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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 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.

Institutional holdersQ1 2024: 266 institutions
Q1 2021: 256 institutionsQ2 2021: 244 institutionsQ3 2021: 246 institutionsQ4 2021: 266 institutionsQ1 2022: 251 institutionsQ2 2022: 215 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 190 institutionsQ2 2023: 172 institutionsQ3 2023: 190 institutionsQ4 2023: 239 institutionsQ1 2024: 266 institutionsQ2 2024: 280 institutionsQ3 2024: 301 institutionsQ4 2024: 321 institutionsQ1 2025: 328 institutionsQ2 2025: 415 institutionsQ3 2025: 426 institutionsQ4 2025: 474 institutionsQ1 2026: 485 institutionsQ2 2026: 437 institutions
Value heldQ1 2024: $2.53B
Q1 2021: $4.38BQ2 2021: $5.43BQ3 2021: $5.01BQ4 2021: $4.44BQ1 2022: $3.15BQ2 2022: $1.83BQ3 2022: $1.29BQ4 2022: $1.37BQ1 2023: $1.90BQ2 2023: $1.95BQ3 2023: $1.72BQ4 2023: $1.90BQ1 2024: $2.53BQ2 2024: $2.48BQ3 2024: $3.01BQ4 2024: $3.95BQ1 2025: $3.09BQ2 2025: $5.12BQ3 2025: $5.58BQ4 2025: $5.82BQ1 2026: $3.95BQ2 2026: $2.85B
Institutions holding PEGA and their total value by quarter
QuarterHoldersValue
Q2 2026437$2.85B
Q1 2026485$3.95B
Q4 2025474$5.82B
Q3 2025426$5.58B
Q2 2025415$5.12B
Q1 2025328$3.09B
Q4 2024321$3.95B
Q3 2024301$3.01B
Q2 2024280$2.48B
Q1 2024266$2.53B
Q4 2023239$1.90B
Q3 2023190$1.72B
Q2 2023172$1.95B
Q1 2023190$1.90B
Q4 2022185$1.37B
Q3 2022177$1.29B
Q2 2022215$1.83B
Q1 2022251$3.15B
Q4 2021266$4.44B
Q3 2021246$5.01B
Q2 2021244$5.43B
Q1 2021256$4.38B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2023.

Institutions holding PEGA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC6,907$446.0K0.00%+5,666+456.6%Added
Point72 (DIFC) Ltd6,916$447.0K0.03%+6,916New
Custom Index Systems, LLC7,332$473.9K0.27%+7,332New
Verition Fund Management LLC7,505$485.1K0.00%+3,373+81.6%Added
Wells Fargo & Company7,717$498.8K0.00%−13,770−64.1%Reduced
Seaport Global Advisors, LLC8,265$534.3K1.08%−10,550−56.1%Reduced
Diversified Trust Co8,731$564.4K0.02%00.0%Unchanged
Handelsbanken Fonder AB8,944$578.0K0.00%00.0%Unchanged
Guggenheim Capital LLC9,197$594.5K0.00%−793−7.9%Reduced
BNP Paribas Arbitrage, SA9,543$616.9K0.00%−34,303−78.2%Reduced
Point72 Asset Management, L.P.9,600$620.5K0.00%+8,500+772.7%Added
Brevan Howard Capital Management LP9,967$644.3K0.06%+846+9.3%Added
Numerai GP LLC10,220$660.6K0.29%+10,220New
Dynamic Technology Lab Private Ltd10,456$676.0K0.07%−8,722−45.5%Reduced
Manufacturers Life Insurance Company, The10,459$676.1K0.00%+3,156+43.2%Added
Wellington Management Group LLP10,526$680.4K0.00%+10,526New
Susquehanna Portfolio Strategies, LLC10,700$691.6K0.02%−2,100−16.4%Reduced
Hillsdale Investment Management Inc.10,750$694.9K0.05%−200−1.8%Reduced
Schonfeld Strategic Advisors LLC10,951$707.9K0.01%+4,681+74.7%Added
STRS Ohio11,072$715.0K0.00%−4,743−30.0%Reduced
Rafferty Asset Management, LLC11,125$719.1K0.00%−2,544−18.6%Reduced
Y-Intercept (Hong Kong) Ltd11,355$734.0K0.06%+1,343+13.4%Added
Arizona State Retirement System11,482$742.2K0.01%−154−1.3%Reduced
Artal Group S.A.11,500$743.4K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC11,553$746.8K0.00%−12,068−51.1%Reduced
Jefferies Financial Group Inc.11,633$752.0K0.02%+11,633New
Zurcher Kantonalbank (Zurich Cantonalbank)11,717$757.4K0.00%−1,285−9.9%Reduced
Janney Montgomery Scott LLC11,722$758.0K0.00%+11,722New
Quent Capital, LLC12,843$830.2K0.10%−30.0%Reduced
Commerce Bank13,259$857.1K0.01%−33−0.2%Reduced
Duality Advisers, LP13,690$884.9K0.09%+363+2.7%Added
Lecap Asset Management Ltd15,082$974.9K0.20%+15,082New
Gsa Capital Partners LLP15,254$986.0K0.08%−20,710−57.6%Reduced
Twinbeech Capital LP15,591$1.01M0.02%+15,591New
Canada Pension Plan Investment Board15,900$1.03M0.00%+15,900New
Public Employees Retirement System of Ohio16,323$1.06M0.00%−1,539−8.6%Reduced
Amundi18,971$1.11M0.00%+15,614+465.1%Added
Voya Investment Management LLC17,721$1.15M0.00%−630−3.4%Reduced
Edgestream Partners, L.P.17,961$1.16M0.06%+17,961New
Pearl River Capital, LLC18,035$1.17M0.18%+12,856+248.2%Added
Treasurer of the State of North Carolina18,719$1.21M0.01%+130+0.7%Added
CWM Advisors, LLC18,990$1.23M0.13%+11,124+141.4%Added
Ieq Capital, LLC19,372$1.25M0.02%−80.0%Reduced
Jump Financial, LLC20,700$1.34M0.04%+6,171+42.5%Added
Janus Henderson Group PLC21,508$1.39M0.00%00.0%Unchanged
Two Sigma Advisers, LP21,800$1.41M0.00%+17,600+419.0%Added
Cornercap Investment Counsel Inc22,052$1.43M0.22%+232+1.1%Added
HSBC Holdings PLC22,801$1.47M0.00%+5,761+33.8%Added
Pinebridge Investments, L.P.22,914$1.48M0.01%−3,629−13.7%Reduced
TrimTabs Asset Management, LLC23,164$1.50M0.37%+23,164New
Comerica Bank24,589$1.59M0.01%+23,504+2,166.3%Added
Brown Brothers Harriman & Co24,929$1.61M0.01%+2,220+9.8%Added
Papp L Roy & Associates25,155$1.63M0.19%−700−2.7%Reduced
Campbell & CO Investment Adviser LLC26,071$1.69M0.15%−54,832−67.8%Reduced
Jane Street Group, LLC26,891$1.74M0.00%−12,328−31.4%Reduced
Capital Impact Advisors, LLC27,128$1.75M2.28%−1,201−4.2%Reduced
Teacher Retirement System of Texas27,281$1.76M0.01%+15,320+128.1%Added
Boothbay Fund Management, LLC28,036$1.81M0.05%−6,821−19.6%Reduced
Engineers Gate Manager LP28,828$1.86M0.05%+12,430+75.8%Added
New York State Common Retirement Fund29,728$1.92M0.00%−3,723−11.1%Reduced
Susquehanna Fundamental Investments, LLC31,521$2.04M0.10%+31,521New
Victory Capital Management Inc32,882$2.13M0.00%+27,599+522.4%Added
HRT Financial LP33,653$2.17M0.01%+25,745+325.6%Added
Icon Advisers Inc35,000$2.19M0.48%00.0%Unchanged
State Board of Administration of Florida Retirement System49,541$2.40M0.01%+2,831+6.1%Added
UBS Group AG37,548$2.43M0.00%−6,337−14.4%Reduced
Alliancebernstein L.P.38,704$2.50M0.00%−5,085−11.6%Reduced
Martingale Asset Management L P38,783$2.51M0.05%+7,845+25.4%Added
Citadel Advisors LLC39,496$2.55M0.00%−276,585−87.5%Reduced
ClariVest Asset Management LLC39,569$2.56M0.27%+21,008+113.2%Added
National Bank of Canada42,300$2.60M0.00%+42,300New
Ironwood Investment Management LLC41,309$2.67M1.30%−1,182−2.8%Reduced
Citigroup Inc41,322$2.67M0.00%+5,993+17.0%Added
Invesco Ltd.41,585$2.69M0.00%−2,994−6.7%Reduced
California State Teachers Retirement System41,909$2.71M0.00%−2,112−4.8%Reduced
State of New Jersey Common Pension Fund D42,295$2.73M0.01%−7,151−14.5%Reduced
Legal & General Group Plc42,438$2.74M0.00%+2,578+6.5%Added
Mackenzie Financial Corp43,369$2.80M0.00%+2,123+5.1%Added
Tudor Investment Corp Et Al44,201$2.86M0.03%+6,917+18.6%Added
Prelude Capital Management, LLC44,527$2.88M0.20%−15,823−26.2%Reduced
Prudential Financial Inc45,832$2.96M0.00%+39,330+604.9%Added
Crawford Investment Counsel Inc46,030$2.98M0.06%+46,030New
Holocene Advisors, LP47,356$3.06M0.01%+47,356New
Harel Insurance Investments & Financial Services Ltd.48,698$3.15M0.06%+48,698New
UBS Asset Management Americas Inc50,619$3.27M0.00%+293+0.6%Added
Macquarie Group Ltd50,662$3.27M0.00%00.0%Unchanged
Rhumbline Advisers50,935$3.29M0.00%−3,854−7.0%Reduced
Bank of Nova Scotia52,219$3.38M0.01%+30,188+137.0%Added
Two Sigma Investments, LP53,790$3.48M0.01%−16,378−23.3%Reduced
CenterBook Partners LP53,955$3.49M0.24%−11,877−18.0%Reduced
American Century Companies Inc54,053$3.49M0.00%+54,053New
EAM Investors, LLC56,038$3.62M0.57%+56,038New
Franklin Resources Inc57,907$3.74M0.00%+57,907New
Vontobel Holding Ltd.58,125$3.76M0.03%+2,600+4.7%Added
D. E. Shaw & Co., Inc.59,103$3.82M0.00%+28,655+94.1%Added
EAM Global Investors LLC60,095$3.88M0.90%+60,095New
Quadrature Capital Ltd61,702$3.99M0.07%+54,614+770.5%Added
Danske Bank A/S64,025$4.14M0.01%+64,025New
Credit Suisse AG64,618$4.18M0.00%+1,634+2.6%Added
Schroder Investment Management Group66,372$4.29M0.01%+66,372New