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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 44,422 | $4.96M | 0.01% | +35,840+417.6% | Added |
| New York State Common Retirement Fund | 46,700 | $5.22M | 0.01% | +80.0% | Added |
| Ironwood Investment Management LLC | 46,734 | $5.23M | 2.58% | +132+0.3% | Added |
| Rice Hall James & Associates, LLC | 47,592 | $5.32M | 0.19% | −308−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 49,473 | $5.53M | 0.07% | −1,040−2.1% | Reduced |
| State Board of Administration of Florida Retirement System | 51,488 | $5.76M | 0.01% | +260+0.5% | Added |
| Natixis | 52,710 | $5.89M | 0.02% | +14,105+36.5% | Added |
| North Run Capital, LP | 52,800 | $5.90M | 4.54% | −2,200−4.0% | Reduced |
| Comerica Bank | 63,440 | $6.05M | 0.04% | +1,020+1.6% | Added |
| California State Teachers Retirement System | 56,780 | $6.35M | 0.01% | −12,105−17.6% | Reduced |
| Frontier Capital Management Co LLC | 57,610 | $6.44M | 0.05% | −808−1.4% | Reduced |
| UBS Asset Management Americas Inc | 58,154 | $6.50M | 0.00% | −1,589−2.7% | Reduced |
| BNP Paribas Arbitrage, SA | 63,590 | $7.11M | 0.02% | +50,530+386.9% | Added |
| First Trust Advisors LP | 64,051 | $7.16M | 0.01% | −125,513−66.2% | Reduced |
| George Kaiser Family Foundation | 67,047 | $7.50M | 1.08% | −320.0% | Reduced |
| Envestnet Asset Management Inc | 68,229 | $7.63M | 0.00% | +2,261+3.4% | Added |
| Citadel Advisors LLC | 68,650 | $7.68M | 0.01% | +68,650 | New |
| Legal & General Group Plc | 73,341 | $8.20M | 0.00% | −1,256−1.7% | Reduced |
| Bessemer Group Inc | 86,857 | $9.71M | 0.02% | −20.0% | Reduced |
| California Public Employees Retirement System | 89,064 | $9.96M | 0.01% | −830−0.9% | Reduced |
| Swiss National Bank | 89,600 | $10.0M | 0.01% | −100−0.1% | Reduced |
| Crawford Investment Counsel Inc | 98,238 | $11.0M | 0.21% | +7,220+7.9% | Added |
| Segall Bryant & Hamill, LLC | 114,741 | $12.8M | 0.12% | +194+0.2% | Added |
| Great West Life Assurance Co | 116,140 | $13.0M | 0.03% | +4,516+4.0% | Added |
| Russell Investments Group, Ltd. | 118,051 | $13.2M | 0.02% | +15,304+14.9% | Added |
| Wellington Management Group LLP | 133,966 | $15.0M | 0.00% | +10,391+8.4% | Added |
| Jane Street Group, LLC | 137,841 | $15.4M | 0.03% | +137,841 | New |
| Bank of Nova Scotia | 148,000 | $16.5M | 0.02% | −14,396−8.9% | Reduced |
| Standard Life Aberdeen plc | 163,848 | $18.3M | 0.04% | −194,726−54.3% | Reduced |
| Bank of New York Mellon Corp | 164,002 | $18.3M | 0.00% | +9,131+5.9% | Added |
| Nuveen Asset Management, LLC | 164,477 | $18.4M | 0.01% | −23,234−12.4% | Reduced |
| GAM Holding AG | 197,822 | $22.2M | 0.99% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 206,050 | $23.0M | 0.01% | +3,063+1.5% | Added |
| Loomis Sayles & Co L P | 221,901 | $24.8M | 0.03% | −2,270−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 225,032 | $25.2M | 0.01% | +8,774+4.1% | Added |
| Price T Rowe Associates Inc | 260,919 | $29.2M | 0.00% | −87,284−25.1% | Reduced |
| Royal Bank of Canada | 292,329 | $32.7M | 0.01% | −3,321−1.1% | Reduced |
| Herald Investment Management Ltd | 319,000 | $35.7M | 5.79% | 00.0% | Unchanged |
| Northern Trust Corp | 321,443 | $35.9M | 0.01% | −10,346−3.1% | Reduced |
| Lazard Asset Management LLC | 323,846 | $36.2M | 0.04% | −6,882−2.1% | Reduced |
