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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14 | $0 | 0.00% | +14 | New |
| BerganKDV Wealth Management, LLC | 12 | $411 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $496 | 0.00% | +13 | New |
| Accurate Wealth Management, LLC | 15 | $503 | 0.00% | +15 | New |
| Allworth Financial LP | 19 | $651 | 0.00% | −2−9.5% | Reduced |
| Sofos Investments, Inc. | 34 | $659 | 0.01% | +34 | New |
| Baker Avenue Asset Management, LP | 27 | $924 | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 28 | $959 | 0.00% | +28 | New |
| SRS Capital Advisors, Inc. | 48 | $1.64K | 0.00% | +29+152.6% | Added |
| HM Payson & Co | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $1.88K | 0.00% | +8+17.0% | Added |
| Glassman Wealth Services | 56 | $1.92K | 0.00% | −68−54.8% | Reduced |
| Capital Advisors, Ltd. LLC | 67 | $2.00K | 0.00% | −19−22.1% | Reduced |
| IFP Advisors, Inc | 25 | $2.00K | 0.00% | −17−40.5% | Reduced |
| Massmutual Trust Co FSB | 53 | $2.00K | 0.00% | −13−19.7% | Reduced |
| Spire Wealth Management | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $2.58K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 76 | $2.60K | 0.00% | +4+5.6% | Added |
| Column Capital Advisors, LLC | 77 | $2.64K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 82 | $3.00K | 0.00% | +50+156.3% | Added |
| Bell Investment Advisors, Inc | 88 | $3.01K | 0.00% | +24+37.5% | Added |
| Belpointe Asset Management LLC | 94 | $3.22K | 0.00% | +94 | New |
| U.S. Capital Wealth Advisors, LLC | 100 | $3.42K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 135 | $4.00K | 0.00% | +126+1,400.0% | Added |
| EverSource Wealth Advisors, LLC | 142 | $4.86K | 0.00% | +11+8.4% | Added |
| Covestor Ltd | 171 | $6.00K | 0.00% | +2+1.2% | Added |
| PFS Partners, LLC | 200 | $6.85K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $6.85K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 267 | $9.14K | 0.00% | +183+217.9% | Added |
| Umb Bank N A | 305 | $10.0K | 0.00% | +305 | New |
| Quadrant Capital Group LLC | 303 | $10.4K | 0.00% | +63+26.3% | Added |
| Proequities, Inc. | 315 | $10.8K | 0.00% | −71−18.4% | Reduced |
| First Horizon Advisors, Inc. | 490 | $16.8K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 532 | $18.2K | 0.02% | +1+0.2% | Added |
| American International Group, Inc. | 633 | $21.7K | 0.00% | −15−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $24.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 711 | $24.3K | 0.02% | −79−10.0% | Reduced |
| CWM, LLC | 732 | $25.0K | 0.00% | +228+45.2% | Added |
| Northwestern Mutual Wealth Management Co | 737 | $25.2K | 0.00% | −185−20.1% | Reduced |
| Park Place Capital Corp | 857 | $29.0K | 0.01% | +857 | New |
| Signaturefd, LLC | 866 | $29.7K | 0.00% | +419+93.7% | Added |
| Ellevest, Inc. | 953 | $32.6K | 0.00% | +268+39.1% | Added |
| Fifth Third Bancorp | 1,118 | $38.3K | 0.00% | −56−4.8% | Reduced |
| Advisors Asset Management, Inc. | 1,135 | $38.9K | 0.00% | −392−25.7% | Reduced |
| Parallel Advisors, LLC | 1,164 | $39.9K | 0.00% | −44−3.6% | Reduced |
| Acadian Asset Management LLC | 1,551 | $52.0K | 0.00% | −39,429−96.2% | Reduced |
| Asset Management One Co.,Ltd. | 1,598 | $55.1K | 0.00% | +116+7.8% | Added |
| Quantbot Technologies LP | 1,673 | $57.3K | 0.00% | +1,673 | New |
| Cutler Group LP | 1,700 | $58.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 1,771 | $60.6K | 0.02% | +1,771 | New |
| Parkside Financial Bank & Trust | 1,831 | $62.7K | 0.02% | +20+1.1% | Added |
| Tower Research Capital LLC (TRC) | 2,275 | $78.0K | 0.00% | +521+29.7% | Added |
| MetLife Investment Management | 2,498 | $85.5K | 0.00% | −66−2.6% | Reduced |
| Aquatic Capital Management LLC | 2,600 | $89.0K | 0.01% | +2,600 | New |
| Quent Capital, LLC | 3,226 | $110.5K | 0.02% | +46+1.4% | Added |
| Barclays PLC | 3,336 | $114.2K | 0.00% | −2,575−43.6% | Reduced |
| Advisor Group Holdings, Inc. | 3,869 | $131.5K | 0.00% | −513−11.7% | Reduced |
| Cambridge Trust Co | 5,000 | $171.0K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 5,214 | $178.5K | 0.01% | +5,214 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,379 | $184.2K | 0.00% | −593−9.9% | Reduced |
| Public Employees Retirement Association of Colorado | 6,018 | $206.0K | 0.00% | 00.0% | Unchanged |
| Aristides Capital LLC | 6,125 | $209.7K | 0.13% | +6,125 | New |
| Handelsbanken Fonder AB | 6,144 | $210.0K | 0.00% | +6,144 | New |
| Winton Group Ltd | 6,209 | $212.6K | 0.01% | +6,209 | New |
| Wells Fargo & Company | 6,421 | $219.9K | 0.00% | −675−9.5% | Reduced |
| Creative Planning | 6,456 | $221.1K | 0.00% | +6,456 | New |
| Susquehanna International Group, LLP | 6,518 | $223.2K | 0.00% | +6,518 | New |
| Millennium Management LLC | 6,537 | $224.0K | 0.00% | −13,900−68.0% | Reduced |
| CWM Advisors, LLC | 6,855 | $234.7K | 0.03% | +476+7.5% | Added |
| Captrust Financial Advisors | 7,171 | $245.5K | 0.00% | +7,171 | New |
| The PNC Financial Services Group, Inc. | 7,269 | $248.9K | 0.00% | −468−6.0% | Reduced |
| Utah Retirement Systems | 7,299 | $249.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,049 | $275.6K | 0.00% | +153+1.9% | Added |
| Janus Henderson Group PLC | 8,219 | $281.3K | 0.00% | +8,219 | New |
| Bank of Montreal | 8,110 | $284.2K | 0.00% | +684+9.2% | Added |
| Engineers Gate Manager LP | 8,692 | $297.6K | 0.02% | −12,507−59.0% | Reduced |
| Capula Management Ltd | 8,770 | $300.3K | 0.03% | +8,770 | New |
| Edgestream Partners, L.P. | 8,812 | $301.7K | 0.03% | +8,812 | New |
| HighTower Advisors, LLC | 9,341 | $319.0K | 0.00% | +256+2.8% | Added |
| Amalgamated Bank | 9,346 | $320.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 9,397 | $321.8K | 0.08% | +9,397 | New |
| XTX Topco Ltd | 9,751 | $333.9K | 0.07% | +2,091+27.3% | Added |
| Bridgewater Associates, LP | 10,186 | $348.8K | 0.00% | +10,186 | New |
| Citigroup Inc | 10,734 | $367.5K | 0.00% | −4,566−29.8% | Reduced |
| AtonRa Partners | 10,912 | $373.6K | 0.48% | −2,239−17.0% | Reduced |
| Quadrature Capital Ltd | 11,328 | $387.6K | 0.01% | −59,187−83.9% | Reduced |
| Arizona State Retirement System | 11,562 | $395.9K | 0.00% | +445+4.0% | Added |
| Virginia Retirement Systems Et Al | 11,800 | $404.0K | 0.00% | −600−4.8% | Reduced |
| Commerce Bank | 12,316 | $421.7K | 0.00% | +1,876+18.0% | Added |
| Alliancebernstein L.P. | 13,772 | $471.6K | 0.00% | −57−0.4% | Reduced |
| Crestline Management, LP | 14,606 | $500.1K | 0.07% | +14,606 | New |
| Dynamic Technology Lab Private Ltd | 14,700 | $503.0K | 0.05% | +14,700 | New |
| Allspring Global Investments Holdings, LLC | 14,811 | $507.1K | 0.00% | +12,820+643.9% | Added |
| Guggenheim Capital LLC | 15,062 | $515.7K | 0.00% | +3,562+31.0% | Added |
| Voya Investment Management LLC | 17,112 | $585.9K | 0.00% | −23−0.1% | Reduced |
| Dimensional Fund Advisors LP | 17,538 | $601.0K | 0.00% | −6,627−27.4% | Reduced |
| Treasurer of the State of North Carolina | 17,939 | $614.0K | 0.00% | +220+1.2% | Added |
| Malaga Cove Capital, LLC | 18,451 | $631.8K | 0.34% | −123−0.7% | Reduced |