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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, 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.

Institutional holdersQ3 2021: 246 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 heldQ3 2021: $5.01B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2021.

Institutions holding PEGA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Prudential Financial Inc3,560$470.0K0.00%−133−3.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,896$495.0K0.00%00.0%Unchanged
Maryland Capital Management3,986$507.0K0.03%+105+2.7%Added
Princeton Capital Management LLC4,000$508.0K0.16%00.0%Unchanged
Blair William & Co4,080$519.0K0.00%−173−4.1%Reduced
Principal Financial Group Inc4,157$528.0K0.00%−228−5.2%Reduced
Janus Henderson Group PLC4,278$543.0K0.00%+4,278New
Gotham Asset Management, LLC4,381$557.0K0.02%+1,403+47.1%Added
Xponance, Inc.4,415$561.0K0.01%−149−3.3%Reduced
Emerald Advisers, LLC4,487$570.0K0.02%−205−4.4%Reduced
Trellus Management Company, LLC4,500$572.0K0.51%00.0%Unchanged
Winton Group Ltd4,738$602.0K0.03%+1,758+59.0%Added
HSBC Holdings PLC4,799$614.0K0.00%−394−7.6%Reduced
AlphaCrest Capital Management LLC4,901$623.0K0.03%−1,759−26.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,973$632.0K0.05%+697+16.3%Added
Cambridge Trust Co5,000$636.0K0.02%00.0%Unchanged
Bank of Montreal4,979$645.0K0.00%+37+0.7%Added
State of Wisconsin Investment Board5,114$650.0K0.00%+245+5.0%Added
Advisor Group Holdings, Inc.5,205$661.0K0.00%−828−13.7%Reduced
Jefferies Group LLC5,700$724.5K0.02%+5,700New
Public Employees Retirement Association of Colorado6,018$765.0K0.00%00.0%Unchanged
Knowledge Leaders Capital, LLC6,216$790.0K0.64%+74+1.2%Added
Gsa Capital Partners LLP6,270$797.0K0.08%−5,678−47.5%Reduced
Teacher Retirement System of Texas6,516$828.0K0.00%+1,253+23.8%Added
Algert Global LLC7,244$921.0K0.12%+3,397+88.3%Added
Ameriprise Financial Inc7,312$930.0K0.00%+237+3.3%Added
Amalgamated Bank7,386$939.0K0.01%−447−5.7%Reduced
Utah Retirement Systems7,399$941.0K0.01%−400−5.1%Reduced
Handelsbanken Fonder AB7,444$946.0K0.00%00.0%Unchanged
Greenwood Capital Associates LLC7,509$954.0K0.15%+447+6.3%Added
LPL Financial LLC7,915$1.01M0.00%−149−1.8%Reduced
Synovus Financial Corp8,320$1.05M0.01%+747+9.9%Added
HighTower Advisors, LLC8,582$1.10M0.00%+187+2.2%Added
Acadian Asset Management LLC8,802$1.12M0.00%−25,215−74.1%Reduced
University of Notre Dame du Lac9,013$1.15M3.62%+9,013New
Illinois Municipal Retirement Fund9,531$1.21M0.04%00.0%Unchanged
ING Groep NV10,000$1.27M0.02%+10,000New
The PNC Financial Services Group, Inc.10,059$1.28M0.00%−13−0.1%Reduced
Malaga Cove Capital, LLC10,926$1.39M0.58%+1,819+20.0%Added
Arizona State Retirement System11,068$1.41M0.01%+72+0.7%Added
Fortis Capital Management LLC11,256$1.43M0.83%+3,419+43.6%Added
Scholtz & Company, LLC11,977$1.52M0.54%+120+1.0%Added
Icon Wealth Partners, LLC12,426$1.58M0.17%+720+6.2%Added
FDx Advisors, Inc.12,455$1.58M0.05%+720+6.1%Added
Voya Investment Management LLC12,529$1.59M0.00%−1,332−9.6%Reduced
BNP Paribas Arbitrage, SA13,060$1.66M0.00%+10,592+429.2%Added
Mirae Asset Global Investments Co., Ltd.13,155$1.67M0.00%+615+4.9%Added