| Ensign Peak Advisors, Inc | 349,315 | $39.1M | 0.07% | −21,432−5.8% | Reduced |
| Goldman Sachs Group Inc | 353,331 | $39.5M | 0.01% | −128,168−26.6% | Reduced |
| Westfield Capital Management Co LP | 392,250 | $43.9M | 0.26% | −51,480−11.6% | Reduced |
| Norges Bank | 399,236 | $44.6M | 0.01% | +3,908+1.0% | Added |
| Locust Wood Capital Advisers, LLC | 401,787 | $44.9M | 2.53% | +29,463+7.9% | Added |
| Bank of America Corp | 444,631 | $49.7M | 0.01% | +85,088+23.7% | Added |
| Ranger Investment Management, L.P. | 449,071 | $50.2M | 2.74% | +29,717+7.1% | Added |
| Deutsche Bank AG | 457,092 | $51.1M | 0.02% | −4,983−1.1% | Reduced |
| Eagle Asset Management Inc | 540,279 | $61.5M | 0.27% | −49,036−8.3% | Reduced |
| Geode Capital Management, LLC | 554,628 | $62.0M | 0.01% | +14,831+2.7% | Added |
| State Street Corp | 609,989 | $68.2M | 0.00% | +1,765+0.3% | Added |
| Fisher Asset Management, LLC | 722,455 | $80.8M | 0.05% | +32,502+4.7% | Added |
| Invesco Ltd. | 867,667 | $97.0M | 0.02% | −1,018,662−54.0% | Reduced |
| Capital Research Global Investors | 977,966 | $109.4M | 0.02% | +43,871+4.7% | Added |
| Southpoint Capital Advisors LP | 1,000,000 | $111.8M | 2.15% | −100,000−9.1% | Reduced |
| Eminence Capital, LP | 1,148,328 | $128.4M | 1.67% | +24,610+2.2% | Added |
| William Blair Investment Management, LLC | 1,189,235 | $133.0M | 0.36% | −75,013−5.9% | Reduced |
| Riverbridge Partners LLC | 1,411,386 | $157.8M | 1.56% | +48,245+3.5% | Added |
| Bamco Inc | 1,415,130 | $158.2M | 0.34% | +160,000+12.7% | Added |
| Foxhaven Asset Management, LP | 1,427,203 | $159.6M | 4.64% | +79,507+5.9% | Added |
| TPG GP A, LLC | 1,490,120 | $166.6M | 1.66% | +1,490,120 | New |
| Praesidium Investment Management Company, LLC | 1,495,314 | $167.2M | 9.39% | −95,328−6.0% | Reduced |
| BlackRock Inc. | 1,994,626 | $223.0M | 0.01% | +177,317+9.8% | Added |
| Vanguard Group Inc | 3,751,549 | $419.5M | 0.01% | −40,638−1.1% | Reduced |
| Luxor Capital Group, LP | 4,507,157 | $504.0M | 14.75% | +1,306,370+40.8% | Added |
| Bares Capital Management, Inc. | 4,903,185 | $548.3M | 10.96% | −65,578−1.3% | Reduced |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −134,411−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −46,956−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −46,075−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −29,283−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,738−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,254−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −11,977−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −11,256−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| University of Notre Dame du Lac | 0 | $0 | 0.00% | −9,013−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −7,244−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −6,216−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Trellus Management Company, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Mark Stevens | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Farmers & Merchants Investments Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| TPG Group Holdings (SBS) Advisors, Inc. | – | – | – | – | Not filed |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |