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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, Q4 2021

Institutional positions in Pegasystems Inc as of Dec 31, 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
266
+25 vs. Q3 2021
Shares held
39.7M
+1.53M (+4.0%) vs. Q3 2021
Total value
$4.44B
−$412.1M (−8.5%) vs. Q3 2021
New holders
55
87 more added
Sold out
30
76 more reduced

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 266 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 heldQ4 2021: $4.44B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2021.

Institutions holding PEGA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bares Capital Management, Inc.4,903,185$548.3M10.96%−65,578−1.3%Reduced
Luxor Capital Group, LP4,507,157$504.0M14.75%+1,306,370+40.8%Added
Vanguard Group Inc3,751,549$419.5M0.01%−40,638−1.1%Reduced
BlackRock Inc.1,994,626$223.0M0.01%+177,317+9.8%Added
Praesidium Investment Management Company, LLC1,495,314$167.2M9.39%−95,328−6.0%Reduced
TPG GP A, LLC1,490,120$166.6M1.66%+1,490,120New
Foxhaven Asset Management, LP1,427,203$159.6M4.64%+79,507+5.9%Added
Bamco Inc1,415,130$158.2M0.34%+160,000+12.7%Added
Riverbridge Partners LLC1,411,386$157.8M1.56%+48,245+3.5%Added
William Blair Investment Management, LLC1,189,235$133.0M0.36%−75,013−5.9%Reduced
Eminence Capital, LP1,148,328$128.4M1.67%+24,610+2.2%Added
Southpoint Capital Advisors LP1,000,000$111.8M2.15%−100,000−9.1%Reduced
Capital Research Global Investors977,966$109.4M0.02%+43,871+4.7%Added
Invesco Ltd.867,667$97.0M0.02%−1,018,662−54.0%Reduced
Fisher Asset Management, LLC722,455$80.8M0.05%+32,502+4.7%Added
State Street Corp609,989$68.2M0.00%+1,765+0.3%Added
Geode Capital Management, LLC554,628$62.0M0.01%+14,831+2.7%Added
Eagle Asset Management Inc540,279$61.5M0.27%−49,036−8.3%Reduced
Deutsche Bank AG457,092$51.1M0.02%−4,983−1.1%Reduced
Ranger Investment Management, L.P.449,071$50.2M2.74%+29,717+7.1%Added
Bank of America Corp444,631$49.7M0.01%+85,088+23.7%Added
Locust Wood Capital Advisers, LLC401,787$44.9M2.53%+29,463+7.9%Added
Norges Bank399,236$44.6M0.01%+3,908+1.0%Added
Westfield Capital Management Co LP392,250$43.9M0.26%−51,480−11.6%Reduced
Goldman Sachs Group Inc353,331$39.5M0.01%−128,168−26.6%Reduced
Ensign Peak Advisors, Inc349,315$39.1M0.07%−21,432−5.8%Reduced
Lazard Asset Management LLC323,846$36.2M0.04%−6,882−2.1%Reduced
Northern Trust Corp321,443$35.9M0.01%−10,346−3.1%Reduced
Herald Investment Management Ltd319,000$35.7M5.79%00.0%Unchanged
Royal Bank of Canada292,329$32.7M0.01%−3,321−1.1%Reduced
Price T Rowe Associates Inc260,919$29.2M0.00%−87,284−25.1%Reduced
Charles Schwab Investment Management Inc225,032$25.2M0.01%+8,774+4.1%Added
Loomis Sayles & Co L P221,901$24.8M0.03%−2,270−1.0%Reduced
Dimensional Fund Advisors LP206,050$23.0M0.01%+3,063+1.5%Added
GAM Holding AG197,822$22.2M0.99%00.0%Unchanged
Nuveen Asset Management, LLC164,477$18.4M0.01%−23,234−12.4%Reduced
Bank of New York Mellon Corp164,002$18.3M0.00%+9,131+5.9%Added
Standard Life Aberdeen plc163,848$18.3M0.04%−194,726−54.3%Reduced
Bank of Nova Scotia148,000$16.5M0.02%−14,396−8.9%Reduced
Jane Street Group, LLC137,841$15.4M0.03%+137,841New
Wellington Management Group LLP133,966$15.0M0.00%+10,391+8.4%Added
Russell Investments Group, Ltd.118,051$13.2M0.02%+15,304+14.9%Added
Great West Life Assurance Co116,140$13.0M0.03%+4,516+4.0%Added
Segall Bryant & Hamill, LLC114,741$12.8M0.12%+194+0.2%Added
