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Pegasystems Inc

PEGA
Exchange
Nasdaq
Industry
Services-Computer Processing & Data Preparation
SEC CIK
0001013857

In the last 90 days, Pegasystems Inc insiders filed 0 open-market purchases and 8 sales; 437 institutions reported holding it in 13F filings for Q2 2026, worth $2.85B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Pegasystems Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
256
No complete 13F data for Q4 2020
Shares held
38.3M
No complete 13F data for Q4 2020
Total value
$4.38B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PEGA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 256 institutions
Q1 2021: 256 institutionsQ2 2021: 244 institutionsQ3 2021: 246 institutionsQ4 2021: 266 institutionsQ1 2022: 251 institutionsQ2 2022: 215 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 190 institutionsQ2 2023: 172 institutionsQ3 2023: 190 institutionsQ4 2023: 239 institutionsQ1 2024: 266 institutionsQ2 2024: 280 institutionsQ3 2024: 301 institutionsQ4 2024: 321 institutionsQ1 2025: 328 institutionsQ2 2025: 415 institutionsQ3 2025: 426 institutionsQ4 2025: 474 institutionsQ1 2026: 485 institutionsQ2 2026: 437 institutions
Value heldQ1 2021: $4.38B
Q1 2021: $4.38BQ2 2021: $5.43BQ3 2021: $5.01BQ4 2021: $4.44BQ1 2022: $3.15BQ2 2022: $1.83BQ3 2022: $1.29BQ4 2022: $1.37BQ1 2023: $1.90BQ2 2023: $1.95BQ3 2023: $1.72BQ4 2023: $1.90BQ1 2024: $2.53BQ2 2024: $2.48BQ3 2024: $3.01BQ4 2024: $3.95BQ1 2025: $3.09BQ2 2025: $5.12BQ3 2025: $5.58BQ4 2025: $5.82BQ1 2026: $3.95BQ2 2026: $2.85B
Institutions holding PEGA and their total value by quarter
QuarterHoldersValue
Q2 2026437$2.85B
Q1 2026485$3.95B
Q4 2025474$5.82B
Q3 2025426$5.58B
Q2 2025415$5.12B
Q1 2025328$3.09B
Q4 2024321$3.95B
Q3 2024301$3.01B
Q2 2024280$2.48B
Q1 2024266$2.53B
Q4 2023239$1.90B
Q3 2023190$1.72B
Q2 2023172$1.95B
Q1 2023190$1.90B
Q4 2022185$1.37B
Q3 2022177$1.29B
Q2 2022215$1.83B
Q1 2022251$3.15B
Q4 2021266$4.44B
Q3 2021246$5.01B
Q2 2021244$5.43B
Q1 2021256$4.38B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Pegasystems Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PEGA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Assetmark, Inc4$00.00%––
Meridian Wealth Partners, LLC3$00.00%––
Standard Family Office LLC3$00.00%––
Sound Income Strategies, LLC3$3430.00%––
Enterprise Financial Services Corp13$1.00K0.00%––
O'Shaughnessy Asset Management, LLC6$1.00K0.00%––
Baystate Wealth Management LLC8$1.00K0.00%––
Stonebridge Capital Advisors LLC12$1.00K0.00%––
NEXT Financial Group, Inc9$1.00K0.00%––
Bogart Wealth, LLC9$1.00K0.00%––
Atlas Private Wealth Advisors10$1.00K0.00%––
JFS Wealth Advisors, LLC17$2.00K0.00%––
Glassman Wealth Services20$2.00K0.00%––
Institutional & Family Asset Management, LLC25$3.00K0.00%––
Ci Investments Inc.34$4.00K0.00%––
Quadrant Capital Group LLC34$4.00K0.00%––
Concord Wealth Partners38$4.00K0.00%––
Wealthcare Advisory Partners LLC45$5.00K0.00%––
Berman Capital Advisors, LLC48$5.00K0.00%––
HM Payson & Co50$6.00K0.00%––
American Portfolios Advisors74$8.46K0.00%––
Column Capital Advisors, LLC77$9.00K0.00%––
Group One Trading, L.P.100$11.0K0.00%––
Arkadios Wealth Advisors100$11.0K0.00%––
Lindbrook Capital, LLC103$12.0K0.00%––
Corbenic Partners LLC114$13.0K0.00%––
TCI Wealth Advisors, Inc.117$13.0K0.01%––
International Assets Investment Management, LLC100$13.0K0.00%––
Ellevest, Inc.136$16.0K0.00%––
HC Financial Advisors Inc150$17.0K0.01%––
Total Clarity Wealth Management, Inc.150$17.0K0.01%––
Brewin Dolphin Ltd155$17.7K0.00%––
McIlrath & Eck, LLC175$20.0K0.01%––
Kelly Financial Services LLC200$22.9K0.01%––
Private Capital Group, LLC244$28.0K0.01%––
Huntington National Bank272$31.0K0.00%––
Steward Partners Investment Advisory, LLC300$34.3K0.00%––
Fred Alger Management, LLC322$37.0K0.00%––
Parallel Advisors, LLC450$51.0K0.00%––
First Horizon Advisors, Inc.474$54.0K0.00%––
Captrust Financial Advisors509$58.0K0.00%––
Signaturefd, LLC540$62.0K0.00%––
Eaton Vance Management550$63.0K0.00%––
State of Wyoming569$65.0K0.11%––
Northwestern Mutual Wealth Management Co637$73.0K0.00%––
Guinness Atkinson Asset Management Inc660$75.0K0.04%––
FORA Capital, LLC655$75.0K0.02%––
Proequities, Inc.701$80.0K0.01%––
Asset Management One Co.,Ltd.768$87.0K0.00%––
American International Group, Inc.843$96.0K0.00%––
Exchange Traded Concepts, LLC861$98.0K0.00%––
First Mercantile Trust Co874$100.0K0.01%––
Panagora Asset Management Inc977$112.0K0.00%––
Spire Wealth Management1,049$120.0K0.00%––
PEAK6 Investments LLC1,058$121.0K0.00%––
TD Private Client Wealth LLC1,112$127.1K0.01%––
Fifth Third Bancorp1,129$129.0K0.00%––
Sageworth Trust Co1,430$164.0K0.01%––
Parkside Financial Bank & Trust1,552$178.0K0.05%––
Carroll Financial Associates, Inc.1,608$183.0K0.01%––
Provenire Capital, LLC1,746$200.0K0.83%––
Macquarie Group Ltd1,776$203.0K0.00%––
Raymond James Financial Services Advisors, Inc.1,806$207.0K0.00%––
Sumitomo Mitsui Trust Holdings, Inc.1,918$219.0K0.00%––
Sowell Financial Services LLC1,898$225.0K0.01%––
ProShare Advisors LLC1,991$228.0K0.00%––
Algert Global LLC2,038$233.0K0.07%––
Venturi Wealth Management, LLC2,066$236.0K0.02%––
Hardy Reed LLC2,184$250.0K0.05%––
Insight Advisors, LLC1,974$251.0K0.08%––
JT Stratford LLC2,348$268.0K0.09%––
Schonfeld Strategic Advisors LLC2,351$269.0K0.00%––
Cresset Asset Management, LLC2,441$279.0K0.00%––
Personal Capital Advisors Corp2,492$285.0K0.00%––
Metropolitan Life Insurance Co2,655$303.6K0.00%––
Blueshift Asset Management, LLC2,688$307.0K0.03%––
Walleye Trading LLC2,847$326.0K0.01%––
Connable Office Inc2,905$332.0K0.05%––
CIBC Asset Management Inc2,946$337.0K0.00%––
Marshall Wace, LLP3,025$346.0K0.00%––
Wolverine Trading, LLC3,162$356.0K0.01%––
Blair William & Co3,118$357.0K0.00%––
Maryland State Retirement & Pension System3,147$360.0K0.01%––
Pictet Asset Management Ltd3,200$366.0K0.00%––
Independent Advisor Alliance3,215$368.0K0.02%––
Mark Stevens3,265$373.0K0.04%––
ExodusPoint Capital Management, LP3,322$380.0K0.01%––
We Are One Seven, LLC3,369$385.0K0.07%––
Simplex Trading, LLC3,477$397.0K0.02%––
Virtu Financial LLC3,478$398.0K0.03%––
Prudential Financial Inc3,504$400.0K0.00%––
Xponance, Inc.3,617$414.0K0.01%––
Maryland Capital Management3,693$422.0K0.03%––
BNP Paribas Arbitrage, SA3,771$431.2K0.00%––
Tower Research Capital LLC (TRC)3,880$444.0K0.01%––
Princeton Capital Management LLC4,000$457.0K0.15%––
Virginia Retirement Systems Et Al4,100$469.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)4,173$477.0K0.00%––
Weld Capital Management LLC4,196$480.0K0.20%––
Principal Financial Group Inc4,242$485.0K0.00%––