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, Q2 2021
Institutional positions in Pegasystems Inc as of Jun 30, 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
- 244
- −12 vs. Q1 2021
- Shares held
- 39.0M
- +733.9K (+1.9%) vs. Q1 2021
- Total value
- $5.43B
- +$1.05B (+23.9%) vs. Q1 2021
- New holders
- 33
- 87 more added
- Sold out
- 45
- 79 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 437 | $2.85B |
| Q1 2026 | 485 | $3.95B |
| Q4 2025 | 474 | $5.82B |
| Q3 2025 | 426 | $5.58B |
| Q2 2025 | 415 | $5.12B |
| Q1 2025 | 328 | $3.09B |
| Q4 2024 | 321 | $3.95B |
| Q3 2024 | 301 | $3.01B |
| Q2 2024 | 280 | $2.48B |
| Q1 2024 | 266 | $2.53B |
| Q4 2023 | 239 | $1.90B |
| Q3 2023 | 190 | $1.72B |
| Q2 2023 | 172 | $1.95B |
| Q1 2023 | 190 | $1.90B |
| Q4 2022 | 185 | $1.37B |
| Q3 2022 | 177 | $1.29B |
| Q2 2022 | 215 | $1.83B |
| Q1 2022 | 251 | $3.15B |
| Q4 2021 | 266 | $4.44B |
| Q3 2021 | 246 | $5.01B |
| Q2 2021 | 244 | $5.43B |
| Q1 2021 | 256 | $4.38B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 27,838 | $200 | 0.01% | +27,638+13,819.0% | Added |
| Enterprise Financial Services Corp | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.00K | 0.00% | +1+11.1% | Added |
| Atlas Private Wealth Advisors | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23 | $3.00K | 0.00% | +23 | New |
| Quadrant Capital Group LLC | 29 | $4.00K | 0.00% | −5−14.7% | Reduced |
| Concord Wealth Partners | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 35 | $5.00K | 0.00% | +26+288.9% | Added |
| Group One Trading, L.P. | 41 | $6.00K | 0.00% | −59−59.0% | Reduced |
| CVA Family Office, LLC | 42 | $6.00K | 0.00% | +42 | New |
| HM Payson & Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 56 | $7.00K | 0.00% | +8+16.7% | Added |
| Ci Investments Inc. | 55 | $8.00K | 0.00% | +21+61.8% | Added |
| American Portfolios Advisors | 74 | $10.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 103 | $14.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 114 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 117 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 136 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 139 | $19.0K | 0.00% | +139 | New |
| Huntington National Bank | 149 | $21.0K | 0.00% | −123−45.2% | Reduced |
| HC Financial Advisors Inc | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 155 | $21.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 177 | $25.0K | 0.00% | −3,703−95.4% | Reduced |
| Central Trust Co | 238 | $33.0K | 0.00% | +238 | New |
| Private Capital Group, LLC | 244 | $34.0K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 256 | $36.0K | 0.00% | +256 | New |
| Steward Partners Investment Advisory, LLC | 300 | $42.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 454 | $63.0K | 0.00% | +4+0.9% | Added |
| First Horizon Advisors, Inc. | 474 | $66.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 508 | $71.0K | 0.00% | −42−7.6% | Reduced |
| Signaturefd, LLC | 532 | $74.0K | 0.00% | −8−1.5% | Reduced |
| Captrust Financial Advisors | 611 | $85.0K | 0.00% | +102+20.0% | Added |
| Northwestern Mutual Wealth Management Co | 647 | $90.0K | 0.00% | +10+1.6% | Added |
| Guinness Atkinson Asset Management Inc | 660 | $92.0K | 0.04% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 708 | $99.0K | 0.03% | +708 | New |
| Asset Management One Co.,Ltd. | 736 | $102.0K | 0.00% | −32−4.2% | Reduced |
| American International Group, Inc. | 843 | $117.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 846 | $118.0K | 0.01% | +145+20.7% | Added |
| Spire Wealth Management | 1,049 | $146.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,058 | $147.0K | 0.02% | +184+21.1% | Added |
| Panagora Asset Management Inc | 1,085 | $151.0K | 0.00% | +108+11.1% | Added |
| TD Private Client Wealth LLC | 1,112 | $154.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,129 | $157.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,430 | $199.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 1,528 | $213.0K | 0.00% | +1,528 | New |
| Parkside Financial Bank & Trust | 1,567 | $218.0K | 0.06% | +15+1.0% | Added |
| Carroll Financial Associates, Inc. | 1,608 | $223.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,646 | $229.0K | 0.00% | +1,646 | New |
| Manufacturers Life Insurance Company, The | 1,661 | $231.0K | 0.00% | +1,661 | New |
| Raymond James Financial Services Advisors, Inc. | 1,741 | $242.0K | 0.00% | −65−3.6% | Reduced |
| Capula Management Ltd | 1,838 | $256.0K | 0.05% | +1,838 | New |
| Macquarie Group Ltd | 1,848 | $258.0K | 0.00% | +72+4.1% | Added |
| MML Investors Services, LLC | 1,888 | $263.0K | 0.00% | +1,888 | New |
| Simplex Trading, LLC | 1,902 | $264.0K | 0.01% | −1,575−45.3% | Reduced |
| Verition Fund Management LLC | 1,938 | $270.0K | 0.00% | −3,043−61.1% | Reduced |
| Psagot Investment House Ltd. | 2,081 | $290.0K | 0.01% | +2,081 | New |
| Zeke Capital Advisors, LLC | 2,108 | $293.0K | 0.02% | +2,108 | New |
| ProShare Advisors LLC | 2,114 | $294.0K | 0.00% | +123+6.2% | Added |
| Hardy Reed LLC | 2,184 | $304.0K | 0.05% | 00.0% | Unchanged |
| Mark Stevens | 2,270 | $316.0K | 0.04% | −995−30.5% | Reduced |
| ExodusPoint Capital Management, LP | 2,299 | $320.0K | 0.00% | −1,023−30.8% | Reduced |
| State of Wyoming | 2,310 | $322.0K | 0.20% | +1,741+306.0% | Added |
| JT Stratford LLC | 2,464 | $343.0K | 0.11% | +116+4.9% | Added |
| BNP Paribas Arbitrage, SA | 2,468 | $343.5K | 0.00% | −1,303−34.6% | Reduced |
| Personal Capital Advisors Corp | 2,492 | $347.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,506 | $349.0K | 0.00% | +65+2.7% | Added |
| Insight Advisors, LLC | 2,816 | $358.0K | 0.11% | +842+42.7% | Added |
| Metropolitan Life Insurance Co | 2,713 | $377.6K | 0.01% | +58+2.2% | Added |
| JustInvest LLC | 2,755 | $383.0K | 0.04% | +2,755 | New |
| Jupiter Wealth Management LLC | 3,000 | $385.0K | 0.18% | +3,000 | New |
| Connable Office Inc | 2,905 | $404.0K | 0.06% | 00.0% | Unchanged |
| Pictet Asset Management Ltd | 2,929 | $408.0K | 0.00% | −271−8.5% | Reduced |
| Diversified Trust Co | 2,930 | $408.0K | 0.01% | +2,930 | New |
| CIBC Asset Management Inc | 2,946 | $410.0K | 0.00% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,983 | $415.0K | 0.00% | −9,863−76.8% | Reduced |
| Winton Group Ltd | 2,980 | $415.0K | 0.02% | −2,406−44.7% | Reduced |
| Gotham Asset Management, LLC | 2,978 | $415.0K | 0.02% | +2,978 | New |
| Maryland State Retirement & Pension System | 3,147 | $441.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 3,209 | $447.0K | 0.02% | −6−0.2% | Reduced |
| Trexquant Investment LP | 3,358 | $467.0K | 0.04% | −5,188−60.7% | Reduced |
| We Are One Seven, LLC | 3,417 | $476.0K | 0.07% | +48+1.4% | Added |
| Prudential Financial Inc | 3,693 | $514.0K | 0.00% | +189+5.4% | Added |
| Voloridge Investment Management, LLC | 3,810 | $530.0K | 0.00% | −21,687−85.1% | Reduced |
| Algert Global LLC | 3,847 | $535.0K | 0.18% | +1,809+88.8% | Added |
| Maryland Capital Management | 3,881 | $540.0K | 0.03% | +188+5.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,896 | $542.0K | 0.00% | −277−6.6% | Reduced |
| Princeton Capital Management LLC | 4,000 | $557.0K | 0.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,008 | $558.0K | 0.00% | −1,211−23.2% | Reduced |
| Nomura Holdings Inc | 4,000 | $558.0K | 0.00% | +4,000 | New |
| Blair William & Co | 4,253 | $592.0K | 0.00% | +1,135+36.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,276 | $595.0K | 0.06% | +4,276 | New |
| Quadrature Capital Ltd | 4,328 | $602.0K | 0.02% | +4,328 | New |