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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 4 | $0 | 0.00% | −42−91.3% | Reduced |
| Assetmark, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Institutional & Family Asset Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Sierra Capital LLC | 24 | $3.00K | 0.00% | +24 | New |
| Leonteq Securities AG | 29 | $3.24K | 0.00% | +29 | New |
| Concord Wealth Partners | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 38 | $4.00K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 43 | $5.00K | 0.00% | +13+43.3% | Added |
| Cornerstone Advisory, LLC | 45 | $5.00K | 0.00% | +45 | New |
| Dark Forest Capital Management LP | 43 | $5.00K | 0.00% | +43 | New |
| HM Payson & Co | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $6.00K | 0.00% | +53 | New |
| Missouri Trust & Investment Co | 52 | $6.00K | 0.00% | +52 | New |
| American Portfolios Advisors | 74 | $8.28K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $8.40K | 0.01% | +75 | New |
| Column Capital Advisors, LLC | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 114 | $13.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 129 | $14.0K | 0.00% | +129 | New |
| EverSource Wealth Advisors, LLC | 122 | $14.0K | 0.00% | +122 | New |
| Brewin Dolphin Ltd | 155 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 149 | $17.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 173 | $19.0K | 0.00% | +113+188.3% | Added |
| McIlrath & Eck, LLC | 175 | $20.0K | 0.01% | 00.0% | Unchanged |
| Outfitter Financial LLC | 200 | $22.0K | 0.02% | +200 | New |
| Kelly Financial Services LLC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $22.4K | 0.02% | +200 | New |
| Carroll Financial Associates, Inc. | 205 | $23.0K | 0.00% | −1,402−87.2% | Reduced |
| Private Capital Group, LLC | 244 | $27.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 238 | $27.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 293 | $33.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 330 | $37.0K | 0.00% | −1,100−76.9% | Reduced |
| Ellevest, Inc. | 334 | $37.0K | 0.00% | +249+292.9% | Added |
| Point72 Hong Kong Ltd | 463 | $52.0K | 0.00% | −1,774−79.3% | Reduced |
| First Horizon Advisors, Inc. | 474 | $53.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 508 | $57.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 527 | $59.0K | 0.08% | +527 | New |
| Rockefeller Capital Management L.P. | 543 | $60.0K | 0.00% | +543 | New |
| Signaturefd, LLC | 603 | $67.0K | 0.00% | +70+13.1% | Added |
| Allspring Global Investments Holdings, LLC | 615 | $68.0K | 0.00% | +615 | New |
| Captrust Financial Advisors | 632 | $71.0K | 0.00% | +13+2.1% | Added |
| Guinness Atkinson Asset Management Inc | 660 | $74.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 723 | $81.0K | 0.00% | +250+52.9% | Added |
| American International Group, Inc. | 756 | $85.0K | 0.00% | −25−3.2% | Reduced |
| Proequities, Inc. | 782 | $87.0K | 0.00% | −85−9.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 829 | $93.0K | 0.00% | +192+30.1% | Added |
| Spire Wealth Management | 1,049 | $117.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,095 | $122.0K | 0.19% | +1,095 | New |
| TD Private Client Wealth LLC | 1,112 | $124.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,129 | $126.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,214 | $135.7K | 0.00% | +877+260.2% | Added |
| Snowden Capital Advisors LLC | 1,256 | $140.0K | 0.01% | −1,099−46.7% | Reduced |
| Quantbot Technologies LP | 1,258 | $140.0K | 0.01% | −600−32.3% | Reduced |
| Macquarie Group Ltd | 1,375 | $154.0K | 0.00% | −473−25.6% | Reduced |
| State of Wyoming | 1,458 | $163.0K | 0.08% | −179−10.9% | Reduced |
| Lindbrook Capital, LLC | 1,505 | $168.0K | 0.03% | +1,472+4,460.6% | Added |
| Parkside Financial Bank & Trust | 1,616 | $181.0K | 0.04% | +29+1.8% | Added |
| Kaydan Wealth Management, Inc. | 1,805 | $201.8K | 0.08% | +1,805 | New |
| Cambridge Investment Research Advisors, Inc. | 1,870 | $209.0K | 0.00% | −180−8.8% | Reduced |
| Ameriprise Financial Inc | 1,892 | $212.0K | 0.00% | −5,420−74.1% | Reduced |
| Value Partners Investments Inc. | 2,000 | $223.0K | 0.02% | +2,000 | New |
| Alphasimplex Group, LLC | 2,034 | $227.0K | 0.39% | −989−32.7% | Reduced |
| TrinityPoint Wealth, LLC | 2,110 | $236.0K | 0.04% | +93+4.6% | Added |
| MML Investors Services, LLC | 2,175 | $243.0K | 0.00% | +307+16.4% | Added |
| Hardy Reed LLC | 2,184 | $244.0K | 0.04% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,201 | $246.0K | 0.03% | +441+25.1% | Added |
| FMR LLC | 2,305 | $258.0K | 0.00% | −75,221−97.0% | Reduced |
| BTC Capital Management, Inc. | 2,345 | $262.0K | 0.03% | +2,345 | New |
| Parallax Volatility Advisers, L.P. | 2,369 | $265.0K | 0.00% | +2,369 | New |
| Winton Group Ltd | 2,404 | $269.0K | 0.02% | −2,334−49.3% | Reduced |
| Zeke Capital Advisors, LLC | 2,446 | $274.0K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,458 | $275.0K | 0.01% | +2,458 | New |
| Personal Capital Advisors Corp | 2,492 | $279.0K | 0.00% | −10.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,569 | $287.0K | 0.01% | +2,569 | New |
| XTX Topco Ltd | 2,596 | $290.0K | 0.16% | +2,596 | New |
| Metropolitan Life Insurance Co | 2,606 | $291.4K | 0.00% | −20−0.8% | Reduced |
| Blueshift Asset Management, LLC | 2,644 | $296.0K | 0.03% | +860+48.2% | Added |
| JT Stratford LLC | 2,656 | $297.0K | 0.08% | +88+3.4% | Added |
| Fulcrum Asset Management LLP | – | $306.0K | 0.15% | – | – |
| Tower Research Capital LLC (TRC) | 2,748 | $307.0K | 0.01% | −737−21.1% | Reduced |
| Independent Advisor Alliance | 2,794 | $312.0K | 0.02% | −93−3.2% | Reduced |
| Insight Advisors, LLC | 2,816 | $315.0K | 0.09% | 00.0% | Unchanged |
| Atom Investors LP | 2,846 | $318.0K | 0.09% | +2,846 | New |
| Connable Office Inc | 2,905 | $325.0K | 0.04% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,929 | $328.0K | 0.00% | 00.0% | Unchanged |