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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 11,907 | $577.3K | 0.01% | +345+3.0% | Added |
| Barclays PLC | 11,849 | $574.4K | 0.00% | +8,513+255.2% | Added |
| Gsa Capital Partners LLP | 11,432 | $554.0K | 0.05% | +11,432 | New |
| Capital Impact Advisors, LLC | 11,315 | $548.6K | 0.67% | +11,315 | New |
| XTX Topco Ltd | 11,262 | $546.0K | 0.11% | +1,511+15.5% | Added |
| New York Life Investment Management LLC | 10,274 | $498.1K | 0.01% | +10,274 | New |
| Edgestream Partners, L.P. | 9,631 | $466.9K | 0.05% | +819+9.3% | Added |
| US Bancorp | 9,182 | $445.1K | 0.00% | −10,388−53.1% | Reduced |
| Walleye Capital LLC | 9,151 | $443.6K | 0.01% | +9,151 | New |
| Capula Management Ltd | 9,140 | $443.1K | 0.04% | +370+4.2% | Added |
| Citigroup Inc | 8,802 | $426.7K | 0.00% | −1,932−18.0% | Reduced |
| Amalgamated Bank | 8,588 | $416.0K | 0.00% | −758−8.1% | Reduced |
| Envestnet Asset Management Inc | 8,378 | $406.1K | 0.00% | −50,414−85.7% | Reduced |
| Diversified Trust Co | 7,629 | $369.9K | 0.01% | +7,629 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,264 | $352.2K | 0.00% | +1,885+35.0% | Added |
| Winton Group Ltd | 7,191 | $348.6K | 0.02% | +982+15.8% | Added |
| The PNC Financial Services Group, Inc. | 6,990 | $338.9K | 0.00% | −279−3.8% | Reduced |
| Quent Capital, LLC | 6,926 | $318.6K | 0.05% | +3,700+114.7% | Added |
| Handelsbanken Fonder AB | 6,144 | $298.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 6,018 | $292.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,678 | $275.3K | 0.04% | −1,177−17.2% | Reduced |
| Xponance, Inc. | 5,488 | $266.1K | 0.00% | +5,488 | New |
| Fox Run Management, L.L.C. | 5,428 | $263.1K | 0.09% | +5,428 | New |
| Creative Planning | 5,400 | $261.8K | 0.00% | −1,056−16.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,358 | $259.8K | 0.00% | +5,358 | New |
| Wells Fargo & Company | 5,357 | $259.7K | 0.00% | −1,064−16.6% | Reduced |
| Pictet Asset Management SA | 5,289 | $256.4K | 0.00% | +5,289 | New |
| Cambridge Trust Co | 5,000 | $242.4K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,571 | $222.0K | 0.00% | +4,571 | New |
| Aquatic Capital Management LLC | 4,500 | $218.0K | 0.01% | +1,900+73.1% | Added |
| Victory Capital Management Inc | 4,343 | $210.5K | 0.00% | +4,343 | New |
| Principal Financial Group Inc | 4,342 | $210.5K | 0.00% | +4,342 | New |
| Pearl River Capital, LLC | 4,242 | $205.7K | 0.03% | +4,242 | New |
| Dynamic Technology Lab Private Ltd | 4,120 | $200.0K | 0.02% | −10,580−72.0% | Reduced |
| Virtus Investment Advisers, Inc. | 3,836 | $186.0K | 0.13% | +3,836 | New |
| State of Wyoming | 3,832 | $185.8K | 0.06% | +3,832 | New |
| Advisor Group Holdings, Inc. | 2,865 | $138.6K | 0.00% | −1,004−25.9% | Reduced |
| Amundi | 2,940 | $137.9K | 0.00% | +2,940 | New |
| Advisory Services Network, LLC | 2,731 | $132.4K | 0.00% | +2,731 | New |
| MetLife Investment Management | 2,504 | $121.4K | 0.00% | +6+0.2% | Added |
| SG Americas Securities, LLC | 2,410 | $117.0K | 0.00% | +2,410 | New |
| FMR LLC | 2,305 | $111.8K | 0.00% | −54,480−95.9% | Reduced |
| Counterpoint Mutual Funds LLC | 1,789 | $86.7K | 0.08% | +1,789 | New |
| Cutler Group LP | 1,700 | $82.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,445 | $70.1K | 0.06% | +1,445 | New |
| Parallel Advisors, LLC | 1,156 | $56.1K | 0.00% | −8−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 1,085 | $52.6K | 0.00% | −513−32.1% | Reduced |
| Simplex Trading, LLC | 1,092 | $52.0K | 0.00% | +1,092 | New |
| Ellevest, Inc. | 1,004 | $48.7K | 0.00% | +51+5.4% | Added |
| Quarry LP | 931 | $45.1K | 0.03% | +931 | New |
| Northwestern Mutual Wealth Management Co | 747 | $36.2K | 0.00% | +10+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 700 | $33.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 668 | $32.4K | 0.00% | −198−22.9% | Reduced |
| CWM, LLC | 644 | $31.0K | 0.00% | −88−12.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 632 | $30.6K | 0.02% | −79−11.1% | Reduced |
| American International Group, Inc. | 615 | $29.8K | 0.00% | −18−2.8% | Reduced |
| Virtus Fund Advisers, LLC | 600 | $29.1K | 0.20% | +600 | New |
| Spire Wealth Management | 500 | $24.2K | 0.00% | +451+920.4% | Added |
| Tower Research Capital LLC (TRC) | 463 | $22.0K | 0.00% | −1,812−79.6% | Reduced |
| Huntington National Bank | 424 | $20.6K | 0.00% | +348+457.9% | Added |
| Advisors Asset Management, Inc. | 377 | $18.3K | 0.00% | −758−66.8% | Reduced |
| Raleigh Capital Management Inc. | 334 | $16.2K | 0.01% | +334 | New |
| Umb Bank N A | 305 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $13.7K | 0.00% | −21−6.9% | Reduced |
| Lindbrook Capital, LLC | 278 | $13.5K | 0.00% | +11+4.1% | Added |
| PFS Partners, LLC | 200 | $9.70K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 179 | $8.68K | 0.00% | −1,494−89.3% | Reduced |
| Parkside Financial Bank & Trust | 166 | $8.05K | 0.00% | −1,665−90.9% | Reduced |
| Covestor Ltd | 170 | $8.00K | 0.01% | −1−0.6% | Reduced |
| Schroder Investment Management Group | 165 | $7.58K | 0.00% | +165 | New |
| Ronald Blue Trust, Inc. | 200 | $7.00K | 0.00% | +65+48.1% | Added |
| EverSource Wealth Advisors, LLC | 142 | $6.88K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 94 | $4.56K | 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 |
| Rise Advisors, LLC | 75 | $3.65K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 66 | $3.20K | 0.00% | +66 | New |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $2.67K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.52K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 47 | $2.28K | 0.00% | −1−2.1% | Reduced |
| Versant Capital Management, Inc | 45 | $2.18K | 0.00% | +45 | New |
| Glassman Wealth Services | 36 | $1.75K | 0.00% | −20−35.7% | Reduced |
| Sutton Wealth Advisors Inc. | 28 | $1.36K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $1.26K | 0.00% | −1−3.7% | Reduced |
| Global Retirement Partners, LLC | 28 | $1.20K | 0.00% | +28 | New |
| BerganKDV Wealth Management, LLC | 12 | $582 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8 | $388 | 0.00% | −11−57.9% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −1,358,798−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −465,742−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −99,989−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −60,505−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −59,796−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −48,428−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −41,860−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −38,513−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,845−100.0% | Sold out |