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 |
|---|---|---|---|---|---|
| Range Financial Group LLC | 3,229 | $208.7K | 0.11% | +3,229 | New |
| Advisory Services Network, LLC | 3,100 | $200.4K | 0.00% | −327−9.5% | Reduced |
| Flagship Harbor Advisors, LLC | 3,096 | $200.1K | 0.01% | +3,096 | New |
| Vise Technologies, Inc. | 3,096 | $200.1K | 0.04% | +3,096 | New |
| Harvest Fund Management Co., Ltd | 3,058 | $198.0K | 0.02% | +2,145+234.9% | Added |
| Amalgamated Bank | 2,788 | $180.0K | 0.00% | −5,851−67.7% | Reduced |
| State of Tennessee, Treasury Department | 2,693 | $174.1K | 0.00% | +484+21.9% | Added |
| MetLife Investment Management | 2,549 | $164.8K | 0.00% | +8+0.3% | Added |
| Quest Partners LLC | 2,485 | $160.6K | 0.03% | −5,375−68.4% | Reduced |
| Cambridge Trust Co | 2,000 | $129.3K | 0.00% | −2,000−50.0% | Reduced |
| Farther Finance Advisors, LLC | 1,917 | $120.1K | 0.01% | −2−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,646 | $106.4K | 0.00% | −644−28.1% | Reduced |
| Covestor Ltd | 1,233 | $80.0K | 0.05% | +1,065+633.9% | Added |
| Tower Research Capital LLC (TRC) | 1,163 | $75.2K | 0.00% | +520+80.9% | Added |
| KBC Group NV | 1,008 | $65.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 977 | $63.2K | 0.00% | −158−13.9% | Reduced |
| Headlands Technologies LLC | 869 | $56.2K | 0.01% | +339+64.0% | Added |
| Northwestern Mutual Wealth Management Co | 744 | $48.1K | 0.00% | −4−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 732 | $47.3K | 0.00% | +32+4.6% | Added |
| Virtus Fund Advisers, LLC | 713 | $46.1K | 0.16% | +113+18.8% | Added |
| Signaturefd, LLC | 700 | $45.2K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 699 | $45.2K | 0.00% | −10−1.4% | Reduced |
| Parkside Financial Bank & Trust | 590 | $38.1K | 0.01% | +60+11.3% | Added |
| Spire Wealth Management | 500 | $32.3K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 474 | $30.6K | 0.01% | −158−25.0% | Reduced |
| Quarry LP | 428 | $27.7K | 0.01% | −170−28.4% | Reduced |
| Quadrant Capital Group LLC | 370 | $23.9K | 0.00% | −138−27.2% | Reduced |
| Leonteq Securities AG | 350 | $22.6K | 0.00% | +50+16.7% | Added |
| Umb Bank N A | 305 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 276 | $18.0K | 0.00% | +52+23.2% | Added |
| Hexagon Capital Partners LLC | 272 | $17.6K | 0.00% | +175+180.4% | Added |
| CIBC Private Wealth Group, LLC | 260 | $16.3K | 0.00% | +260 | New |
| Atlas Capital Advisors LLC | 226 | $14.6K | 0.00% | +226 | New |
| PFS Partners, LLC | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 194 | $12.5K | 0.00% | −5−2.5% | Reduced |
| Mather Group, LLC. | 254 | $12.4K | 0.00% | +254 | New |
| Meeder Asset Management Inc | 160 | $10.3K | 0.00% | +160 | New |
| EverSource Wealth Advisors, LLC | 159 | $9.45K | 0.00% | −8−4.8% | Reduced |
| Aspect Partners, LLC | 109 | $7.06K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 97 | $6.27K | 0.00% | +20+26.0% | Added |
| GAMMA Investing LLC | 86 | $5.56K | 0.00% | +59+218.5% | Added |
| Smartleaf Asset Management LLC | 79 | $5.14K | 0.00% | +79 | New |
| LRI Investments, LLC | 78 | $5.07K | 0.00% | +78 | New |
| Capital Advisors, Ltd. LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $3.10K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $2.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $2.39K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 28 | $1.81K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $1.30K | 0.00% | −15−42.9% | Reduced |
| Transcendent Capital Group LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19 | $1.23K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 18 | $1.16K | 0.00% | +18 | New |
| Elequin Capital LP | 18 | $1.16K | 0.00% | +18 | New |
| IFP Advisors, Inc | 18 | $1.16K | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 10 | $653 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $646 | 0.00% | +5+100.0% | Added |
| Allworth Financial LP | 6 | $388 | 0.00% | −2−25.0% | Reduced |
| Versant Capital Management, Inc | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $323 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 4 | $259 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $65 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | – | – | +1 | New |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −35,601−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −35,594−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −27,946−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −17,202−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,254−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −8,653−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −6,837−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,861−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,551−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,459−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |