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, Q1 2022
Institutional positions in Pegasystems Inc as of Mar 31, 2022. 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
- 251
- −12 vs. Q4 2021
- Shares held
- 39.1M
- −589.1K (−1.5%) vs. Q4 2021
- Total value
- $3.15B
- −$1.28B (−28.9%) vs. Q4 2021
- New holders
- 45
- 86 more added
- Sold out
- 57
- 83 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $0 | 0.00% | −148−99.3% | Reduced |
| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 7 | $0 | 0.00% | +7 | New |
| Institutional & Family Asset Management, LLC | 14 | $1.00K | 0.00% | −1−6.7% | Reduced |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14 | $1.00K | 0.00% | +14 | New |
| TCWP LLC | 20 | $1.00K | 0.00% | +20 | New |
| Sierra Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $2.00K | 0.00% | +23 | New |
| Leonteq Securities AG | 29 | $2.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $3.00K | 0.00% | +23+209.1% | Added |
| IFP Advisors, Inc | 43 | $3.00K | 0.00% | +43 | New |
| HM Payson & Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $5.00K | 0.00% | +24+63.2% | Added |
| American Portfolios Advisors | 74 | $5.97K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 88 | $7.00K | 0.00% | +84+2,100.0% | Added |
| Glassman Wealth Services | 86 | $7.00K | 0.00% | +86 | New |
| Covestor Ltd | 98 | $8.00K | 0.01% | −429−81.4% | Reduced |
| Elequin Capital LP | 94 | $8.00K | 0.00% | +94 | New |
| TCI Wealth Advisors, Inc. | 119 | $9.00K | 0.00% | +2+1.7% | Added |
| National Bank of Canada | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 122 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 142 | $11.0K | 0.00% | −31−17.9% | Reduced |
| Ellevest, Inc. | 146 | $12.0K | 0.00% | −188−56.3% | Reduced |
| Manchester Capital Management LLC | 148 | $12.0K | 0.00% | −145−49.5% | Reduced |
| HC Financial Advisors Inc | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 235 | $19.0K | 0.00% | −3−1.3% | Reduced |
| Private Capital Group, LLC | 244 | $20.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 270 | $22.0K | 0.00% | +240+800.0% | Added |
| Sageworth Trust Co | 330 | $27.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 395 | $32.0K | 0.00% | −387−49.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $40.0K | 0.00% | +200+66.7% | Added |
| Rockefeller Capital Management L.P. | 542 | $43.0K | 0.00% | −1−0.2% | Reduced |
| Parallel Advisors, LLC | 660 | $53.0K | 0.00% | −63−8.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 660 | $53.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 737 | $59.0K | 0.00% | +134+22.2% | Added |
| American International Group, Inc. | 755 | $61.0K | 0.00% | −1−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 925 | $74.0K | 0.00% | +310+50.4% | Added |
| Tower Research Capital LLC (TRC) | 939 | $76.0K | 0.00% | −1,809−65.8% | Reduced |
| Lindbrook Capital, LLC | 979 | $79.0K | 0.01% | −526−35.0% | Reduced |
| Spire Wealth Management | 1,049 | $85.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,095 | $88.0K | 0.16% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,126 | $91.0K | 0.00% | −3−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,175 | $94.0K | 0.00% | +346+41.7% | Added |
| State of Wyoming | 1,245 | $101.0K | 0.05% | −213−14.6% | Reduced |
| Captrust Financial Advisors | 1,326 | $107.0K | 0.00% | +694+109.8% | Added |
| Macquarie Group Ltd | 1,375 | $111.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,748 | $140.0K | 0.04% | +132+8.2% | Added |
| Cutler Group LP | 1,800 | $145.0K | 0.01% | −2,000−52.6% | Reduced |
| Asset Management One Co.,Ltd. | 1,891 | $152.0K | 0.00% | −9,450−83.3% | Reduced |
| Personal Capital Advisors Corp | 2,492 | $201.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 2,507 | $202.0K | 0.01% | −287−10.3% | Reduced |
| MetLife Investment Management | 2,536 | $204.5K | 0.00% | +2,536 | New |
| Y-Intercept (Hong Kong) Ltd | 2,614 | $211.0K | 0.05% | +2,614 | New |
| Insight Advisors, LLC | 2,816 | $227.0K | 0.07% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 2,815 | $227.0K | 0.01% | +246+9.6% | Added |
| Connable Office Inc | 2,905 | $234.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 2,929 | $236.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,925 | $236.0K | 0.03% | +724+32.9% | Added |
| BTC Capital Management, Inc. | 2,963 | $240.0K | 0.02% | +618+26.4% | Added |
| Zeke Capital Advisors, LLC | 3,059 | $247.0K | 0.01% | +613+25.1% | Added |
| Maryland State Retirement & Pension System | 3,147 | $254.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,251 | $262.0K | 0.00% | −1,876−36.6% | Reduced |
| CIBC Asset Management Inc | 3,270 | $264.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,275 | $264.0K | 0.01% | +3,275 | New |
| AlphaStar Capital Management, LLC | 3,399 | $274.0K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,601 | $290.0K | 0.03% | −85−2.3% | Reduced |
| FORA Capital, LLC | 3,637 | $294.0K | 0.05% | +3,637 | New |
| Prudential Financial Inc | 3,869 | $312.0K | 0.00% | +385+11.1% | Added |
| Eqis Capital Management, Inc. | 3,901 | $315.0K | 0.03% | +3,901 | New |
| Bridgefront Capital, LLC | 3,934 | $317.0K | 0.39% | +3,934 | New |
| Resolute Financial, LLC | 3,987 | $322.0K | 0.26% | 00.0% | Unchanged |
| Sciencast Management LP | 4,281 | $322.0K | 0.07% | +4,281 | New |
| Princeton Capital Management LLC | 4,000 | $323.0K | 0.10% | 00.0% | Unchanged |
| Principal Financial Group Inc | 4,038 | $326.0K | 0.00% | −331−7.6% | Reduced |
| Maryland Capital Management | 4,046 | $326.0K | 0.02% | −310−7.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,247 | $342.0K | 0.03% | −726−14.6% | Reduced |
| Two Sigma Advisers, LP | 4,400 | $355.0K | 0.00% | +4,400 | New |
| Quent Capital, LLC | 4,440 | $358.0K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 4,500 | $362.9K | 0.30% | +4,500 | New |
| Xponance, Inc. | 4,502 | $363.0K | 0.01% | +56+1.3% | Added |
| Ensign Peak Advisors, Inc | 4,770 | $385.0K | 0.00% | −344,545−98.6% | Reduced |
| Victory Capital Management Inc | 5,197 | $398.0K | 0.00% | −24,932−82.8% | Reduced |
| Cambridge Trust Co | 5,000 | $403.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,083 | $410.0K | 0.01% | +5,083 | New |
| Handelsbanken Fonder AB | 5,144 | $415.0K | 0.00% | −2,300−30.9% | Reduced |
| Gsa Capital Partners LLP | 5,249 | $423.0K | 0.06% | −1,433−21.4% | Reduced |
| Guggenheim Capital LLC | 5,388 | $435.0K | 0.00% | +1,258+30.5% | Added |
| Fulcrum Asset Management LLP | – | $445.0K | 0.13% | – | – |
| Simplex Trading, LLC | 5,635 | $454.0K | 0.01% | −2,246−28.5% | Reduced |
| Ergoteles LLC | 5,813 | $469.0K | 0.02% | +5,813 | New |
| SG Americas Securities, LLC | 5,977 | $482.0K | 0.00% | −960−13.8% | Reduced |