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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
Asset Management One Co.,Ltd.736$102.0K0.00%−32−4.2%Reduced
Paragon Wealth Strategies, LLC708$99.0K0.03%+708New
Guinness Atkinson Asset Management Inc660$92.0K0.04%00.0%Unchanged
Northwestern Mutual Wealth Management Co647$90.0K0.00%+10+1.6%Added
Captrust Financial Advisors611$85.0K0.00%+102+20.0%Added
Signaturefd, LLC532$74.0K0.00%−8−1.5%Reduced
Eaton Vance Management508$71.0K0.00%−42−7.6%Reduced
First Horizon Advisors, Inc.474$66.0K0.00%00.0%Unchanged
Parallel Advisors, LLC454$63.0K0.00%+4+0.9%Added
Steward Partners Investment Advisory, LLC300$42.0K0.00%00.0%Unchanged
FIL Ltd256$36.0K0.00%+256New
Private Capital Group, LLC244$34.0K0.01%00.0%Unchanged
Central Trust Co238$33.0K0.00%+238New
Tower Research Capital LLC (TRC)177$25.0K0.00%−3,703−95.4%Reduced
McIlrath & Eck, LLC175$24.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd155$21.6K0.00%00.0%Unchanged
Huntington National Bank149$21.0K0.00%−123−45.2%Reduced
HC Financial Advisors Inc150$21.0K0.01%00.0%Unchanged
Ellevest, Inc.136$19.0K0.00%00.0%Unchanged
Quantbot Technologies LP139$19.0K0.00%+139New
Corbenic Partners LLC114$16.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.117$16.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC103$14.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors100$13.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC77$11.0K0.00%00.0%Unchanged
American Portfolios Advisors74$10.3K0.00%00.0%Unchanged
Ci Investments Inc.55$8.00K0.00%+21+61.8%Added
HM Payson & Co50$7.00K0.00%00.0%Unchanged
Berman Capital Advisors, LLC56$7.00K0.00%+8+16.7%Added
Group One Trading, L.P.41$6.00K0.00%−59−59.0%Reduced
CVA Family Office, LLC42$6.00K0.00%+42New
Concord Wealth Partners38$5.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc35$5.00K0.00%+26+288.9%Added
Quadrant Capital Group LLC29$4.00K0.00%−5−14.7%Reduced
Institutional & Family Asset Management, LLC25$3.00K0.00%00.0%Unchanged
Glassman Wealth Services20$3.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.23$3.00K0.00%+23New
Stonebridge Capital Advisors LLC12$2.00K0.00%00.0%Unchanged
Enterprise Financial Services Corp7$1.00K0.00%−6−46.2%Reduced
O'Shaughnessy Asset Management, LLC6$1.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC8$1.00K0.00%00.0%Unchanged
Bogart Wealth, LLC10$1.00K0.00%+1+11.1%Added
Atlas Private Wealth Advisors10$1.00K0.00%00.0%Unchanged
Kelly Financial Services LLC27,838$2000.01%+27,638+13,819.0%Added
Cadian Capital Management, LP0$00.00%−349,413−100.0%Sold out
Dorsal Capital Management, LLC0$00.00%−175,000−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−156,741−100.0%Sold out
Totem Point Management, LLC0$00.00%−137,396−100.0%Sold out
Highside Global Management LLC0$00.00%−134,113−100.0%Sold out
Engle Capital Management, L.P.0$00.00%−83,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−62,045−100.0%Sold out
Lee Capital Holdings LLC0$00.00%−38,250−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−37,060−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−25,177−100.0%Sold out
Public Sector Pension Investment Board0$00.00%−25,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−24,576−100.0%Sold out
Two Sigma Investments, LP0$00.00%−22,271−100.0%Sold out
Duality Advisers, LP0$00.00%−22,045−100.0%Sold out
Roubaix Capital, LLC0$00.00%−18,481−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,437−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−15,130−100.0%Sold out
Banco Santander, S.A.0$00.00%−14,274−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−13,636−100.0%Sold out
STRS Ohio0$00.00%−12,939−100.0%Sold out
Aviva PLC0$00.00%−10,486−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−8,865−100.0%Sold out
Engineers Gate Manager LP0$00.00%−7,942−100.0%Sold out
Paloma Partners Management Co0$00.00%−5,098−100.0%Sold out
Weld Capital Management LLC0$00.00%−4,196−100.0%Sold out
Virtu Financial LLC0$00.00%−3,478−100.0%Sold out
Wolverine Trading, LLC0$00.00%−3,162−100.0%Sold out
Marshall Wace, LLP0$00.00%−3,025−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−2,688−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−2,351−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−2,066−100.0%Sold out
Sowell Financial Services LLC0$00.00%−1,898−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−1,918−100.0%Sold out
PEAK6 Investments LLC0$00.00%−1,058−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−861−100.0%Sold out
FORA Capital, LLC0$00.00%−655−100.0%Sold out
Fred Alger Management, LLC0$00.00%−322−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−150−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−100−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−45−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−17−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−3−100.0%Sold out
Assetmark, Inc0$00.00%−4−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−3−100.0%Sold out
Standard Family Office LLC0$00.00%−3−100.0%Sold out