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, Q1 2023
Institutional positions in Pegasystems Inc as of Mar 31, 2023. 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
- 190
- +7 vs. Q4 2022
- Shares held
- 39.2M
- −663.2K (−1.7%) vs. Q4 2022
- Total value
- $1.90B
- +$534.9M (+39.2%) vs. Q4 2022
- New holders
- 44
- 64 more added
- Sold out
- 37
- 60 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 8 | $388 | 0.00% | −11−57.9% | Reduced |
| BerganKDV Wealth Management, LLC | 12 | $582 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.20K | 0.00% | +28 | New |
| Baker Avenue Asset Management, LP | 26 | $1.26K | 0.00% | −1−3.7% | Reduced |
| Sutton Wealth Advisors Inc. | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $1.75K | 0.00% | −20−35.7% | Reduced |
| Versant Capital Management, Inc | 45 | $2.18K | 0.00% | +45 | New |
| SRS Capital Advisors, Inc. | 47 | $2.28K | 0.00% | −1−2.1% | Reduced |
| HM Payson & Co | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.52K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $2.67K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $3.20K | 0.00% | +66 | New |
| Rise Advisors, LLC | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $3.73K | 0.00% | −11−12.5% | Reduced |
| Column Capital Advisors, LLC | 77 | $3.73K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 94 | $4.56K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $6.88K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 200 | $7.00K | 0.00% | +65+48.1% | Added |
| Schroder Investment Management Group | 165 | $7.58K | 0.00% | +165 | New |
| Covestor Ltd | 170 | $8.00K | 0.01% | −1−0.6% | Reduced |
| Parkside Financial Bank & Trust | 166 | $8.05K | 0.00% | −1,665−90.9% | Reduced |
| Quantbot Technologies LP | 179 | $8.68K | 0.00% | −1,494−89.3% | Reduced |
| PFS Partners, LLC | 200 | $9.70K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 278 | $13.5K | 0.00% | +11+4.1% | Added |
| Quadrant Capital Group LLC | 282 | $13.7K | 0.00% | −21−6.9% | Reduced |
| Umb Bank N A | 305 | $14.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 334 | $16.2K | 0.01% | +334 | New |
| Advisors Asset Management, Inc. | 377 | $18.3K | 0.00% | −758−66.8% | Reduced |
| Huntington National Bank | 424 | $20.6K | 0.00% | +348+457.9% | Added |
| Tower Research Capital LLC (TRC) | 463 | $22.0K | 0.00% | −1,812−79.6% | Reduced |
| Spire Wealth Management | 500 | $24.2K | 0.00% | +451+920.4% | Added |
| Virtus Fund Advisers, LLC | 600 | $29.1K | 0.20% | +600 | New |
| American International Group, Inc. | 615 | $29.8K | 0.00% | −18−2.8% | Reduced |
| Guinness Atkinson Asset Management Inc | 632 | $30.6K | 0.02% | −79−11.1% | Reduced |
| CWM, LLC | 644 | $31.0K | 0.00% | −88−12.0% | Reduced |
| Signaturefd, LLC | 668 | $32.4K | 0.00% | −198−22.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $33.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 747 | $36.2K | 0.00% | +10+1.4% | Added |
| Quarry LP | 931 | $45.1K | 0.03% | +931 | New |
| Ellevest, Inc. | 1,004 | $48.7K | 0.00% | +51+5.4% | Added |
| Simplex Trading, LLC | 1,092 | $52.0K | 0.00% | +1,092 | New |
| Asset Management One Co.,Ltd. | 1,085 | $52.6K | 0.00% | −513−32.1% | Reduced |
| Parallel Advisors, LLC | 1,156 | $56.1K | 0.00% | −8−0.7% | Reduced |
| Castleview Partners, LLC | 1,445 | $70.1K | 0.06% | +1,445 | New |
| Cutler Group LP | 1,700 | $82.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,789 | $86.7K | 0.08% | +1,789 | New |
| FMR LLC | 2,305 | $111.8K | 0.00% | −54,480−95.9% | Reduced |
| SG Americas Securities, LLC | 2,410 | $117.0K | 0.00% | +2,410 | New |
| MetLife Investment Management | 2,504 | $121.4K | 0.00% | +6+0.2% | Added |
| Advisory Services Network, LLC | 2,731 | $132.4K | 0.00% | +2,731 | New |
| Amundi | 2,940 | $137.9K | 0.00% | +2,940 | New |
| Advisor Group Holdings, Inc. | 2,865 | $138.6K | 0.00% | −1,004−25.9% | Reduced |
| State of Wyoming | 3,832 | $185.8K | 0.06% | +3,832 | New |
| Virtus Investment Advisers, Inc. | 3,836 | $186.0K | 0.13% | +3,836 | New |
| Dynamic Technology Lab Private Ltd | 4,120 | $200.0K | 0.02% | −10,580−72.0% | Reduced |
| Pearl River Capital, LLC | 4,242 | $205.7K | 0.03% | +4,242 | New |
| Principal Financial Group Inc | 4,342 | $210.5K | 0.00% | +4,342 | New |
| Victory Capital Management Inc | 4,343 | $210.5K | 0.00% | +4,343 | New |
| Aquatic Capital Management LLC | 4,500 | $218.0K | 0.01% | +1,900+73.1% | Added |
| Teacher Retirement System of Texas | 4,571 | $222.0K | 0.00% | +4,571 | New |
| Cambridge Trust Co | 5,000 | $242.4K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,289 | $256.4K | 0.00% | +5,289 | New |
| Wells Fargo & Company | 5,357 | $259.7K | 0.00% | −1,064−16.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,358 | $259.8K | 0.00% | +5,358 | New |
| Creative Planning | 5,400 | $261.8K | 0.00% | −1,056−16.4% | Reduced |
| Fox Run Management, L.L.C. | 5,428 | $263.1K | 0.09% | +5,428 | New |
| Xponance, Inc. | 5,488 | $266.1K | 0.00% | +5,488 | New |
| CWM Advisors, LLC | 5,678 | $275.3K | 0.04% | −1,177−17.2% | Reduced |
| Public Employees Retirement Association of Colorado | 6,018 | $292.0K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 6,144 | $298.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,926 | $318.6K | 0.05% | +3,700+114.7% | Added |
| The PNC Financial Services Group, Inc. | 6,990 | $338.9K | 0.00% | −279−3.8% | Reduced |
| Winton Group Ltd | 7,191 | $348.6K | 0.02% | +982+15.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,264 | $352.2K | 0.00% | +1,885+35.0% | Added |
| Diversified Trust Co | 7,629 | $369.9K | 0.01% | +7,629 | New |
| Envestnet Asset Management Inc | 8,378 | $406.1K | 0.00% | −50,414−85.7% | Reduced |
| Amalgamated Bank | 8,588 | $416.0K | 0.00% | −758−8.1% | Reduced |
| Citigroup Inc | 8,802 | $426.7K | 0.00% | −1,932−18.0% | Reduced |
| Capula Management Ltd | 9,140 | $443.1K | 0.04% | +370+4.2% | Added |
| Walleye Capital LLC | 9,151 | $443.6K | 0.01% | +9,151 | New |
| US Bancorp | 9,182 | $445.1K | 0.00% | −10,388−53.1% | Reduced |
| Edgestream Partners, L.P. | 9,631 | $466.9K | 0.05% | +819+9.3% | Added |
| New York Life Investment Management LLC | 10,274 | $498.1K | 0.01% | +10,274 | New |
| XTX Topco Ltd | 11,262 | $546.0K | 0.11% | +1,511+15.5% | Added |
| Capital Impact Advisors, LLC | 11,315 | $548.6K | 0.67% | +11,315 | New |
| Gsa Capital Partners LLP | 11,432 | $554.0K | 0.05% | +11,432 | New |
| Barclays PLC | 11,849 | $574.4K | 0.00% | +8,513+255.2% | Added |
| Arizona State Retirement System | 11,907 | $577.3K | 0.01% | +345+3.0% | Added |
| Engineers Gate Manager LP | 13,060 | $633.1K | 0.03% | +4,368+50.3% | Added |
| Commerce Bank | 13,128 | $636.4K | 0.00% | +812+6.6% | Added |
| Alliancebernstein L.P. | 13,410 | $650.1K | 0.00% | −362−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 13,700 | $664.2K | 0.01% | +1,900+16.1% | Added |
| Dimensional Fund Advisors LP | 14,096 | $683.4K | 0.00% | −3,442−19.6% | Reduced |
| Guggenheim Capital LLC | 14,666 | $711.0K | 0.01% | −396−2.6% | Reduced |
| Public Sector Pension Investment Board | 15,000 | $727.2K | 0.01% | −36,000−70.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,397 | $746.4K | 0.00% | +586+4.0% | Added |
| Rafferty Asset Management, LLC | 16,595 | $804.5K | 0.01% | +16,595 | New |
| Voya Investment Management LLC | 16,648 | $807.1K | 0.00% | −464−2.7% | Reduced |