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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, Q3 2023

Institutional positions in Pegasystems Inc as of Sep 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
190
+20 vs. Q2 2023
Shares held
39.7M
+228.9K (+0.6%) vs. Q2 2023
Total value
$1.72B
−$222.5M (−11.4%) vs. Q2 2023
New holders
39
61 more added
Sold out
19
58 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 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 heldQ3 2023: $1.72B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2023.

Institutions holding PEGA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bares Capital Management, Inc.5,771,353$250.5M10.70%−36,240−0.6%Reduced
Vanguard Group Inc5,004,116$217.2M0.01%+310,242+6.6%Added
Capital Research Global Investors4,367,728$189.6M0.05%+146,020+3.5%Added
TPG GP A, LLC3,441,870$149.4M2.58%+499,909+17.0%Added
Cadian Capital Management, LP3,431,228$148.9M6.00%−56,123−1.6%Reduced
Luxor Capital Group, LP2,932,926$127.3M13.80%−293,938−9.1%Reduced
BlackRock Inc.2,359,179$102.4M0.00%+50,456+2.2%Added
Mirae Asset Global Investments Co., Ltd.914,184$39.7M0.09%−4,164−0.5%Reduced
Federated Hermes, Inc.808,001$35.1M0.09%+37,880+4.9%Added
State Street Corp732,868$31.8M0.00%+49,954+7.3%Added
Geode Capital Management, LLC702,677$30.5M0.00%+16,145+2.4%Added
Fisher Asset Management, LLC576,881$25.0M0.01%−106,630−15.6%Reduced
Ranger Investment Management, L.P.481,485$20.9M1.39%−17,878−3.6%Reduced
Harber Asset Management LLC480,116$20.8M5.81%+50,345+11.7%Added
Norges Bank452,088$19.6M0.00%+7,865+1.8%Added
FIL Ltd412,923$17.9M0.02%−374,877−47.6%Reduced
Los Angeles Capital Management LLC327,471$14.2M0.06%−989−0.3%Reduced
Herald Investment Management Ltd326,500$14.2M3.01%00.0%Unchanged
Charles Schwab Investment Management Inc318,002$13.8M0.00%+10,653+3.5%Added
Morgan Stanley283,101$12.3M0.00%+26,302+10.2%Added
Jacobs Levy Equity Management, Inc249,659$10.8M0.06%−231,553−48.1%Reduced
Goldman Sachs Group Inc249,447$10.8M0.00%+43,647+21.2%Added
Great West Life Assurance Co242,298$10.5M0.03%−20,533−7.8%Reduced
Acadian Asset Management LLC238,501$10.3M0.04%+161,234+208.7%Added
Scopia Capital Management LP234,847$10.2M1.33%+234,847New
Bank of New York Mellon Corp224,702$9.75M0.00%+2,288+1.0%Added
Northern Trust Corp222,475$9.66M0.00%+8,321+3.9%Added
AQR Capital Management LLC180,770$7.85M0.02%+136,444+307.8%Added
Wellington Management Group LLP169,312$7.35M0.00%+2,059+1.2%Added
First Trust Advisors LP160,497$6.97M0.01%−222,518−58.1%Reduced
Bessemer Group Inc123,320$5.35M0.01%−297−0.2%Reduced
SEI Investments Co122,751$5.33M0.01%+44,864+57.6%Added
Woodline Partners LP105,116$4.56M0.05%+105,116New
Nuveen Asset Management, LLC103,402$4.49M0.00%−1,576−1.5%Reduced
Royal Bank of Canada99,446$4.32M0.00%+37,997+61.8%Added
Russell Investments Group, Ltd.98,315$4.27M0.01%−113,003−53.5%Reduced
Bank of America Corp97,769$4.24M0.00%−7,591−7.2%Reduced
Swiss National Bank91,200$3.96M0.00%+1,500+1.7%Added
Ameriprise Financial Inc91,120$3.96M0.00%−125−0.1%Reduced
JPMorgan Chase & Co90,460$3.93M0.00%+9,959+12.4%Added
Marshall Wace, LLP87,154$3.78M0.01%−103,634−54.3%Reduced
Deutsche Bank AG81,356$3.53M0.00%−47,358−36.8%Reduced
Gotham Asset Management, LLC67,963$2.95M0.06%+2,121+3.2%Added
Crestline Management, LP66,056$2.87M0.34%−17,823−21.2%Reduced
Qube Research & Technologies Ltd64,673$2.81M0.01%+56,664+707.5%Added
Vontobel Holding Ltd.62,417$2.71M0.03%+4,645+8.0%Added
Rhumbline Advisers54,969$2.39M0.00%−339−0.6%Reduced
Credit Suisse AG53,634$2.33M0.00%−1,703−3.1%Reduced
Macquarie Group Ltd50,662$2.20M0.00%00.0%Unchanged
Squarepoint Ops LLC50,369$2.19M0.01%+31,818+171.5%Added
Prelude Capital Management, LLC50,215$2.18M0.20%+50,215New
UBS Asset Management Americas Inc50,151$2.18M0.00%−6,422−11.4%Reduced
State of New Jersey Common Pension Fund D49,446$2.15M0.01%00.0%Unchanged
Mackenzie Financial Corp49,907$2.13M0.00%+49,907New
Campbell & CO Investment Adviser LLC48,474$2.10M0.25%+48,474New
State Board of Administration of Florida Retirement System46,643$2.02M0.00%+60+0.1%Added
California State Teachers Retirement System45,996$2.00M0.00%−4,357−8.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.45,798$1.99M0.01%+7,398+19.3%Added
Invesco Ltd.44,886$1.95M0.00%+3,423+8.3%Added
Ironwood Investment Management LLC43,002$1.87M1.14%−1,092−2.5%Reduced
Legal & General Group Plc39,994$1.74M0.00%−1,656−4.0%Reduced
Cubist Systematic Strategies, LLC37,173$1.61M0.02%−18,624−33.4%Reduced
Allspring Global Investments Holdings, LLC37,074$1.61M0.00%+13,648+58.3%Added
D. E. Shaw & Co., Inc.35,984$1.56M0.00%−95,933−72.7%Reduced
Natixis35,749$1.55M0.01%−28,041−44.0%Reduced
Icon Advisers Inc35,000$1.52M0.38%+35,000New
New York State Common Retirement Fund34,495$1.50M0.00%−3,984−10.4%Reduced
Price T Rowe Associates Inc34,290$1.49M0.00%−683−2.0%Reduced
State of Wisconsin Investment Board32,081$1.39M0.00%−1,407−4.2%Reduced
Capital Fund Management S.A.31,559$1.37M0.02%−6,800−17.7%Reduced
Donoghue Forlines LLC29,161$1.27M0.45%+29,161New
Boothbay Fund Management, LLC27,588$1.20M0.04%+27,588New
CenterBook Partners LP27,497$1.19M0.15%+18,734+213.8%Added
Papp L Roy & Associates25,920$1.13M0.15%00.0%Unchanged
Janus Henderson Group PLC25,339$1.10M0.00%+7,403+41.3%Added
Jane Street Group, LLC25,314$1.10M0.00%+4,055+19.1%Added
Allianz Asset Management GmbH24,357$1.06M0.00%+24,357New
Two Sigma Investments, LP24,200$1.05M0.00%−35,701−59.6%Reduced
Penserra Capital Management LLC23,476$1.02M0.02%−2,498−9.6%Reduced
ClariVest Asset Management LLC21,861$949.0K0.05%00.0%Unchanged
Brown Brothers Harriman & Co20,401$885.6K0.01%00.0%Unchanged
Cornercap Investment Counsel Inc20,248$879.0K0.16%−276−1.3%Reduced
UBS Group AG20,087$872.0K0.00%+13,235+193.2%Added
Ieq Capital, LLC19,491$846.1K0.02%+96+0.5%Added
STRS Ohio19,260$836.0K0.00%+19,260New
Voya Investment Management LLC18,863$818.8K0.00%−619−3.2%Reduced
Treasurer of the State of North Carolina18,409$799.0K0.00%+90+0.5%Added
Two Sigma Advisers, LP18,400$798.7K0.00%−15,100−45.1%Reduced
Alliancebernstein L.P.18,306$794.7K0.00%+4,335+31.0%Added
Virginia Retirement Systems Et Al18,100$785.7K0.01%+4,200+30.2%Added
Healthcare of Ontario Pension Plan Trust Fund17,900$777.0K0.00%−4,035−18.4%Reduced
Public Employees Retirement System of Ohio17,422$756.0K0.00%−1,919−9.9%Reduced
Barclays PLC15,531$674.2K0.00%+4,528+41.2%Added
Rafferty Asset Management, LLC15,307$664.5K0.00%−27−0.2%Reduced
Duality Advisers, LP14,871$645.5K0.08%−378−2.5%Reduced
Guggenheim Capital LLC14,158$614.6K0.01%−318−2.2%Reduced
Commerce Bank13,396$581.5K0.00%+75+0.6%Added
Quent Capital, LLC12,618$547.8K0.09%+192+1.5%Added
HSBC Holdings PLC12,315$539.0K0.00%+12,315New
BNP Paribas Arbitrage, SA12,207$529.9K0.00%−6,997−36.4%Reduced