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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
BNP Paribas Arbitrage, SA13,060$1.66M0.00%+10,592+429.2%Added
Voya Investment Management LLC12,529$1.59M0.00%−1,332−9.6%Reduced
FDx Advisors, Inc.12,455$1.58M0.05%+720+6.1%Added
Icon Wealth Partners, LLC12,426$1.58M0.17%+720+6.2%Added
Scholtz & Company, LLC11,977$1.52M0.54%+120+1.0%Added
Fortis Capital Management LLC11,256$1.43M0.83%+3,419+43.6%Added
Arizona State Retirement System11,068$1.41M0.01%+72+0.7%Added
Malaga Cove Capital, LLC10,926$1.39M0.58%+1,819+20.0%Added
The PNC Financial Services Group, Inc.10,059$1.28M0.00%−13−0.1%Reduced
ING Groep NV10,000$1.27M0.02%+10,000New
Illinois Municipal Retirement Fund9,531$1.21M0.04%00.0%Unchanged
University of Notre Dame du Lac9,013$1.15M3.62%+9,013New
Acadian Asset Management LLC8,802$1.12M0.00%−25,215−74.1%Reduced
HighTower Advisors, LLC8,582$1.10M0.00%+187+2.2%Added
Synovus Financial Corp8,320$1.05M0.01%+747+9.9%Added
LPL Financial LLC7,915$1.01M0.00%−149−1.8%Reduced
Greenwood Capital Associates LLC7,509$954.0K0.15%+447+6.3%Added
Handelsbanken Fonder AB7,444$946.0K0.00%00.0%Unchanged
Utah Retirement Systems7,399$941.0K0.01%−400−5.1%Reduced
Amalgamated Bank7,386$939.0K0.01%−447−5.7%Reduced
Ameriprise Financial Inc7,312$930.0K0.00%+237+3.3%Added
Algert Global LLC7,244$921.0K0.12%+3,397+88.3%Added
Teacher Retirement System of Texas6,516$828.0K0.00%+1,253+23.8%Added
Gsa Capital Partners LLP6,270$797.0K0.08%−5,678−47.5%Reduced
Knowledge Leaders Capital, LLC6,216$790.0K0.64%+74+1.2%Added
Public Employees Retirement Association of Colorado6,018$765.0K0.00%00.0%Unchanged
Jefferies Group LLC5,700$724.5K0.02%+5,700New
Advisor Group Holdings, Inc.5,205$661.0K0.00%−828−13.7%Reduced
State of Wisconsin Investment Board5,114$650.0K0.00%+245+5.0%Added
Bank of Montreal4,979$645.0K0.00%+37+0.7%Added
Cambridge Trust Co5,000$636.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,973$632.0K0.05%+697+16.3%Added
AlphaCrest Capital Management LLC4,901$623.0K0.03%−1,759−26.4%Reduced
HSBC Holdings PLC4,799$614.0K0.00%−394−7.6%Reduced
Winton Group Ltd4,738$602.0K0.03%+1,758+59.0%Added
Trellus Management Company, LLC4,500$572.0K0.51%00.0%Unchanged
Emerald Advisers, LLC4,487$570.0K0.02%−205−4.4%Reduced
Xponance, Inc.4,415$561.0K0.01%−149−3.3%Reduced
Gotham Asset Management, LLC4,381$557.0K0.02%+1,403+47.1%Added
Janus Henderson Group PLC4,278$543.0K0.00%+4,278New
Principal Financial Group Inc4,157$528.0K0.00%−228−5.2%Reduced
Blair William & Co4,080$519.0K0.00%−173−4.1%Reduced
Princeton Capital Management LLC4,000$508.0K0.16%00.0%Unchanged
Maryland Capital Management3,986$507.0K0.03%+105+2.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)3,896$495.0K0.00%00.0%Unchanged
Prudential Financial Inc3,560$470.0K0.00%−133−3.6%Reduced
Holocene Advisors, LP3,529$449.0K0.00%+3,529New
FIL Ltd3,500$445.0K0.00%+3,244+1,267.2%Added
Tower Research Capital LLC (TRC)3,485$443.0K0.01%+3,308+1,868.9%Added
Tudor Investment Corp Et Al3,280$417.0K0.01%+3,280New
We Are One Seven, LLC3,415$405.0K0.05%−2−0.1%Reduced
Maryland State Retirement & Pension System3,147$404.0K0.01%00.0%Unchanged
CIBC Asset Management Inc3,148$400.0K0.00%+202+6.9%Added
Alphasimplex Group, LLC3,023$384.0K0.32%−4,141−57.8%Reduced
Pictet Asset Management SA2,929$372.0K0.00%+2,929New
Connable Office Inc2,905$369.0K0.05%00.0%Unchanged
Independent Advisor Alliance2,887$367.0K0.02%−322−10.0%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital2,867$364.0K0.00%+2,867New
Barclays PLC2,858$363.0K0.00%−1,764−38.2%Reduced
Virginia Retirement Systems Et Al2,800$356.0K0.00%−3,500−55.6%Reduced
Jupiter Wealth Management LLC3,000$351.0K0.17%00.0%Unchanged
Insight Advisors, LLC2,816$340.0K0.10%00.0%Unchanged
Metropolitan Life Insurance Co2,626$333.8K0.00%−87−3.2%Reduced
JT Stratford LLC2,568$326.0K0.10%+104+4.2%Added
Cresset Asset Management, LLC2,510$319.0K0.00%+4+0.2%Added
Personal Capital Advisors Corp2,493$317.0K0.00%+10.0%Added
Zeke Capital Advisors, LLC2,446$311.0K0.02%+338+16.0%Added
Vontobel Holding Ltd.2,439$310.0K0.00%+2,439New
Fulcrum Asset Management LLP–$306.0K0.15%––
Snowden Capital Advisors LLC2,355$299.3K0.01%−4,729−66.8%Reduced
Diversified Trust Co2,353$299.0K0.01%−577−19.7%Reduced
Mark Stevens2,270$289.0K0.03%00.0%Unchanged
Point72 Hong Kong Ltd2,237$284.0K0.02%+2,237New
Hardy Reed LLC2,184$278.0K0.05%00.0%Unchanged
ProShare Advisors LLC2,133$271.0K0.00%+19+0.9%Added
Trexquant Investment LP2,100$267.0K0.02%−1,258−37.5%Reduced
Psagot Investment House Ltd.2,081$264.0K0.05%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)2,081$264.0K0.05%+2,081New
Simplex Trading, LLC1,902$263.0K0.01%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.2,050$261.0K0.00%+404+24.5%Added
JustInvest LLC2,028$258.0K0.02%−727−26.4%Reduced
TrinityPoint Wealth, LLC2,017$256.0K0.05%+2,017New
MML Investors Services, LLC1,868$237.0K0.00%−20−1.1%Reduced
Quantbot Technologies LP1,858$236.0K0.02%+1,719+1,236.7%Added
Macquarie Group Ltd1,848$235.0K0.00%00.0%Unchanged
Blueshift Asset Management, LLC1,784$227.0K0.01%+1,784New
CWM Advisors, LLC1,760$224.0K0.03%+1,760New
Cubist Systematic Strategies, LLC1,674$213.0K0.00%+1,674New
Raymond James Financial Services Advisors, Inc.1,657$211.0K0.00%−84−4.8%Reduced
Manufacturers Life Insurance Company, The1,661$211.0K0.00%00.0%Unchanged
State of Wyoming1,637$208.0K0.13%−673−29.1%Reduced
Carroll Financial Associates, Inc.1,607$204.0K0.01%−1−0.1%Reduced
Parkside Financial Bank & Trust1,587$202.0K0.06%+20+1.3%Added
Sageworth Trust Co1,430$182.0K0.01%00.0%Unchanged
First Mercantile Trust Co1,181$150.0K0.02%+123+11.6%Added
Fifth Third Bancorp1,129$143.0K0.00%00.0%Unchanged
TD Private Client Wealth LLC1,112$141.3K0.01%00.0%Unchanged
Spire Wealth Management1,049$133.0K0.00%00.0%Unchanged
NN Investment Partners Holdings N.V.900$114.0K0.00%+900New
Proequities, Inc.867$110.0K0.01%+21+2.5%Added