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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 1,126 | $91.0K | 0.00% | −3−0.3% | Reduced |
| Sageworth Trust Co of South Dakota | 1,095 | $88.0K | 0.16% | 00.0% | Unchanged |
| Spire Wealth Management | 1,049 | $85.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 979 | $79.0K | 0.01% | −526−35.0% | Reduced |
| Tower Research Capital LLC (TRC) | 939 | $76.0K | 0.00% | −1,809−65.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 925 | $74.0K | 0.00% | +310+50.4% | Added |
| American International Group, Inc. | 755 | $61.0K | 0.00% | −1−0.1% | Reduced |
| Signaturefd, LLC | 737 | $59.0K | 0.00% | +134+22.2% | Added |
| 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 |
| Rockefeller Capital Management L.P. | 542 | $43.0K | 0.00% | −1−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 500 | $40.0K | 0.00% | +200+66.7% | Added |
| Proequities, Inc. | 395 | $32.0K | 0.00% | −387−49.5% | Reduced |
| Sageworth Trust Co | 330 | $27.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 270 | $22.0K | 0.00% | +240+800.0% | Added |
| Private Capital Group, LLC | 244 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 235 | $19.0K | 0.00% | −3−1.3% | Reduced |
| PFS Partners, LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $16.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ci Investments Inc. | 142 | $11.0K | 0.00% | −31−17.9% | Reduced |
| National Bank of Canada | 129 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 122 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 119 | $9.00K | 0.00% | +2+1.7% | Added |
| Covestor Ltd | 98 | $8.00K | 0.01% | −429−81.4% | Reduced |
| Elequin Capital LP | 94 | $8.00K | 0.00% | +94 | New |
| Quadrant Capital Group LLC | 88 | $7.00K | 0.00% | +84+2,100.0% | Added |
| Glassman Wealth Services | 86 | $7.00K | 0.00% | +86 | New |
| Column Capital Advisors, LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 74 | $5.97K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 62 | $5.00K | 0.00% | +24+63.2% | Added |
| 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 |
| SRS Capital Advisors, Inc. | 34 | $3.00K | 0.00% | +23+209.1% | Added |
| IFP Advisors, Inc | 43 | $3.00K | 0.00% | +43 | New |
| Leonteq Securities AG | 29 | $2.34K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $2.00K | 0.00% | +23 | 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 |
| 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 |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −1,427,203−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,189,235−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −401,787−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −221,901−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −57,610−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −23,118−100.0% | Sold out |
| Sturgeon Ventures LLP | 0 | $0 | 0.00% | −19,221−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −13,762−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,962−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,098−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,072−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −6,066−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −5,877−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,912−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,846−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,644−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| Hardy Reed LLC | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −2,034−100.0% | Sold out |
| Value Partners Investments Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| Kaydan Wealth Management, Inc. | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,256−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1,112−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −474−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Corbenic Partners LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |