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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, Q4 2022

Institutional positions in Pegasystems Inc as of Dec 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
185
+11 vs. Q3 2022
Shares held
39.9M
−115.8K (−0.3%) vs. Q3 2022
Total value
$1.37B
+$79.9M (+6.2%) vs. Q3 2022
New holders
36
57 more added
Sold out
25
72 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 185 institutions
Q1 2021: 256 institutionsQ2 2021: 244 institutionsQ3 2021: 246 institutionsQ4 2021: 266 institutionsQ1 2022: 251 institutionsQ2 2022: 215 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 190 institutionsQ2 2023: 172 institutionsQ3 2023: 190 institutionsQ4 2023: 239 institutionsQ1 2024: 266 institutionsQ2 2024: 280 institutionsQ3 2024: 301 institutionsQ4 2024: 321 institutionsQ1 2025: 328 institutionsQ2 2025: 415 institutionsQ3 2025: 426 institutionsQ4 2025: 474 institutionsQ1 2026: 485 institutionsQ2 2026: 437 institutions
Value heldQ4 2022: $1.37B
Q1 2021: $4.38BQ2 2021: $5.43BQ3 2021: $5.01BQ4 2021: $4.44BQ1 2022: $3.15BQ2 2022: $1.83BQ3 2022: $1.29BQ4 2022: $1.37BQ1 2023: $1.90BQ2 2023: $1.95BQ3 2023: $1.72BQ4 2023: $1.90BQ1 2024: $2.53BQ2 2024: $2.48BQ3 2024: $3.01BQ4 2024: $3.95BQ1 2025: $3.09BQ2 2025: $5.12BQ3 2025: $5.58BQ4 2025: $5.82BQ1 2026: $3.95BQ2 2026: $2.85B
Institutions holding PEGA and their total value by quarter
QuarterHoldersValue
Q2 2026437$2.85B
Q1 2026485$3.95B
Q4 2025474$5.82B
Q3 2025426$5.58B
Q2 2025415$5.12B
Q1 2025328$3.09B
Q4 2024321$3.95B
Q3 2024301$3.01B
Q2 2024280$2.48B
Q1 2024266$2.53B
Q4 2023239$1.90B
Q3 2023190$1.72B
Q2 2023172$1.95B
Q1 2023190$1.90B
Q4 2022185$1.37B
Q3 2022177$1.29B
Q2 2022215$1.83B
Q1 2022251$3.15B
Q4 2021266$4.44B
Q3 2021246$5.01B
Q2 2021244$5.43B
Q1 2021256$4.38B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2022.

Institutions holding PEGA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bares Capital Management, Inc.5,550,701$190.1M7.24%+65,467+1.2%Added
Vanguard Group Inc4,274,667$146.4M0.00%+40,869+1.0%Added
Luxor Capital Group, LP3,639,376$124.6M11.02%−582,112−13.8%Reduced
Capital Research Global Investors3,623,467$124.1M0.04%+87,517+2.5%Added
TPG GP A, LLC2,690,440$92.1M1.81%+67,080+2.6%Added
Cadian Capital Management, LP2,396,866$82.1M5.95%+1,149,366+92.1%Added
BlackRock Inc.1,994,462$68.3M0.00%−147,028−6.9%Reduced
FIL Ltd1,481,850$50.7M0.06%+7,923+0.5%Added
Riverbridge Partners LLC1,358,798$46.5M0.70%−68,426−4.8%Reduced
Federated Hermes, Inc.1,078,931$36.9M0.10%+379,612+54.3%Added
Fisher Asset Management, LLC754,190$25.8M0.02%+3,903+0.5%Added
Jacobs Levy Equity Management, Inc671,988$23.0M0.16%−15,645−2.3%Reduced
Geode Capital Management, LLC635,478$21.8M0.00%+56,320+9.7%Added
State Street Corp633,292$21.7M0.00%−11,835−1.8%Reduced
Mirae Asset Global Investments Co., Ltd.570,746$19.5M0.05%−30,027−5.0%Reduced
Shannon River Fund Management LLC465,742$15.9M5.07%+465,742New
Norges Bank415,059$14.2M0.00%+29,288+7.6%Added
Harber Asset Management LLC394,867$13.5M3.75%+53,596+15.7%Added
Ranger Investment Management, L.P.327,600$11.2M0.83%+9,179+2.9%Added
Herald Investment Management Ltd326,500$11.2M2.74%00.0%Unchanged
Goldman Sachs Group Inc312,277$10.7M0.00%−53,830−14.7%Reduced
D. E. Shaw & Co., Inc.310,392$10.6M0.02%−359−0.1%Reduced
Charles Schwab Investment Management Inc294,144$10.1M0.00%+21,716+8.0%Added
Northern Trust Corp283,561$9.71M0.00%−6,563−2.3%Reduced
Bank of New York Mellon Corp272,474$9.33M0.00%+54,901+25.2%Added
Morgan Stanley251,301$8.60M0.00%−81,709−24.5%Reduced
Citadel Advisors LLC250,235$8.57M0.01%+212,433+562.0%Added
Russell Investments Group, Ltd.226,568$7.76M0.02%−23,653−9.5%Reduced
Great West Life Assurance Co203,725$6.97M0.02%−1,121−0.5%Reduced
Bank of America Corp202,609$6.94M0.00%+1,819+0.9%Added
Marshall Wace, LLP169,816$5.81M0.01%+49,121+40.7%Added
Bessemer Group Inc160,584$5.50M0.01%−265−0.2%Reduced
GAM Holding AG159,884$5.47M0.44%−25,992−14.0%Reduced
Bamco Inc156,557$5.36M0.02%−9,110−5.5%Reduced
