Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

PEGASYSTEMS INC

CIK 0001013857PEGA· quarter ending 2026-06-30

Shares outstanding

164,404,945

as of 2026-07-13 · 10-Q cover page, filed 2026-07-21

Held by 13F filers

95,172,815

57.9% of shares outstanding

Holders

437

-49 vs 2026-03-31 · 68 new, 117 exited

Value

$2.9B

shares +2.6% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-21, as of 2026-07-13)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	PEGA · NASDAQ	164,404,945	95,172,815	57.9%	437	705573103

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	705573103	COM	437	95,172,815	164,404,945	57.9%	$2.9B	7 call / 6 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 437 · 705573103)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	9,573,688	5.82%	$286.9M	-63,330 (-0.7%)
2	VANGUARD PORTFOLIO MANAGEMENT LLC	6,455,250	3.93%	$193.5M	+93,327 (+1.5%)
3	AQR CAPITAL MANAGEMENT LLC	4,919,642	2.99%	$147.4M	+380,090 (+8.4%)
4	VANGUARD CAPITAL MANAGEMENT LLC	4,128,720	2.51%	$123.7M	-31,736 (-0.8%)
5	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	3,031,497	1.84%	$91.4M	+654,445 (+27.5%)
6	FIRST TRUST ADVISORS LP	2,958,357	1.80%	$88.7M	+909,758 (+44.4%)
7	STATE STREET CORP	2,933,479	1.78%	$87.9M	+77,451 (+2.7%)
8	DIMENSIONAL FUND ADVISORS LP	2,683,002	1.63%	$80.4M	+163,980 (+6.5%)
9	GEODE CAPITAL MANAGEMENT, LLC	2,585,227	1.57%	$77.5M	+66,414 (+2.6%)
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	2,018,528	1.23%	$60.5M	+1,399,775 (+226.2%)
11	Lynrock Lake LP	1,782,640	1.08%	$53.4M	NEW
12	Invesco Ltd.	1,594,388	0.97%	$47.8M	+542,369 (+51.6%)
13	Thrivent Financial for Lutherans	1,505,739	0.92%	$45.1M	-7,516 (-0.5%)
14	PRICE T ROWE ASSOCIATES INC /MD/	1,444,522	0.88%	$43.3M	+504,375 (+53.6%)
15	Copeland Capital Management, LLC	1,406,961	0.86%	$42.2M	+283,443 (+25.2%)
16	Boston Partners	1,347,755	0.82%	$40.4M	-108,929 (-7.5%)
17	MORGAN STANLEY	1,171,814	0.71%	$35.1M	+371,252 (+46.4%)
18	Capital Impact Advisors, LLC	1,133,361	0.69%	$34.0M	+1,007,518 (+800.6%)
19	FEDERATED HERMES, INC.	1,130,567	0.69%	$33.9M	+795,726 (+237.6%)
20	JACOBS LEVY EQUITY MANAGEMENT, INC	1,117,570	0.68%	$33.5M	-361,305 (-24.4%)
21	MILLENNIUM MANAGEMENT LLC	1,115,987	0.68%	$33.4M	+813,237 (+268.6%)
22	JPMORGAN CHASE & CO	1,113,949	0.68%	$34.1M	+200,768 (+22.0%)
23	FULLER & THALER ASSET MANAGEMENT, INC.	1,109,158	0.67%	$33.2M	+40,024 (+3.7%)
24	Fisher Asset Management, LLC	1,099,069	0.67%	$32.9M	-9,163 (-0.8%)
25	Allspring Global Investments Holdings, LLC	1,076,830	0.65%	$33.5M	+262,768 (+32.3%)
26	GOLDMAN SACHS GROUP INC	954,210	0.58%	$28.6M	-33,537 (-3.4%)
27	WELLINGTON MANAGEMENT GROUP LLP	950,495	0.58%	$28.5M	-1,738,630 (-64.7%)
28	NORTHERN TRUST CORP	935,823	0.57%	$28.0M	-90,298 (-8.8%)
29	Russell Investments Group, Ltd.	879,949	0.54%	$26.4M	-191,645 (-17.9%)
30	Ranger Investment Management, L.P.	873,139	0.53%	$26.2M	-179,710 (-17.1%)
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	848,744	0.52%	$25.4M	-23,960 (-2.7%)
32	Pacer Advisors, Inc.	842,480	0.51%	$25.2M	+496,213 (+143.3%)
33	CRAWFORD INVESTMENT COUNSEL INC	775,875	0.47%	$23.3M	+195,641 (+33.7%)
34	NORGES BANK	772,513	0.47%	$23.2M	NEW
35	LOS ANGELES CAPITAL MANAGEMENT LLC	761,229	0.46%	$22.8M	+60,582 (+8.6%)
36	AMERIPRISE FINANCIAL INC	699,929	0.43%	$20.7M	+56,295 (+8.7%)
37	TWO SIGMA INVESTMENTS, LP	693,835	0.42%	$20.8M	+650,595 (+1504.6%)
38	Fiera Capital Corp	657,650	0.40%	$19.7M	-489,003 (-42.6%)
39	Bank of New York Mellon Corp	646,700	0.39%	$19.4M	-118,261 (-15.5%)
40	BANK OF AMERICA CORP /DE/	608,330	0.37%	$18.2M	-19,770 (-3.1%)
41	ENVESTNET ASSET MANAGEMENT INC	601,330	0.37%	$18.0M	+155,344 (+34.8%)
42	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	598,223	0.36%	$17.9M	+27,888 (+4.9%)
43	RAYMOND JAMES FINANCIAL INC	597,327	0.36%	$17.9M	+58,364 (+10.8%)
44	VANGUARD FIDUCIARY TRUST CO	575,471	0.35%	$17.2M	+1,678 (+0.3%)
45	RENAISSANCE GROUP LLC	567,729	0.35%	$17.0M	+60,290 (+11.9%)
46	Qube Research & Technologies Ltd	559,898	0.34%	$16.8M	+507,261 (+963.7%)
47	HERALD INVESTMENT MANAGEMENT Ltd	554,450	0.34%	$16.6M	-132,150 (-19.2%)
48	Gotham Asset Management, LLC	548,434	0.33%	$16.4M	-36,829 (-6.3%)
49	SEI INVESTMENTS CO	513,129	0.31%	$15.4M	-539,076 (-51.2%)
50	AMERICAN CENTURY COMPANIES INC	494,389	0.30%	$14.8M	-716,173 (-59.2%)
51	UBS Group AG	466,933	0.28%	$14.0M	-817,086 (-63.6%)
52	CANADA LIFE ASSURANCE Co	435,712	0.27%	$13.0M	+19,899 (+4.8%)
53	ROYAL BANK OF CANADA	418,099	0.25%	$12.5M	+36,312 (+9.5%)
54	Wedbush Fund Advisers, LLC	394,797	0.24%	$11.8M	+123,045 (+45.3%)
55	Point72 Asset Management, L.P.	370,188	0.23%	$11.1M	+67,528 (+22.3%)
56	MACKENZIE FINANCIAL CORP	367,294	0.22%	$11.0M	+108,041 (+41.7%)
57	CANADA PENSION PLAN INVESTMENT BOARD	350,500	0.21%	$10.5M	-316,600 (-47.5%)
58	ACADIAN ASSET MANAGEMENT LLC	324,852	0.20%	$9.7M	+184,042 (+130.7%)
59	ADAGE CAPITAL PARTNERS GP, L.L.C.	300,000	0.18%	$9.0M	-200,000 (-40.0%)
60	FRANKLIN RESOURCES INC	298,334	0.18%	$8.9M	-70,762 (-19.2%)
61	WELLS FARGO & COMPANY/MN	291,984	0.18%	$8.8M	+37,218 (+14.6%)
62	ARMISTICE CAPITAL, LLC	274,359	0.17%	$8.2M	+63,930 (+30.4%)
63	Luxor Capital Group, LP	256,513	0.16%	$7.7M	+10,530 (+4.3%)
64	DEUTSCHE BANK AG\	252,410	0.15%	$7.6M	-111,507 (-30.6%)
65	NEW YORK STATE COMMON RETIREMENT FUND	250,508	0.15%	$7.5M	-16,007 (-6.0%)
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	244,905	0.15%	$7.3M	-30,274 (-11.0%)
67	OP Asset Management Ltd	242,772	0.15%	$7.3M	+131,467 (+118.1%)
68	VICTORY CAPITAL MANAGEMENT INC	242,126	0.15%	$7.3M	+36,883 (+18.0%)
69	RHUMBLINE ADVISERS	233,887	0.14%	$7.0M	-3,531 (-1.5%)
70	Trexquant Investment LP	223,682	0.14%	$6.7M	-109,834 (-32.9%)
71	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	218,979	0.13%	$6.6M	+104,523 (+91.3%)
72	Y-Intercept (Hong Kong) Ltd	211,348	0.13%	$6.3M	+197,233 (+1397.3%)
