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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 9 sales; 437 institutions reported holding it in 13F filings for Q2 2026, worth $2.85B in total; no superinvestor holds it.

Q1 2024 vs. Q4 2023

How the institutions holding Pegasystems Inc changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of PEGA: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2393266+30
Shares38.8M66.3K39.3M+565.5K (+1.5%)
Value$1.90B$3.24M$2.53B+$634.0M (+33.5%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Pegasystems Inc at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to PEGA in Q1 2024
InstitutionSharesValue% of portfolio
Fuller & Thaler Asset Management, Inc.538,370$34.8M0.15%
Twin Tree Management, LP127,660$8.25M0.19%
Dimensional Fund Advisors LP106,485$6.88M0.00%
Marshall Wace, LLP95,574$6.18M0.01%
Schroder Investment Management Group66,372$4.29M0.01%
Danske Bank A/S64,025$4.14M0.01%
EAM Global Investors LLC60,095$3.88M0.90%
Franklin Resources Inc57,907$3.74M0.00%
EAM Investors, LLC56,038$3.62M0.57%
American Century Companies Inc54,053$3.49M0.00%
Harel Insurance Investments & Financial Services Ltd.48,698$3.15M0.06%
Holocene Advisors, LP47,356$3.06M0.01%
Crawford Investment Counsel Inc46,030$2.98M0.06%
National Bank of Canada42,300$2.60M0.00%
Susquehanna Fundamental Investments, LLC31,521$2.04M0.10%
TrimTabs Asset Management, LLC23,164$1.50M0.37%
Edgestream Partners, L.P.17,961$1.16M0.06%
Canada Pension Plan Investment Board15,900$1.03M0.00%
Twinbeech Capital LP15,591$1.01M0.02%
Lecap Asset Management Ltd15,082$974.9K0.20%
Janney Montgomery Scott LLC11,722$758.0K0.00%
Jefferies Financial Group Inc.11,633$752.0K0.02%
Wellington Management Group LLP10,526$680.4K0.00%
Numerai GP LLC10,220$660.6K0.29%
Custom Index Systems, LLC7,332$473.9K0.27%
Point72 (DIFC) Ltd6,916$447.0K0.03%
Unique Wealth Strategies, LLC6,884$445.0K0.22%
Lombard Odier Asset Management (USA) Corp6,575$425.0K0.06%
XTX Topco Ltd6,534$422.4K0.06%
Maverick Capital LtdSuperinvestorMaverick Capital6,494$419.8K0.01%
Savant Capital, LLC6,488$419.4K0.00%
Balyasny Asset Management LLC5,997$387.6K0.00%
Alps Advisors Inc5,370$347.1K0.00%
Graham Capital Management, L.P.4,885$315.8K0.01%
Corton Capital Inc.4,579$296.0K0.11%
JustInvest LLC4,487$290.1K0.01%
Pathstone Holdings, LLC4,251$274.8K0.00%
Princeton Capital Management LLC4,000$258.6K0.09%
Bank of Montreal3,618$234.0K0.00%
Optimist Retirement Group LLC3,269$211.3K0.11%
EntryPoint Capital, LLC3,238$209.3K0.19%
Range Financial Group LLC3,229$208.7K0.11%
Flagship Harbor Advisors, LLC3,096$200.1K0.01%
Vise Technologies, Inc.3,096$200.1K0.04%
CIBC Private Wealth Group, LLC260$16.3K0.00%
Atlas Capital Advisors LLC226$14.6K0.00%
Mather Group, LLC.254$12.4K0.00%
Meeder Asset Management Inc160$10.3K0.00%
Smartleaf Asset Management LLC79$5.14K0.00%
LRI Investments, LLC78$5.07K0.00%
Venturi Wealth Management, LLC18$1.16K0.00%
Elequin Capital LP18$1.16K0.00%
IFP Advisors, Inc18$1.16K0.00%
Anfield Capital Management, LLC5$3230.00%
NBC Securities, Inc.1––

Sold out (25)

Institutions that held Pegasystems Inc at the end of Q4 2023 and filed for Q1 2024 without it.

Not filed for Q1 2024 yet (3)

Institutions that held Pegasystems Inc at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEGA in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC58,958$2.88M
AtonRa Partners7,341$358.7K
Coppell Advisory Solutions LLC4$195