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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
Scholtz & Company, LLC11,857$1.65M0.56%+210+1.8%Added
FDx Advisors, Inc.11,735$1.63M0.05%+1,967+20.1%Added
Icon Wealth Partners, LLC11,706$1.63M0.17%+1,391+13.5%Added
Arizona State Retirement System10,996$1.53M0.01%−750−6.4%Reduced
Walleye Trading LLC10,367$1.44M0.04%+7,520+264.1%Added
Balyasny Asset Management LLC10,109$1.41M0.01%−23,638−70.0%Reduced
The PNC Financial Services Group, Inc.10,072$1.40M0.00%+277+2.8%Added
Fulcrum Asset Management LLP–$1.37M0.57%––
Illinois Municipal Retirement Fund9,531$1.33M0.05%00.0%Unchanged
Malaga Cove Capital, LLC9,107$1.27M0.54%+1,839+25.3%Added
Alpha Paradigm Partners, LLC8,447$1.18M0.44%+3,827+82.8%Added
HighTower Advisors, LLC8,395$1.17M0.00%+308+3.8%Added
LPL Financial LLC8,064$1.12M0.00%+144+1.8%Added
MUFG Securities EMEA plc8,000$1.11M0.01%−44,000−84.6%Reduced
Fortis Capital Management LLC7,837$1.09M0.56%−8,300−51.4%Reduced
Amalgamated Bank7,833$1.09M0.01%+744+10.5%Added
Utah Retirement Systems7,799$1.08M0.01%+300+4.0%Added
Synovus Financial Corp7,573$1.05M0.01%−2,969−28.2%Reduced
Handelsbanken Fonder AB7,444$1.04M0.01%00.0%Unchanged
Alphasimplex Group, LLC7,164$997.0K0.50%00.0%Unchanged
Snowden Capital Advisors LLC7,084$986.0K0.05%−7,790−52.4%Reduced
Ameriprise Financial Inc7,075$985.0K0.00%+2,724+62.6%Added
Greenwood Capital Associates LLC7,062$983.0K0.15%+231+3.4%Added
AlphaCrest Capital Management LLC6,660$927.0K0.04%−3,742−36.0%Reduced
Virginia Retirement Systems Et Al6,300$877.0K0.01%+2,200+53.7%Added
Knowledge Leaders Capital, LLC6,142$855.0K0.57%+6,142New
Advisor Group Holdings, Inc.6,033$841.0K0.00%+1,703+39.3%Added
Public Employees Retirement Association of Colorado6,018$838.0K0.00%00.0%Unchanged
Ergoteles LLC6,002$835.0K0.02%+6,002New
Victory Capital Management Inc5,766$803.0K0.00%−28−0.5%Reduced
Provenire Capital, LLC5,608$781.0K2.64%+3,862+221.2%Added
Teacher Retirement System of Texas5,263$733.0K0.00%+789+17.6%Added
HSBC Holdings PLC5,193$729.0K0.00%−1,136−17.9%Reduced
Bank of Montreal4,942$705.0K0.00%−55−1.1%Reduced
Cambridge Trust Co5,000$696.0K0.03%00.0%Unchanged
Quantitative Investment Management, LLC4,957$689.0K0.06%+4,957New
State of Wisconsin Investment Board4,869$678.0K0.00%−131−2.6%Reduced
Centiva Capital, LP4,714$656.0K0.05%+4,714New
Emerald Advisers, LLC4,692$653.0K0.02%00.0%Unchanged
Calamos Advisors LLC4,677$651.0K0.00%−2,716−36.7%Reduced
Barclays PLC4,622$644.0K0.00%−6,104−56.9%Reduced
Xponance, Inc.4,564$635.0K0.01%+947+26.2%Added
Trellus Management Company, LLC4,500$626.0K0.51%+4,500New
Principal Financial Group Inc4,385$610.0K0.00%+143+3.4%Added
Quadrature Capital Ltd4,328$602.0K0.02%+4,328New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,276$595.0K0.06%+4,276New
Blair William & Co4,253$592.0K0.00%+1,135+36.4%Added
Susquehanna International Group, LLP4,008$558.0K0.00%−1,211−23.2%Reduced
Nomura Holdings Inc4,000$558.0K0.00%+4,000New