Wellington Management Group LLP123,232$4.22M0.00%−16,249−11.6%Reduced
JPMorgan Chase & Co109,635$3.75M0.00%+8,799+8.7%Added
Deutsche Bank AG109,497$3.75M0.00%+5,481+5.3%Added
First Trust Advisors LP106,537$3.65M0.00%−189−0.2%Reduced
Nuveen Asset Management, LLC105,456$3.61M0.00%−250.0%Reduced
Royal Bank of Canada104,029$3.56M0.00%−10,633−9.3%Reduced
BNP Paribas Arbitrage, SA102,173$3.50M0.01%−18,810−15.5%Reduced
Voloridge Investment Management, LLC99,989$3.42M0.02%−196,241−66.2%Reduced
Two Sigma Investments, LP99,780$3.42M0.01%−44,268−30.7%Reduced
Swiss National Bank98,900$3.39M0.00%+1,900+2.0%Added
CenterBook Partners LP97,221$3.33M0.55%−3,853−3.8%Reduced
AXA S.A.90,000$3.08M0.01%00.0%Unchanged
Legal & General Group Plc68,029$2.33M0.00%−1,209−1.7%Reduced
Natixis67,212$2.30M0.01%+18,563+38.2%Added
North Run Capital, LP65,930$2.26M5.19%+500+0.8%Added
Cubist Systematic Strategies, LLC62,467$2.14M0.02%−22,273−26.3%Reduced
State of New Jersey Common Pension Fund D62,132$2.13M0.01%−3,817−5.8%Reduced
Twinbeech Capital LP60,505$2.07M0.04%+37,485+162.8%Added
Tudor Investment Corp Et Al59,796$2.05M0.05%−45,247−43.1%Reduced
Envestnet Asset Management Inc58,792$2.01M0.00%−5,001−7.8%Reduced
FMR LLC56,785$1.94M0.00%−826−1.4%Reduced
UBS Asset Management Americas Inc54,052$1.85M0.00%−3,018−5.3%Reduced
AQR Capital Management LLC53,252$1.82M0.00%−71,638−57.4%Reduced
California State Teachers Retirement System52,229$1.79M0.00%+605+1.2%Added
Public Sector Pension Investment Board51,000$1.75M0.01%+51,000New
State Board of Administration of Florida Retirement System49,541$1.70M0.00%00.0%Unchanged
Gotham Asset Management, LLC48,975$1.68M0.05%+29,355+149.6%Added
HSBC Holdings PLC48,428$1.64M0.00%+48,428New
Ironwood Investment Management LLC46,142$1.58M1.04%+48+0.1%Added
Credit Suisse AG45,294$1.55M0.00%−273−0.6%Reduced
Rhumbline Advisers44,800$1.53M0.00%+657+1.5%Added
SEI Investments Co43,930$1.50M0.00%−16,336−27.1%Reduced
New York State Common Retirement Fund42,802$1.47M0.00%−725−1.7%Reduced
Balyasny Asset Management LLC41,860$1.43M0.01%+41,860New
Trexquant Investment LP40,680$1.39M0.04%+40,680New
Invesco Ltd.40,270$1.38M0.00%−1,852−4.4%Reduced
State of Wisconsin Investment Board39,008$1.34M0.00%−2,475−6.0%Reduced
Oppenheimer Asset Management Inc.38,513$1.32M0.02%−5,800−13.1%Reduced
Price T Rowe Associates Inc31,137$1.07M0.00%−2,175−6.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund29,600$1.01M0.01%+29,600New
Capital Fund Management S.A.28,207$965.8K0.02%+28,207New
Penserra Capital Management LLC28,125$963.0K0.02%−3,446−10.9%Reduced
Squarepoint Ops LLC25,845$884.9K0.01%−49,545−65.7%Reduced
National Bank of Canada25,700$880.0K0.00%00.0%Unchanged
Papp L Roy & Associates24,920$853.3K0.12%−990−3.8%Reduced
Two Sigma Advisers, LP23,600$808.1K0.00%−11,300−32.4%Reduced
Public Employees Retirement System of Ohio21,532$737.0K0.00%−82−0.4%Reduced
Jane Street Group, LLC20,859$714.2K0.00%+14,355+220.7%Added
Brown Brothers Harriman & Co20,401$698.5K0.01%00.0%Unchanged
US Bancorp19,570$670.1K0.00%+2,753+16.4%Added
Ieq Capital, LLC19,196$657.3K0.02%+19,196New
Malaga Cove Capital, LLC18,451$631.8K0.34%−123−0.7%Reduced
Treasurer of the State of North Carolina17,939$614.0K0.00%+220+1.2%Added
Dimensional Fund Advisors LP17,538$601.0K0.00%−6,627−27.4%Reduced
Voya Investment Management LLC17,112$585.9K0.00%−23−0.1%Reduced
Guggenheim Capital LLC15,062$515.7K0.00%+3,562+31.0%Added
Allspring Global Investments Holdings, LLC14,811$507.1K0.00%+12,820+643.9%Added
Dynamic Technology Lab Private Ltd14,700$503.0K0.05%+14,700New
Crestline Management, LP14,606$500.1K0.07%+14,606New
Alliancebernstein L.P.13,772$471.6K0.00%−57−0.4%Reduced
Commerce Bank12,316$421.7K0.00%+1,876+18.0%Added
Virginia Retirement Systems Et Al11,800$404.0K0.00%−600−4.8%Reduced
Arizona State Retirement System11,562$395.9K0.00%+445+4.0%Added
Quadrature Capital Ltd11,328$387.6K0.01%−59,187−83.9%Reduced
AtonRa Partners10,912$373.6K0.48%−2,239−17.0%Reduced
Citigroup Inc10,734$367.5K0.00%−4,566−29.8%Reduced