73	Freestone Grove Partners LP	209,089	0.13%	$6.3M	-195,378 (-48.3%)
74	PRINCIPAL FINANCIAL GROUP INC	204,635	0.12%	$6.1M	+113 (+0.1%)
75	AXQ CAPITAL, LP	197,535	0.12%	$5.9M	NEW
76	Assenagon Asset Management S.A.	176,360	0.11%	$5.3M	+93,705 (+113.4%)
77	MARSHALL WACE, LLP	171,396	0.10%	$5.1M	+162,845 (+1904.4%)
78	Mawer Investment Management Ltd.	170,958	0.10%	$5.1M	NEW
79	Swiss National Bank	169,600	0.10%	$5.1M	-15,000 (-8.1%)
80	Bridgewater Associates, LP	169,146	0.10%	$5.1M	-7,557 (-4.3%)
81	Baird Financial Group, Inc.	167,055	0.10%	$5.0M	NEW
82	NORDEA INVESTMENT MANAGEMENT AB	166,170	0.10%	$4.9M	+331 (+0.2%)
83	STATE OF WISCONSIN INVESTMENT BOARD	162,545	0.10%	$4.9M	-38,656 (-19.2%)
84	Vest Financial, LLC	160,451	0.10%	$4.8M	+54,016 (+50.8%)
85	BARCLAYS PLC	148,210	0.09%	$4.4M	+19,324 (+15.0%)
86	D. E. Shaw & Co., Inc.	144,614	0.09%	$4.3M	NEW
87	Nuveen, LLC	143,151	0.09%	$4.3M	-6,390 (-4.3%)
88	Quantinno Capital Management LP	140,661	0.09%	$4.2M	-333,236 (-70.3%)
89	Pier Capital, LLC	137,080	0.08%	$4.1M	NEW
90	MACQUARIE GROUP LTD	134,423	0.08%	$4.0M	NEW
91	CAPITAL FUND MANAGEMENT S.A.	134,261	0.08%	$4.0M	-41,864 (-23.8%)
92	JB Capital LLC	128,651	0.08%	$3.9M	+16,413 (+14.6%)
93	Universal- Beteiligungs- und Servicegesellschaft mbH	123,020	0.07%	$3.7M	+21,693 (+21.4%)
94	Illinois Municipal Retirement Fund	121,766	0.07%	$3.6M	+30,265 (+33.1%)
95	ALLIANCEBERNSTEIN L.P.	121,509	0.07%	$5.2M	-52,833 (-30.3%)
96	LAZARD ASSET MANAGEMENT LLC	115,900	0.07%	$3.5M	-1,199 (-1.0%)
97	Vident Advisory, LLC	115,610	0.07%	$3.5M	+11,727 (+11.3%)
98	Legal & General Group Plc	114,341	0.07%	$3.4M	-4,363 (-3.7%)
99	Schonfeld Strategic Advisors LLC	112,354	0.07%	$3.4M	+100,749 (+868.2%)
100	Vestcor Inc	108,535	0.07%	$3.3M	+51,008 (+88.7%)
101	BNP PARIBAS FINANCIAL MARKETS	107,201	0.07%	$3.2M	-104,996 (-49.5%)
102	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	105,584	0.06%	$3.2M	-3,159 (-2.9%)
103	Harber Asset Management LLC	104,579	0.06%	$3.1M	+1,020 (+1.0%)
104	Creative Planning	96,179	0.06%	$2.9M	+5,316 (+5.9%)
105	KORNITZER CAPITAL MANAGEMENT INC /KS	95,185	0.06%	$2.9M	—
106	Campbell & CO Investment Adviser LLC	94,856	0.06%	$2.8M	NEW
107	Walleye Capital LLC	94,696	0.06%	$2.8M	+88,548 (+1440.3%)
108	Retirement Systems of Alabama	93,336	0.06%	$2.8M	-18,574 (-16.6%)
109	CITIGROUP INC	92,676	0.06%	$2.8M	-53,549 (-36.6%)
110	1492 Capital Management LLC	92,045	0.06%	$2.8M	-6,527 (-6.6%)
111	STIFEL FINANCIAL CORP	91,973	0.06%	$2.8M	+8,535 (+10.2%)
112	ExodusPoint Capital Management, LP	88,976	0.05%	$2.7M	+539 (+0.6%)
113	Summit Creek Advisors LLC	82,928	0.05%	$2.5M	-88,873 (-51.7%)
114	VANGUARD ASSET MANAGEMENT, Ltd	81,499	0.05%	$2.4M	-5,445 (-6.3%)
115	IRONWOOD INVESTMENT MANAGEMENT LLC	78,843	0.05%	$2.4M	+478 (+0.6%)
116	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	77,562	0.05%	$2.3M	-1,080 (-1.4%)
117	Empowered Funds, LLC	74,646	0.05%	$2.2M	+18,218 (+32.3%)
118	LSV ASSET MANAGEMENT	72,100	0.04%	$2.2M	—
