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, Q1 2024
Institutional positions in Pegasystems Inc as of Mar 31, 2024. 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
- 266
- +30 vs. Q4 2023
- Shares held
- 39.3M
- +565.5K (+1.5%) vs. Q4 2023
- Total value
- $2.53B
- +$634.0M (+33.5%) vs. Q4 2023
- New holders
- 55
- 95 more added
- Sold out
- 25
- 84 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $323 | 0.00% | +5 | New |
| Allworth Financial LP | 6 | $388 | 0.00% | −2−25.0% | Reduced |
| Raleigh Capital Management Inc. | 10 | $646 | 0.00% | +5+100.0% | Added |
| SRS Capital Advisors, Inc. | 10 | $653 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $1.16K | 0.00% | +18 | New |
| Venturi Wealth Management, LLC | 18 | $1.16K | 0.00% | +18 | New |
| Elequin Capital LP | 18 | $1.16K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $1.30K | 0.00% | −15−42.9% | Reduced |
| Globeflex Capital L P | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $2.39K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $3.10K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $5.07K | 0.00% | +78 | New |
| Smartleaf Asset Management LLC | 79 | $5.14K | 0.00% | +79 | New |
| GAMMA Investing LLC | 86 | $5.56K | 0.00% | +59+218.5% | Added |
| Bell Investment Advisors, Inc | 97 | $6.27K | 0.00% | +20+26.0% | Added |
| Aspect Partners, LLC | 109 | $7.06K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 159 | $9.45K | 0.00% | −8−4.8% | Reduced |
| Meeder Asset Management Inc | 160 | $10.3K | 0.00% | +160 | New |
| Mather Group, LLC. | 254 | $12.4K | 0.00% | +254 | New |
| Lindbrook Capital, LLC | 194 | $12.5K | 0.00% | −5−2.5% | Reduced |
| PFS Partners, LLC | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 226 | $14.6K | 0.00% | +226 | New |
| CIBC Private Wealth Group, LLC | 260 | $16.3K | 0.00% | +260 | New |
| Hexagon Capital Partners LLC | 272 | $17.6K | 0.00% | +175+180.4% | Added |
| Ci Investments Inc. | 276 | $18.0K | 0.00% | +52+23.2% | Added |
| Umb Bank N A | 305 | $19.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 350 | $22.6K | 0.00% | +50+16.7% | Added |
| Quadrant Capital Group LLC | 370 | $23.9K | 0.00% | −138−27.2% | Reduced |
| Quarry LP | 428 | $27.7K | 0.01% | −170−28.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 474 | $30.6K | 0.01% | −158−25.0% | Reduced |
| Spire Wealth Management | 500 | $32.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 590 | $38.1K | 0.01% | +60+11.3% | Added |
| American International Group, Inc. | 699 | $45.2K | 0.00% | −10−1.4% | Reduced |
| Signaturefd, LLC | 700 | $45.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 713 | $46.1K | 0.16% | +113+18.8% | Added |
| Steward Partners Investment Advisory, LLC | 732 | $47.3K | 0.00% | +32+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 744 | $48.1K | 0.00% | −4−0.5% | Reduced |
| Headlands Technologies LLC | 869 | $56.2K | 0.01% | +339+64.0% | Added |
| Parallel Advisors, LLC | 977 | $63.2K | 0.00% | −158−13.9% | Reduced |
| KBC Group NV | 1,008 | $65.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,163 | $75.2K | 0.00% | +520+80.9% | Added |
| Covestor Ltd | 1,233 | $80.0K | 0.05% | +1,065+633.9% | Added |
| Advisor Group Holdings, Inc. | 1,646 | $106.4K | 0.00% | −644−28.1% | Reduced |
| Farther Finance Advisors, LLC | 1,917 | $120.1K | 0.01% | −2−0.1% | Reduced |
| Cambridge Trust Co | 2,000 | $129.3K | 0.00% | −2,000−50.0% | Reduced |
| Quest Partners LLC | 2,485 | $160.6K | 0.03% | −5,375−68.4% | Reduced |
| MetLife Investment Management | 2,549 | $164.8K | 0.00% | +8+0.3% | Added |
| State of Tennessee, Treasury Department | 2,693 | $174.1K | 0.00% | +484+21.9% | Added |
| Amalgamated Bank | 2,788 | $180.0K | 0.00% | −5,851−67.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,058 | $198.0K | 0.02% | +2,145+234.9% | Added |
| Vise Technologies, Inc. | 3,096 | $200.1K | 0.04% | +3,096 | New |
| Flagship Harbor Advisors, LLC | 3,096 | $200.1K | 0.01% | +3,096 | New |
| Advisory Services Network, LLC | 3,100 | $200.4K | 0.00% | −327−9.5% | Reduced |
| Range Financial Group LLC | 3,229 | $208.7K | 0.11% | +3,229 | New |
| EntryPoint Capital, LLC | 3,238 | $209.3K | 0.19% | +3,238 | New |
| Envestnet Asset Management Inc | 3,262 | $210.8K | 0.00% | −2,228−40.6% | Reduced |
| Optimist Retirement Group LLC | 3,269 | $211.3K | 0.11% | +3,269 | New |
| Teza Capital Management LLC | 3,309 | $213.9K | 0.03% | −7,900−70.5% | Reduced |
| State of Wisconsin Investment Board | 3,313 | $214.2K | 0.00% | −2,235−40.3% | Reduced |
| Loomis Sayles & Co L P | 3,530 | $228.0K | 0.00% | −229−6.1% | Reduced |
| Bank of Montreal | 3,618 | $234.0K | 0.00% | +3,618 | New |
| New York State Teachers Retirement System | 3,786 | $245.0K | 0.00% | +2,040+116.8% | Added |
| Virtus Investment Advisers, Inc. | 3,836 | $248.0K | 0.18% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 4,000 | $258.6K | 0.09% | +4,000 | New |
| Principal Financial Group Inc | 4,184 | $270.5K | 0.00% | −521−11.1% | Reduced |
| Pathstone Holdings, LLC | 4,251 | $274.8K | 0.00% | +4,251 | New |
| US Bancorp | 4,281 | $276.7K | 0.00% | −1,236−22.4% | Reduced |
| Asset Management One Co.,Ltd. | 4,355 | $281.5K | 0.00% | +3,153+262.3% | Added |
| JustInvest LLC | 4,487 | $290.1K | 0.01% | +4,487 | New |
| Corton Capital Inc. | 4,579 | $296.0K | 0.11% | +4,579 | New |
| Contravisory Investment Management, Inc. | 4,618 | $298.5K | 0.07% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 4,634 | $300.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,652 | $301.0K | 0.01% | −2,348−33.5% | Reduced |
| Graham Capital Management, L.P. | 4,885 | $315.8K | 0.01% | +4,885 | New |
| Pictet Asset Management Holding SA | 5,018 | $324.4K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 5,314 | $343.5K | 0.00% | −269−4.8% | Reduced |
| Alps Advisors Inc | 5,370 | $347.1K | 0.00% | +5,370 | New |
| New York Life Investment Management LLC | 5,436 | $351.4K | 0.00% | −1,688−23.7% | Reduced |
| Vinva Investment Management Ltd | 3,734 | $370.0K | 0.02% | +942+33.7% | Added |
| Public Employees Retirement Association of Colorado | 5,798 | $375.0K | 0.00% | −220−3.7% | Reduced |
| State of Wyoming | 5,812 | $375.7K | 0.06% | +2,142+58.4% | Added |
| Balyasny Asset Management LLC | 5,997 | $387.6K | 0.00% | +5,997 | New |
| The PNC Financial Services Group, Inc. | 5,999 | $387.8K | 0.00% | −9−0.1% | Reduced |
| Savant Capital, LLC | 6,488 | $419.4K | 0.00% | +6,488 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 6,494 | $419.8K | 0.01% | +6,494 | New |
| XTX Topco Ltd | 6,534 | $422.4K | 0.06% | +6,534 | New |
| Lombard Odier Asset Management (USA) Corp | 6,575 | $425.0K | 0.06% | +6,575 | New |
| Sherbrooke Park Advisers LLC | 6,752 | $436.4K | 0.08% | −10,414−60.7% | Reduced |
| Unique Wealth Strategies, LLC | 6,884 | $445.0K | 0.22% | +6,884 | New |