Skip to main content

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, Q4 2023

Institutional positions in Pegasystems Inc as of Dec 31, 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
239
+52 vs. Q3 2023
Shares held
38.8M
−853.6K (−2.2%) vs. Q3 2023
Total value
$1.90B
+$174.6M (+10.1%) vs. Q3 2023
New holders
64
77 more added
Sold out
12
66 more reduced

3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 239 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 heldQ4 2023: $1.90B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2023.

Institutions holding PEGA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bares Capital Management, Inc.5,862,346$286.4M11.24%+90,993+1.6%Added
Vanguard Group Inc5,118,964$250.1M0.01%+114,848+2.3%Added
Capital Research Global Investors4,367,728$213.4M0.05%00.0%Unchanged
TPG GP A, LLC3,292,772$160.9M2.59%−149,098−4.3%Reduced
BlackRock Inc.2,461,129$120.3M0.00%+101,950+4.3%Added
Cadian Capital Management, LP1,478,696$72.2M2.88%−1,952,532−56.9%Reduced
Luxor Capital Group, LP1,265,799$61.8M10.11%−1,667,127−56.8%Reduced
Mirae Asset Global Investments Co., Ltd.946,109$46.2M0.09%+31,925+3.5%Added
State Street Corp831,569$40.7M0.00%+98,701+13.5%Added
Federated Hermes, Inc.788,916$38.5M0.10%−19,085−2.4%Reduced
Geode Capital Management, LLC725,966$35.5M0.00%+23,289+3.3%Added
Ranger Investment Management, L.P.625,471$30.6M1.85%+143,986+29.9%Added
Fisher Asset Management, LLC481,615$23.5M0.01%−95,266−16.5%Reduced
Norges Bank466,309$22.8M0.00%+14,221+3.1%Added
Harber Asset Management LLC415,807$20.3M4.72%−64,309−13.4%Reduced
Woodline Partners LP415,476$20.3M0.22%+310,360+295.3%Added
FIL Ltd411,901$20.1M0.02%−1,022−0.2%Reduced
Morgan Stanley349,919$17.1M0.00%+66,818+23.6%Added
Herald Investment Management Ltd326,500$15.9M3.05%00.0%Unchanged
Los Angeles Capital Management LLC325,128$15.9M0.06%−2,343−0.7%Reduced
Charles Schwab Investment Management Inc317,890$15.5M0.00%−1120.0%Reduced
Citadel Advisors LLC316,081$15.4M0.02%+316,081New
Scopia Capital Management LP283,087$13.8M1.85%+48,240+20.5%Added
Acadian Asset Management LLC280,933$13.7M0.05%+42,432+17.8%Added
Millennium Management LLC276,641$13.5M0.01%+276,641New
Great West Life Assurance Co272,497$13.3M0.03%+30,199+12.5%Added
Boston Partners245,442$12.0M0.02%+245,442New
Cubist Systematic Strategies, LLC232,518$11.4M0.14%+195,345+525.5%Added
Goldman Sachs Group Inc226,376$11.1M0.00%−23,071−9.2%Reduced
AQR Capital Management LLC218,457$10.7M0.02%+37,687+20.8%Added
Northern Trust Corp217,167$10.6M0.00%−5,308−2.4%Reduced
Bank of New York Mellon Corp206,913$10.1M0.00%−17,789−7.9%Reduced
Qube Research & Technologies Ltd198,603$9.70M0.02%+133,930+207.1%Added
Arrowstreet Capital, Limited Partnership174,829$8.54M0.01%+174,829New
First Trust Advisors LP168,112$8.21M0.01%+7,615+4.7%Added
SEI Investments Co131,226$6.41M0.01%+8,475+6.9%Added
Squarepoint Ops LLC129,381$6.32M0.03%+79,012+156.9%Added
Bessemer Group Inc123,320$6.03M0.01%00.0%Unchanged
Royal Bank of Canada108,380$5.30M0.00%+8,934+9.0%Added
Deutsche Bank AG106,948$5.23M0.00%+25,592+31.5%Added
Nuveen Asset Management, LLC104,535$5.11M0.00%+1,133+1.1%Added
Bank of America Corp97,198$4.75M0.00%−571−0.6%Reduced
Man Group plc94,062$4.60M0.01%+94,062New
Ameriprise Financial Inc91,674$4.48M0.00%+554+0.6%Added
JPMorgan Chase & Co87,335$4.27M0.00%−3,125−3.5%Reduced
Connor, Clark & Lunn Investment Management Ltd.87,332$4.27M0.02%+41,534+90.7%Added
Swiss National Bank82,100$4.01M0.00%−9,100−10.0%Reduced
Campbell & CO Investment Adviser LLC80,903$3.95M0.36%+32,429+66.9%Added
Trexquant Investment LP75,302$3.68M0.08%+75,302New
Russell Investments Group, Ltd.72,330$3.54M0.01%−25,985−26.4%Reduced
Two Sigma Investments, LP70,168$3.43M0.01%+45,968+190.0%Added
CenterBook Partners LP65,832$3.22M0.39%+38,335+139.4%Added
Credit Suisse AG62,984$3.08M0.00%+9,350+17.4%Added
Prelude Capital Management, LLC60,350$2.95M0.26%+10,135+20.2%Added
Gotham Asset Management, LLC59,005$2.88M0.05%−8,958−13.2%Reduced
Putnam Investments LLC58,958$2.88M0.00%+58,958New
Vontobel Holding Ltd.55,525$2.71M0.02%−6,892−11.0%Reduced
Rhumbline Advisers54,789$2.68M0.00%−180−0.3%Reduced
Jupiter Asset Management Ltd54,397$2.66M0.03%+54,397New
Macquarie Group Ltd50,662$2.48M0.00%00.0%Unchanged
FMR LLC50,346$2.46M0.00%+39,943+384.0%Added
UBS Asset Management Americas Inc50,326$2.46M0.00%+175+0.3%Added
State of New Jersey Common Pension Fund D49,446$2.42M0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System46,710$2.28M0.00%+67+0.1%Added
Crestline Management, LP46,006$2.25M0.21%−20,050−30.4%Reduced
Renaissance Technologies LLC44,624$2.18M0.00%+44,624New
Invesco Ltd.44,579$2.18M0.00%−307−0.7%Reduced
California State Teachers Retirement System44,021$2.15M0.00%−1,975−4.3%Reduced
UBS Group AG43,885$2.14M0.00%+23,798+118.5%Added
BNP Paribas Arbitrage, SA43,846$2.14M0.00%+31,639+259.2%Added
Alliancebernstein L.P.43,789$2.14M0.00%+25,483+139.2%Added
Ironwood Investment Management LLC42,491$2.08M1.09%−511−1.2%Reduced
Mackenzie Financial Corp41,246$2.02M0.00%−8,661−17.4%Reduced
Legal & General Group Plc39,860$1.95M0.00%−134−0.3%Reduced
Jane Street Group, LLC39,219$1.92M0.00%+13,905+54.9%Added
Tudor Investment Corp Et Al37,284$1.82M0.03%+37,284New
Gsa Capital Partners LLP35,964$1.76M0.15%+35,964New
Jacobs Levy Equity Management, Inc35,601$1.74M0.01%−214,058−85.7%Reduced
Occudo Quantitative Strategies LP35,594$1.74M0.24%+35,594New
Citigroup Inc35,329$1.73M0.00%+23,977+211.2%Added
Icon Advisers Inc35,000$1.71M0.39%00.0%Unchanged
Boothbay Fund Management, LLC34,857$1.70M0.06%+7,269+26.3%Added
New York State Common Retirement Fund33,451$1.63M0.00%−1,044−3.0%Reduced
Natixis32,349$1.58M0.01%−3,400−9.5%Reduced
Price T Rowe Associates Inc31,816$1.55M0.00%−2,474−7.2%Reduced
Martingale Asset Management L P30,938$1.51M0.03%+24,855+408.6%Added
D. E. Shaw & Co., Inc.30,448$1.49M0.00%−5,536−15.4%Reduced
Algert Global LLC29,290$1.43M0.06%+29,290New
Capital Impact Advisors, LLC28,329$1.38M1.82%+16,493+139.3%Added
Allianz Asset Management GmbH27,950$1.37M0.00%+3,593+14.8%Added
Donoghue Forlines LLC27,946$1.37M0.43%−1,215−4.2%Reduced
Barclays PLC27,231$1.33M0.00%+11,700+75.3%Added
Pinebridge Investments, L.P.26,543$1.30M0.01%+26,543New
Papp L Roy & Associates25,855$1.26M0.16%−65−0.3%Reduced
Allspring Global Investments Holdings, LLC23,621$1.15M0.00%−13,453−36.3%Reduced
Brown Brothers Harriman & Co22,709$1.11M0.01%+2,308+11.3%Added
Bank of Nova Scotia22,031$1.08M0.00%+22,031New
Cornercap Investment Counsel Inc21,820$1.07M0.17%+1,572+7.8%Added
Janus Henderson Group PLC21,508$1.05M0.00%−3,831−15.1%Reduced
Wells Fargo & Company21,487$1.05M0.00%+11,217+109.2%Added