, 2026 | May 28, 2026 |
|
IGV
iShares Expanded Tech-Software Sector ETF
|
ETF | BlackRock / iShares | 0.17% | $17,236,629.76 | 404,996 | Mar 31, 2026 | May 28, 2026 |
|
QGRO
American Century U.S. Quality Growth ETF
|
ETF | American Century | 0.78% | $17,185,540.16 | 392,992 | Feb 28, 2026 | Apr 29, 2026 |
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