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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, 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.

Institutional holdersQ2 2021: 244 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 heldQ2 2021: $5.43B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2021.

Institutions holding PEGA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Principal Financial Group Inc4,385$610.0K0.00%+143+3.4%Added
Trellus Management Company, LLC4,500$626.0K0.51%+4,500New
Xponance, Inc.4,564$635.0K0.01%+947+26.2%Added
Barclays PLC4,622$644.0K0.00%−6,104−56.9%Reduced
Calamos Advisors LLC4,677$651.0K0.00%−2,716−36.7%Reduced
Emerald Advisers, LLC4,692$653.0K0.02%00.0%Unchanged
Centiva Capital, LP4,714$656.0K0.05%+4,714New
State of Wisconsin Investment Board4,869$678.0K0.00%−131−2.6%Reduced
Quantitative Investment Management, LLC4,957$689.0K0.06%+4,957New
Cambridge Trust Co5,000$696.0K0.03%00.0%Unchanged
Bank of Montreal4,942$705.0K0.00%−55−1.1%Reduced
HSBC Holdings PLC5,193$729.0K0.00%−1,136−17.9%Reduced
Teacher Retirement System of Texas5,263$733.0K0.00%+789+17.6%Added
Provenire Capital, LLC5,608$781.0K2.64%+3,862+221.2%Added
Victory Capital Management Inc5,766$803.0K0.00%−28−0.5%Reduced
Ergoteles LLC6,002$835.0K0.02%+6,002New
Public Employees Retirement Association of Colorado6,018$838.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.6,033$841.0K0.00%+1,703+39.3%Added
Knowledge Leaders Capital, LLC6,142$855.0K0.57%+6,142New
Virginia Retirement Systems Et Al6,300$877.0K0.01%+2,200+53.7%Added
AlphaCrest Capital Management LLC6,660$927.0K0.04%−3,742−36.0%Reduced
Greenwood Capital Associates LLC7,062$983.0K0.15%+231+3.4%Added
Ameriprise Financial Inc7,075$985.0K0.00%+2,724+62.6%Added
Snowden Capital Advisors LLC7,084$986.0K0.05%−7,790−52.4%Reduced
Alphasimplex Group, LLC7,164$997.0K0.50%00.0%Unchanged
Handelsbanken Fonder AB7,444$1.04M0.01%00.0%Unchanged
Synovus Financial Corp7,573$1.05M0.01%−2,969−28.2%Reduced
Utah Retirement Systems7,799$1.08M0.01%+300+4.0%Added
Amalgamated Bank7,833$1.09M0.01%+744+10.5%Added
Fortis Capital Management LLC7,837$1.09M0.56%−8,300−51.4%Reduced
MUFG Securities EMEA plc8,000$1.11M0.01%−44,000−84.6%Reduced
LPL Financial LLC8,064$1.12M0.00%+144+1.8%Added
HighTower Advisors, LLC8,395$1.17M0.00%+308+3.8%Added
Alpha Paradigm Partners, LLC8,447$1.18M0.44%+3,827+82.8%Added
Malaga Cove Capital, LLC9,107$1.27M0.54%+1,839+25.3%Added
Illinois Municipal Retirement Fund9,531$1.33M0.05%00.0%Unchanged
Fulcrum Asset Management LLP–$1.37M0.57%––
The PNC Financial Services Group, Inc.10,072$1.40M0.00%+277+2.8%Added
Balyasny Asset Management LLC10,109$1.41M0.01%−23,638−70.0%Reduced
Walleye Trading LLC10,367$1.44M0.04%+7,520+264.1%Added
Arizona State Retirement System10,996$1.53M0.01%−750−6.4%Reduced
Icon Wealth Partners, LLC11,706$1.63M0.17%+1,391+13.5%Added
FDx Advisors, Inc.11,735$1.63M0.05%+1,967+20.1%Added
Scholtz & Company, LLC11,857$1.65M0.56%+210+1.8%Added
Gsa Capital Partners LLP11,948$1.66M0.19%+11,948New
Citadel Advisors LLC12,048$1.68M0.00%−54,429−81.9%Reduced
Mirae Asset Global Investments Co., Ltd.12,540$1.75M0.00%−46−0.4%Reduced
Commonwealth Equity Services, LLC12,658$1.76M0.00%+7,543+147.5%Added