Crawford Investment Counsel Inc98,238$11.0M0.21%+7,220+7.9%Added
Swiss National Bank89,600$10.0M0.01%−100−0.1%Reduced
California Public Employees Retirement System89,064$9.96M0.01%−830−0.9%Reduced
Bessemer Group Inc86,857$9.71M0.02%−20.0%Reduced
Legal & General Group Plc73,341$8.20M0.00%−1,256−1.7%Reduced
Citadel Advisors LLC68,650$7.68M0.01%+68,650New
Envestnet Asset Management Inc68,229$7.63M0.00%+2,261+3.4%Added
George Kaiser Family Foundation67,047$7.50M1.08%−320.0%Reduced
First Trust Advisors LP64,051$7.16M0.01%−125,513−66.2%Reduced
BNP Paribas Arbitrage, SA63,590$7.11M0.02%+50,530+386.9%Added
UBS Asset Management Americas Inc58,154$6.50M0.00%−1,589−2.7%Reduced
Frontier Capital Management Co LLC57,610$6.44M0.05%−808−1.4%Reduced
California State Teachers Retirement System56,780$6.35M0.01%−12,105−17.6%Reduced
Comerica Bank63,440$6.05M0.04%+1,020+1.6%Added
North Run Capital, LP52,800$5.90M4.54%−2,200−4.0%Reduced
Natixis52,710$5.89M0.02%+14,105+36.5%Added
State Board of Administration of Florida Retirement System51,488$5.76M0.01%+260+0.5%Added
Oppenheimer Asset Management Inc.49,473$5.53M0.07%−1,040−2.1%Reduced
Rice Hall James & Associates, LLC47,592$5.32M0.19%−308−0.6%Reduced
Ironwood Investment Management LLC46,734$5.23M2.58%+132+0.3%Added
New York State Common Retirement Fund46,700$5.22M0.01%+80.0%Added
HighTower Advisors, LLC44,422$4.96M0.01%+35,840+417.6%Added
Credit Suisse AG42,639$4.77M0.00%−5,310−11.1%Reduced
Rhumbline Advisers39,576$4.42M0.01%+1,155+3.0%Added
Commerce Bank37,806$4.23M0.03%+2,236+6.3%Added
Point72 Asset Management, L.P.35,561$3.98M0.02%−50,100−58.5%Reduced
Tudor Investment Corp Et Al34,588$3.87M0.07%+31,308+954.5%Added
Parametric Portfolio Associates LLC34,170$3.82M0.00%+890+2.7%Added
Holocene Advisors, LP32,808$3.67M0.02%+29,279+829.7%Added
Voloridge Investment Management, LLC32,067$3.59M0.02%+32,067New
Wells Fargo & Company30,868$3.45M0.00%−13,718−30.8%Reduced
SEI Investments Co30,599$3.42M0.01%+276+0.9%Added
Victory Capital Management Inc30,129$3.37M0.00%+4,032+15.5%Added
Morgan Stanley28,162$3.15M0.00%−54−0.2%Reduced
Papp L Roy & Associates26,760$2.99M0.34%00.0%Unchanged
JPMorgan Chase & Co23,718$2.65M0.00%−5,916−20.0%Reduced
Twin Tree Management, LP23,503$2.63M0.06%+23,503New
State of New Jersey Common Pension Fund D23,417$2.62M0.01%+2,136+10.0%Added
AQR Capital Management LLC23,118$2.58M0.00%+9,333+67.7%Added
FIL Ltd22,856$2.56M0.00%+19,356+553.0%Added
Public Employees Retirement System of Ohio22,439$2.51M0.01%−694−3.0%Reduced
Man Group plc22,076$2.47M0.01%+1,827+9.0%Added
Cubist Systematic Strategies, LLC21,674$2.42M0.02%+20,000+1,194.7%Added
Susquehanna International Group, LLP20,658$2.31M0.00%+20,658New
Brown Brothers Harriman & Co20,401$2.28M0.01%00.0%Unchanged
Citigroup Inc19,614$2.19M0.00%+1,998+11.3%Added
Voya Investment Management LLC19,385$2.17M0.00%+6,856+54.7%Added
Sturgeon Ventures LLP19,221$2.15M0.99%−21,000−52.2%Reduced
Penserra Capital Management LLC21,475$2.15M0.05%+4,119+23.7%Added
Alliancebernstein L.P.19,180$2.15M0.00%−4,789−20.0%Reduced
UBS Group AG18,867$2.11M0.00%−8,515−31.1%Reduced
Liontrust Investment Partners LLP18,000$2.01M0.02%−34,600−65.8%Reduced
US Bancorp17,088$1.91M0.00%−896−5.0%Reduced
Canada Pension Plan Investment Board16,000$1.79M0.00%00.0%Unchanged
Raymond James & Associates15,189$1.70M0.00%−1,022−6.3%Reduced
Treasurer of the State of North Carolina14,784$1.65M0.01%+90+0.6%Added