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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 4,247 | $310.3K | 0.00% | +4,247 | New |
| Contravisory Investment Management, Inc. | 4,309 | $314.9K | 0.07% | −145−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 4,390 | $320.9K | 0.00% | +276+6.7% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $323.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 4,428 | $323.7K | 0.00% | −38−0.9% | Reduced |
| LPL Financial LLC | 4,651 | $340.0K | 0.00% | +4,651 | New |
| Walleye Trading LLC | 4,924 | $359.9K | 0.01% | +2,095+74.1% | Added |
| Point72 (DIFC) Ltd | 5,034 | $367.9K | 0.03% | +5,034 | New |
| US Bancorp | 5,092 | $372.2K | 0.00% | −14−0.3% | Reduced |
| DRW Securities, LLC | 5,105 | $373.1K | 0.02% | +5,105 | New |
| Pallas Capital Advisors LLC | 4,779 | $382.1K | 0.02% | +4,779 | New |
| Alps Advisors Inc | 5,323 | $389.1K | 0.00% | −18−0.3% | Reduced |
| Pictet Asset Management Holding SA | 5,352 | $391.2K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,448 | $407.1K | 0.00% | +4,448 | New |
| Cetera Investment Advisers | 5,601 | $409.4K | 0.00% | +1,997+55.4% | Added |
| Public Employees Retirement Association of Colorado | 5,623 | $411.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 5,635 | $411.9K | 0.00% | −188−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,736 | $419.2K | 0.01% | −2,550−30.8% | Reduced |
| Greenwood Capital Associates LLC | 5,959 | $435.5K | 0.06% | +5,959 | New |
| JustInvest LLC | 6,146 | $449.2K | 0.01% | +386+6.7% | Added |
| Aviva PLC | 6,337 | $463.2K | 0.00% | +6,337 | New |
| State of Wyoming | 6,340 | $463.4K | 0.07% | −686−9.8% | Reduced |
| Stifel Financial Corp | 6,391 | $467.1K | 0.00% | +6,391 | New |
| Mariner, LLC | 6,406 | $468.2K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,408 | $468.3K | 0.05% | −198−3.0% | Reduced |
| Versor Investments LP | 6,794 | $496.6K | 0.08% | +6,794 | New |
| Wedbush Securities Inc | 6,902 | $504.0K | 0.02% | −740−9.7% | Reduced |
| Unique Wealth Strategies, LLC | 7,269 | $531.3K | 0.23% | +385+5.6% | Added |
| Atlas Capital Advisors LLC | 7,786 | $569.1K | 0.09% | +7,649+5,583.2% | Added |
| Ellsworth Advisors, LLC | 7,819 | $571.5K | 0.15% | +7,819 | New |
| Walleye Capital LLC | 7,945 | $580.7K | 0.01% | −343,571−97.7% | Reduced |
| Rafferty Asset Management, LLC | 8,096 | $591.7K | 0.00% | −3,029−27.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 8,260 | $603.7K | 0.00% | +8,260 | New |
| Diversified Trust Co | 8,733 | $638.3K | 0.02% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 10,544 | $771.0K | 0.00% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 10,570 | $772.6K | 1.85% | +5,370+103.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 10,700 | $782.1K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,800 | $789.4K | 0.02% | −1,449−11.8% | Reduced |
| Manufacturers Life Insurance Company, The | 11,749 | $858.7K | 0.00% | +757+6.9% | Added |
| Kestra Investment Management, LLC | 12,219 | $893.1K | 0.04% | +5,974+95.7% | Added |
| Arizona State Retirement System | 12,242 | $894.8K | 0.01% | +498+4.2% | Added |
| 1492 Capital Management LLC | 12,271 | $896.9K | 0.45% | +12,271 | New |
| Inceptionr LLC | 12,629 | $922.7K | 0.23% | +12,629 | New |
| Hillsdale Investment Management Inc. | 12,650 | $924.6K | 0.07% | +1,900+17.7% | Added |
| Man Group plc | 12,801 | $935.6K | 0.00% | −39,306−75.4% | Reduced |
| Quent Capital, LLC | 12,904 | $943.2K | 0.10% | 00.0% | Unchanged |
| Commerce Bank | 13,116 | $958.6K | 0.01% | −143−1.1% | Reduced |
| Wellington Management Group LLP | 13,420 | $980.9K | 0.00% | +3,433+34.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,555 | $990.7K | 0.00% | +1,368+11.2% | Added |
| Seaport Global Advisors, LLC | 13,575 | $992.2K | 3.13% | −1,625−10.7% | Reduced |
| Lecap Asset Management Ltd | 13,852 | $1.01M | 0.22% | +64+0.5% | Added |
| Prescott Group Capital Management, L.L.C. | 14,000 | $1.02M | 0.15% | +14,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,237 | $1.03M | 0.00% | −341−2.3% | Reduced |
| Jane Street Group, LLC | 14,118 | $1.03M | 0.00% | −18,967−57.3% | Reduced |
| Savant Capital, LLC | 14,287 | $1.04M | 0.01% | +7,325+105.2% | Added |
| Capital Fund Management S.A. | 14,530 | $1.06M | 0.01% | −13,980−49.0% | Reduced |
| Teza Capital Management LLC | 14,782 | $1.08M | 0.12% | −3,180−17.7% | Reduced |
| TrimTabs Asset Management, LLC | 15,293 | $1.12M | 0.26% | −8,085−34.6% | Reduced |
| Cresset Asset Management, LLC | 15,569 | $1.14M | 0.00% | +6,540+72.4% | Added |
| Castlekeep Investment Advisors LLC | 16,168 | $1.18M | 0.81% | +173+1.1% | Added |
| Public Employees Retirement System of Ohio | 16,420 | $1.20M | 0.01% | −838−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 16,530 | $1.21M | 0.00% | +15,210+1,152.3% | Added |
| Ameriprise Financial Inc | 16,743 | $1.22M | 0.00% | −38,976−70.0% | Reduced |
| Two Sigma Investments, LP | 16,930 | $1.24M | 0.00% | +651+4.0% | Added |
| Citigroup Inc | 16,948 | $1.24M | 0.00% | −2,063−10.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,198 | $1.26M | 0.08% | +4,988+40.9% | Added |
| Bayesian Capital Management, LP | 17,341 | $1.27M | 0.15% | +17,341 | New |
| STRS Ohio | 17,355 | $1.27M | 0.00% | +2,924+20.3% | Added |
| Cubist Systematic Strategies, LLC | 17,589 | $1.29M | 0.02% | −161,649−90.2% | Reduced |
| Cerity Partners LLC | 18,056 | $1.32M | 0.00% | +10,806+149.0% | Added |
| Algert Global LLC | 19,244 | $1.41M | 0.04% | −21,833−53.2% | Reduced |
| Treasurer of the State of North Carolina | 19,477 | $1.42M | 0.01% | +80+0.4% | Added |
| Pinebridge Investments, L.P. | 19,511 | $1.43M | 0.01% | −2,327−10.7% | Reduced |
| Graham Capital Management, L.P. | 19,975 | $1.46M | 0.05% | +3,031+17.9% | Added |
| Cumberland Partners Ltd | 20,000 | $1.46M | 0.10% | +20,000 | New |
| Aquatic Capital Management LLC | 20,300 | $1.48M | 0.04% | +19,200+1,745.5% | Added |
| Weiss Asset Management LP | 21,349 | $1.56M | 0.04% | +21,349 | New |
| Janus Henderson Group PLC | 22,210 | $1.62M | 0.00% | +905+4.2% | Added |
| Ieq Capital, LLC | 23,590 | $1.72M | 0.02% | +4,297+22.3% | Added |
| Papp L Roy & Associates | 24,110 | $1.76M | 0.21% | −700−2.8% | Reduced |
| Donoghue Forlines LLC | 24,325 | $1.78M | 0.51% | +24,325 | New |
| Crossmark Global Holdings, Inc. | 25,195 | $1.84M | 0.03% | +13,200+110.0% | Added |
| Envestnet Asset Management Inc | 25,374 | $1.85M | 0.00% | +10,817+74.3% | Added |
| CI Private Wealth, LLC | 25,782 | $1.88M | 0.00% | +25,782 | New |
| State of Wisconsin Investment Board | 25,874 | $1.89M | 0.00% | +12,404+92.1% | Added |
| Deutsche Bank AG | 26,351 | $1.93M | 0.00% | +6,541+33.0% | Added |
| Dark Forest Capital Management LP | 26,441 | $1.93M | 0.25% | +26,441 | New |
| Calamos Advisors LLC | 27,134 | $1.98M | 0.01% | +27,134 | New |
| Comerica Bank | 27,984 | $2.05M | 0.01% | +3,624+14.9% | Added |
| State of New Jersey Common Pension Fund D | 28,852 | $2.11M | 0.01% | −2,448−7.8% | Reduced |
| BNP Paribas Arbitrage, SA | 28,881 | $2.11M | 0.00% | +11,902+70.1% | Added |
| CWM, LLC | 31,306 | $2.29M | 0.01% | +10,103+47.6% | Added |
| AXA S.A. | 32,272 | $2.36M | 0.01% | +392+1.2% | Added |
| ClariVest Asset Management LLC | 39,346 | $2.38M | 0.24% | 00.0% | Unchanged |
| Icon Advisers Inc | 35,000 | $2.56M | 0.54% | 00.0% | Unchanged |
| Prudential Financial Inc | 35,252 | $2.58M | 0.00% | −68,880−66.1% | Reduced |
| Amundi | 36,316 | $2.61M | 0.00% | +20,206+125.4% | Added |
| Essex Investment Management Co LLC | 36,091 | $2.64M | 0.46% | +36,091 | New |
| Boothbay Fund Management, LLC | 36,378 | $2.66M | 0.08% | −31,491−46.4% | Reduced |
| UBS Group AG | 37,112 | $2.71M | 0.00% | +5,569+17.7% | Added |