119	BOKF, NA	70,785	0.04%	$2.1M	+49,404 (+231.1%)
120	Cetera Investment Advisers	69,413	0.04%	$2.1M	+21,081 (+43.6%)
121	MANUFACTURERS LIFE INSURANCE COMPANY, THE	67,114	0.04%	$2.0M	-939 (-1.4%)
122	Kestra Investment Management, LLC	66,491	0.04%	$2.0M	+7,273 (+12.3%)
123	Treasurer of the State of North Carolina	66,255	0.04%	$2.0M	-118,010 (-64.0%)
124	ESSEX INVESTMENT MANAGEMENT CO LLC	65,597	0.04%	$2.0M	-8,848 (-11.9%)
125	ICON ADVISERS INC/CO	65,493	0.04%	$2.0M	+24,000 (+57.8%)
126	VIRGINIA RETIREMENT SYSTEMS ET Al	59,050	0.04%	$1.8M	+16,300 (+38.1%)
127	Vanguard Global Advisers, LLC	56,111	0.03%	$1.7M	+19,137 (+51.8%)
128	LMR Partners LLP	55,975	0.03%	$1.7M	NEW
129	Lifestyle Asset Management, Inc.	55,750	0.03%	$1.7M	+20,944 (+60.2%)
130	Janney Montgomery Scott LLC	55,210	0.03%	$1.7M	+20,560 (+59.3%)
131	Paralel Advisors LLC	54,274	0.03%	$1.6M	-22,686 (-29.5%)
132	XTX Topco Ltd	53,817	0.03%	$1.6M	+44,987 (+509.5%)
133	Edgestream Partners, L.P.	51,144	0.03%	$1.5M	NEW
134	Amundi	50,704	0.03%	$1.5M	+3,445 (+7.3%)
135	CSM Advisors, LLC	50,685	0.03%	$1.5M	+3,578 (+7.6%)
136	NewEdge Wealth, LLC	50,503	0.03%	$1.5M	+9,179 (+22.2%)
137	HSBC HOLDINGS PLC	49,030	0.03%	$1.5M	+36,155 (+280.8%)
138	NorthCoast Asset Management LLC	48,721	0.03%	$1.5M	NEW
139	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	47,574	0.03%	$1.4M	-79,212 (-62.5%)
140	Summit Trail Advisors, LLC	47,205	0.03%	$1.4M	+13,136 (+38.6%)
141	NATIXIS	46,783	0.03%	$1.4M	-38,948 (-45.4%)
142	OAK ASSOCIATES LTD /OH/	45,725	0.03%	$1.4M	+3,247 (+7.6%)
143	BANK OF MONTREAL /CAN/	45,412	0.03%	$1.4M	+15,529 (+52.0%)
144	SG Americas Securities, LLC	45,285	0.03%	$1.4M	+28,522 (+170.1%)
145	KLP KAPITALFORVALTNING AS	45,200	0.03%	$1.4M	+16,800 (+59.2%)
146	MetLife Investment Management, LLC	44,449	0.03%	$1.3M	-1,853 (-4.0%)
147	WORLDQUANT MILLENNIUM ADVISORS LLC	44,245	0.03%	$1.3M	+12,362 (+38.8%)
148	&PARTNERS	42,295	0.03%	$1.3M	+13,973 (+49.3%)
149	Zurcher Kantonalbank (Zurich Cantonalbank)	41,875	0.03%	$1.3M	—
150	Police & Firemen's Retirement System of New Jersey	41,642	0.03%	$1.2M	+1,228 (+3.0%)
151	AMALGAMATED BANK	41,015	0.02%	$1.2M	-1,086 (-2.6%)
152	WINTON GROUP Ltd	40,987	0.02%	$1.2M	+15,343 (+59.8%)
153	BOOTHBAY FUND MANAGEMENT, LLC	40,879	0.02%	$1.2M	-18,804 (-31.5%)
154	Jupiter Topco LLC	40,615	0.02%	$1.2M	NEW
155	L. Roy Papp & Associates, LLP	40,375	0.02%	$1.2M	-3,698 (-8.4%)
156	Odyssean, LLC	40,197	0.02%	$1.2M	+23,912 (+146.8%)
157	Cerity Partners LLC	40,075	0.02%	$1.2M	-133,301 (-76.9%)
158	Strategic Global Advisors, LLC	38,930	0.02%	$1.2M	+979 (+2.6%)
159	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	38,850	0.02%	$1.2M	-1,064 (-2.7%)
160	VOLORIDGE INVESTMENT MANAGEMENT, LLC	37,874	0.02%	$1.1M	-26,530 (-41.2%)
161	LPL Financial LLC	37,474	0.02%	$1.1M	+4,977 (+15.3%)
162	MML INVESTORS SERVICES, LLC	36,233	0.02%	$1.1M	+6,514 (+21.9%)
163	Curbstone Financial Management Corp	35,904	0.02%	$1.1M	—
