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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
Trexquant Investment LP77,406$5.00M0.10%+2,104+2.8%Added
Swiss National Bank82,500$5.33M0.00%+400+0.5%Added
FIL Ltd85,083$5.50M0.01%−326,818−79.3%Reduced
Gotham Asset Management, LLC87,414$5.65M0.09%+28,409+48.1%Added
Barclays PLC90,721$5.86M0.00%+63,490+233.2%Added
Ameriprise Financial Inc91,544$5.92M0.00%−130−0.1%Reduced
Russell Investments Group, Ltd.91,334$5.92M0.01%+19,004+26.3%Added
Marshall Wace, LLP95,574$6.18M0.01%+95,574New
Natixis97,093$6.28M0.03%+64,744+200.1%Added
Man Group plc99,253$6.42M0.02%+5,191+5.5%Added
Royal Bank of Canada99,330$6.42M0.00%−9,050−8.4%Reduced
Susquehanna International Group, LLP101,296$6.55M0.01%+92,133+1,005.5%Added
Renaissance Technologies LLC103,224$6.67M0.01%+58,600+131.3%Added
Lazard Asset Management LLC105,087$6.79M0.01%+90,502+620.5%Added
Jupiter Asset Management Ltd106,416$6.88M0.07%+52,019+95.6%Added
Dimensional Fund Advisors LP106,485$6.88M0.00%+106,485New
SEI Investments Co110,934$7.17M0.01%−20,292−15.5%Reduced
Deutsche Bank AG116,049$7.50M0.00%+9,101+8.5%Added
Crestline Management, LP117,043$7.57M0.72%+71,037+154.4%Added
Connor, Clark & Lunn Investment Management Ltd.120,088$7.76M0.03%+32,756+37.5%Added
Bessemer Group Inc123,320$7.97M0.01%00.0%Unchanged
JPMorgan Chase & Co125,394$8.11M0.00%+38,059+43.6%Added
Twin Tree Management, LP127,660$8.25M0.19%+127,660New
Squarepoint Ops LLC129,325$8.36M0.03%−560.0%Reduced
Price T Rowe Associates Inc130,281$8.42M0.00%+98,465+309.5%Added
Algert Global LLC135,942$8.79M0.34%+106,652+364.1%Added
Allianz Asset Management GmbH154,193$9.97M0.02%+126,243+451.7%Added
FMR LLC182,567$11.8M0.00%+132,221+262.6%Added
Goldman Sachs Group Inc186,177$12.0M0.00%−40,199−17.8%Reduced
Nuveen Asset Management, LLC188,103$12.2M0.00%+83,568+79.9%Added
Bank of America Corp202,011$13.1M0.00%+104,813+107.8%Added
Bank of New York Mellon Corp209,906$13.6M0.00%+2,993+1.4%Added
Northern Trust Corp214,574$13.9M0.00%−2,593−1.2%Reduced
Boston Partners240,205$15.4M0.02%−5,237−2.1%Reduced
Cubist Systematic Strategies, LLC241,632$15.6M0.18%+9,114+3.9%Added
Scopia Capital Management LP242,741$15.7M2.01%−40,346−14.3%Reduced
Great West Life Assurance Co256,254$16.6M0.03%−16,243−6.0%Reduced
Qube Research & Technologies Ltd265,476$17.2M0.03%+66,873+33.7%Added
AQR Capital Management LLC271,269$17.5M0.03%+52,812+24.2%Added
Walleye Capital LLC304,382$19.7M0.21%+294,438+2,961.0%Added
First Trust Advisors LP306,346$19.8M0.02%+138,234+82.2%Added
Charles Schwab Investment Management Inc323,842$20.9M0.00%+5,952+1.9%Added
Los Angeles Capital Management LLC327,107$21.1M0.07%+1,979+0.6%Added
Woodline Partners LP333,354$21.5M0.20%−82,122−19.8%Reduced
Herald Investment Management Ltd347,500$22.5M3.64%+21,000+6.4%Added
Millennium Management LLC360,436$23.3M0.02%+83,795+30.3%Added
Morgan Stanley388,281$25.1M0.00%+38,362+11.0%Added
Harber Asset Management LLC423,249$27.4M6.66%+7,442+1.8%Added
Arrowstreet Capital, Limited Partnership463,874$30.0M0.03%+289,045+165.3%Added
Fisher Asset Management, LLC477,791$30.9M0.01%−3,824−0.8%Reduced
Norges Bank479,020$31.0M0.00%+12,711+2.7%Added
Acadian Asset Management LLC499,532$32.3M0.11%+218,599+77.8%Added
Mirae Asset Global Investments Co., Ltd.714,409$33.0M0.07%−231,700−24.5%Reduced
Fuller & Thaler Asset Management, Inc.538,370$34.8M0.15%+538,370New
Ranger Investment Management, L.P.540,412$34.9M2.25%−85,059−13.6%Reduced
Luxor Capital Group, LP634,078$41.0M6.08%−631,721−49.9%Reduced
Federated Hermes, Inc.720,990$46.6M0.11%−67,926−8.6%Reduced
Geode Capital Management, LLC750,128$48.5M0.00%+24,162+3.3%Added
State Street Corp859,977$55.6M0.00%+28,408+3.4%Added
Cadian Capital Management, LP880,000$56.9M2.02%−598,696−40.5%Reduced
BlackRock Inc.2,606,630$168.5M0.00%+145,501+5.9%Added
TPG GP A, LLC2,819,653$182.3M3.49%−473,119−14.4%Reduced
Capital Research Global Investors3,602,856$232.9M0.05%−764,872−17.5%Reduced
Vanguard Group Inc5,369,237$347.1M0.01%+250,273+4.9%Added
Bares Capital Management, Inc.5,576,826$360.5M14.31%−285,520−4.9%Reduced
NBC Securities, Inc.1––+1New
Jacobs Levy Equity Management, Inc0$00.00%−35,601−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−35,594−100.0%Sold out
Donoghue Forlines LLC0$00.00%−27,946−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−17,900−100.0%Sold out
Oak Thistle LLC0$00.00%−17,202−100.0%Sold out
Nebula Research & Development LLC0$00.00%−15,254−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−11,000−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−9,990−100.0%Sold out
Capula Management Ltd0$00.00%−8,653−100.0%Sold out
Point72 Middle East FZE0$00.00%−6,837−100.0%Sold out
Virtu Financial LLC0$00.00%−5,861−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,622−100.0%Sold out
Versor Investments LP0$00.00%−5,551−100.0%Sold out
Walleye Trading LLC0$00.00%−5,057−100.0%Sold out
Centiva Capital, LP0$00.00%−4,915−100.0%Sold out
Cipher Capital LP0$00.00%−4,528−100.0%Sold out
SG Americas Securities, LLC0$00.00%−4,109−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−3,459−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,702−100.0%Sold out
Cutler Group LP0$00.00%−1,200−100.0%Sold out
Quantbot Technologies LP0$00.00%−647−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−278−100.0%Sold out
Simplex Trading, LLC0$00.00%−140−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−108−100.0%Sold out
Glassman Wealth Services0$00.00%−56−100.0%Sold out
Putnam Investments LLC––––Not filed
AtonRa Partners––––Not filed
Coppell Advisory Solutions LLC––––Not filed