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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 19,380 | $946.9K | 0.02% | −111−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,178 | $937.0K | 0.10% | +14,028+272.4% | Added |
| Seaport Global Advisors, LLC | 18,815 | $919.3K | 2.20% | +18,815 | New |
| Treasurer of the State of North Carolina | 18,589 | $908.0K | 0.00% | +180+1.0% | Added |
| ClariVest Asset Management LLC | 18,561 | $906.9K | 0.05% | −3,300−15.1% | Reduced |
| Voya Investment Management LLC | 18,351 | $896.6K | 0.00% | −512−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 17,900 | $874.6K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 17,862 | $872.7K | 0.00% | +440+2.5% | Added |
| Oak Thistle LLC | 17,202 | $840.5K | 0.24% | +6,390+59.1% | Added |
| Sherbrooke Park Advisers LLC | 17,166 | $838.7K | 0.39% | +11,121+184.0% | Added |
| HSBC Holdings PLC | 17,040 | $834.5K | 0.00% | +4,725+38.4% | Added |
| Engineers Gate Manager LP | 16,398 | $801.2K | 0.02% | +16,398 | New |
| STRS Ohio | 15,815 | $772.0K | 0.00% | −3,445−17.9% | Reduced |
| Nebula Research & Development LLC | 15,254 | $745.3K | 0.22% | +7,064+86.3% | Added |
| Lazard Asset Management LLC | 14,585 | $712.0K | 0.00% | +11,951+453.7% | Added |
| Jump Financial, LLC | 14,529 | $709.9K | 0.02% | +14,529 | New |
| Rafferty Asset Management, LLC | 13,669 | $667.9K | 0.00% | −1,638−10.7% | Reduced |
| Duality Advisers, LP | 13,327 | $651.2K | 0.07% | −1,544−10.4% | Reduced |
| Commerce Bank | 13,292 | $649.4K | 0.00% | −104−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,002 | $635.3K | 0.00% | +3,751+40.5% | Added |
| Quent Capital, LLC | 12,846 | $627.7K | 0.08% | +228+1.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 12,800 | $625.4K | 0.01% | +12,800 | New |
| Teacher Retirement System of Texas | 11,961 | $584.0K | 0.00% | +11,961 | New |
| Arizona State Retirement System | 11,636 | $568.5K | 0.00% | −174−1.5% | Reduced |
| Artal Group S.A. | 11,500 | $562.0K | 0.02% | +4,000+53.3% | Added |
| Teza Capital Management LLC | 11,209 | $547.7K | 0.09% | +11,209 | New |
| Aquatic Capital Management LLC | 11,000 | $537.0K | 0.01% | +9,900+900.0% | Added |
| Hillsdale Investment Management Inc. | 10,950 | $535.0K | 0.04% | +10,950 | New |
| Y-Intercept (Hong Kong) Ltd | 10,012 | $489.2K | 0.05% | +1,526+18.0% | Added |
| Guggenheim Capital LLC | 9,990 | $488.1K | 0.00% | −4,168−29.4% | Reduced |
| ExodusPoint Capital Management, LP | 9,990 | $488.0K | 0.01% | +9,990 | New |
| Walleye Capital LLC | 9,944 | $485.9K | 0.01% | +9,944 | New |
| Susquehanna International Group, LLP | 9,163 | $447.7K | 0.00% | +576+6.7% | Added |
| Brevan Howard Capital Management LP | 9,121 | $445.7K | 0.04% | +9,121 | New |
| Handelsbanken Fonder AB | 8,944 | $437.0K | 0.00% | +2,800+45.6% | Added |
| Diversified Trust Co | 8,731 | $426.6K | 0.01% | −40.0% | Reduced |
| Capula Management Ltd | 8,653 | $422.8K | 0.03% | +8,653 | New |
| Amalgamated Bank | 8,639 | $422.0K | 0.00% | −326−3.6% | Reduced |
| HRT Financial LP | 7,908 | $386.0K | 0.00% | +7,908 | New |
| CWM Advisors, LLC | 7,866 | $384.3K | 0.04% | +828+11.8% | Added |
| Quest Partners LLC | 7,860 | $384.0K | 0.08% | +7,860 | New |
| AtonRa Partners | 7,341 | $358.7K | 0.71% | −1,155−13.6% | Reduced |
| Manufacturers Life Insurance Company, The | 7,303 | $356.8K | 0.00% | +84+1.2% | Added |
| New York Life Investment Management LLC | 7,124 | $348.1K | 0.00% | −220−3.0% | Reduced |
| Quadrature Capital Ltd | 7,088 | $346.5K | 0.01% | +7,088 | New |
| Wedbush Securities Inc | 7,000 | $342.0K | 0.02% | +1,229+21.3% | Added |
| Point72 Middle East FZE | 6,837 | $334.1K | 0.02% | +6,194+963.3% | Added |
| Prudential Financial Inc | 6,502 | $317.7K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,270 | $306.4K | 0.00% | +6,270 | New |
| Public Employees Retirement Association of Colorado | 6,018 | $294.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,008 | $293.6K | 0.00% | +579+10.7% | Added |
| Virtu Financial LLC | 5,861 | $286.0K | 0.02% | +5,861 | New |
| Bayesian Capital Management, LP | 5,622 | $274.7K | 0.03% | +5,622 | New |
| Xponance, Inc. | 5,583 | $272.8K | 0.00% | −41−0.7% | Reduced |
| Versor Investments LP | 5,551 | $271.2K | 0.06% | +5,551 | New |
| State of Wisconsin Investment Board | 5,548 | $271.1K | 0.00% | −26,533−82.7% | Reduced |
| US Bancorp | 5,517 | $269.6K | 0.00% | −711−11.4% | Reduced |
| Envestnet Asset Management Inc | 5,490 | $268.2K | 0.00% | +247+4.7% | Added |
| Victory Capital Management Inc | 5,283 | $258.1K | 0.00% | +5,283 | New |
| Pearl River Capital, LLC | 5,179 | $253.0K | 0.04% | +5,179 | New |
| Walleye Trading LLC | 5,057 | $247.1K | 0.00% | +5,057 | New |
| Pictet Asset Management Holding SA | 5,018 | $245.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,915 | $240.1K | 0.02% | +4,915 | New |
| Principal Financial Group Inc | 4,705 | $229.9K | 0.00% | −330−6.6% | Reduced |
| DekaBank Deutsche Girozentrale | 4,634 | $226.0K | 0.00% | +2,000+75.9% | Added |
| Contravisory Investment Management, Inc. | 4,618 | $225.6K | 0.06% | −20−0.4% | Reduced |
| Cipher Capital LP | 4,528 | $221.2K | 0.07% | +4,528 | New |
| Two Sigma Advisers, LP | 4,200 | $205.2K | 0.00% | −14,200−77.2% | Reduced |
| Verition Fund Management LLC | 4,132 | $201.9K | 0.00% | +4,132 | New |
| Vinva Investment Management Ltd | 2,792 | $201.2K | 0.01% | +2,792 | New |
| SG Americas Securities, LLC | 4,109 | $201.0K | 0.00% | +4,109 | New |
| Cambridge Trust Co | 4,000 | $195.4K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 3,836 | $187.4K | 0.14% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,759 | $184.0K | 0.00% | +3,598+2,234.8% | Added |
| State of Wyoming | 3,670 | $179.3K | 0.03% | −2,053−35.9% | Reduced |
| Kapitalo Investimentos Ltda | 3,459 | $169.0K | 0.03% | +3,459 | New |
| Advisory Services Network, LLC | 3,427 | $167.4K | 0.00% | +3,427 | New |
| Amundi | 3,357 | $155.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,541 | $124.2K | 0.00% | −35−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 2,290 | $111.9K | 0.00% | −956−29.5% | Reduced |
| State of Tennessee, Treasury Department | 2,209 | $107.9K | 0.00% | +2,209 | New |
| Farther Finance Advisors, LLC | 1,919 | $93.8K | 0.01% | +149+8.4% | Added |
| New York State Teachers Retirement System | 1,746 | $85.0K | 0.00% | +1,746 | New |
| Point72 Hong Kong Ltd | 1,702 | $83.2K | 0.01% | +1,702 | New |
| CWM, LLC | 1,241 | $61.0K | 0.00% | +81+7.0% | Added |
| Asset Management One Co.,Ltd. | 1,202 | $59.4K | 0.00% | −88−6.8% | Reduced |
| Cutler Group LP | 1,200 | $58.0K | 0.01% | −400−25.0% | Reduced |
| Parallel Advisors, LLC | 1,135 | $55.5K | 0.00% | −45−3.8% | Reduced |
| Point72 Asset Management, L.P. | 1,100 | $53.7K | 0.00% | +1,095+21,900.0% | Added |
| Comerica Bank | 1,085 | $53.1K | 0.00% | −465−30.0% | Reduced |
| KBC Group NV | 1,008 | $49.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 913 | $44.0K | 0.01% | +913 | New |
| Northwestern Mutual Wealth Management Co | 748 | $36.5K | 0.00% | +11+1.5% | Added |
| American International Group, Inc. | 709 | $34.6K | 0.00% | −20−2.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $34.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 700 | $34.2K | 0.00% | +30+4.5% | Added |
| Quantbot Technologies LP | 647 | $31.6K | 0.00% | +647 | New |
| Tower Research Capital LLC (TRC) | 643 | $31.4K | 0.00% | −1,063−62.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 632 | $30.9K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 600 | $29.3K | 0.18% | 00.0% | Unchanged |