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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 8,988 | $443.1K | 0.02% | +8,988 | New |
| CenterBook Partners LP | 8,763 | $432.0K | 0.05% | −31,063−78.0% | Reduced |
| New York Life Investment Management LLC | 8,501 | $419.1K | 0.00% | −1,773−17.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,069 | $397.8K | 0.00% | +805+11.1% | Added |
| Qube Research & Technologies Ltd | 8,009 | $394.8K | 0.00% | +8,009 | New |
| US Bancorp | 6,901 | $340.2K | 0.00% | −2,281−24.8% | Reduced |
| UBS Group AG | 6,852 | $337.8K | 0.00% | −17,397−71.7% | Reduced |
| Wells Fargo & Company | 6,439 | $317.4K | 0.00% | +1,082+20.2% | Added |
| CWM Advisors, LLC | 6,343 | $312.7K | 0.04% | +665+11.7% | Added |
| The PNC Financial Services Group, Inc. | 6,191 | $305.2K | 0.00% | −799−11.4% | Reduced |
| Handelsbanken Fonder AB | 6,144 | $303.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 6,146 | $303.0K | 0.00% | +746+13.8% | Added |
| Public Employees Retirement Association of Colorado | 6,018 | $297.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,885 | $290.1K | 0.00% | −2,917−33.1% | Reduced |
| Envestnet Asset Management Inc | 5,783 | $285.1K | 0.00% | −2,595−31.0% | Reduced |
| Jefferies Financial Group Inc. | 5,600 | $276.1K | 0.01% | +5,600 | New |
| Xponance, Inc. | 5,592 | $275.7K | 0.00% | +104+1.9% | Added |
| Cambridge Trust Co | 5,000 | $246.5K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,575 | $225.5K | 0.06% | +4,575 | New |
| Principal Financial Group Inc | 4,508 | $222.2K | 0.00% | +166+3.8% | Added |
| GWM Advisors LLC | 4,373 | $215.6K | 0.00% | +4,373 | New |
| Victory Capital Management Inc | 4,244 | $209.2K | 0.00% | −99−2.3% | Reduced |
| Bank of Montreal | 4,011 | $203.7K | 0.00% | +4,011 | New |
| Pictet Asset Management SA | 4,128 | $203.5K | 0.00% | −1,161−22.0% | Reduced |
| Virtus Investment Advisers, Inc. | 3,836 | $189.1K | 0.13% | 00.0% | Unchanged |
| State of Wyoming | 3,574 | $176.2K | 0.05% | −258−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,868 | $142.3K | 0.00% | +3+0.1% | Added |
| MetLife Investment Management | 2,575 | $126.9K | 0.00% | +71+2.8% | Added |
| FMR LLC | 2,493 | $122.9K | 0.00% | +188+8.2% | Added |
| Globeflex Capital L P | 2,140 | $105.5K | 0.01% | +2,140 | New |
| Farther Finance Advisors, LLC | 1,750 | $86.3K | 0.02% | +1,750 | New |
| Cutler Group LP | 1,700 | $83.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,169 | $57.7K | 0.00% | +13+1.1% | Added |
| Asset Management One Co.,Ltd. | 1,141 | $56.3K | 0.00% | +56+5.2% | Added |
| American International Group, Inc. | 779 | $38.4K | 0.00% | +164+26.7% | Added |
| Northwestern Mutual Wealth Management Co | 737 | $36.4K | 0.00% | −10−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $34.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 668 | $32.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 644 | $32.0K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 632 | $31.2K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 600 | $29.6K | 0.21% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $24.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 350 | $17.3K | 0.00% | −113−24.4% | Reduced |
| Umb Bank N A | 305 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $13.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 273 | $13.5K | 0.00% | −5−1.8% | Reduced |
| PFS Partners, LLC | 200 | $9.86K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.86K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $8.18K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 165 | $8.13K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 169 | $8.00K | 0.01% | −1−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 108 | $5.32K | 0.00% | −823−88.4% | Reduced |
| Loomis Sayles & Co L P | 109 | $5.00K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 77 | $3.80K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $3.72K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 62 | $3.06K | 0.00% | −15−19.5% | Reduced |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.56K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $2.37K | 0.00% | +48 | New |
| Versant Capital Management, Inc | 45 | $2.22K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 43 | $2.12K | 0.00% | −4−8.5% | Reduced |
| Glassman Wealth Services | 36 | $1.77K | 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 |
| Baker Avenue Asset Management, LP | 26 | $1.28K | 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 |
| Allworth Financial LP | 8 | $395 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 6 | $296 | 0.00% | +6 | New |
| Huntington National Bank | 1 | $49 | 0.00% | −423−99.8% | Reduced |
| GAM Holding AG | 0 | $0 | 0.00% | −181,426−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −92,013−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −74,599−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,774−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −47,993−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −46,611−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,788−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,973−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −14,096−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,432−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,262−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −9,631−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,151−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −7,629−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,358−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,789−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1,445−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |