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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 781 | $99.0K | 0.00% | −62−7.4% | Reduced |
| Asset Management One Co.,Ltd. | 672 | $85.0K | 0.00% | −64−8.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 660 | $84.0K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 637 | $81.0K | 0.00% | −10−1.5% | Reduced |
| Captrust Financial Advisors | 619 | $79.0K | 0.00% | +8+1.3% | Added |
| Signaturefd, LLC | 533 | $68.0K | 0.00% | +1+0.2% | Added |
| Eaton Vance Management | 508 | $65.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 474 | $60.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 473 | $60.0K | 0.00% | +19+4.2% | Added |
| Advisors Asset Management, Inc. | 337 | $43.0K | 0.00% | +337 | New |
| Steward Partners Investment Advisory, LLC | 300 | $38.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 293 | $37.0K | 0.01% | +293 | New |
| Private Capital Group, LLC | 244 | $31.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 238 | $30.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $25.4K | 0.01% | −27,638−99.3% | Reduced |
| McIlrath & Eck, LLC | 175 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 155 | $19.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 149 | $19.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $19.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 142 | $18.0K | 0.00% | +136+2,266.7% | Added |
| TCI Wealth Advisors, Inc. | 117 | $15.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 114 | $14.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $13.0K | 0.01% | +100 | New |
| Arkadios Wealth Advisors | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 85 | $11.0K | 0.00% | −51−37.5% | Reduced |
| Column Capital Advisors, LLC | 77 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 74 | $9.40K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 60 | $8.00K | 0.00% | +5+9.1% | Added |
| Berman Capital Advisors, LLC | 56 | $7.00K | 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 |
| Concord Wealth Partners | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $3.00K | 0.00% | +25 | 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 |
| 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 |
| Meridian Wealth Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −114,114−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −62,059−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,404−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −30,401−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −16,537−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,048−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −8,447−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,002−100.0% | Sold out |
| Provenire Capital, LLC | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,957−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −4,677−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,983−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,838−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |