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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $73 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $146 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $147 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $292 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $293 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $365 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $439 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $512 | 0.00% | +1+16.7% | Added |
| Voisard Asset Management Group, Inc. | 7 | $512 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 10 | $731 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 14 | $1.02K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 14 | $1.02K | 0.00% | +1+7.7% | Added |
| Globeflex Capital L P | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $1.75K | 0.00% | +11+84.6% | Added |
| Bryn Mawr Trust Co | 27 | $1.97K | 0.00% | +27 | New |
| Hemington Wealth Management | 33 | $2.00K | 0.00% | +33 | New |
| Sachetta, LLC | 29 | $2.12K | 0.00% | +29 | New |
| Rothschild Investment LLC | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $2.67K | 0.00% | +37 | New |
| Private Wealth Management Group, LLC | 37 | $2.71K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 38 | $2.78K | 0.01% | −5−11.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 48 | $3.51K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.65K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $3.80K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 56 | $4.09K | 0.00% | −78−58.2% | Reduced |
| DT Investment Partners, LLC | 61 | $4.46K | 0.00% | +61 | New |
| Ronald Blue Trust, Inc. | 80 | $4.84K | 0.00% | +53+196.3% | Added |
| Capital Advisors, Ltd. LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $5.63K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $6.94K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $7.00K | 0.00% | −236−70.2% | Reduced |
| Aspect Partners, LLC | 109 | $7.99K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 111 | $8.11K | 0.00% | +100+909.1% | Added |
| Exchange Traded Concepts, LLC | 123 | $8.99K | 0.00% | +123 | New |
| Skopos Labs, Inc. | 153 | $11.2K | 0.00% | +153 | New |
| EverSource Wealth Advisors, LLC | 174 | $12.7K | 0.00% | +8+4.8% | Added |
| Clearstead Advisors, LLC | 183 | $13.4K | 0.00% | +183 | New |
| PFS Partners, LLC | 200 | $14.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 244 | $17.8K | 0.00% | +5+2.1% | Added |
| CIBC Private Wealth Group, LLC | 260 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 281 | $20.5K | 0.00% | −2−0.7% | Reduced |
| Mather Group, LLC. | 283 | $20.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 305 | $22.3K | 0.00% | +272+824.2% | Added |
| GAMMA Investing LLC | 326 | $23.8K | 0.00% | +166+103.8% | Added |
| Jones Financial Companies LLLP | 335 | $24.2K | 0.00% | +110+48.9% | Added |
| Smartleaf Asset Management LLC | 358 | $25.9K | 0.00% | +128+55.7% | Added |
| Quadrant Capital Group LLC | 362 | $26.5K | 0.00% | −11−2.9% | Reduced |
| True Wealth Design, LLC | 370 | $27.0K | 0.01% | +370 | New |
| Guinness Atkinson Asset Management Inc | 395 | $28.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 424 | $31.0K | 0.00% | +145+52.0% | Added |
| Global Retirement Partners, LLC | 533 | $39.0K | 0.00% | +296+124.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 542 | $39.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 537 | $39.2K | 0.00% | −592−52.4% | Reduced |
| Signaturefd, LLC | 622 | $45.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 624 | $45.6K | 0.01% | +18+3.0% | Added |
| Venturi Wealth Management, LLC | 656 | $47.9K | 0.00% | +216+49.1% | Added |
| SRS Capital Advisors, Inc. | 661 | $48.3K | 0.00% | +304+85.2% | Added |
| Steward Partners Investment Advisory, LLC | 700 | $51.2K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 739 | $54.0K | 0.22% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 763 | $55.8K | 0.00% | +25+3.4% | Added |
| Financial Management Professionals, Inc. | 785 | $57.0K | 0.01% | +785 | New |
| Versant Capital Management, Inc | 790 | $57.7K | 0.01% | +29+3.8% | Added |
| Sterling Capital Management LLC | 810 | $59.2K | 0.00% | +810 | New |
| Asset Management One Co.,Ltd. | 835 | $61.0K | 0.00% | −2,580−75.5% | Reduced |
| Corebridge Financial, Inc. | 856 | $62.6K | 0.00% | −31−3.5% | Reduced |
| Covestor Ltd | 853 | $63.0K | 0.04% | −457−34.9% | Reduced |
| Capital Performance Advisors LLP | 914 | $66.8K | 0.02% | +914 | New |
| Parallel Advisors, LLC | 972 | $71.1K | 0.00% | +11+1.1% | Added |
| KBC Group NV | 1,393 | $102.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,872 | $137.0K | 0.01% | −177−8.6% | Reduced |
| Eastern Bank | 2,000 | $146.2K | 0.00% | +2,000 | New |
| The PNC Financial Services Group, Inc. | 2,196 | $160.5K | 0.00% | +430+24.3% | Added |
| Group One Trading, L.P. | 2,269 | $165.8K | 0.01% | +2,269 | New |
| Farther Finance Advisors, LLC | 2,306 | $168.5K | 0.01% | +374+19.4% | Added |
| Quest Partners LLC | 2,709 | $198.0K | 0.02% | +2,042+306.1% | Added |
| State of Tennessee, Treasury Department | 2,772 | $202.6K | 0.00% | −908−24.7% | Reduced |
| MetLife Investment Management | 2,809 | $205.3K | 0.00% | −56−2.0% | Reduced |
| Impact Partnership Wealth, LLC | 2,833 | $207.1K | 0.05% | +2,833 | New |
| Upper Left Wealth Management, LLC | 3,000 | $212.6K | 0.19% | +3,000 | New |
| Amalgamated Bank | 2,924 | $214.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,932 | $214.3K | 0.00% | −740−20.2% | Reduced |
| Brevan Howard Capital Management LP | 2,954 | $215.9K | 0.01% | −5,063−63.2% | Reduced |
| Caxton Associates LP | 2,968 | $216.9K | 0.01% | +2,968 | New |
| Jaffetilchin Investment Partners, LLC | 3,048 | $222.8K | 0.02% | +3,048 | New |
| Janney Montgomery Scott LLC | 3,105 | $227.0K | 0.00% | +3,105 | New |
| Inspire Advisors, LLC | 3,128 | $228.6K | 0.03% | +3,128 | New |
| Maryland State Retirement & Pension System | 3,147 | $230.0K | 0.00% | +3,147 | New |
| Colony Group, LLC | 3,239 | $236.8K | 0.00% | +3,239 | New |
| Bank of Montreal | 3,498 | $252.6K | 0.00% | −98−2.7% | Reduced |
| Optimist Retirement Group LLC | 3,472 | $253.8K | 0.11% | +38+1.1% | Added |
| Fox Run Management, L.L.C. | 3,606 | $263.6K | 0.06% | +3,606 | New |
| Principal Financial Group Inc | 3,639 | $266.0K | 0.00% | −237−6.1% | Reduced |
| Captrust Financial Advisors | 3,737 | $273.1K | 0.00% | +3,737 | New |
| Creative Planning | 3,765 | $275.2K | 0.00% | +93+2.5% | Added |
| Virtus Investment Advisers, Inc. | 3,836 | $280.4K | 0.22% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,973 | $290.4K | 0.02% | +3,973 | New |
| Princeton Capital Management LLC | 4,000 | $292.4K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,037 | $295.0K | 0.02% | +4,037 | New |
| New York State Teachers Retirement System | 4,099 | $300.0K | 0.00% | +211+5.4% | Added |
| Toroso Investments, LLC | 4,245 | $310.1K | 0.00% | +33+0.8% | Added |