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 |
|---|---|---|---|---|---|
| HRT Financial LP | 7,908 | $386.0K | 0.00% | +7,908 | New |
| Amalgamated Bank | 8,639 | $422.0K | 0.00% | −326−3.6% | Reduced |
| Capula Management Ltd | 8,653 | $422.8K | 0.03% | +8,653 | New |
| Diversified Trust Co | 8,731 | $426.6K | 0.01% | −40.0% | Reduced |
| Handelsbanken Fonder AB | 8,944 | $437.0K | 0.00% | +2,800+45.6% | Added |
| Brevan Howard Capital Management LP | 9,121 | $445.7K | 0.04% | +9,121 | New |
| Susquehanna International Group, LLP | 9,163 | $447.7K | 0.00% | +576+6.7% | Added |
| Walleye Capital LLC | 9,944 | $485.9K | 0.01% | +9,944 | New |
| ExodusPoint Capital Management, LP | 9,990 | $488.0K | 0.01% | +9,990 | New |
| Guggenheim Capital LLC | 9,990 | $488.1K | 0.00% | −4,168−29.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,012 | $489.2K | 0.05% | +1,526+18.0% | Added |
| Hillsdale Investment Management Inc. | 10,950 | $535.0K | 0.04% | +10,950 | New |
| Aquatic Capital Management LLC | 11,000 | $537.0K | 0.01% | +9,900+900.0% | Added |
| Teza Capital Management LLC | 11,209 | $547.7K | 0.09% | +11,209 | New |
| Artal Group S.A. | 11,500 | $562.0K | 0.02% | +4,000+53.3% | Added |
| Arizona State Retirement System | 11,636 | $568.5K | 0.00% | −174−1.5% | Reduced |
| Teacher Retirement System of Texas | 11,961 | $584.0K | 0.00% | +11,961 | New |
| Susquehanna Portfolio Strategies, LLC | 12,800 | $625.4K | 0.01% | +12,800 | New |
| Quent Capital, LLC | 12,846 | $627.7K | 0.08% | +228+1.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,002 | $635.3K | 0.00% | +3,751+40.5% | Added |
| Commerce Bank | 13,292 | $649.4K | 0.00% | −104−0.8% | Reduced |
| Duality Advisers, LP | 13,327 | $651.2K | 0.07% | −1,544−10.4% | Reduced |
| Rafferty Asset Management, LLC | 13,669 | $667.9K | 0.00% | −1,638−10.7% | Reduced |
| Jump Financial, LLC | 14,529 | $709.9K | 0.02% | +14,529 | New |
| Lazard Asset Management LLC | 14,585 | $712.0K | 0.00% | +11,951+453.7% | Added |
| Nebula Research & Development LLC | 15,254 | $745.3K | 0.22% | +7,064+86.3% | Added |
| STRS Ohio | 15,815 | $772.0K | 0.00% | −3,445−17.9% | Reduced |
| Engineers Gate Manager LP | 16,398 | $801.2K | 0.02% | +16,398 | New |
| HSBC Holdings PLC | 17,040 | $834.5K | 0.00% | +4,725+38.4% | Added |
| Sherbrooke Park Advisers LLC | 17,166 | $838.7K | 0.39% | +11,121+184.0% | Added |
| Oak Thistle LLC | 17,202 | $840.5K | 0.24% | +6,390+59.1% | Added |
| Public Employees Retirement System of Ohio | 17,862 | $872.7K | 0.00% | +440+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,900 | $874.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 18,351 | $896.6K | 0.00% | −512−2.7% | Reduced |
| ClariVest Asset Management LLC | 18,561 | $906.9K | 0.05% | −3,300−15.1% | Reduced |
| Treasurer of the State of North Carolina | 18,589 | $908.0K | 0.00% | +180+1.0% | Added |
| Seaport Global Advisors, LLC | 18,815 | $919.3K | 2.20% | +18,815 | New |
| Dynamic Technology Lab Private Ltd | 19,178 | $937.0K | 0.10% | +14,028+272.4% | Added |
| Ieq Capital, LLC | 19,380 | $946.9K | 0.02% | −111−0.6% | Reduced |
| Wells Fargo & Company | 21,487 | $1.05M | 0.00% | +11,217+109.2% | Added |
| Janus Henderson Group PLC | 21,508 | $1.05M | 0.00% | −3,831−15.1% | Reduced |
| Cornercap Investment Counsel Inc | 21,820 | $1.07M | 0.17% | +1,572+7.8% | Added |
| Bank of Nova Scotia | 22,031 | $1.08M | 0.00% | +22,031 | New |
| Brown Brothers Harriman & Co | 22,709 | $1.11M | 0.01% | +2,308+11.3% | Added |
| Allspring Global Investments Holdings, LLC | 23,621 | $1.15M | 0.00% | −13,453−36.3% | Reduced |
| Papp L Roy & Associates | 25,855 | $1.26M | 0.16% | −65−0.3% | Reduced |
| Pinebridge Investments, L.P. | 26,543 | $1.30M | 0.01% | +26,543 | New |
| Barclays PLC | 27,231 | $1.33M | 0.00% | +11,700+75.3% | Added |
| Donoghue Forlines LLC | 27,946 | $1.37M | 0.43% | −1,215−4.2% | Reduced |
