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, Q3 2022
Institutional positions in Pegasystems Inc as of Sep 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
- 177
- −36 vs. Q2 2022
- Shares held
- 40.0M
- +1.87M (+4.9%) vs. Q2 2022
- Total value
- $1.29B
- −$541.0M (−29.6%) vs. Q2 2022
- New holders
- 21
- 79 more added
- Sold out
- 57
- 58 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 20 | $0 | 0.00% | −293−93.6% | Reduced |
| Dark Forest Capital Management LP | 4 | $0 | 0.00% | −10−71.4% | Reduced |
| Ronald Blue Trust, Inc. | 9 | $0 | 0.00% | +2+28.6% | Added |
| SJS Investment Consulting Inc. | 8 | $0 | 0.00% | +8 | New |
| Morton Brown Family Wealth, LLC | 15 | $0 | 0.00% | +15 | New |
| SRS Capital Advisors, Inc. | 19 | $1.00K | 0.00% | +8+72.7% | Added |
| Loomis Sayles & Co L P | 32 | $1.00K | 0.00% | +32 | New |
| Allworth Financial LP | 21 | $1.00K | 0.00% | +21 | New |
| Leonteq Securities AG | 42 | $1.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 49 | $2.00K | 0.00% | −500−91.1% | Reduced |
| Huntington National Bank | 72 | $2.00K | 0.00% | −257−78.1% | Reduced |
| TCI Wealth Advisors, Inc. | 47 | $2.00K | 0.00% | −70−59.8% | Reduced |
| Column Capital Advisors, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $2.00K | 0.00% | +8+14.3% | Added |
| HM Payson & Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 66 | $2.00K | 0.00% | +66 | New |
| American Portfolios Advisors | 74 | $2.38K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 99 | $3.00K | 0.00% | −6−5.7% | Reduced |
| IFP Advisors, Inc | 42 | $3.00K | 0.00% | +14+50.0% | Added |
| Capital Advisors, Ltd. LLC | 86 | $3.00K | 0.00% | +58+207.1% | Added |
| Lindbrook Capital, LLC | 84 | $3.00K | 0.00% | +54+180.0% | Added |
| Glassman Wealth Services | 124 | $4.00K | 0.00% | +13+11.7% | Added |
| EverSource Wealth Advisors, LLC | 131 | $4.00K | 0.00% | +131 | New |
| Covestor Ltd | 169 | $5.00K | 0.00% | +72+74.2% | Added |
| PFS Partners, LLC | 200 | $6.43K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $6.43K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 240 | $8.00K | 0.00% | −456−65.5% | Reduced |
| Sageworth Trust Co | 330 | $11.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 386 | $12.0K | 0.00% | −2,401−86.1% | Reduced |
| Signaturefd, LLC | 447 | $14.0K | 0.00% | −352−44.1% | Reduced |
| First Horizon Advisors, Inc. | 490 | $15.0K | 0.00% | +16+3.4% | Added |
| CWM, LLC | 504 | $16.0K | 0.00% | +203+67.4% | Added |
| Paragon Wealth Strategies, LLC | 531 | $17.0K | 0.02% | +531 | New |
| American International Group, Inc. | 648 | $21.0K | 0.00% | +3+0.5% | Added |
| Ellevest, Inc. | 685 | $22.0K | 0.00% | −135−16.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $22.0K | 0.00% | +181+34.9% | Added |
| Guinness Atkinson Asset Management Inc | 790 | $25.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 777 | $25.0K | 0.00% | +777 | New |
| State of Wyoming | 795 | $26.0K | 0.01% | −75−8.6% | Reduced |
| B. Riley Asset Management, LLC | 831 | $27.0K | 0.02% | −12,769−93.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 922 | $30.0K | 0.00% | −378−29.1% | Reduced |
| Fifth Third Bancorp | 1,174 | $38.0K | 0.00% | +56+5.0% | Added |
| Parallel Advisors, LLC | 1,208 | $39.0K | 0.00% | +588+94.8% | Added |
| Asset Management One Co.,Ltd. | 1,482 | $47.0K | 0.00% | −423−22.2% | Reduced |
| Advisors Asset Management, Inc. | 1,527 | $49.0K | 0.00% | −147−8.8% | Reduced |
| Cutler Group LP | 1,700 | $54.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,754 | $56.0K | 0.00% | +1,463+502.7% | Added |
| Parkside Financial Bank & Trust | 1,811 | $58.0K | 0.02% | +86+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,991 | $63.0K | 0.00% | +1,621+438.1% | Added |