Mastrapasqua Asset Management Inc13,526$1.88M0.20%+168+1.3%Added
Voya Investment Management LLC13,861$1.93M0.00%+172+1.3%Added
Treasurer of the State of North Carolina14,195$1.98M0.01%−260−1.8%Reduced
Raymond James & Associates16,503$2.30M0.00%−126−0.8%Reduced
Susquehanna Fundamental Investments, LLC16,537$2.30M0.04%+1,937+13.3%Added
Penserra Capital Management LLC18,818$2.62M0.05%+18,818New
US Bancorp20,519$2.85M0.01%−428−2.0%Reduced
Brown Brothers Harriman & Co20,676$2.88M0.02%−929−4.3%Reduced
Thames Capital Management LLC20,874$2.90M0.68%+20,874New
State of New Jersey Common Pension Fund D20,978$2.92M0.01%−5,410−20.5%Reduced
Man Group plc21,459$2.99M0.01%−5,581−20.6%Reduced
Alliancebernstein L.P.21,820$3.04M0.00%+1,014+4.9%Added
AQR Capital Management LLC22,107$3.08M0.01%−2,672−10.8%Reduced
Morgan Stanley23,242$3.23M0.00%−12,531−35.0%Reduced
Public Employees Retirement System of Ohio23,613$3.29M0.01%+2,371+11.2%Added
SG Americas Securities, LLC24,556$3.42M0.02%+82+0.3%Added
Millennium Management LLC26,551$3.70M0.00%−89,203−77.1%Reduced
Papp L Roy & Associates26,760$3.73M0.47%00.0%Unchanged
Landsberg, Bennett, & Dubbaneh LLC26,622$3.78M0.49%+1,480+5.9%Added
Parametric Portfolio Associates LLC29,603$4.12M0.00%−12,215−29.2%Reduced
Melqart Asset Management (UK) Ltd30,401$4.23M0.19%−66,466−68.6%Reduced
UBS Group AG31,241$4.35M0.00%−5,948−16.0%Reduced
HRT Financial LP32,404$4.51M0.04%+32,404New
SEI Investments Co32,899$4.59M0.01%+1,773+5.7%Added
Acadian Asset Management LLC34,017$4.74M0.02%+29,104+592.4%Added
Sturgeon Ventures LLP39,149$5.45M2.70%−860−2.1%Reduced
Rhumbline Advisers39,171$5.45M0.01%−2,105−5.1%Reduced
First Trust Advisors LP41,952$5.84M0.01%−135,691−76.4%Reduced
New York State Common Retirement Fund46,550$6.48M0.01%00.0%Unchanged
Ironwood Investment Management LLC46,711$6.50M3.28%−756−1.6%Reduced
Credit Suisse AG46,972$6.54M0.01%+4,233+9.9%Added
Rice Hall James & Associates, LLC48,872$6.80M0.24%−11,529−19.1%Reduced
Frontier Capital Management Co LLC50,374$7.01M0.05%+8,706+20.9%Added
Oppenheimer Asset Management Inc.50,927$7.09M0.10%+256+0.5%Added
State Board of Administration of Florida Retirement System51,875$7.22M0.01%−4,375−7.8%Reduced
Comerica Bank57,065$7.40M0.04%+57,065New
Citigroup Inc54,938$7.65M0.01%+2,082+3.9%Added
UBS Asset Management Americas Inc59,159$8.23M0.00%−6,088−9.3%Reduced
Envestnet Asset Management Inc61,054$8.50M0.00%+6,876+12.7%Added
North Run Capital, LP62,000$8.63M5.88%−15,500−20.0%Reduced
Arrowstreet Capital, Limited Partnership62,059$8.64M0.01%−58,889−48.7%Reduced
George Kaiser Family Foundation67,079$9.34M1.51%+6,698+11.1%Added
Legal & General Group Plc67,984$9.46M0.00%−541−0.8%Reduced
California State Teachers Retirement System70,921$9.87M0.01%+515+0.7%Added
Wells Fargo & Company71,087$9.90M0.00%+27,886+64.5%Added
FMR LLC77,380$10.8M0.00%+1,798+2.4%Added
California Public Employees Retirement System84,141$11.7M0.01%−1,416−1.7%Reduced
Crawford Investment Counsel Inc85,063$11.8M0.24%−6,171−6.8%Reduced
Bessemer Group Inc86,902$12.1M0.03%+103+0.1%Added
Swiss National Bank89,200$12.4M0.01%−3,000−3.3%Reduced
Russell Investments Group, Ltd.93,835$13.1M0.02%+14,971+19.0%Added
Wellington Management Group LLP108,096$15.0M0.00%+3,526+3.4%Added