164	FIRST CITIZENS BANK & TRUST CO	35,864	0.02%	$1.1M	+13,871 (+63.1%)
165	Envestnet Portfolio Solutions, Inc.	35,691	0.02%	$1.1M	+13,264 (+59.1%)
166	Hillsdale Investment Management Inc.	34,700	0.02%	$1.0M	—
167	Allianz Asset Management GmbH	34,480	0.02%	$1.0M	NEW
168	VOYA INVESTMENT MANAGEMENT LLC	34,471	0.02%	$1.0M	+8,708 (+33.8%)
169	INTECH INVESTMENT MANAGEMENT LLC	33,755	0.02%	$1.0M	+20,890 (+162.4%)
170	Magnetar Financial LLC	33,582	0.02%	$1.0M	+28,086 (+511.0%)
171	State of New Jersey Common Pension Fund D	33,525	0.02%	$1.0M	-16,719 (-33.3%)
172	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	33,496	0.02%	$1.0M	-1,486 (-4.2%)
173	PRUDENTIAL FINANCIAL INC	33,454	0.02%	$1.0M	-34,730 (-50.9%)
174	State of Tennessee, Department of Treasury	32,984	0.02%	$989K	+10,972 (+49.8%)
175	JONES FINANCIAL COMPANIES LLLP	31,896	0.02%	$982K	+14,360 (+81.9%)
176	MERCER GLOBAL ADVISORS INC /ADV	31,811	0.02%	$953K	+2,150 (+7.2%)
177	Jefferies Financial Group Inc.	31,692	0.02%	$950K	-4,807 (-13.2%)
178	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	30,826	0.02%	$924K	+23,828 (+340.5%)
179	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	30,504	0.02%	$914K	-1,575 (-4.9%)
180	CAXTON ASSOCIATES LLP	30,332	0.02%	$909K	NEW
181	Vanguard Personalized Indexing Management, LLC	29,971	0.02%	$898K	-2,567 (-7.9%)
182	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	29,892	0.02%	$934K	-44,776 (-60.0%)
183	NATIXIS ADVISORS, LLC	29,277	0.02%	$877K	+11,673 (+66.3%)
184	Entropy Technologies, LP	28,916	0.02%	$867K	+7,654 (+36.0%)
185	Marshall Financial Group, LLC	28,842	0.02%	$864K	NEW
186	FIFTH THIRD BANCORP	28,401	0.02%	$851K	-3,783 (-11.8%)
187	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	27,800	0.02%	$833K	—
188	Aquatic Capital Management LLC	27,652	0.02%	$829K	-11,421 (-29.2%)
189	Point Nemo Capital, LLC	27,104	0.02%	$812K	+510 (+1.9%)
190	DARK FOREST CAPITAL MANAGEMENT LP	27,097	0.02%	$812K	+18,738 (+224.2%)
191	Louisiana State Employees Retirement System	26,400	0.02%	$791K	-100 (-0.4%)
192	Man Group plc	26,364	0.02%	$790K	-102,507 (-79.5%)
193	Federation des caisses Desjardins du Quebec	26,181	0.02%	$785K	+21,244 (+430.3%)
194	COMMERCE BANK	25,964	0.02%	$778K	—
195	NEUBERGER BERMAN GROUP LLC	25,508	0.02%	$764K	+2,028 (+8.6%)
196	Handelsbanken Fonder AB	25,388	0.02%	$761K	+300 (+1.2%)
197	Quent Capital, LLC	25,087	0.02%	$752K	-182 (-0.7%)
198	YOUSIF CAPITAL MANAGEMENT, LLC	25,051	0.02%	$751K	-1,647 (-6.2%)
199	INCEPTIONR LLC	25,005	0.02%	$749K	+10,480 (+72.2%)
200	Fluent Financial, LLC	24,668	0.02%	$739K	NEW
201	Concurrent Investment Advisors, LLC	24,141	0.01%	$724K	+917 (+3.9%)
202	Orion Porfolio Solutions, LLC	24,076	0.01%	$722K	+2,231 (+10.2%)
203	Mitsubishi UFJ Trust & Banking Corp	23,590	0.01%	$707K	NEW
204	Vanguard Investments Australia, Ltd.	23,462	0.01%	$703K	—
205	ARIZONA STATE RETIREMENT SYSTEM	23,322	0.01%	$699K	-2,318 (-9.0%)
206	ASSETMARK, INC	22,990	0.01%	$689K	-3,250 (-12.4%)
207	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	21,604	0.01%	$647K	-1,268 (-5.5%)
208	CSS LLC/IL	21,406	0.01%	$642K	NEW
209	STATE OF MICHIGAN RETIREMENT SYSTEM	21,100	0.01%	$632K	-900 (-4.1%)
210	TRUIST FINANCIAL CORP	20,491	0.01%	$614K	+2,399 (+13.3%)
211	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	20,300	0.01%	$608K	-151 (-0.7%)
212	HANCOCK WHITNEY CORP	20,063	0.01%	$601K	+119 (+0.6%)
213	NewEdge Advisors, LLC	20,032	0.01%	$600K	+887 (+4.6%)
214	HARBOR CAPITAL ADVISORS, INC.	19,452	0.01%	$583K	+7,570 (+63.7%)
215	GREENWOOD CAPITAL ASSOCIATES LLC	19,349	0.01%	$580K	-637 (-3.2%)
216	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	18,700	0.01%	$560K	—
217	Quantbot Technologies LP	18,529	0.01%	$555K	NEW
218	FMR LLC	18,078	0.01%	$542K	-22,660 (-55.6%)
219	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	18,000	0.01%	$539K	—
220	Corient Private Wealth LP	17,789	0.01%	$533K	-22,009 (-55.3%)
221	Tidal Investments LLC	17,783	0.01%	$532K	-163,886 (-90.2%)
222	DIVERSIFIED TRUST CO	17,634	0.01%	$528K	+6,270 (+55.2%)
223	GSA CAPITAL PARTNERS LLP	17,608	0.01%	$528K	+9,364 (+113.6%)
224	Brevan Howard Capital Management LP	17,529	0.01%	$525K	-8,241 (-32.0%)
225	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	17,358	0.01%	$520K	+7,680 (+79.4%)
226	TEACHER RETIREMENT SYSTEM OF TEXAS	17,117	0.01%	$513K	-1,378,904 (-98.8%)
227	Buckland Partners Management Co LLC	17,000	0.01%	$509K	-2,000 (-10.5%)
228	Ameritas Investment Partners, Inc.	16,608	0.01%	$498K	-189 (-1.1%)
229	Impact Partnership Wealth, LLC	16,538	0.01%	$496K	+2,911 (+21.4%)
230	AlphaGrep UK Ltd	16,526	0.01%	$495K	NEW
231	Bridgefront Capital, LLC	16,257	0.01%	$487K	NEW
232	Advisory Services Network, LLC	16,114	0.01%	$483K	-10,422 (-39.3%)
233	Snowden Capital Advisors LLC	15,391	0.01%	$461K	-960 (-5.9%)
234	Dakota Wealth Management	15,289	0.01%	$458K	+10,264 (+204.3%)
235	XPONANCE LLC	14,920	0.01%	$447K	-507 (-3.3%)
236	Vinva Investment Management Ltd	14,482	0.01%	$641K	-21,338 (-59.6%)
237	PRIVATE CLIENT SERVICES, LLC	14,476	0.01%	$434K	+66 (+0.5%)
238	Pictet Asset Management Holding SA	14,387	0.01%	$431K	-1,366 (-8.7%)
239	OSAIC HOLDINGS, INC.	14,350	0.01%	$430K	+885 (+6.6%)
240	ALLSTATE CORP	14,328	0.01%	$429K	-5,844 (-29.0%)
241	CAPTRUST FINANCIAL ADVISORS	13,729	0.01%	$411K	-14,893 (-52.0%)
242	denkapparat Operations GmbH	13,696	0.01%	$410K	+3,606 (+35.7%)
243	AVIVA PLC	13,690	0.01%	$410K	+3,649 (+36.3%)
244	Ensign Peak Advisors, Inc	13,549	0.01%	$406K	-40,299 (-74.8%)
245	Caitlin John, LLC	13,323	0.01%	$399K	NEW
246	ROTHSCHILD INVESTMENT LLC	13,295	0.01%	$398K	+11,232 (+544.4%)
247	Burns Matteson Capital Management, LLC	12,749	0.01%	$382K	NEW
248	State of Wyoming	12,213	0.01%	$366K	-496 (-3.9%)
249	New York Life Investment Management LLC	12,096	0.01%	$363K	+882 (+7.9%)
250	Woodline Partners LP	11,606	0.01%	$348K	NEW

