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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 1,214 | $135.7K | 0.00% | +877+260.2% | Added |
| Fifth Third Bancorp | 1,129 | $126.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,112 | $124.3K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,095 | $122.0K | 0.19% | +1,095 | New |
| Spire Wealth Management | 1,049 | $117.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 829 | $93.0K | 0.00% | +192+30.1% | Added |
| Proequities, Inc. | 782 | $87.0K | 0.00% | −85−9.8% | Reduced |
| American International Group, Inc. | 756 | $85.0K | 0.00% | −25−3.2% | Reduced |
| Parallel Advisors, LLC | 723 | $81.0K | 0.00% | +250+52.9% | Added |
| Guinness Atkinson Asset Management Inc | 660 | $74.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 632 | $71.0K | 0.00% | +13+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 615 | $68.0K | 0.00% | +615 | New |
| Signaturefd, LLC | 603 | $67.0K | 0.00% | +70+13.1% | Added |
| Rockefeller Capital Management L.P. | 543 | $60.0K | 0.00% | +543 | New |
| Covestor Ltd | 527 | $59.0K | 0.08% | +527 | New |
| Eaton Vance Management | 508 | $57.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 474 | $53.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 463 | $52.0K | 0.00% | −1,774−79.3% | Reduced |
| Sageworth Trust Co | 330 | $37.0K | 0.00% | −1,100−76.9% | Reduced |
| Ellevest, Inc. | 334 | $37.0K | 0.00% | +249+292.9% | Added |
| Steward Partners Investment Advisory, LLC | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 293 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 244 | $27.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 238 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 205 | $23.0K | 0.00% | −1,402−87.2% | Reduced |
| Kelly Financial Services LLC | 200 | $22.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $22.4K | 0.02% | +200 | New |
| Outfitter Financial LLC | 200 | $22.0K | 0.02% | +200 | New |
| McIlrath & Eck, LLC | 175 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 173 | $19.0K | 0.00% | +113+188.3% | Added |
| 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 |
| National Bank of Canada | 129 | $14.0K | 0.00% | +129 | New |
| EverSource Wealth Advisors, LLC | 122 | $14.0K | 0.00% | +122 | New |
| TCI Wealth Advisors, Inc. | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 114 | $13.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $8.40K | 0.01% | +75 | New |
| American Portfolios Advisors | 74 | $8.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Leonteq Securities AG | 29 | $3.24K | 0.00% | +29 | New |
| 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 |
| Institutional & Family Asset Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |