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, Q2 2023
Institutional positions in Pegasystems Inc as of Jun 30, 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
- 172
- −18 vs. Q1 2023
- Shares held
- 39.5M
- +309.9K (+0.8%) vs. Q1 2023
- Total value
- $1.95B
- +$47.4M (+2.5%) vs. Q1 2023
- New holders
- 18
- 54 more added
- Sold out
- 36
- 64 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $49 | 0.00% | −423−99.8% | Reduced |
| VisionPoint Advisory Group, LLC | 6 | $296 | 0.00% | +6 | New |
| Allworth Financial LP | 8 | $395 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $592 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 12 | $592 | 0.00% | +12 | New |
| Baker Avenue Asset Management, LP | 26 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $1.38K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.38K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $1.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $2.12K | 0.00% | −4−8.5% | Reduced |
| Versant Capital Management, Inc | 45 | $2.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $2.37K | 0.00% | +48 | New |
| HM Payson & Co | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.56K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 62 | $3.06K | 0.00% | −15−19.5% | Reduced |
| Rise Advisors, LLC | 75 | $3.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $3.80K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 109 | $5.00K | 0.00% | +109 | New |
| Quarry LP | 108 | $5.32K | 0.00% | −823−88.4% | Reduced |
| EverSource Wealth Advisors, LLC | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $8.00K | 0.01% | −1−0.6% | Reduced |
| Schroder Investment Management Group | 165 | $8.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $8.18K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $9.86K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.86K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 273 | $13.5K | 0.00% | −5−1.8% | Reduced |
| Quadrant Capital Group LLC | 282 | $13.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 305 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 350 | $17.3K | 0.00% | −113−24.4% | Reduced |
| Spire Wealth Management | 500 | $24.6K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 600 | $29.6K | 0.21% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 632 | $31.2K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 644 | $32.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 668 | $32.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 700 | $34.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 737 | $36.4K | 0.00% | −10−1.3% | Reduced |
| American International Group, Inc. | 779 | $38.4K | 0.00% | +164+26.7% | Added |
| Asset Management One Co.,Ltd. | 1,141 | $56.3K | 0.00% | +56+5.2% | Added |
| Parallel Advisors, LLC | 1,169 | $57.7K | 0.00% | +13+1.1% | Added |
| Cutler Group LP | 1,700 | $83.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,750 | $86.3K | 0.02% | +1,750 | New |
| Globeflex Capital L P | 2,140 | $105.5K | 0.01% | +2,140 | New |
| FMR LLC | 2,493 | $122.9K | 0.00% | +188+8.2% | Added |
| MetLife Investment Management | 2,575 | $126.9K | 0.00% | +71+2.8% | Added |
| Advisor Group Holdings, Inc. | 2,868 | $142.3K | 0.00% | +3+0.1% | Added |
| State of Wyoming | 3,574 | $176.2K | 0.05% | −258−6.7% | Reduced |
| Virtus Investment Advisers, Inc. | 3,836 | $189.1K | 0.13% | 00.0% | Unchanged |
| Pictet Asset Management SA | 4,128 | $203.5K | 0.00% | −1,161−22.0% | Reduced |
| Bank of Montreal | 4,011 | $203.7K | 0.00% | +4,011 | New |
| Victory Capital Management Inc | 4,244 | $209.2K | 0.00% | −99−2.3% | Reduced |
| GWM Advisors LLC | 4,373 | $215.6K | 0.00% | +4,373 | New |
| Principal Financial Group Inc | 4,508 | $222.2K | 0.00% | +166+3.8% | Added |
| Contravisory Investment Management, Inc. | 4,575 | $225.5K | 0.06% | +4,575 | New |
| Cambridge Trust Co | 5,000 | $246.5K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 5,592 | $275.7K | 0.00% | +104+1.9% | Added |
| Jefferies Financial Group Inc. | 5,600 | $276.1K | 0.01% | +5,600 | New |
| Envestnet Asset Management Inc | 5,783 | $285.1K | 0.00% | −2,595−31.0% | Reduced |
| Citigroup Inc | 5,885 | $290.1K | 0.00% | −2,917−33.1% | Reduced |
| Public Employees Retirement Association of Colorado | 6,018 | $297.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,146 | $303.0K | 0.00% | +746+13.8% | Added |
| Handelsbanken Fonder AB | 6,144 | $303.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,191 | $305.2K | 0.00% | −799−11.4% | Reduced |
| CWM Advisors, LLC | 6,343 | $312.7K | 0.04% | +665+11.7% | Added |
| Wells Fargo & Company | 6,439 | $317.4K | 0.00% | +1,082+20.2% | Added |
| UBS Group AG | 6,852 | $337.8K | 0.00% | −17,397−71.7% | Reduced |
| US Bancorp | 6,901 | $340.2K | 0.00% | −2,281−24.8% | Reduced |
| Qube Research & Technologies Ltd | 8,009 | $394.8K | 0.00% | +8,009 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,069 | $397.8K | 0.00% | +805+11.1% | Added |
| New York Life Investment Management LLC | 8,501 | $419.1K | 0.00% | −1,773−17.3% | Reduced |
| CenterBook Partners LP | 8,763 | $432.0K | 0.05% | −31,063−78.0% | Reduced |
| Graham Capital Management, L.P. | 8,988 | $443.1K | 0.02% | +8,988 | New |
| Amalgamated Bank | 9,146 | $451.0K | 0.00% | +558+6.5% | Added |
| ExodusPoint Capital Management, LP | 9,327 | $460.0K | 0.01% | −15,036−61.7% | Reduced |
| Engineers Gate Manager LP | 10,110 | $498.4K | 0.02% | −2,950−22.6% | Reduced |
| Capula Management Ltd | 10,320 | $508.8K | 0.06% | +1,180+12.9% | Added |
| AtonRa Partners | 10,663 | $525.7K | 0.81% | +10,663 | New |
| Barclays PLC | 11,003 | $542.4K | 0.00% | −846−7.1% | Reduced |
| Arizona State Retirement System | 11,582 | $571.0K | 0.00% | −325−2.7% | Reduced |
| Capital Impact Advisors, LLC | 11,836 | $583.5K | 0.64% | +521+4.6% | Added |
| Quent Capital, LLC | 12,426 | $612.6K | 0.10% | +5,500+79.4% | Added |
| Commerce Bank | 13,321 | $656.7K | 0.00% | +193+1.5% | Added |
| Virginia Retirement Systems Et Al | 13,900 | $685.3K | 0.01% | +200+1.5% | Added |
| Alliancebernstein L.P. | 13,971 | $688.8K | 0.00% | +561+4.2% | Added |
| Guggenheim Capital LLC | 14,476 | $713.7K | 0.01% | −190−1.3% | Reduced |
| Holocene Advisors, LP | 14,812 | $730.2K | 0.00% | −10,724−42.0% | Reduced |
| Duality Advisers, LP | 15,249 | $751.8K | 0.09% | +15,249 | New |
| Rafferty Asset Management, LLC | 15,334 | $756.0K | 0.00% | −1,261−7.6% | Reduced |
| Janus Henderson Group PLC | 17,936 | $884.1K | 0.00% | −38−0.2% | Reduced |
| Treasurer of the State of North Carolina | 18,319 | $903.0K | 0.00% | +250+1.4% | Added |
| Squarepoint Ops LLC | 18,551 | $914.6K | 0.01% | +18,551 | New |
| BNP Paribas Arbitrage, SA | 19,204 | $946.8K | 0.00% | −66,545−77.6% | Reduced |
| Public Employees Retirement System of Ohio | 19,341 | $954.0K | 0.00% | −1,588−7.6% | Reduced |
| Ieq Capital, LLC | 19,395 | $956.2K | 0.02% | +177+0.9% | Added |
| Voya Investment Management LLC | 19,482 | $960.5K | 0.00% | +2,834+17.0% | Added |
| Brown Brothers Harriman & Co | 20,401 | $1.01M | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 20,524 | $1.01M | 0.18% | +50+0.2% | Added |
| Jane Street Group, LLC | 21,259 | $1.05M | 0.00% | +21,259 | New |
| ClariVest Asset Management LLC | 21,861 | $1.08M | 0.05% | −1,600−6.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 21,935 | $1.08M | 0.00% | +4,035+22.5% | Added |