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PEGASYSTEMS INC
PEGASYSTEMS INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 159 Institutional holders with a total value of $1,236,565,524.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 2,679,813 96,473,000 7.80%
2 FMR LLC 1,731,845 62,346,000 5.04%
3 Fisher Asset Management, LLC 1,659,461 59,741,000 4.83%
4 TPG Group Holdings (SBS) Advisors, Inc. 1,544,631 55,607,000 4.50%
5 DIMENSIONAL FUND ADVISORS LP 1,414,942 50,938,000 4.12%
6 CADIAN CAPITAL MANAGEMENT, LP 1,345,833 48,450,000 3.92%
7 RIVERBRIDGE PARTNERS LLC 1,333,672 48,012,000 3.88%
8 BAMCO INC /NY/ 1,201,430 43,251,000 3.50%
9 BlackRock Fund Advisors 1,138,283 40,978,000 3.31%
10 ROYAL BANK OF CANADA 1,097,485 39,510,000 3.20%
11 BlackRock Institutional Trust Company, N.A. 1,016,518 36,595,000 2.96%
12 Whale Rock Capital Management LLC 988,989 35,604,000 2.88%
13 Ranger Investment Management, L.P. 980,152 35,285,000 2.85%
14 WELLINGTON MANAGEMENT GROUP LLP 972,005 34,993,000 2.83%
15 TimesSquare Capital Management, LLC 785,800 28,289,000 2.29%
16 ABERDEEN ASSET MANAGEMENT PLC/UK 703,734 25,335,000 2.05%
17 EdgePoint Investment Group Inc. 677,010 24,372,000 1.97%
18 Contour Asset Management LLC 661,696 23,821,000 1.93%
19 STATE STREET CORP 658,580 23,713,000 1.92%
20 THRIVENT FINANCIAL FOR LUTHERANS 637,920 22,965,000 1.86%
21 RICE HALL JAMES & ASSOCIATES, LLC 598,339 21,540,000 1.74%
22 Polar Capital LLP 591,214 21,270,000 1.72%
23 NORTHERN TRUST CORP 583,600 21,009,000 1.70%
24 OppenheimerFunds, Inc. 579,318 20,856,000 1.69%
25 PRICE T ROWE ASSOCIATES INC /MD/ 575,100 20,704,000 1.67%
26 VICTORY CAPITAL MANAGEMENT INC 571,330 20,568,000 1.66%
27 SQN INVESTORS LP 448,506 16,146,000 1.31%
28 Sensato Investors LLC 417,725 15,038,000 1.22%
29 HERALD INVESTMENT MANAGEMENT Ltd 381,000 13,696,000 1.11%
30 TIVERTON ASSET MANAGEMENT LLC 360,912 12,993,000 1.05%
31 GAM Holding AG 334,700 12,041,000 0.97%
32 Monarch Partners Asset Management LLC 318,004 11,448,000 0.93%
33 GEODE CAPITAL MANAGEMENT, LLC 302,883 10,903,000 0.88%
34 NORGES BANK 272,162 9,798,000 0.79%
35 Bank of New York Mellon Corp 222,989 8,027,000 0.65%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 191,617 6,898,000 0.56%
37 KALMAR INVESTMENTS INC /DE/ 173,019 6,229,000 0.50%
38 VISTA EQUITY PARTNERS MANAGEMENT, LLC 166,989 6,012,000 0.49%
39 KENNEDY CAPITAL MANAGEMENT LLC 164,682 5,929,000 0.48%
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 148,789 5,357,000 0.43%
41 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 144,717 5,210,000 0.42%
42 Retirement Systems of Alabama 144,055 5,186,000 0.42%
43 BALYASNY ASSET MANAGEMENT L.P. 136,936 4,930,000 0.40%
44 BlackRock Investment Management, LLC 136,200 4,903,000 0.40%
45 BROWN ADVISORY INC 132,675 4,776,000 0.39%
46 OBERWEIS ASSET MANAGEMENT INC/ 116,013 4,176,000 0.34%
47 MORGAN STANLEY 114,939 4,138,000 0.33%
48 TEACHERS ADVISORS, LLC 107,736 3,878,000 0.31%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 105,900 3,812,000 0.31%
50 GLEN HARBOR CAPITAL MANAGEMENT LLC 100,368 3,613,000 0.29%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.