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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, Q3 2024

Institutional positions in Pegasystems Inc as of Sep 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
301
+23 vs. Q2 2024
Shares held
41.1M
+2.83M (+7.4%) vs. Q2 2024
Total value
$3.01B
+$689.6M (+29.8%) vs. Q2 2024
New holders
67
117 more added
Sold out
44
75 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 301 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 heldQ3 2024: $3.01B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2024.

Institutions holding PEGA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,963,902$435.9M0.01%+503,270+9.2%Added
Capital Research Global Investors3,078,917$225.0M0.05%+32,271+1.1%Added
BlackRock, Inc.2,910,059$212.7M0.00%+2,910,059New
Bares Capital Management, Inc.2,655,352$194.1M17.67%−2,792,514−51.3%Reduced
TPG GP A, LLC2,328,248$170.2M2.90%−194,101−7.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.1,125,042$82.2M0.18%−91,075−7.5%Reduced
Acadian Asset Management LLC930,879$68.0M0.21%+396,931+74.3%Added
State Street Corp875,273$64.0M0.00%−12,800−1.4%Reduced
Geode Capital Management, LLC819,282$59.9M0.00%+25,901+3.3%Added
Invesco Ltd.817,961$59.8M0.01%+771,461+1,659.1%Added
Fuller & Thaler Asset Management, Inc.802,682$58.7M0.23%+119,811+17.5%Added
Shannon River Fund Management LLC788,367$57.6M8.71%+788,367New
Ranger Investment Management, L.P.765,880$56.0M3.59%+232,373+43.6%Added
AQR Capital Management LLC742,003$54.1M0.07%+187,226+33.7%Added
Citadel Advisors LLC696,432$50.9M0.05%+529,037+316.0%Added
Dimensional Fund Advisors LP695,375$50.8M0.01%+304,795+78.0%Added
Cadian Capital Management, LP546,506$39.9M2.05%+546,506New
Norges Bank520,111$38.0M0.01%00.0%Unchanged
Federated Hermes, Inc.520,005$38.0M0.08%−113,402−17.9%Reduced
Fisher Asset Management, LLC484,296$35.4M0.01%+3,000+0.6%Added
First Trust Advisors LP400,639$29.3M0.03%−147,484−26.9%Reduced
Allianz Asset Management GmbH348,954$25.5M0.04%+50,069+16.8%Added
FMR LLC347,558$25.4M0.00%−48,790−12.3%Reduced
Herald Investment Management Ltd347,500$25.4M4.37%00.0%Unchanged
Luxor Capital Group, LP339,869$24.8M3.33%−344,070−50.3%Reduced
Charles Schwab Investment Management Inc322,424$23.6M0.00%+11,102+3.6%Added
Crawford Investment Counsel Inc316,218$23.1M0.39%+266,434+535.2%Added
Qube Research & Technologies Ltd304,242$22.2M0.04%−72,567−19.3%Reduced
Morgan Stanley301,169$22.0M0.00%+17,694+6.2%Added
Harber Asset Management LLC290,787$21.3M6.35%−180,401−38.3%Reduced
Bank of New York Mellon Corp287,356$21.0M0.00%−74,626−20.6%Reduced
JPMorgan Chase & Co264,370$19.3M0.00%+80,624+43.9%Added
Susquehanna International Group, LLP253,493$18.5M0.03%+219,203+639.3%Added
D. E. Shaw & Co., Inc.247,252$18.1M0.02%+44,082+21.7%Added
Nuveen Asset Management, LLC227,462$16.6M0.00%+40,565+21.7%Added
Northern Trust Corp223,546$16.3M0.00%+1,588+0.7%Added
Gotham Asset Management, LLC216,632$15.8M0.16%+54,911+34.0%Added
Great West Life Assurance Co214,065$15.6M0.03%−53,460−20.0%Reduced
SEI Investments Co207,890$15.2M0.02%+122,229+142.7%Added
Boston Partners199,880$14.5M0.02%−30,475−13.2%Reduced
Scopia Capital Management LP197,841$14.5M2.98%−200,281−50.3%Reduced
Goldman Sachs Group Inc195,982$14.3M0.00%−103,360−34.5%Reduced
Westwood Holdings Group Inc.187,872$13.7M0.06%+187,872New
Russell Investments Group, Ltd.182,578$13.3M0.02%+129,213+242.1%Added
Tudor Investment Corp Et Al176,950$12.9M0.14%+26,460+17.6%Added
Eagle Asset Management Inc147,350$12.8M0.07%+120,090+440.5%Added
Squarepoint Ops LLC169,278$12.4M0.04%+53,438+46.1%Added
Balyasny Asset Management LLC164,243$12.0M0.03%+164,243New
Jupiter Asset Management Ltd161,747$11.8M0.10%+47,361+41.4%Added
Bank of America Corp156,451$11.4M0.00%+46,970+42.9%Added
Burgundy Asset Management Ltd.146,941$10.7M0.11%+88,045+149.5%Added
Franklin Resources Inc141,031$10.4M0.00%+49,433+54.0%Added
Price T Rowe Associates Inc131,048$9.58M0.00%+104,095+386.2%Added
Foundry Partners, LLC130,891$9.57M0.47%+130,891New
Mackenzie Financial Corp130,604$9.55M0.01%+33,177+34.1%Added
Penn Capital Management Co Inc120,686$8.85M0.81%+120,686New
Voya Investment Management LLC116,613$8.52M0.01%+94,498+427.3%Added
Lazard Asset Management LLC116,631$8.52M0.01%+12,130+11.6%Added
Renaissance Technologies LLC110,624$8.09M0.01%+2,800+2.6%Added
UBS Asset Management Americas Inc110,535$8.08M0.00%+834+0.8%Added
Panagora Asset Management Inc109,334$7.99M0.04%−16,213−12.9%Reduced
Arrowstreet Capital, Limited Partnership105,709$7.73M0.01%+45,106+74.4%Added
Summit Creek Advisors LLC102,735$7.51M1.02%+102,735New
Allspring Global Investments Holdings, LLC97,563$7.13M0.01%+85,505+709.1%Added
Connor, Clark & Lunn Investment Management Ltd.96,911$7.08M0.03%+8,170+9.2%Added
FIL Ltd93,284$6.82M0.01%00.0%Unchanged
New York State Common Retirement Fund92,733$6.78M0.01%+59,896+182.4%Added
Kornitzer Capital Management Inc91,505$6.69M0.12%+91,505New
HRT Financial LP89,333$6.53M0.03%+89,333New
Los Angeles Capital Management LLC86,305$6.31M0.03%−103,728−54.6%Reduced
Royal Bank of Canada83,836$6.13M0.00%+370.0%Added
Castleark Management LLC83,410$6.10M0.25%+83,410New
Swiss National Bank83,000$6.07M0.00%+500+0.6%Added
American Century Companies Inc80,654$5.90M0.00%+10,283+14.6%Added
Nordea Investment Management AB80,607$5.87M0.01%−4,600−5.4%Reduced
Danske Bank A/S78,530$5.74M0.02%+59,069+303.5%Added
Millennium Management LLC76,564$5.60M0.00%−399,046−83.9%Reduced
Raymond James & Associates70,432$5.15M0.00%+44,035+166.8%Added
Crestline Management, LP68,017$4.97M0.28%−1,833−2.6%Reduced
Hodges Capital Management Inc.61,605$4.50M0.29%+61,605New
Victory Capital Management Inc60,383$4.41M0.00%+542+0.9%Added
Totem Point Management, LLC57,003$4.17M4.40%+57,003New
Martingale Asset Management L P55,153$4.03M0.09%+16,571+43.0%Added
Rhumbline Advisers54,884$4.01M0.00%+2,862+5.5%Added
Barclays PLC52,469$3.83M0.00%−14,685−21.9%Reduced
Quantinno Capital Management LP52,442$3.83M0.05%+22,363+74.3%Added
Vontobel Holding Ltd.50,867$3.72M0.01%−7,312−12.6%Reduced
Wells Fargo & Company49,675$3.63M0.00%+45,634+1,129.3%Added
Trexquant Investment LP47,685$3.49M0.04%−153,160−76.3%Reduced
G2 Investment Partners Management LLC47,391$3.46M0.98%+47,391New
State Board of Administration of Florida Retirement System46,620$3.41M0.01%00.0%Unchanged
Nebula Research & Development LLC45,847$3.35M0.40%+17,776+63.3%Added
Legal & General Group Plc45,416$3.32M0.00%+1,415+3.2%Added
Teacher Retirement System of Texas44,759$3.27M0.02%+4,155+10.2%Added
CenterBook Partners LP43,743$3.20M0.20%−13,800−24.0%Reduced
Jump Financial, LLC43,093$3.15M0.06%−16,477−27.7%Reduced
Prelude Capital Management, LLC42,353$3.10M0.24%−39,734−48.4%Reduced
Ironwood Investment Management LLC41,257$3.02M1.47%−176−0.4%Reduced
California State Teachers Retirement System40,392$2.95M0.00%−756−1.8%Reduced
Gsa Capital Partners LLP40,066$2.93M0.22%+23,141+136.7%Added