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 |
|---|---|---|---|---|---|
| Counterpoint Mutual Funds LLC | 3,659 | $221.5K | 0.05% | +3,659 | New |
| Cetera Investment Advisers | 3,604 | $218.2K | 0.00% | +3,604 | New |
| Bank of Montreal | 3,596 | $218.0K | 0.00% | −22−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,591 | $217.0K | 0.02% | −6,865−65.7% | Reduced |
| Loomis Sayles & Co L P | 3,530 | $214.0K | 0.00% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,434 | $207.9K | 0.11% | +165+5.0% | Added |
| Asset Management One Co.,Ltd. | 3,415 | $206.7K | 0.00% | −940−21.6% | Reduced |
| Amalgamated Bank | 2,924 | $177.0K | 0.00% | +136+4.9% | Added |
| MetLife Investment Management | 2,865 | $173.4K | 0.00% | +316+12.4% | Added |
| Walleye Trading LLC | 2,829 | $171.2K | 0.00% | +2,829 | New |
| Simplex Trading, LLC | 2,346 | $142.0K | 0.00% | +2,346 | New |
| Picton Mahoney Asset Management | 2,049 | $124.0K | 0.01% | +2,049 | New |
| Farther Finance Advisors, LLC | 1,932 | $114.5K | 0.01% | +15+0.8% | Added |
| EntryPoint Capital, LLC | 1,778 | $107.6K | 0.05% | −1,460−45.1% | Reduced |
| The PNC Financial Services Group, Inc. | 1,766 | $106.9K | 0.00% | −4,233−70.6% | Reduced |
| Point72 Hong Kong Ltd | 1,718 | $104.0K | 0.01% | +1,718 | New |
| KBC Group NV | 1,393 | $84.0K | 0.00% | +385+38.2% | Added |
| Quarry LP | 1,378 | $83.4K | 0.03% | +950+222.0% | Added |
| Advisor Group Holdings, Inc. | 1,320 | $79.9K | 0.00% | −326−19.8% | Reduced |
| Covestor Ltd | 1,310 | $79.0K | 0.05% | +77+6.2% | Added |
| Headlands Technologies LLC | 1,129 | $68.3K | 0.01% | +260+29.9% | Added |
| Aquatic Capital Management LLC | 1,100 | $66.6K | 0.00% | +1,100 | New |
| Parallel Advisors, LLC | 961 | $58.2K | 0.00% | −16−1.6% | Reduced |
| Corebridge Financial, Inc. | 887 | $53.7K | 0.00% | +887 | New |
| Versant Capital Management, Inc | 761 | $46.1K | 0.01% | +756+15,120.0% | Added |
| Virtus Fund Advisers, LLC | 739 | $44.7K | 0.18% | +26+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 738 | $44.7K | 0.00% | −6−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $42.4K | 0.00% | −32−4.4% | Reduced |
| Quest Partners LLC | 667 | $40.4K | 0.01% | −1,818−73.2% | Reduced |
| Signaturefd, LLC | 622 | $37.6K | 0.00% | −78−11.1% | Reduced |
| Parkside Financial Bank & Trust | 606 | $36.7K | 0.01% | +16+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 542 | $32.0K | 0.01% | +542 | New |
| Venturi Wealth Management, LLC | 440 | $26.6K | 0.00% | +422+2,344.4% | Added |
| Guinness Atkinson Asset Management Inc | 395 | $23.9K | 0.01% | −79−16.7% | Reduced |
| Quadrant Capital Group LLC | 373 | $22.6K | 0.00% | +3+0.8% | Added |
| SRS Capital Advisors, Inc. | 357 | $21.6K | 0.00% | +347+3,470.0% | Added |
| Bessemer Group Inc | 336 | $20.0K | 0.00% | −122,984−99.7% | Reduced |
| Mather Group, LLC. | 283 | $18.3K | 0.00% | +29+11.4% | Added |
| Umb Bank N A | 283 | $17.1K | 0.00% | −22−7.2% | Reduced |
| Ci Investments Inc. | 279 | $17.0K | 0.00% | +3+1.1% | Added |
| CIBC Private Wealth Group, LLC | 260 | $15.3K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 239 | $14.5K | 0.00% | +45+23.2% | Added |
| Global Retirement Partners, LLC | 237 | $14.3K | 0.00% | +209+746.4% | Added |
| Smartleaf Asset Management LLC | 230 | $13.7K | 0.00% | +151+191.1% | Added |
| Jones Financial Companies LLLP | 225 | $13.6K | 0.00% | +225 | New |
| PFS Partners, LLC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 166 | $11.6K | 0.00% | +7+4.4% | Added |
| GAMMA Investing LLC | 160 | $9.69K | 0.00% | +74+86.0% | Added |
| Atlas Capital Advisors LLC | 137 | $8.29K | 0.00% | −89−39.4% | Reduced |
| Hexagon Capital Partners LLC | 134 | $8.11K | 0.00% | −138−50.7% | Reduced |
| Aspect Partners, LLC | 109 | $6.61K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $4.66K | 0.00% | −20−20.6% | Reduced |
| Capital Advisors, Ltd. LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $3.15K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.03K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $2.91K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 46 | $2.78K | 0.00% | +46 | New |
| Abich Financial Wealth Management LLC | 43 | $2.60K | 0.00% | +43 | New |
| Private Wealth Management Group, LLC | 37 | $2.24K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 33 | $2.00K | 0.00% | +33 | New |
| Rothschild Investment LLC | 30 | $1.82K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 27 | $1.75K | 0.00% | +8+42.1% | Added |
| Ashton Thomas Private Wealth, LLC | 26 | $1.57K | 0.00% | +26 | New |
| Globeflex Capital L P | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $1.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $787 | 0.00% | +13 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $786 | 0.00% | +13 | New |
| Quantbot Technologies LP | 12 | $726 | 0.00% | +12 | New |
| Principal Securities, Inc. | 11 | $666 | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 10 | $605 | 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 |
| Sound Income Strategies, LLC | 4 | $242 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $239 | 0.00% | −2−33.3% | Reduced |
| Toronto Dominion Bank | 3 | $182 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $122 | 0.00% | +2 | New |
| Huntington National Bank | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −880,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −97,093−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −60,095−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −56,038−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −52,219−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −47,356−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −42,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,653−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −26,071−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,591−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,633−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,951−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,220−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,197−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −7,332−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −6,916−100.0% | Sold out |