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 |
|---|---|---|---|---|---|
| Capital Impact Advisors, LLC | 11,836 | $513.8K | 0.86% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,810 | $512.7K | 0.00% | +228+2.0% | Added |
| Citigroup Inc | 11,352 | $492.8K | 0.00% | +5,467+92.9% | Added |
| Oak Thistle LLC | 10,812 | $469.3K | 0.14% | +10,812 | New |
| FMR LLC | 10,403 | $451.6K | 0.00% | +7,910+317.3% | Added |
| Wells Fargo & Company | 10,270 | $445.8K | 0.00% | +3,831+59.5% | Added |
| Balyasny Asset Management LLC | 10,035 | $435.6K | 0.00% | +10,035 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,251 | $401.6K | 0.00% | +1,182+14.6% | Added |
| Amalgamated Bank | 8,965 | $389.0K | 0.00% | −181−2.0% | Reduced |
| Diversified Trust Co | 8,735 | $379.2K | 0.01% | +8,735 | New |
| Susquehanna International Group, LLP | 8,587 | $372.8K | 0.00% | +8,587 | New |
| AtonRa Partners | 8,496 | $368.8K | 0.77% | −2,167−20.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,486 | $368.4K | 0.04% | +8,486 | New |
| Nebula Research & Development LLC | 8,190 | $355.5K | 0.19% | +8,190 | New |
| Artal Group S.A. | 7,500 | $326.0K | 0.01% | +7,500 | New |
| XTX Topco Ltd | 7,442 | $323.1K | 0.06% | +7,442 | New |
| New York Life Investment Management LLC | 7,344 | $318.8K | 0.00% | −1,157−13.6% | Reduced |
| Manufacturers Life Insurance Company, The | 7,219 | $313.4K | 0.00% | +7,219 | New |
| Graham Capital Management, L.P. | 7,160 | $310.8K | 0.01% | −1,828−20.3% | Reduced |
| CWM Advisors, LLC | 7,038 | $305.5K | 0.04% | +695+11.0% | Added |
| Prudential Financial Inc | 6,502 | $282.3K | 0.00% | +6,502 | New |
| US Bancorp | 6,228 | $270.4K | 0.00% | −673−9.8% | Reduced |
| NinePointTwo Capital | 6,175 | $268.0K | 0.11% | +6,175 | New |
| Handelsbanken Fonder AB | 6,144 | $267.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 6,083 | $264.1K | 0.01% | +6,083 | New |
| Sherbrooke Park Advisers LLC | 6,045 | $262.4K | 0.08% | +6,045 | New |
| Public Employees Retirement Association of Colorado | 6,018 | $261.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,771 | $251.0K | 0.01% | +5,771 | New |
| State of Wyoming | 5,723 | $248.4K | 0.05% | +2,149+60.1% | Added |
| Xponance, Inc. | 5,624 | $244.1K | 0.00% | +32+0.6% | Added |
| The PNC Financial Services Group, Inc. | 5,429 | $235.7K | 0.00% | −762−12.3% | Reduced |
| Envestnet Asset Management Inc | 5,243 | $227.6K | 0.00% | −540−9.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,150 | $224.0K | 0.02% | +5,150 | New |
| Principal Financial Group Inc | 5,035 | $218.6K | 0.00% | +527+11.7% | Added |
| Pictet Asset Management Holding SA | 5,018 | $217.8K | 0.00% | +5,018 | New |
| Contravisory Investment Management, Inc. | 4,638 | $201.3K | 0.06% | +63+1.4% | Added |
| Bamco Inc | 4,263 | $185.1K | 0.00% | −52,504−92.5% | Reduced |
| Cambridge Trust Co | 4,000 | $173.6K | 0.01% | −1,000−20.0% | Reduced |
| Virtus Investment Advisers, Inc. | 3,836 | $166.5K | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,246 | $140.9K | 0.00% | +378+13.2% | Added |
| Amundi | 3,357 | $136.2K | 0.00% | +3,357 | New |
| 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 |
| MetLife Investment Management | 2,576 | $111.8K | 0.00% | +10.0% | Added |
| Counterpoint Mutual Funds LLC | 2,098 | $91.1K | 0.08% | +2,098 | New |
| Farther Finance Advisors, LLC | 1,770 | $76.8K | 0.01% | +20+1.1% | Added |
| Tower Research Capital LLC (TRC) | 1,706 | $74.1K | 0.00% | +1,356+387.4% | Added |
| Cutler Group LP | 1,600 | $69.0K | 0.01% | −100−5.9% | Reduced |
| Comerica Bank | 1,550 | $67.3K | 0.00% | +1,550 | New |
| Asset Management One Co.,Ltd. | 1,290 | $56.0K | 0.00% | +149+13.1% | Added |
| Parallel Advisors, LLC | 1,180 | $51.2K | 0.00% | +11+0.9% | Added |
| CWM, LLC | 1,160 | $50.0K | 0.00% | +516+80.1% | Added |
| Aquatic Capital Management LLC | 1,100 | $48.0K | 0.00% | +1,100 | New |
| KBC Group NV | 1,008 | $44.0K | 0.00% | +1,008 | New |
| Northwestern Mutual Wealth Management Co | 737 | $32.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 729 | $31.6K | 0.00% | −50−6.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $30.4K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 670 | $29.1K | 0.00% | +2+0.3% | Added |
| Point72 Middle East FZE | 643 | $27.9K | 0.00% | +643 | New |
| Guinness Atkinson Asset Management Inc | 632 | $27.4K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 600 | $26.0K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $21.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 305 | $13.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 282 | $12.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 273 | $11.9K | 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 |
| Parkside Financial Bank & Trust | 166 | $7.21K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 165 | $7.13K | 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 |
| EverSource Wealth Advisors, LLC | 142 | $6.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $3.34K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $2.43K | 0.00% | +20+55.6% | Added |
| 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 |
| HM Payson & Co | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $2.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $1.83K | 0.00% | −1−2.3% | Reduced |
| Rise Advisors, LLC | 35 | $1.53K | 0.00% | −40−53.3% | Reduced |
| Global Retirement Partners, LLC | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Allworth Financial LP | 11 | $478 | 0.00% | +3+37.5% | Added |
| Point72 Asset Management, L.P. | 5 | $217 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 4 | $174 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $43 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| GWM Advisors LLC | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −120,129−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −83,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −63,648−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −58,912−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −41,342−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −14,812−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −10,320−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,327−100.0% | Sold out |