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, Q2 2022
Institutional positions in Pegasystems Inc as of Jun 30, 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
- 215
- −32 vs. Q1 2022
- Shares held
- 38.2M
- −823.7K (−2.1%) vs. Q1 2022
- Total value
- $1.83B
- −$1.32B (−41.9%) vs. Q1 2022
- New holders
- 31
- 78 more added
- Sold out
- 63
- 83 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $1.00K | 0.00% | −949−96.9% | Reduced |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | −23−67.6% | Reduced |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | +23+460.0% | Added |
| Dark Forest Capital Management LP | 14 | $1.00K | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Concord Wealth Partners | 38 | $2.00K | 0.00% | −24−38.7% | Reduced |
| HM Payson & Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 28 | $2.00K | 0.00% | −15−34.9% | Reduced |
| Leonteq Securities AG | 42 | $2.01K | 0.00% | +13+44.8% | Added |
| Elequin Capital LP | 54 | $3.00K | 0.00% | −40−42.6% | Reduced |
| Umb Bank N A | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 70 | $3.00K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 56 | $3.00K | 0.00% | +56 | New |
| American Portfolios Advisors | 74 | $3.54K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Repertoire Partners LP | 100 | $5.00K | 0.00% | −24,900−99.6% | Reduced |
| Ci Investments Inc. | 105 | $5.00K | 0.00% | −37−26.1% | Reduced |
| Covestor Ltd | 97 | $5.00K | 0.00% | −1−1.0% | Reduced |
| Glassman Wealth Services | 111 | $5.00K | 0.00% | +25+29.1% | Added |
| TCI Wealth Advisors, Inc. | 117 | $6.00K | 0.00% | −2−1.7% | Reduced |
| Manchester Capital Management LLC | 148 | $7.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $9.57K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.57K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 199 | $10.0K | 0.02% | −896−81.8% | Reduced |
| Central Trust Co | 235 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 244 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 291 | $14.0K | 0.00% | −648−69.0% | Reduced |
| Rockefeller Capital Management L.P. | 313 | $14.0K | 0.00% | −229−42.3% | Reduced |
| CWM, LLC | 301 | $14.0K | 0.00% | +31+11.5% | Added |
| Sageworth Trust Co | 330 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 329 | $16.0K | 0.00% | +328+32,800.0% | Added |
| Riverview Trust Co | 326 | $16.0K | 0.01% | +326 | New |
| Allspring Global Investments Holdings, LLC | 370 | $17.0K | 0.00% | −555−60.0% | Reduced |
| First Horizon Advisors, Inc. | 474 | $22.0K | 0.00% | +474 | New |
| Steward Partners Investment Advisory, LLC | 519 | $25.0K | 0.00% | +19+3.8% | Added |
| KBC Group NV | 528 | $25.0K | 0.00% | +528 | New |
| Spire Wealth Management | 549 | $26.0K | 0.00% | −500−47.7% | Reduced |
| Parallel Advisors, LLC | 620 | $30.0K | 0.00% | −40−6.1% | Reduced |
| American International Group, Inc. | 645 | $31.0K | 0.00% | −110−14.6% | Reduced |
| Quadrant Capital Group LLC | 696 | $33.0K | 0.00% | +608+690.9% | Added |
| Signaturefd, LLC | 799 | $38.0K | 0.00% | +62+8.4% | Added |
| Guinness Atkinson Asset Management Inc | 790 | $38.0K | 0.02% | +130+19.7% | Added |
| Ellevest, Inc. | 820 | $39.0K | 0.00% | +674+461.6% | Added |
| State of Wyoming | 870 | $42.0K | 0.03% | −375−30.1% | Reduced |
| Fifth Third Bancorp | 1,118 | $53.0K | 0.00% | −8−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,300 | $62.0K | 0.00% | +125+10.6% | Added |
| Macquarie Group Ltd | 1,375 | $66.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,674 | $80.0K | 0.00% | +1,674 | New |
| Cutler Group LP | 1,700 | $81.0K | 0.01% | −100−5.6% | Reduced |
| Parkside Financial Bank & Trust | 1,725 | $83.0K | 0.03% | −23−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 1,905 | $91.0K | 0.00% | +14+0.7% | Added |
| FMR LLC | 2,216 | $107.0K | 0.00% | −59,360−96.4% | Reduced |
| MetLife Investment Management | 2,562 | $122.6K | 0.00% | +26+1.0% | Added |
| Proequities, Inc. | 2,787 | $133.0K | 0.01% | +2,392+605.6% | Added |
| SG Americas Securities, LLC | 3,141 | $150.0K | 0.00% | −2,836−47.4% | Reduced |
| Captrust Financial Advisors | 3,321 | $159.0K | 0.00% | +1,995+150.5% | Added |
| JustInvest LLC | 4,268 | $204.0K | 0.01% | +4,268 | New |
| CWM Advisors, LLC | 4,436 | $212.0K | 0.03% | +1,511+51.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,469 | $214.0K | 0.00% | −1,539−25.6% | Reduced |
| Quent Capital, LLC | 4,480 | $214.0K | 0.05% | +40+0.9% | Added |
| Xponance, Inc. | 4,866 | $233.0K | 0.00% | +364+8.1% | Added |
| Cambridge Trust Co | 5,000 | $239.0K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 5,174 | $248.0K | 0.00% | −23−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 5,274 | $253.0K | 0.00% | −785−13.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 5,390 | $258.0K | 0.00% | +5,390 | New |
| FORA Capital, LLC | 5,419 | $259.0K | 0.05% | +1,782+49.0% | Added |
| Principal Financial Group Inc | 5,535 | $265.0K | 0.00% | +1,497+37.1% | Added |
| Bridgewater Associates, LP | 5,569 | $266.0K | 0.00% | +5,569 | New |
| Gyon Technologies Capital Management, LP | 5,662 | $271.0K | 0.08% | +5,662 | New |
| Dynamic Technology Lab Private Ltd | 5,694 | $272.0K | 0.03% | −926−14.0% | Reduced |
| Public Employees Retirement Association of Colorado | 6,018 | $288.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 6,010 | $288.0K | 0.00% | +1,240+26.0% | Added |
| American Century Companies Inc | 6,128 | $293.0K | 0.00% | +6,128 | New |
| Handelsbanken Fonder AB | 6,144 | $294.0K | 0.00% | +1,000+19.4% | Added |
| Diversified Trust Co | 6,308 | $302.0K | 0.01% | +6,308 | New |
| Teacher Retirement System of Texas | 6,358 | $304.0K | 0.00% | −1,979−23.7% | Reduced |
| PEAK6 Investments LLC | 6,667 | $319.0K | 0.01% | +6,667 | New |
| Verition Fund Management LLC | 6,816 | $326.0K | 0.01% | −9,992−59.4% | Reduced |
| Utah Retirement Systems | 7,199 | $344.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 7,356 | $352.0K | 0.00% | −3,179−30.2% | Reduced |
| Commerce Bank | 7,548 | $361.0K | 0.00% | −41,677−84.7% | Reduced |
| Wells Fargo & Company | 7,599 | $363.0K | 0.00% | −19,710−72.2% | Reduced |
| Gsa Capital Partners LLP | 7,834 | $375.0K | 0.06% | +2,585+49.2% | Added |
| Bank of Montreal | 7,286 | $376.0K | 0.00% | −1,678−18.7% | Reduced |
| UBS Group AG | 8,234 | $394.0K | 0.00% | −5,482−40.0% | Reduced |
| Quadrature Capital Ltd | 8,250 | $395.0K | 0.02% | +8,250 | New |
| Janus Henderson Group PLC | 8,443 | $404.0K | 0.00% | −20,411−70.7% | Reduced |
| Commonwealth Equity Services, LLC | 8,678 | $415.0K | 0.00% | −2,455−22.1% | Reduced |
| Icon Wealth Partners, LLC | 8,977 | $429.0K | 0.05% | −2,097−18.9% | Reduced |
| FDx Advisors, Inc. | 8,977 | $429.0K | 0.02% | −1,223−12.0% | Reduced |
| Liontrust Investment Partners LLP | 9,000 | $430.6K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 9,000 | $431.0K | 0.00% | −91,000−91.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,016 | $431.0K | 0.06% | +6,402+244.9% | Added |
| The PNC Financial Services Group, Inc. | 9,189 | $440.0K | 0.00% | −181−1.9% | Reduced |
| Amalgamated Bank | 9,240 | $442.0K | 0.00% | −98−1.0% | Reduced |
| Guggenheim Capital LLC | 9,951 | $476.0K | 0.00% | +4,563+84.7% | Added |
| HighTower Advisors, LLC | 10,244 | $494.0K | 0.00% | −609−5.6% | Reduced |