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 |
|---|---|---|---|---|---|
| Quarry LP | 598 | $29.2K | 0.01% | +598 | New |
| Parkside Financial Bank & Trust | 530 | $25.9K | 0.00% | +364+219.3% | Added |
| Headlands Technologies LLC | 530 | $25.9K | 0.01% | +530 | New |
| Quadrant Capital Group LLC | 508 | $24.8K | 0.00% | +226+80.1% | Added |
| Spire Wealth Management | 500 | $23.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 305 | $14.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 300 | $14.7K | 0.00% | +300 | New |
| Robeco Institutional Asset Management B.V. | 278 | $13.6K | 0.00% | +278 | New |
| Ci Investments Inc. | 224 | $11.0K | 0.00% | +224 | New |
| PFS Partners, LLC | 200 | $9.77K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $9.77K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 199 | $9.72K | 0.00% | −74−27.1% | Reduced |
| EverSource Wealth Advisors, LLC | 167 | $8.16K | 0.00% | +25+17.6% | Added |
| Covestor Ltd | 168 | $8.00K | 0.01% | +1+0.6% | Added |
| Simplex Trading, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Aspect Partners, LLC | 109 | $5.33K | 0.00% | +109 | New |
| Turtle Creek Wealth Advisors, LLC | 108 | $5.28K | 0.00% | +108 | New |
| Hexagon Capital Partners LLC | 97 | $4.74K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 77 | $3.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $2.74K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $2.54K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $2.35K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $2.00K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 37 | $1.81K | 0.00% | +37 | New |
| Rise Advisors, LLC | 35 | $1.72K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 27 | $1.32K | 0.00% | +27 | New |
| Global Retirement Partners, LLC | 28 | $1.30K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 22 | $1.07K | 0.00% | +22 | New |
| Ronald Blue Trust, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20 | $977 | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 10 | $493 | 0.00% | −32−76.2% | Reduced |
| Allworth Financial LP | 8 | $391 | 0.00% | −3−27.3% | Reduced |
| Versant Capital Management, Inc | 5 | $244 | 0.00% | −40−88.9% | Reduced |
| Raleigh Capital Management Inc. | 5 | $244 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 4 | $195 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $195 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −169,312−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −87,154−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −31,559−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,476−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,035−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,442−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −4,263−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,098−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |