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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $195 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 5 | $244 | 0.00% | −40−88.9% | Reduced |
| Raleigh Capital Management Inc. | 5 | $244 | 0.00% | +5 | New |
| Allworth Financial LP | 8 | $391 | 0.00% | −3−27.3% | Reduced |
| SRS Capital Advisors, Inc. | 10 | $493 | 0.00% | −32−76.2% | Reduced |
| Transcendent Capital Group LLC | 20 | $977 | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 22 | $1.07K | 0.00% | +22 | New |
| Global Retirement Partners, LLC | 28 | $1.30K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 27 | $1.32K | 0.00% | +27 | New |
| Rise Advisors, LLC | 35 | $1.72K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $1.81K | 0.00% | +37 | New |
| Crewe Advisors LLC | 41 | $2.00K | 0.00% | +41 | New |
| Cherry Tree Wealth Management, LLC | 48 | $2.35K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.54K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $2.74K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $3.76K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 97 | $4.74K | 0.00% | +97 | New |
| Turtle Creek Wealth Advisors, LLC | 108 | $5.28K | 0.00% | +108 | New |
| Aspect Partners, LLC | 109 | $5.33K | 0.00% | +109 | New |
| Simplex Trading, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Covestor Ltd | 168 | $8.00K | 0.01% | +1+0.6% | Added |
| EverSource Wealth Advisors, LLC | 167 | $8.16K | 0.00% | +25+17.6% | Added |
| Lindbrook Capital, LLC | 199 | $9.72K | 0.00% | −74−27.1% | Reduced |
| PFS Partners, LLC | 200 | $9.77K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.77K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 224 | $11.0K | 0.00% | +224 | New |
| Robeco Institutional Asset Management B.V. | 278 | $13.6K | 0.00% | +278 | New |
| Leonteq Securities AG | 300 | $14.7K | 0.00% | +300 | New |
| Umb Bank N A | 305 | $14.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 500 | $23.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 508 | $24.8K | 0.00% | +226+80.1% | Added |
| Headlands Technologies LLC | 530 | $25.9K | 0.01% | +530 | New |
| Parkside Financial Bank & Trust | 530 | $25.9K | 0.00% | +364+219.3% | Added |
| Quarry LP | 598 | $29.2K | 0.01% | +598 | New |
| Virtus Fund Advisers, LLC | 600 | $29.3K | 0.18% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 632 | $30.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 643 | $31.4K | 0.00% | −1,063−62.3% | Reduced |
| Quantbot Technologies LP | 647 | $31.6K | 0.00% | +647 | New |
| Steward Partners Investment Advisory, LLC | 700 | $34.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 700 | $34.2K | 0.00% | +30+4.5% | Added |
| American International Group, Inc. | 709 | $34.6K | 0.00% | −20−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 748 | $36.5K | 0.00% | +11+1.5% | Added |
| Harvest Fund Management Co., Ltd | 913 | $44.0K | 0.01% | +913 | New |
| KBC Group NV | 1,008 | $49.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,085 | $53.1K | 0.00% | −465−30.0% | Reduced |
| Point72 Asset Management, L.P. | 1,100 | $53.7K | 0.00% | +1,095+21,900.0% | Added |
| Parallel Advisors, LLC | 1,135 | $55.5K | 0.00% | −45−3.8% | Reduced |
| Cutler Group LP | 1,200 | $58.0K | 0.01% | −400−25.0% | Reduced |
| Asset Management One Co.,Ltd. | 1,202 | $59.4K | 0.00% | −88−6.8% | Reduced |
