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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $174 | 0.00% | +4 | New |
| Point72 Asset Management, L.P. | 5 | $217 | 0.00% | +5 | New |
| Allworth Financial LP | 11 | $478 | 0.00% | +3+37.5% | Added |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 35 | $1.53K | 0.00% | −40−53.3% | Reduced |
| SRS Capital Advisors, Inc. | 42 | $1.83K | 0.00% | −1−2.3% | Reduced |
| Versant Capital Management, Inc | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $2.08K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 52 | $2.26K | 0.00% | −10−16.1% | Reduced |
| Missouri Trust & Investment Co | 52 | $2.26K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $2.43K | 0.00% | +20+55.6% | Added |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $3.34K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $6.16K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $7.00K | 0.01% | −2−1.2% | Reduced |
| Loomis Sayles & Co L P | 161 | $7.00K | 0.00% | +52+47.7% | Added |
| Schroder Investment Management Group | 165 | $7.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $7.21K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $8.68K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $8.68K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 273 | $11.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $12.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 305 | $13.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $21.7K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 600 | $26.0K | 0.18% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 632 | $27.4K | 0.02% | 00.0% | Unchanged |
| Point72 Middle East FZE | 643 | $27.9K | 0.00% | +643 | New |
| Signaturefd, LLC | 670 | $29.1K | 0.00% | +2+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 700 | $30.4K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 729 | $31.6K | 0.00% | −50−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 737 | $32.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,008 | $44.0K | 0.00% | +1,008 | New |
| Aquatic Capital Management LLC | 1,100 | $48.0K | 0.00% | +1,100 | New |
| CWM, LLC | 1,160 | $50.0K | 0.00% | +516+80.1% | Added |
| Parallel Advisors, LLC | 1,180 | $51.2K | 0.00% | +11+0.9% | Added |
| Asset Management One Co.,Ltd. | 1,290 | $56.0K | 0.00% | +149+13.1% | Added |
| Comerica Bank | 1,550 | $67.3K | 0.00% | +1,550 | New |
| Cutler Group LP | 1,600 | $69.0K | 0.01% | −100−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,706 | $74.1K | 0.00% | +1,356+387.4% | Added |
| Farther Finance Advisors, LLC | 1,770 | $76.8K | 0.01% | +20+1.1% | Added |
| Counterpoint Mutual Funds LLC | 2,098 | $91.1K | 0.08% | +2,098 | New |
| MetLife Investment Management | 2,576 | $111.8K | 0.00% | +10.0% | Added |
| Lazard Asset Management LLC | 2,634 | $114.0K | 0.00% | +2,634 | New |
| DekaBank Deutsche Girozentrale | 2,634 | $114.0K | 0.00% | +2,634 | New |
| Amundi | 3,357 | $136.2K | 0.00% | +3,357 | New |
| Advisor Group Holdings, Inc. | 3,246 | $140.9K | 0.00% | +378+13.2% | Added |
| Virtus Investment Advisers, Inc. | 3,836 | $166.5K | 0.11% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,000 | $173.6K | 0.01% | −1,000−20.0% | Reduced |
| Bamco Inc | 4,263 | $185.1K | 0.00% | −52,504−92.5% | Reduced |
| Contravisory Investment Management, Inc. | 4,638 | $201.3K | 0.06% | +63+1.4% | Added |
| Pictet Asset Management Holding SA | 5,018 | $217.8K | 0.00% | +5,018 | New |
| Principal Financial Group Inc | 5,035 | $218.6K | 0.00% | +527+11.7% | Added |
| Dynamic Technology Lab Private Ltd | 5,150 | $224.0K | 0.02% | +5,150 | New |
| Envestnet Asset Management Inc | 5,243 | $227.6K | 0.00% | −540−9.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,429 | $235.7K | 0.00% | −762−12.3% | Reduced |
| Xponance, Inc. | 5,624 | $244.1K | 0.00% | +32+0.6% | Added |
| State of Wyoming | 5,723 | $248.4K | 0.05% | +2,149+60.1% | Added |
| Wedbush Securities Inc | 5,771 | $251.0K | 0.01% | +5,771 | New |
| Public Employees Retirement Association of Colorado | 6,018 | $261.0K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 6,045 | $262.4K | 0.08% | +6,045 | New |
| Martingale Asset Management L P | 6,083 | $264.1K | 0.01% | +6,083 | New |
| Handelsbanken Fonder AB | 6,144 | $267.0K | 0.00% | 00.0% | Unchanged |
| NinePointTwo Capital | 6,175 | $268.0K | 0.11% | +6,175 | New |
| US Bancorp | 6,228 | $270.4K | 0.00% | −673−9.8% | Reduced |
| Prudential Financial Inc | 6,502 | $282.3K | 0.00% | +6,502 | New |
| CWM Advisors, LLC | 7,038 | $305.5K | 0.04% | +695+11.0% | Added |
| Graham Capital Management, L.P. | 7,160 | $310.8K | 0.01% | −1,828−20.3% | Reduced |
| Manufacturers Life Insurance Company, The | 7,219 | $313.4K | 0.00% | +7,219 | New |
| New York Life Investment Management LLC | 7,344 | $318.8K | 0.00% | −1,157−13.6% | Reduced |
| XTX Topco Ltd | 7,442 | $323.1K | 0.06% | +7,442 | New |
| Artal Group S.A. | 7,500 | $326.0K | 0.01% | +7,500 | New |
| Nebula Research & Development LLC | 8,190 | $355.5K | 0.19% | +8,190 | New |
| Y-Intercept (Hong Kong) Ltd | 8,486 | $368.4K | 0.04% | +8,486 | New |
| AtonRa Partners | 8,496 | $368.8K | 0.77% | −2,167−20.3% | Reduced |
| Susquehanna International Group, LLP | 8,587 | $372.8K | 0.00% | +8,587 | New |
| Diversified Trust Co | 8,735 | $379.2K | 0.01% | +8,735 | New |
| Amalgamated Bank | 8,965 | $389.0K | 0.00% | −181−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,251 | $401.6K | 0.00% | +1,182+14.6% | Added |
| Balyasny Asset Management LLC | 10,035 | $435.6K | 0.00% | +10,035 | New |
| Wells Fargo & Company | 10,270 | $445.8K | 0.00% | +3,831+59.5% | Added |
| FMR LLC | 10,403 | $451.6K | 0.00% | +7,910+317.3% | Added |
| Oak Thistle LLC | 10,812 | $469.3K | 0.14% | +10,812 | New |
| Citigroup Inc | 11,352 | $492.8K | 0.00% | +5,467+92.9% | Added |
| Arizona State Retirement System | 11,810 | $512.7K | 0.00% | +228+2.0% | Added |
| Capital Impact Advisors, LLC | 11,836 | $513.8K | 0.86% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,207 | $529.9K | 0.00% | −6,997−36.4% | Reduced |
| HSBC Holdings PLC | 12,315 | $539.0K | 0.00% | +12,315 | New |
| Quent Capital, LLC | 12,618 | $547.8K | 0.09% | +192+1.5% | Added |
| Commerce Bank | 13,396 | $581.5K | 0.00% | +75+0.6% | Added |
| Guggenheim Capital LLC | 14,158 | $614.6K | 0.01% | −318−2.2% | Reduced |
| Duality Advisers, LP | 14,871 | $645.5K | 0.08% | −378−2.5% | Reduced |
| Rafferty Asset Management, LLC | 15,307 | $664.5K | 0.00% | −27−0.2% | Reduced |
| Barclays PLC | 15,531 | $674.2K | 0.00% | +4,528+41.2% | Added |
| Public Employees Retirement System of Ohio | 17,422 | $756.0K | 0.00% | −1,919−9.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 17,900 | $777.0K | 0.00% | −4,035−18.4% | Reduced |