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, Q2 2024
Institutional positions in Pegasystems Inc as of Jun 30, 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
- 280
- +16 vs. Q1 2024
- Shares held
- 41.0M
- +1.76M (+4.5%) vs. Q1 2024
- Total value
- $2.48B
- −$41.3M (−1.6%) vs. Q1 2024
- New holders
- 56
- 112 more added
- Sold out
- 40
- 83 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $61 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $122 | 0.00% | +2 | New |
| Toronto Dominion Bank | 3 | $182 | 0.00% | +3 | New |
| Allworth Financial LP | 4 | $239 | 0.00% | −2−33.3% | Reduced |
| Sound Income Strategies, LLC | 4 | $242 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $364 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $364 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 10 | $605 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11 | $666 | 0.00% | +11 | New |
| Quantbot Technologies LP | 12 | $726 | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $786 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $787 | 0.00% | +13 | New |
| Rise Advisors, LLC | 20 | $1.22K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 26 | $1.57K | 0.00% | +26 | New |
| Ronald Blue Trust, Inc. | 27 | $1.75K | 0.00% | +8+42.1% | Added |
| Rothschild Investment LLC | 30 | $1.82K | 0.00% | +30 | New |
| Proequities, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 37 | $2.24K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 43 | $2.60K | 0.00% | +43 | New |
| Innealta Capital, LLC | 46 | $2.78K | 0.00% | +46 | New |
| Cherry Tree Wealth Management, LLC | 48 | $2.91K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $3.15K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $4.66K | 0.00% | −20−20.6% | Reduced |
| LRI Investments, LLC | 78 | $4.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 109 | $6.61K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 134 | $8.11K | 0.00% | −138−50.7% | Reduced |
| Atlas Capital Advisors LLC | 137 | $8.29K | 0.00% | −89−39.4% | Reduced |
| GAMMA Investing LLC | 160 | $9.69K | 0.00% | +74+86.0% | Added |
| EverSource Wealth Advisors, LLC | 166 | $11.6K | 0.00% | +7+4.4% | Added |
| PFS Partners, LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 225 | $13.6K | 0.00% | +225 | New |
| Smartleaf Asset Management LLC | 230 | $13.7K | 0.00% | +151+191.1% | Added |
| Global Retirement Partners, LLC | 237 | $14.3K | 0.00% | +209+746.4% | Added |
| Lindbrook Capital, LLC | 239 | $14.5K | 0.00% | +45+23.2% | Added |
| CIBC Private Wealth Group, LLC | 260 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 279 | $17.0K | 0.00% | +3+1.1% | Added |
| Umb Bank N A | 283 | $17.1K | 0.00% | −22−7.2% | Reduced |
| Mather Group, LLC. | 283 | $18.3K | 0.00% | +29+11.4% | Added |
| Bessemer Group Inc | 336 | $20.0K | 0.00% | −122,984−99.7% | Reduced |
| SRS Capital Advisors, Inc. | 357 | $21.6K | 0.00% | +347+3,470.0% | Added |
| Quadrant Capital Group LLC | 373 | $22.6K | 0.00% | +3+0.8% | Added |
| Guinness Atkinson Asset Management Inc | 395 | $23.9K | 0.01% | −79−16.7% | Reduced |
| Venturi Wealth Management, LLC | 440 | $26.6K | 0.00% | +422+2,344.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 542 | $32.0K | 0.01% | +542 | New |
| Parkside Financial Bank & Trust | 606 | $36.7K | 0.01% | +16+2.7% | Added |
| Signaturefd, LLC | 622 | $37.6K | 0.00% | −78−11.1% | Reduced |
| Quest Partners LLC | 667 | $40.4K | 0.01% | −1,818−73.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $42.4K | 0.00% | −32−4.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 738 | $44.7K | 0.00% | −6−0.8% | Reduced |
| Virtus Fund Advisers, LLC | 739 | $44.7K | 0.18% | +26+3.6% | Added |
| Versant Capital Management, Inc | 761 | $46.1K | 0.01% | +756+15,120.0% | Added |
| Corebridge Financial, Inc. | 887 | $53.7K | 0.00% | +887 | New |
| Parallel Advisors, LLC | 961 | $58.2K | 0.00% | −16−1.6% | Reduced |
| Aquatic Capital Management LLC | 1,100 | $66.6K | 0.00% | +1,100 | New |
| Headlands Technologies LLC | 1,129 | $68.3K | 0.01% | +260+29.9% | Added |
| Covestor Ltd | 1,310 | $79.0K | 0.05% | +77+6.2% | Added |
| Advisor Group Holdings, Inc. | 1,320 | $79.9K | 0.00% | −326−19.8% | Reduced |
| Quarry LP | 1,378 | $83.4K | 0.03% | +950+222.0% | Added |
| KBC Group NV | 1,393 | $84.0K | 0.00% | +385+38.2% | Added |
| Point72 Hong Kong Ltd | 1,718 | $104.0K | 0.01% | +1,718 | New |
| The PNC Financial Services Group, Inc. | 1,766 | $106.9K | 0.00% | −4,233−70.6% | Reduced |
| EntryPoint Capital, LLC | 1,778 | $107.6K | 0.05% | −1,460−45.1% | Reduced |
| Farther Finance Advisors, LLC | 1,932 | $114.5K | 0.01% | +15+0.8% | Added |
| Picton Mahoney Asset Management | 2,049 | $124.0K | 0.01% | +2,049 | New |
| Simplex Trading, LLC | 2,346 | $142.0K | 0.00% | +2,346 | New |
| Walleye Trading LLC | 2,829 | $171.2K | 0.00% | +2,829 | New |
| MetLife Investment Management | 2,865 | $173.4K | 0.00% | +316+12.4% | Added |
| Amalgamated Bank | 2,924 | $177.0K | 0.00% | +136+4.9% | Added |
| Asset Management One Co.,Ltd. | 3,415 | $206.7K | 0.00% | −940−21.6% | Reduced |
| Optimist Retirement Group LLC | 3,434 | $207.9K | 0.11% | +165+5.0% | Added |
| Loomis Sayles & Co L P | 3,530 | $214.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,591 | $217.0K | 0.02% | −6,865−65.7% | Reduced |
| Bank of Montreal | 3,596 | $218.0K | 0.00% | −22−0.6% | Reduced |
| Cetera Investment Advisers | 3,604 | $218.2K | 0.00% | +3,604 | New |
| Counterpoint Mutual Funds LLC | 3,659 | $221.5K | 0.05% | +3,659 | New |
| Verition Fund Management LLC | 3,672 | $222.3K | 0.00% | −3,833−51.1% | Reduced |
| Creative Planning | 3,672 | $222.3K | 0.00% | +3,672 | New |
| State of Tennessee, Treasury Department | 3,680 | $222.8K | 0.00% | +987+36.7% | Added |
| Virtus Investment Advisers, Inc. | 3,836 | $232.2K | 0.20% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,876 | $234.6K | 0.00% | −308−7.4% | Reduced |
| New York State Teachers Retirement System | 3,888 | $235.0K | 0.00% | +102+2.7% | Added |
| Princeton Capital Management LLC | 4,000 | $242.1K | 0.08% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,041 | $244.6K | 0.00% | −3,676−47.6% | Reduced |
| Avantax Advisory Services, Inc. | 4,114 | $249.0K | 0.00% | +4,114 | New |
| Toroso Investments, LLC | 4,212 | $255.0K | 0.00% | +4,212 | New |
| Keebeck Alpha, LP | 4,246 | $257.0K | 0.19% | +4,246 | New |
| Contravisory Investment Management, Inc. | 4,454 | $269.6K | 0.06% | −164−3.6% | Reduced |
| Pathstone Holdings, LLC | 4,466 | $270.4K | 0.00% | +215+5.1% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $276.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,718 | $285.6K | 0.02% | −1,816−27.8% | Reduced |
| US Bancorp | 5,106 | $309.1K | 0.00% | +825+19.3% | Added |
| Cannon Global Investment Management, LLC | 5,200 | $314.8K | 1.47% | +5,200 | New |
| Alps Advisors Inc | 5,341 | $323.3K | 0.00% | −29−0.5% | Reduced |
| Pictet Asset Management Holding SA | 5,352 | $324.0K | 0.00% | +334+6.7% | Added |
| Wolverine Trading, LLC | 5,493 | $332.5K | 0.01% | +5,493 | New |