| CWM, LLC | 1,241 | $61.0K | 0.00% | +81+7.0% | Added |
| Point72 Hong Kong Ltd | 1,702 | $83.2K | 0.01% | +1,702 | New |
| New York State Teachers Retirement System | 1,746 | $85.0K | 0.00% | +1,746 | New |
| Farther Finance Advisors, LLC | 1,919 | $93.8K | 0.01% | +149+8.4% | Added |
| State of Tennessee, Treasury Department | 2,209 | $107.9K | 0.00% | +2,209 | New |
| Advisor Group Holdings, Inc. | 2,290 | $111.9K | 0.00% | −956−29.5% | Reduced |
| MetLife Investment Management | 2,541 | $124.2K | 0.00% | −35−1.4% | Reduced |
| Amundi | 3,357 | $155.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,427 | $167.4K | 0.00% | +3,427 | New |
| Kapitalo Investimentos Ltda | 3,459 | $169.0K | 0.03% | +3,459 | New |
| State of Wyoming | 3,670 | $179.3K | 0.03% | −2,053−35.9% | Reduced |
| Loomis Sayles & Co L P | 3,759 | $184.0K | 0.00% | +3,598+2,234.8% | Added |
| Virtus Investment Advisers, Inc. | 3,836 | $187.4K | 0.14% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,000 | $195.4K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 4,109 | $201.0K | 0.00% | +4,109 | New |
| Vinva Investment Management Ltd | 2,792 | $201.2K | 0.01% | +2,792 | New |
| Verition Fund Management LLC | 4,132 | $201.9K | 0.00% | +4,132 | New |
| Two Sigma Advisers, LP | 4,200 | $205.2K | 0.00% | −14,200−77.2% | Reduced |
| Cipher Capital LP | 4,528 | $221.2K | 0.07% | +4,528 | New |
| Contravisory Investment Management, Inc. | 4,618 | $225.6K | 0.06% | −20−0.4% | Reduced |
| DekaBank Deutsche Girozentrale | 4,634 | $226.0K | 0.00% | +2,000+75.9% | Added |
| Principal Financial Group Inc | 4,705 | $229.9K | 0.00% | −330−6.6% | Reduced |
| Centiva Capital, LP | 4,915 | $240.1K | 0.02% | +4,915 | New |
| Pictet Asset Management Holding SA | 5,018 | $245.2K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 5,057 | $247.1K | 0.00% | +5,057 | New |
| Pearl River Capital, LLC | 5,179 | $253.0K | 0.04% | +5,179 | New |
| Victory Capital Management Inc | 5,283 | $258.1K | 0.00% | +5,283 | New |
| Envestnet Asset Management Inc | 5,490 | $268.2K | 0.00% | +247+4.7% | Added |
| US Bancorp | 5,517 | $269.6K | 0.00% | −711−11.4% | Reduced |
| State of Wisconsin Investment Board | 5,548 | $271.1K | 0.00% | −26,533−82.7% | Reduced |
| Versor Investments LP | 5,551 | $271.2K | 0.06% | +5,551 | New |
| Xponance, Inc. | 5,583 | $272.8K | 0.00% | −41−0.7% | Reduced |
| Bayesian Capital Management, LP | 5,622 | $274.7K | 0.03% | +5,622 | New |
| Virtu Financial LLC | 5,861 | $286.0K | 0.02% | +5,861 | New |
| The PNC Financial Services Group, Inc. | 6,008 | $293.6K | 0.00% | +579+10.7% | Added |
| Public Employees Retirement Association of Colorado | 6,018 | $294.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,270 | $306.4K | 0.00% | +6,270 | New |
| Prudential Financial Inc | 6,502 | $317.7K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 6,837 | $334.1K | 0.02% | +6,194+963.3% | Added |
| Wedbush Securities Inc | 7,000 | $342.0K | 0.02% | +1,229+21.3% | Added |
| Quadrature Capital Ltd | 7,088 | $346.5K | 0.01% | +7,088 | New |
| New York Life Investment Management LLC | 7,124 | $348.1K | 0.00% | −220−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 7,303 | $356.8K | 0.00% | +84+1.2% | Added |
| AtonRa Partners | 7,341 | $358.7K | 0.71% | −1,155−13.6% | Reduced |
| Quest Partners LLC | 7,860 | $384.0K | 0.08% | +7,860 | New |
| CWM Advisors, LLC | 7,866 | $384.3K | 0.04% | +828+11.8% | Added |