Exited since 2026-03-31 (117 filers; largest 25 shown)

Hood River Capital Management LLC	−975,621
WESTWOOD HOLDINGS GROUP INC	−504,478
OBERWEIS ASSET MANAGEMENT INC/	−455,290
LORD, ABBETT & CO. LLC	−258,090
CITADEL ADVISORS LLC	−180,565
CWM, LLC	−169,206
Susquehanna Portfolio Strategies, LLC	−157,782
Weiss Asset Management LP	−145,950
ZACKS INVESTMENT MANAGEMENT	−123,795
CADIAN CAPITAL MANAGEMENT, LP	−119,683
Engineers Gate Manager LP	−117,515
Connor, Clark & Lunn Investment Management Ltd.	−95,586
NEXT CENTURY GROWTH INVESTORS LLC	−82,077
Elo Mutual Pension Insurance Co	−80,127
PANAGORA ASSET MANAGEMENT INC	−78,493
IEQ CAPITAL, LLC	−75,775
VAN ECK ASSOCIATES CORP	−74,407
SCHRODER INVESTMENT MANAGEMENT GROUP	−67,407
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD	−67,404
Robeco Institutional Asset Management B.V.	−59,176
Crossmark Global Holdings, Inc.	−54,713
Convergence Investment Partners, LLC	−50,113
Night Squared LP	−45,209
JANUS HENDERSON GROUP PLC	−40,615
Brooklyn Investment Group	−34,281

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
ALAN TREFLER	SCHEDULE 13G/A	2025-11-12	2025-09-30	79,197,377	46%
TREFLER ALAN	SCHEDULE 13G/A	2025-08-01	2025-06-30	79,491,956	46%
BlackRock, Inc.	SCHEDULE 13G	2025-07-17	2025-06-30	8,671,803	5.1%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.