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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 11,145 | $358.0K | 0.01% | +11,145 | New |
| Arizona State Retirement System | 11,117 | $357.0K | 0.00% | +56+0.5% | Added |
| Commerce Bank | 10,440 | $336.0K | 0.00% | +2,892+38.3% | Added |
| PEAK6 Investments LLC | 9,496 | $305.0K | 0.01% | +2,829+42.4% | Added |
| Bank of Montreal | 7,426 | $301.0K | 0.00% | +140+1.9% | Added |
| Amalgamated Bank | 9,346 | $300.0K | 0.00% | +106+1.1% | Added |
| ExodusPoint Capital Management, LP | 9,239 | $297.0K | 0.00% | −20,950−69.4% | Reduced |
| Ensign Peak Advisors, Inc | 9,100 | $292.0K | 0.00% | +3,090+51.4% | Added |
| HighTower Advisors, LLC | 9,085 | $291.0K | 0.00% | −1,159−11.3% | Reduced |
| UBS Group AG | 7,896 | $254.0K | 0.00% | −338−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,737 | $249.0K | 0.00% | −1,452−15.8% | Reduced |
| XTX Topco Ltd | 7,660 | $246.0K | 0.06% | +7,660 | New |
| Utah Retirement Systems | 7,299 | $235.0K | 0.00% | +100+1.4% | Added |
| Wells Fargo & Company | 7,096 | $228.0K | 0.00% | −503−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,914 | $222.0K | 0.00% | −1,764−20.3% | Reduced |
| Jane Street Group, LLC | 6,504 | $209.0K | 0.00% | −135,074−95.4% | Reduced |
| CWM Advisors, LLC | 6,379 | $205.0K | 0.03% | +1,943+43.8% | Added |
| Public Employees Retirement Association of Colorado | 6,018 | $193.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,972 | $192.0K | 0.00% | +1,503+33.6% | Added |
| Barclays PLC | 5,911 | $190.0K | 0.00% | −1,445−19.6% | Reduced |
| Cambridge Trust Co | 5,000 | $161.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 3,707 | $143.0K | 0.00% | +2,332+169.6% | Added |
| Advisor Group Holdings, Inc. | 4,382 | $142.0K | 0.00% | −892−16.9% | Reduced |
| Quent Capital, LLC | 3,180 | $102.0K | 0.02% | −1,300−29.0% | Reduced |
| Icon Wealth Advisors, LLC | 3,151 | $101.0K | 0.01% | +3,151 | New |
| MetLife Investment Management | 2,564 | $82.4K | 0.00% | +2+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,991 | $63.0K | 0.00% | +1,621+438.1% | Added |
| Parkside Financial Bank & Trust | 1,811 | $58.0K | 0.02% | +86+5.0% | Added |
| Tower Research Capital LLC (TRC) | 1,754 | $56.0K | 0.00% | +1,463+502.7% | Added |
| Cutler Group LP | 1,700 | $54.0K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,527 | $49.0K | 0.00% | −147−8.8% | Reduced |
| Asset Management One Co.,Ltd. | 1,482 | $47.0K | 0.00% | −423−22.2% | Reduced |
| Parallel Advisors, LLC | 1,208 | $39.0K | 0.00% | +588+94.8% | Added |
| Fifth Third Bancorp | 1,174 | $38.0K | 0.00% | +56+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 922 | $30.0K | 0.00% | −378−29.1% | Reduced |
| B. Riley Asset Management, LLC | 831 | $27.0K | 0.02% | −12,769−93.9% | Reduced |
| State of Wyoming | 795 | $26.0K | 0.01% | −75−8.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 790 | $25.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 777 | $25.0K | 0.00% | +777 | New |
| 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 |
| American International Group, Inc. | 648 | $21.0K | 0.00% | +3+0.5% | Added |
| Paragon Wealth Strategies, LLC | 531 | $17.0K | 0.02% | +531 | New |
| CWM, LLC | 504 | $16.0K | 0.00% | +203+67.4% | Added |
| First Horizon Advisors, Inc. | 490 | $15.0K | 0.00% | +16+3.4% | Added |
| Signaturefd, LLC | 447 | $14.0K | 0.00% | −352−44.1% | Reduced |
| Proequities, Inc. | 386 | $12.0K | 0.00% | −2,401−86.1% | Reduced |
| Sageworth Trust Co | 330 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 240 | $8.00K | 0.00% | −456−65.5% | Reduced |
| PFS Partners, LLC | 200 | $6.43K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $6.43K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $5.00K | 0.00% | +72+74.2% | Added |
| Glassman Wealth Services | 124 | $4.00K | 0.00% | +13+11.7% | Added |
| EverSource Wealth Advisors, LLC | 131 | $4.00K | 0.00% | +131 | New |
| 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 |
| American Portfolios Advisors | 74 | $2.38K | 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 |
| Leonteq Securities AG | 42 | $1.35K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Praesidium Investment Management Company, LLC | 0 | $0 | 0.00% | −650,440−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −398,424−100.0% | Sold out |
| Madison Avenue Partners, LP | 0 | $0 | 0.00% | −277,821−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −113,124−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −101,100−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −92,061−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −86,675−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −67,101−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −54,337−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −53,584−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −52,404−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −52,349−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −38,494−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −34,585−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −32,779−100.0% | Sold out |
| George Kaiser Family Foundation | 0 | $0 | 0.00% | −29,909−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −22,370−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −21,002−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −13,304−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,276−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,231−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,896−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,790−100.0% | Sold out |