Mastrapasqua Asset Management Inc13,476$1.71M0.19%−50−0.4%Reduced
AQR Capital Management LLC13,785$1.75M0.00%−8,322−37.6%Reduced
Commonwealth Equity Services, LLC14,018$1.78M0.00%+1,360+10.7%Added
Treasurer of the State of North Carolina14,694$1.87M0.01%+499+3.5%Added
Verition Fund Management LLC15,254$1.94M0.03%+13,316+687.1%Added
Canada Pension Plan Investment Board16,000$2.03M0.00%+16,000New
Raymond James & Associates16,211$2.06M0.00%−292−1.8%Reduced
Penserra Capital Management LLC17,356$2.21M0.05%−1,462−7.8%Reduced
Citigroup Inc17,616$2.24M0.00%−37,322−67.9%Reduced
US Bancorp17,984$2.29M0.00%−2,535−12.4%Reduced
Man Group plc20,249$2.57M0.01%−1,210−5.6%Reduced
Brown Brothers Harriman & Co20,401$2.59M0.02%−275−1.3%Reduced
ExodusPoint Capital Management, LP20,738$2.64M0.04%+18,439+802.0%Added
State of New Jersey Common Pension Fund D21,281$2.71M0.01%+303+1.4%Added
Public Employees Retirement System of Ohio23,133$2.94M0.01%−480−2.0%Reduced
Alliancebernstein L.P.23,969$3.05M0.00%+2,149+9.8%Added
Victory Capital Management Inc26,097$3.32M0.00%+20,331+352.6%Added
SG Americas Securities, LLC26,362$3.35M0.02%+1,806+7.4%Added
Papp L Roy & Associates26,760$3.40M0.43%00.0%Unchanged
UBS Group AG27,382$3.48M0.00%−3,859−12.4%Reduced
Morgan Stanley28,216$3.59M0.00%+4,974+21.4%Added
Thames Capital Management LLC29,283$3.72M0.81%+8,409+40.3%Added
Landsberg, Bennett, & Dubbaneh LLC29,152$3.75M0.48%+2,530+9.5%Added
JPMorgan Chase & Co29,634$3.77M0.00%−112,450−79.1%Reduced
SEI Investments Co30,323$3.85M0.01%−2,576−7.8%Reduced
Parametric Portfolio Associates LLC33,280$4.23M0.00%+3,677+12.4%Added
Commerce Bank35,570$4.52M0.03%+35,570New
Rhumbline Advisers38,421$4.88M0.01%−750−1.9%Reduced
Natixis38,605$4.91M0.02%+38,605New
Sturgeon Ventures LLP40,221$5.11M2.56%+1,072+2.7%Added
Wells Fargo & Company44,586$5.67M0.00%−26,501−37.3%Reduced
Washington Harbour Partners LP46,075$5.86M0.69%+46,075New
Ironwood Investment Management LLC46,602$5.92M3.07%−109−0.2%Reduced
New York State Common Retirement Fund46,692$5.93M0.01%+142+0.3%Added
Millennium Management LLC46,956$5.97M0.01%+20,405+76.9%Added
Rice Hall James & Associates, LLC47,900$6.09M0.22%−972−2.0%Reduced
Credit Suisse AG47,949$6.09M0.00%+977+2.1%Added
Oppenheimer Asset Management Inc.50,513$6.42M0.09%−414−0.8%Reduced
State Board of Administration of Florida Retirement System51,228$6.51M0.01%−647−1.2%Reduced
Liontrust Investment Partners LLP52,600$6.69M0.09%+52,600New
North Run Capital, LP55,000$6.99M5.04%−7,000−11.3%Reduced
Frontier Capital Management Co LLC58,418$7.42M0.06%+8,044+16.0%Added
UBS Asset Management Americas Inc59,743$7.59M0.00%+584+1.0%Added
Comerica Bank62,420$8.03M0.05%+5,355+9.4%Added
Envestnet Asset Management Inc65,968$8.38M0.00%+4,914+8.0%Added
George Kaiser Family Foundation67,079$8.53M1.43%00.0%Unchanged
California State Teachers Retirement System68,885$8.76M0.01%−2,036−2.9%Reduced
Legal & General Group Plc74,597$9.48M0.00%+6,613+9.7%Added
FMR LLC77,526$9.85M0.00%+146+0.2%Added
Point72 Asset Management, L.P.85,661$10.9M0.05%+85,661New
Bessemer Group Inc86,859$11.0M0.02%−430.0%Reduced
Swiss National Bank89,700$11.4M0.01%+500+0.6%Added
California Public Employees Retirement System89,894$11.4M0.01%+5,753+6.8%Added