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, Q3 2021
Institutional positions in Pegasystems Inc as of Sep 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
- 246
- +3 vs. Q2 2021
- Shares held
- 39.4M
- +407.5K (+1.0%) vs. Q2 2021
- Total value
- $5.01B
- −$416.3M (−7.7%) vs. Q2 2021
- New holders
- 32
- 89 more added
- Sold out
- 29
- 78 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| NEXT Financial Group, Inc | 9 | $1.00K | 0.00% | −26−74.3% | Reduced |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.00K | 0.00% | +5 | New |
| Assetmark, Inc | 4 | $1.00K | 0.00% | +4 | New |
| Institutional & Family Asset Management, LLC | 15 | $2.00K | 0.00% | −10−40.0% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $2.00K | 0.00% | +12 | New |
| Glassman Wealth Services | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Lindbrook Capital, LLC | 33 | $4.00K | 0.00% | −70−68.0% | Reduced |
| Bellwether Advisors, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 30 | $4.00K | 0.00% | +30 | New |
| Concord Wealth Partners | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 46 | $6.00K | 0.00% | +17+58.6% | Added |
| Berman Capital Advisors, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 60 | $8.00K | 0.00% | +5+9.1% | Added |
| American Portfolios Advisors | 74 | $9.40K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 85 | $11.0K | 0.00% | −51−37.5% | Reduced |
| Arkadios Wealth Advisors | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $13.0K | 0.01% | +100 | New |
| Corbenic Partners LLC | 114 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 117 | $15.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 142 | $18.0K | 0.00% | +136+2,266.7% | Added |
| Huntington National Bank | 149 | $19.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 155 | $19.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 175 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $25.4K | 0.01% | −27,638−99.3% | Reduced |
| Central Trust Co | 238 | $30.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 244 | $31.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 293 | $37.0K | 0.01% | +293 | New |
| Steward Partners Investment Advisory, LLC | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 337 | $43.0K | 0.00% | +337 | New |
| First Horizon Advisors, Inc. | 474 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 473 | $60.0K | 0.00% | +19+4.2% | Added |
| Eaton Vance Management | 508 | $65.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 533 | $68.0K | 0.00% | +1+0.2% | Added |
| Captrust Financial Advisors | 619 | $79.0K | 0.00% | +8+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 637 | $81.0K | 0.00% | −10−1.5% | Reduced |
| Guinness Atkinson Asset Management Inc | 660 | $84.0K | 0.04% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 672 | $85.0K | 0.00% | −64−8.7% | Reduced |
| American International Group, Inc. | 781 | $99.0K | 0.00% | −62−7.4% | Reduced |
| Proequities, Inc. | 867 | $110.0K | 0.01% | +21+2.5% | Added |
| NN Investment Partners Holdings N.V. | 900 | $114.0K | 0.00% | +900 | New |
| Spire Wealth Management | 1,049 | $133.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,112 | $141.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,129 | $143.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,181 | $150.0K | 0.02% | +123+11.6% | Added |
| Sageworth Trust Co | 1,430 | $182.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,587 | $202.0K | 0.06% | +20+1.3% | Added |
| Carroll Financial Associates, Inc. | 1,607 | $204.0K | 0.01% | −1−0.1% | Reduced |
| State of Wyoming | 1,637 | $208.0K | 0.13% | −673−29.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,657 | $211.0K | 0.00% | −84−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 1,661 | $211.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,674 | $213.0K | 0.00% | +1,674 | New |
| CWM Advisors, LLC | 1,760 | $224.0K | 0.03% | +1,760 | New |
| Blueshift Asset Management, LLC | 1,784 | $227.0K | 0.01% | +1,784 | New |
| Macquarie Group Ltd | 1,848 | $235.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,858 | $236.0K | 0.02% | +1,719+1,236.7% | Added |
| MML Investors Services, LLC | 1,868 | $237.0K | 0.00% | −20−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 2,017 | $256.0K | 0.05% | +2,017 | New |
| JustInvest LLC | 2,028 | $258.0K | 0.02% | −727−26.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,050 | $261.0K | 0.00% | +404+24.5% | Added |
| Simplex Trading, LLC | 1,902 | $263.0K | 0.01% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 2,081 | $264.0K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 2,081 | $264.0K | 0.05% | +2,081 | New |
| Trexquant Investment LP | 2,100 | $267.0K | 0.02% | −1,258−37.5% | Reduced |
| ProShare Advisors LLC | 2,133 | $271.0K | 0.00% | +19+0.9% | Added |
| Hardy Reed LLC | 2,184 | $278.0K | 0.05% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 2,237 | $284.0K | 0.02% | +2,237 | New |
| Mark Stevens | 2,270 | $289.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 2,353 | $299.0K | 0.01% | −577−19.7% | Reduced |
| Snowden Capital Advisors LLC | 2,355 | $299.3K | 0.01% | −4,729−66.8% | Reduced |
| Fulcrum Asset Management LLP | – | $306.0K | 0.15% | – | – |
| Vontobel Holding Ltd. | 2,439 | $310.0K | 0.00% | +2,439 | New |
| Zeke Capital Advisors, LLC | 2,446 | $311.0K | 0.02% | +338+16.0% | Added |
| Personal Capital Advisors Corp | 2,493 | $317.0K | 0.00% | +10.0% | Added |
| Cresset Asset Management, LLC | 2,510 | $319.0K | 0.00% | +4+0.2% | Added |
| JT Stratford LLC | 2,568 | $326.0K | 0.10% | +104+4.2% | Added |
| Metropolitan Life Insurance Co | 2,626 | $333.8K | 0.00% | −87−3.2% | Reduced |
| Insight Advisors, LLC | 2,816 | $340.0K | 0.10% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 3,000 | $351.0K | 0.17% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 2,800 | $356.0K | 0.00% | −3,500−55.6% | Reduced |
| Barclays PLC | 2,858 | $363.0K | 0.00% | −1,764−38.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,867 | $364.0K | 0.00% | +2,867 | New |
| Independent Advisor Alliance | 2,887 | $367.0K | 0.02% | −322−10.0% | Reduced |
| Connable Office Inc | 2,905 | $369.0K | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,929 | $372.0K | 0.00% | +2,929 | New |
| Alphasimplex Group, LLC | 3,023 | $384.0K | 0.32% | −4,141−57.8% | Reduced |
| CIBC Asset Management Inc | 3,148 | $400.0K | 0.00% | +202+6.9% | Added |
| Maryland State Retirement & Pension System | 3,147 | $404.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,415 | $405.0K | 0.05% | −2−0.1% | Reduced |
| Tudor Investment Corp Et Al | 3,280 | $417.0K | 0.01% | +3,280 | New |
| Tower Research Capital LLC (TRC) | 3,485 | $443.0K | 0.01% | +3,308+1,868.9% | Added |
| FIL Ltd | 3,500 | $445.0K | 0.00% | +3,244+1,267.2% | Added |
| Holocene Advisors, LP | 3,529 | $449.0K | 0.00% | +3,529 | New |