| Allianz Asset Management GmbH | 27,950 | $1.37M | 0.00% | +3,593+14.8% | Added |
| Capital Impact Advisors, LLC | 28,329 | $1.38M | 1.82% | +16,493+139.3% | Added |
| Algert Global LLC | 29,290 | $1.43M | 0.06% | +29,290 | New |
| D. E. Shaw & Co., Inc. | 30,448 | $1.49M | 0.00% | −5,536−15.4% | Reduced |
| Martingale Asset Management L P | 30,938 | $1.51M | 0.03% | +24,855+408.6% | Added |
| Price T Rowe Associates Inc | 31,816 | $1.55M | 0.00% | −2,474−7.2% | Reduced |
| Natixis | 32,349 | $1.58M | 0.01% | −3,400−9.5% | Reduced |
| New York State Common Retirement Fund | 33,451 | $1.63M | 0.00% | −1,044−3.0% | Reduced |
| Boothbay Fund Management, LLC | 34,857 | $1.70M | 0.06% | +7,269+26.3% | Added |
| Icon Advisers Inc | 35,000 | $1.71M | 0.39% | 00.0% | Unchanged |
| Citigroup Inc | 35,329 | $1.73M | 0.00% | +23,977+211.2% | Added |
| Occudo Quantitative Strategies LP | 35,594 | $1.74M | 0.24% | +35,594 | New |
| Jacobs Levy Equity Management, Inc | 35,601 | $1.74M | 0.01% | −214,058−85.7% | Reduced |
| Gsa Capital Partners LLP | 35,964 | $1.76M | 0.15% | +35,964 | New |
| Tudor Investment Corp Et Al | 37,284 | $1.82M | 0.03% | +37,284 | New |
| Jane Street Group, LLC | 39,219 | $1.92M | 0.00% | +13,905+54.9% | Added |
| Legal & General Group Plc | 39,860 | $1.95M | 0.00% | −134−0.3% | Reduced |
| Mackenzie Financial Corp | 41,246 | $2.02M | 0.00% | −8,661−17.4% | Reduced |
| Ironwood Investment Management LLC | 42,491 | $2.08M | 1.09% | −511−1.2% | Reduced |
| Alliancebernstein L.P. | 43,789 | $2.14M | 0.00% | +25,483+139.2% | Added |
| BNP Paribas Arbitrage, SA | 43,846 | $2.14M | 0.00% | +31,639+259.2% | Added |
| UBS Group AG | 43,885 | $2.14M | 0.00% | +23,798+118.5% | Added |
| California State Teachers Retirement System | 44,021 | $2.15M | 0.00% | −1,975−4.3% | Reduced |
| Invesco Ltd. | 44,579 | $2.18M | 0.00% | −307−0.7% | Reduced |
| Renaissance Technologies LLC | 44,624 | $2.18M | 0.00% | +44,624 | New |
| Crestline Management, LP | 46,006 | $2.25M | 0.21% | −20,050−30.4% | Reduced |
| State Board of Administration of Florida Retirement System | 46,710 | $2.28M | 0.00% | +67+0.1% | Added |
| State of New Jersey Common Pension Fund D | 49,446 | $2.42M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 50,326 | $2.46M | 0.00% | +175+0.3% | Added |
| FMR LLC | 50,346 | $2.46M | 0.00% | +39,943+384.0% | Added |
| Macquarie Group Ltd | 50,662 | $2.48M | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 54,397 | $2.66M | 0.03% | +54,397 | New |
| Rhumbline Advisers | 54,789 | $2.68M | 0.00% | −180−0.3% | Reduced |
| Vontobel Holding Ltd. | 55,525 | $2.71M | 0.02% | −6,892−11.0% | Reduced |
| Putnam Investments LLC | 58,958 | $2.88M | 0.00% | +58,958 | New |
| Gotham Asset Management, LLC | 59,005 | $2.88M | 0.05% | −8,958−13.2% | Reduced |
| Prelude Capital Management, LLC | 60,350 | $2.95M | 0.26% | +10,135+20.2% | Added |
| Credit Suisse AG | 62,984 | $3.08M | 0.00% | +9,350+17.4% | Added |
| CenterBook Partners LP | 65,832 | $3.22M | 0.39% | +38,335+139.4% | Added |
| Two Sigma Investments, LP | 70,168 | $3.43M | 0.01% | +45,968+190.0% | Added |
| Russell Investments Group, Ltd. | 72,330 | $3.54M | 0.01% | −25,985−26.4% | Reduced |
| Trexquant Investment LP | 75,302 | $3.68M | 0.08% | +75,302 | New |
| Campbell & CO Investment Adviser LLC | 80,903 | $3.95M | 0.36% | +32,429+66.9% | Added |
| Swiss National Bank | 82,100 | $4.01M | 0.00% | −9,100−10.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 87,332 | $4.27M | 0.02% | +41,534+90.7% | Added |
| JPMorgan Chase & Co | 87,335 | $4.27M | 0.00% | −3,125−3.5% | Reduced |
| Ameriprise Financial Inc | 91,674 | $4.48M | 0.00% | +554+0.6% | Added |
| Man Group plc | 94,062 | $4.60M | 0.01% | +94,062 | New |
| Bank of America Corp | 97,198 | $4.75M | 0.00% | −571−0.6% | Reduced |
| Nuveen Asset Management, LLC | 104,535 | $5.11M | 0.00% | +1,133+1.1% | Added |
| Deutsche Bank AG | 106,948 | $5.23M | 0.00% | +25,592+31.5% | Added |