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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 10,186 | $348.8K | 0.00% | +10,186 | New |
| XTX Topco Ltd | 9,751 | $333.9K | 0.07% | +2,091+27.3% | Added |
| Campbell & CO Investment Adviser LLC | 9,397 | $321.8K | 0.08% | +9,397 | New |
| Amalgamated Bank | 9,346 | $320.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,341 | $319.0K | 0.00% | +256+2.8% | Added |
| Edgestream Partners, L.P. | 8,812 | $301.7K | 0.03% | +8,812 | New |
| Capula Management Ltd | 8,770 | $300.3K | 0.03% | +8,770 | New |
| Engineers Gate Manager LP | 8,692 | $297.6K | 0.02% | −12,507−59.0% | Reduced |
| Bank of Montreal | 8,110 | $284.2K | 0.00% | +684+9.2% | Added |
| Janus Henderson Group PLC | 8,219 | $281.3K | 0.00% | +8,219 | New |
| UBS Group AG | 8,049 | $275.6K | 0.00% | +153+1.9% | Added |
| Utah Retirement Systems | 7,299 | $249.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,269 | $248.9K | 0.00% | −468−6.0% | Reduced |
| Captrust Financial Advisors | 7,171 | $245.5K | 0.00% | +7,171 | New |
| CWM Advisors, LLC | 6,855 | $234.7K | 0.03% | +476+7.5% | Added |
| Millennium Management LLC | 6,537 | $224.0K | 0.00% | −13,900−68.0% | Reduced |
| Susquehanna International Group, LLP | 6,518 | $223.2K | 0.00% | +6,518 | New |
| Creative Planning | 6,456 | $221.1K | 0.00% | +6,456 | New |
| Wells Fargo & Company | 6,421 | $219.9K | 0.00% | −675−9.5% | Reduced |
| Winton Group Ltd | 6,209 | $212.6K | 0.01% | +6,209 | New |
| Handelsbanken Fonder AB | 6,144 | $210.0K | 0.00% | +6,144 | New |
| Aristides Capital LLC | 6,125 | $209.7K | 0.13% | +6,125 | New |
| Public Employees Retirement Association of Colorado | 6,018 | $206.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,379 | $184.2K | 0.00% | −593−9.9% | Reduced |
| Point72 Middle East FZE | 5,214 | $178.5K | 0.01% | +5,214 | New |
| Cambridge Trust Co | 5,000 | $171.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,869 | $131.5K | 0.00% | −513−11.7% | Reduced |
| Barclays PLC | 3,336 | $114.2K | 0.00% | −2,575−43.6% | Reduced |
| Quent Capital, LLC | 3,226 | $110.5K | 0.02% | +46+1.4% | Added |
| Aquatic Capital Management LLC | 2,600 | $89.0K | 0.01% | +2,600 | New |
| MetLife Investment Management | 2,498 | $85.5K | 0.00% | −66−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,275 | $78.0K | 0.00% | +521+29.7% | Added |
| Parkside Financial Bank & Trust | 1,831 | $62.7K | 0.02% | +20+1.1% | Added |
| Gyon Technologies Capital Management, LP | 1,771 | $60.6K | 0.02% | +1,771 | New |
| Cutler Group LP | 1,700 | $58.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,673 | $57.3K | 0.00% | +1,673 | New |
| Asset Management One Co.,Ltd. | 1,598 | $55.1K | 0.00% | +116+7.8% | Added |
| Acadian Asset Management LLC | 1,551 | $52.0K | 0.00% | −39,429−96.2% | Reduced |
| Parallel Advisors, LLC | 1,164 | $39.9K | 0.00% | −44−3.6% | Reduced |
| Advisors Asset Management, Inc. | 1,135 | $38.9K | 0.00% | −392−25.7% | Reduced |
| Fifth Third Bancorp | 1,118 | $38.3K | 0.00% | −56−4.8% | Reduced |
| Ellevest, Inc. | 953 | $32.6K | 0.00% | +268+39.1% | Added |
| Signaturefd, LLC | 866 | $29.7K | 0.00% | +419+93.7% | Added |
| Park Place Capital Corp | 857 | $29.0K | 0.01% | +857 | New |
| Northwestern Mutual Wealth Management Co | 737 | $25.2K | 0.00% | −185−20.1% | Reduced |
| CWM, LLC | 732 | $25.0K | 0.00% | +228+45.2% | Added |
| Guinness Atkinson Asset Management Inc | 711 | $24.3K | 0.02% | −79−10.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $24.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 633 | $21.7K | 0.00% | −15−2.3% | Reduced |
| Paragon Wealth Strategies, LLC | 532 | $18.2K | 0.02% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 490 | $16.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 315 | $10.8K | 0.00% | −71−18.4% | Reduced |
| Quadrant Capital Group LLC | 303 | $10.4K | 0.00% | +63+26.3% | Added |
| Umb Bank N A | 305 | $10.0K | 0.00% | +305 | New |
| Lindbrook Capital, LLC | 267 | $9.14K | 0.00% | +183+217.9% | Added |
| PFS Partners, LLC | 200 | $6.85K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $6.85K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 171 | $6.00K | 0.00% | +2+1.2% | Added |
| EverSource Wealth Advisors, LLC | 142 | $4.86K | 0.00% | +11+8.4% | Added |
| Ronald Blue Trust, Inc. | 135 | $4.00K | 0.00% | +126+1,400.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 100 | $3.42K | 0.00% | +100 | New |
| Belpointe Asset Management LLC | 94 | $3.22K | 0.00% | +94 | New |
| Bell Investment Advisors, Inc | 88 | $3.01K | 0.00% | +24+37.5% | Added |
| Loomis Sayles & Co L P | 82 | $3.00K | 0.00% | +50+156.3% | Added |
| Column Capital Advisors, LLC | 77 | $2.64K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 76 | $2.60K | 0.00% | +4+5.6% | Added |
| Rise Advisors, LLC | 75 | $2.58K | 0.00% | 00.0% | Unchanged |
| 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 |
| Glassman Wealth Services | 56 | $1.92K | 0.00% | −68−54.8% | Reduced |
| TCI Wealth Advisors, Inc. | 55 | $1.88K | 0.00% | +8+17.0% | Added |
| HM Payson & Co | 50 | $1.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $1.64K | 0.00% | +29+152.6% | Added |
| Sutton Wealth Advisors Inc. | 28 | $959 | 0.00% | +28 | New |
| Baker Avenue Asset Management, LP | 27 | $924 | 0.00% | +27 | New |
| Sofos Investments, Inc. | 34 | $659 | 0.01% | +34 | New |
| Allworth Financial LP | 19 | $651 | 0.00% | −2−9.5% | Reduced |
| Accurate Wealth Management, LLC | 15 | $503 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $496 | 0.00% | +13 | New |
| BerganKDV Wealth Management, LLC | 12 | $411 | 0.00% | +12 | New |
| Rockefeller Capital Management L.P. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14 | $0 | 0.00% | +14 | New |
| Eminence Capital, LP | 0 | $0 | 0.00% | −1,235,384−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −95,921−100.0% | Sold out |
| Highside Global Management LLC | 0 | $0 | 0.00% | −78,760−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −77,757−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −27,374−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −21,793−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −20,040−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −19,926−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,620−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,496−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,239−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,914−100.0% | Sold out |