Skip to main content

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.

Institutional holdersQ1 2023: 190 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 heldQ1 2023: $1.90B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2022.

Institutions holding PEGA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Healthcare of Ontario Pension Plan Trust Fund17,900$867.8K0.00%−11,700−39.5%Reduced
Jump Financial, LLC17,973$871.3K0.04%+17,973New
Janus Henderson Group PLC17,974$871.5K0.00%+9,755+118.7%Added
Treasurer of the State of North Carolina18,069$876.0K0.00%+130+0.7%Added
Ieq Capital, LLC19,218$931.7K0.02%+22+0.1%Added
Ergoteles LLC19,788$959.3K0.04%+19,788New
Brown Brothers Harriman & Co20,401$989.0K0.01%00.0%Unchanged
Cornercap Investment Counsel Inc20,474$992.6K0.17%+20,474New
Public Employees Retirement System of Ohio20,929$1.01M0.00%−603−2.8%Reduced
Penserra Capital Management LLC22,915$1.11M0.02%−5,210−18.5%Reduced
ClariVest Asset Management LLC23,461$1.14M0.05%+23,461New
UBS Group AG24,249$1.18M0.00%+16,200+201.3%Added
ExodusPoint Capital Management, LP24,363$1.18M0.01%+24,363New
Holocene Advisors, LP25,536$1.24M0.01%+25,536New
Crestline Management, LP25,809$1.25M0.15%+11,203+76.7%Added
Papp L Roy & Associates25,920$1.26M0.17%+1,000+4.0%Added
JPMorgan Chase & Co31,026$1.50M0.00%−78,609−71.7%Reduced
Price T Rowe Associates Inc34,979$1.70M0.00%+3,842+12.3%Added
State of Wisconsin Investment Board35,804$1.74M0.01%−3,204−8.2%Reduced
CenterBook Partners LP39,826$1.93M0.27%−57,395−59.0%Reduced
Invesco Ltd.41,904$2.03M0.00%+1,634+4.1%Added
New York State Common Retirement Fund43,006$2.08M0.00%+204+0.5%Added
Connor, Clark & Lunn Investment Management Ltd.43,383$2.10M0.01%+43,383New
Ironwood Investment Management LLC44,951$2.18M1.36%−1,191−2.6%Reduced
Capital Fund Management S.A.46,145$2.24M0.04%+17,938+63.6%Added
Algert Global LLC46,611$2.26M0.11%+46,611New
Zacks Investment Management47,993$2.33M0.03%+47,993New
HRT Financial LP48,774$2.36M0.03%+48,774New
Credit Suisse AG48,792$2.37M0.00%+3,498+7.7%Added
State of New Jersey Common Pension Fund D49,446$2.40M0.01%−12,686−20.4%Reduced
State Board of Administration of Florida Retirement System49,541$2.40M0.01%00.0%Unchanged
Rhumbline Advisers50,348$2.44M0.00%+5,548+12.4%Added
Macquarie Group Ltd50,662$2.46M0.00%+50,662New
California State Teachers Retirement System51,576$2.50M0.00%−653−1.3%Reduced
AQR Capital Management LLC58,127$2.70M0.01%+4,875+9.2%Added
Two Sigma Advisers, LP56,200$2.72M0.01%+32,600+138.1%Added
UBS Asset Management Americas Inc56,573$2.74M0.00%+2,521+4.7%Added
Bamco Inc57,642$2.79M0.01%−98,915−63.2%Reduced
Gotham Asset Management, LLC63,045$3.06M0.07%+14,070+28.7%Added
Trexquant Investment LP65,485$3.17M0.09%+24,805+61.0%Added
Arrowstreet Capital, Limited Partnership74,599$3.62M0.00%+74,599New
SEI Investments Co74,788$3.63M0.01%+30,858+70.2%Added
Legal & General Group Plc78,538$3.81M0.00%+10,509+15.4%Added
Ameriprise Financial Inc83,964$4.07M0.00%+83,964New
AXA S.A.84,800$4.11M0.01%−5,200−5.8%Reduced
Natixis84,800$4.11M0.04%+17,588+26.2%Added
BNP Paribas Arbitrage, SA85,749$4.16M0.01%−16,424−16.1%Reduced
Swiss National Bank88,700$4.30M0.00%−10,200−10.3%Reduced
Point72 Asset Management, L.P.92,013$4.46M0.02%+92,013New
Royal Bank of Canada94,912$4.60M0.00%−9,117−8.8%Reduced
Nuveen Asset Management, LLC101,836$4.94M0.00%−3,620−3.4%Reduced
First Trust Advisors LP106,548$5.17M0.01%+110.0%Added
Two Sigma Investments, LP109,647$5.32M0.02%+9,867+9.9%Added
Acadian Asset Management LLC136,226$6.59M0.03%+134,675+8,683.1%Added
Cubist Systematic Strategies, LLC142,682$6.92M0.06%+80,215+128.4%Added
Wellington Management Group LLP143,132$6.94M0.00%+19,900+16.1%Added
Bessemer Group Inc160,584$7.79M0.02%00.0%Unchanged
Bank of America Corp167,877$8.14M0.00%−34,732−17.1%Reduced
GAM Holding AG181,426$8.80M0.61%+21,542+13.5%Added
Deutsche Bank AG184,127$8.93M0.00%+74,630+68.2%Added
Great West Life Assurance Co204,685$9.92M0.02%+960+0.5%Added
Northern Trust Corp211,980$10.3M0.00%−71,581−25.2%Reduced
Citadel Advisors LLC228,896$11.1M0.01%−21,339−8.5%Reduced
Goldman Sachs Group Inc239,719$11.6M0.00%−72,558−23.2%Reduced
Russell Investments Group, Ltd.249,585$12.1M0.02%+23,017+10.2%Added
Marshall Wace, LLP265,371$12.9M0.03%+95,555+56.3%Added
Bank of New York Mellon Corp267,289$13.0M0.00%−5,185−1.9%Reduced
D. E. Shaw & Co., Inc.272,878$13.2M0.02%−37,514−12.1%Reduced
Morgan Stanley292,084$14.2M0.00%+40,783+16.2%Added
Los Angeles Capital Management LLC302,665$14.7M0.07%+302,665New
Charles Schwab Investment Management Inc305,174$14.8M0.00%+11,030+3.7%Added
Herald Investment Management Ltd326,500$15.8M3.52%00.0%Unchanged
Harber Asset Management LLC407,862$19.8M5.34%+12,995+3.3%Added
Norges Bank429,708$20.8M0.00%+14,649+3.5%Added
Ranger Investment Management, L.P.483,933$23.5M1.57%+156,333+47.7%Added
Millennium Management LLC496,982$24.1M0.03%+490,445+7,502.6%Added
Geode Capital Management, LLC655,653$31.8M0.00%+20,175+3.2%Added
Jacobs Levy Equity Management, Inc661,229$32.1M0.20%−10,759−1.6%Reduced
State Street Corp675,404$32.8M0.00%+42,112+6.6%Added
Fisher Asset Management, LLC679,581$33.0M0.02%−74,609−9.9%Reduced
Mirae Asset Global Investments Co., Ltd.700,777$34.0M0.08%+130,031+22.8%Added
FIL Ltd802,485$38.9M0.04%−679,365−45.8%Reduced
Federated Hermes, Inc.870,180$42.2M0.11%−208,751−19.3%Reduced
BlackRock Inc.2,075,943$100.6M0.00%+81,481+4.1%Added
TPG GP A, LLC2,930,439$142.1M2.32%+239,999+8.9%Added
Cadian Capital Management, LP3,028,681$146.8M9.14%+631,815+26.4%Added
Luxor Capital Group, LP3,240,599$157.1M12.88%−398,777−11.0%Reduced
Capital Research Global Investors3,943,575$191.2M0.05%+320,108+8.8%Added
Vanguard Group Inc4,344,649$210.6M0.01%+69,982+1.6%Added
Bares Capital Management, Inc.5,349,705$259.4M9.18%−200,996−3.6%Reduced
Proequities, Inc.0$00.00%−315−100.0%Sold out
Riverbridge Partners LLC0$00.00%−1,358,798−100.0%Sold out
Shannon River Fund Management LLC0$00.00%−465,742−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−99,989−100.0%Sold out
Twinbeech Capital LP0$00.00%−60,505−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−59,796−100.0%Sold out
HSBC Holdings PLC0$00.00%−48,428−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−41,860−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−38,513−100.0%Sold out
Squarepoint Ops LLC0$00.00%−25,845−100.0%Sold out