Princeton Capital Management LLC4,000$557.0K0.17%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,896$542.0K0.00%−277−6.6%Reduced
Maryland Capital Management3,881$540.0K0.03%+188+5.1%Added
Algert Global LLC3,847$535.0K0.18%+1,809+88.8%Added
Voloridge Investment Management, LLC3,810$530.0K0.00%−21,687−85.1%Reduced
Prudential Financial Inc3,693$514.0K0.00%+189+5.4%Added
We Are One Seven, LLC3,417$476.0K0.07%+48+1.4%Added
Trexquant Investment LP3,358$467.0K0.04%−5,188−60.7%Reduced
Independent Advisor Alliance3,209$447.0K0.02%−6−0.2%Reduced
Maryland State Retirement & Pension System3,147$441.0K0.01%00.0%Unchanged
Magnetar Financial LLC2,983$415.0K0.00%−9,863−76.8%Reduced
Winton Group Ltd2,980$415.0K0.02%−2,406−44.7%Reduced
Gotham Asset Management, LLC2,978$415.0K0.02%+2,978New
CIBC Asset Management Inc2,946$410.0K0.00%00.0%Unchanged
Pictet Asset Management Ltd2,929$408.0K0.00%−271−8.5%Reduced
Diversified Trust Co2,930$408.0K0.01%+2,930New
Connable Office Inc2,905$404.0K0.06%00.0%Unchanged
Jupiter Wealth Management LLC3,000$385.0K0.18%+3,000New
JustInvest LLC2,755$383.0K0.04%+2,755New
Metropolitan Life Insurance Co2,713$377.6K0.01%+58+2.2%Added
Insight Advisors, LLC2,816$358.0K0.11%+842+42.7%Added
Cresset Asset Management, LLC2,506$349.0K0.00%+65+2.7%Added
Personal Capital Advisors Corp2,492$347.0K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA2,468$343.5K0.00%−1,303−34.6%Reduced
JT Stratford LLC2,464$343.0K0.11%+116+4.9%Added
State of Wyoming2,310$322.0K0.20%+1,741+306.0%Added
ExodusPoint Capital Management, LP2,299$320.0K0.00%−1,023−30.8%Reduced
Mark Stevens2,270$316.0K0.04%−995−30.5%Reduced
Hardy Reed LLC2,184$304.0K0.05%00.0%Unchanged
ProShare Advisors LLC2,114$294.0K0.00%+123+6.2%Added
Zeke Capital Advisors, LLC2,108$293.0K0.02%+2,108New
Psagot Investment House Ltd.2,081$290.0K0.01%+2,081New
Verition Fund Management LLC1,938$270.0K0.00%−3,043−61.1%Reduced
Simplex Trading, LLC1,902$264.0K0.01%−1,575−45.3%Reduced
MML Investors Services, LLC1,888$263.0K0.00%+1,888New
Macquarie Group Ltd1,848$258.0K0.00%+72+4.1%Added
Capula Management Ltd1,838$256.0K0.05%+1,838New
Raymond James Financial Services Advisors, Inc.1,741$242.0K0.00%−65−3.6%Reduced
Manufacturers Life Insurance Company, The1,661$231.0K0.00%+1,661New
Cambridge Investment Research Advisors, Inc.1,646$229.0K0.00%+1,646New
Carroll Financial Associates, Inc.1,608$223.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust1,567$218.0K0.06%+15+1.0%Added
Creative Planning1,528$213.0K0.00%+1,528New
Sageworth Trust Co1,430$199.0K0.02%00.0%Unchanged
Fifth Third Bancorp1,129$157.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC1,112$154.8K0.01%00.0%Unchanged
Panagora Asset Management Inc1,085$151.0K0.00%+108+11.1%Added
First Mercantile Trust Co1,058$147.0K0.02%+184+21.1%Added
Spire Wealth Management1,049$146.0K0.00%00.0%Unchanged
Proequities, Inc.846$118.0K0.01%+145+20.7%Added
American International Group, Inc.843$117.0K0.00%00.0%Unchanged