| MetLife Investment Management | 2,564 | $82.4K | 0.00% | +2+0.1% | Added |
| Icon Wealth Advisors, LLC | 3,151 | $101.0K | 0.01% | +3,151 | New |
| Quent Capital, LLC | 3,180 | $102.0K | 0.02% | −1,300−29.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,382 | $142.0K | 0.00% | −892−16.9% | Reduced |
| Macquarie Group Ltd | 3,707 | $143.0K | 0.00% | +2,332+169.6% | Added |
| Cambridge Trust Co | 5,000 | $161.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 5,911 | $190.0K | 0.00% | −1,445−19.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,972 | $192.0K | 0.00% | +1,503+33.6% | Added |
| Public Employees Retirement Association of Colorado | 6,018 | $193.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,379 | $205.0K | 0.03% | +1,943+43.8% | Added |
| Jane Street Group, LLC | 6,504 | $209.0K | 0.00% | −135,074−95.4% | Reduced |
| Commonwealth Equity Services, LLC | 6,914 | $222.0K | 0.00% | −1,764−20.3% | Reduced |
| Wells Fargo & Company | 7,096 | $228.0K | 0.00% | −503−6.6% | Reduced |
| Utah Retirement Systems | 7,299 | $235.0K | 0.00% | +100+1.4% | Added |
| XTX Topco Ltd | 7,660 | $246.0K | 0.06% | +7,660 | New |
| The PNC Financial Services Group, Inc. | 7,737 | $249.0K | 0.00% | −1,452−15.8% | Reduced |
| UBS Group AG | 7,896 | $254.0K | 0.00% | −338−4.1% | Reduced |
| HighTower Advisors, LLC | 9,085 | $291.0K | 0.00% | −1,159−11.3% | Reduced |
| Ensign Peak Advisors, Inc | 9,100 | $292.0K | 0.00% | +3,090+51.4% | Added |
| ExodusPoint Capital Management, LP | 9,239 | $297.0K | 0.00% | −20,950−69.4% | Reduced |
| Amalgamated Bank | 9,346 | $300.0K | 0.00% | +106+1.1% | Added |
| Bank of Montreal | 7,426 | $301.0K | 0.00% | +140+1.9% | Added |
| PEAK6 Investments LLC | 9,496 | $305.0K | 0.01% | +2,829+42.4% | Added |
| Commerce Bank | 10,440 | $336.0K | 0.00% | +2,892+38.3% | Added |
| Arizona State Retirement System | 11,117 | $357.0K | 0.00% | +56+0.5% | Added |
| Group One Trading, L.P. | 11,145 | $358.0K | 0.01% | +11,145 | New |
| Guggenheim Capital LLC | 11,500 | $370.0K | 0.00% | +1,549+15.6% | Added |
| Jefferies Group LLC | 11,571 | $371.9K | 0.01% | +11,571 | New |
| Virginia Retirement Systems Et Al | 12,400 | $398.5K | 0.00% | +12,400 | New |
| Walleye Capital LLC | 12,620 | $406.0K | 0.01% | +12,620 | New |
| AtonRa Partners | 13,151 | $423.0K | 0.42% | +711+5.7% | Added |
| Alliancebernstein L.P. | 13,829 | $444.0K | 0.00% | −5,352−27.9% | Reduced |
| Citigroup Inc | 15,300 | $492.0K | 0.00% | −1,286−7.8% | Reduced |
| Nomura Holdings Inc | 16,400 | $529.0K | 0.01% | +16,400 | New |
| US Bancorp | 16,817 | $541.0K | 0.00% | +1,251+8.0% | Added |
| Voya Investment Management LLC | 17,135 | $550.7K | 0.00% | −429−2.4% | Reduced |
| Treasurer of the State of North Carolina | 17,719 | $569.0K | 0.00% | +230+1.3% | Added |
| Malaga Cove Capital, LLC | 18,574 | $597.0K | 0.34% | +5,540+42.5% | Added |
| Gotham Asset Management, LLC | 19,620 | $631.0K | 0.02% | −10,023−33.8% | Reduced |
| Segall Bryant & Hamill, LLC | 19,926 | $641.0K | 0.01% | −32,896−62.3% | Reduced |
| Man Group plc | 20,040 | $644.0K | 0.00% | – | – |
| Brown Brothers Harriman & Co | 20,401 | $656.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 20,437 | $657.0K | 0.00% | −547,777−96.4% | Reduced |
| Engineers Gate Manager LP | 21,199 | $681.0K | 0.04% | −89,306−80.8% | Reduced |
| Public Employees Retirement System of Ohio | 21,614 | $695.0K | 0.00% | +405+1.9% | Added |
| Illinois Municipal Retirement Fund | 21,793 | $700.0K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 23,020 | $740.0K | 0.02% | +23,020 | New |
| Dimensional Fund Advisors LP | 24,165 | $777.0K | 0.00% | −47,845−66.4% | Reduced |
| National Bank of Canada | 25,700 | $826.0K | 0.00% | +25,700 | New |