Pegasystems Inc

PEGA

Exchange: Nasdaq
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001013857

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding Pegasystems Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of PEGA: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	177	3	185	+11
Shares	40.0M	12.4K	39.9M	−115.8K (−0.3%)
Value	$1.29B	$399.3K	$1.37B	+$79.9M (+6.2%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (36)

Institutions that held Pegasystems Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PEGA in Q4 2022
Institution	Shares	Value	% of portfolio
Shannon River Fund Management LLC	465,742	$15.9M	5.07%
Public Sector Pension Investment Board	51,000	$1.75M	0.01%
HSBC Holdings PLC	48,428	$1.64M	0.00%
Balyasny Asset Management LLC	41,860	$1.43M	0.01%
Trexquant Investment LP	40,680	$1.39M	0.04%
Healthcare of Ontario Pension Plan Trust Fund	29,600	$1.01M	0.01%
Capital Fund Management S.A.	28,207	$965.8K	0.02%
Ieq Capital, LLC	19,196	$657.3K	0.02%
Dynamic Technology Lab Private Ltd	14,700	$503.0K	0.05%
Crestline Management, LP	14,606	$500.1K	0.07%
Bridgewater Associates, LP	10,186	$348.8K	0.00%
Campbell & CO Investment Adviser LLC	9,397	$321.8K	0.08%
Edgestream Partners, L.P.	8,812	$301.7K	0.03%
Capula Management Ltd	8,770	$300.3K	0.03%
Janus Henderson Group PLC	8,219	$281.3K	0.00%
Captrust Financial Advisors	7,171	$245.5K	0.00%
Susquehanna International Group, LLP	6,518	$223.2K	0.00%
Creative Planning	6,456	$221.1K	0.00%
Winton Group Ltd	6,209	$212.6K	0.01%
Handelsbanken Fonder AB	6,144	$210.0K	0.00%
Aristides Capital LLC	6,125	$209.7K	0.13%
Point72 Middle East FZE	5,214	$178.5K	0.01%
Aquatic Capital Management LLC	2,600	$89.0K	0.01%
Gyon Technologies Capital Management, LP	1,771	$60.6K	0.02%
Quantbot Technologies LP	1,673	$57.3K	0.00%
Park Place Capital Corp	857	$29.0K	0.01%
Umb Bank N A	305	$10.0K	0.00%
U.S. Capital Wealth Advisors, LLC	100	$3.42K	0.00%
Belpointe Asset Management LLC	94	$3.22K	0.00%
Sutton Wealth Advisors Inc.	28	$959	0.00%
Baker Avenue Asset Management, LP	27	$924	0.00%
Sofos Investments, Inc.	34	$659	0.01%
Accurate Wealth Management, LLC	15	$503	0.00%
Cornerstone Planning Group LLC	13	$496	0.00%
BerganKDV Wealth Management, LLC	12	$411	0.00%
Clear Street Markets LLC	14	$0	0.00%

Sold out (25)

Institutions that held Pegasystems Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PEGA in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Eminence Capital, LP	1,235,384	$39.7M
Holocene Advisors, LP	95,921	$3.08M
Highside Global Management LLC	78,760	$2.53M
Jump Financial, LLC	77,757	$2.50M
AlphaCrest Capital Management LLC	27,374	$880.0K
Illinois Municipal Retirement Fund	21,793	$700.0K
Man Group plc	20,040	$644.0K
Segall Bryant & Hamill, LLC	19,926	$641.0K
Nomura Holdings Inc	16,400	$529.0K
Walleye Capital LLC	12,620	$406.0K
Group One Trading, L.P.	11,145	$358.0K
PEAK6 Investments LLC	9,496	$305.0K
ExodusPoint Capital Management, LP	9,239	$297.0K
Ensign Peak Advisors, Inc	9,100	$292.0K
Commonwealth Equity Services, LLC	6,914	$222.0K
Macquarie Group Ltd	3,707	$143.0K
Icon Wealth Advisors, LLC	3,151	$101.0K
B. Riley Asset Management, LLC	831	$27.0K
State of Wyoming	795	$26.0K
Sageworth Trust Co	330	$11.0K
Ci Investments Inc.	99	$3.00K
Leonteq Securities AG	42	$1.35K
Dark Forest Capital Management LP	4	$0
SJS Investment Consulting Inc.	8	$0
Morton Brown Family Wealth, LLC	15	$0

Not filed for Q4 2022 yet (3)

Institutions that held Pegasystems Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEGA in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Jefferies Group LLC	11,571	$371.9K
Wipfli Financial Advisors LLC,	777	$25.0K
American Portfolios Advisors	74	$2.38K