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 |
|---|---|---|---|---|---|
| Creative Planning | 0 | $0 | 0.00% | −6,146−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −4,244−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −4,011−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −2,140−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |