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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
Alliancebernstein L.P.39,352$2.88M0.00%−9,568−19.6%Reduced
UBS Group AG37,112$2.71M0.00%+5,569+17.7%Added
Boothbay Fund Management, LLC36,378$2.66M0.08%−31,491−46.4%Reduced
Essex Investment Management Co LLC36,091$2.64M0.46%+36,091New
Amundi36,316$2.61M0.00%+20,206+125.4%Added
Prudential Financial Inc35,252$2.58M0.00%−68,880−66.1%Reduced
Icon Advisers Inc35,000$2.56M0.54%00.0%Unchanged
ClariVest Asset Management LLC39,346$2.38M0.24%00.0%Unchanged
AXA S.A.32,272$2.36M0.01%+392+1.2%Added
CWM, LLC31,306$2.29M0.01%+10,103+47.6%Added
BNP Paribas Arbitrage, SA28,881$2.11M0.00%+11,902+70.1%Added
State of New Jersey Common Pension Fund D28,852$2.11M0.01%−2,448−7.8%Reduced
Comerica Bank27,984$2.05M0.01%+3,624+14.9%Added
Calamos Advisors LLC27,134$1.98M0.01%+27,134New
Dark Forest Capital Management LP26,441$1.93M0.25%+26,441New
Deutsche Bank AG26,351$1.93M0.00%+6,541+33.0%Added
State of Wisconsin Investment Board25,874$1.89M0.00%+12,404+92.1%Added
CI Private Wealth, LLC25,782$1.88M0.00%+25,782New
Envestnet Asset Management Inc25,374$1.85M0.00%+10,817+74.3%Added
Crossmark Global Holdings, Inc.25,195$1.84M0.03%+13,200+110.0%Added
Donoghue Forlines LLC24,325$1.78M0.51%+24,325New
Papp L Roy & Associates24,110$1.76M0.21%−700−2.8%Reduced
Ieq Capital, LLC23,590$1.72M0.02%+4,297+22.3%Added
Janus Henderson Group PLC22,210$1.62M0.00%+905+4.2%Added
Weiss Asset Management LP21,349$1.56M0.04%+21,349New
Aquatic Capital Management LLC20,300$1.48M0.04%+19,200+1,745.5%Added
Cumberland Partners Ltd20,000$1.46M0.10%+20,000New
Graham Capital Management, L.P.19,975$1.46M0.05%+3,031+17.9%Added
Pinebridge Investments, L.P.19,511$1.43M0.01%−2,327−10.7%Reduced
Treasurer of the State of North Carolina19,477$1.42M0.01%+80+0.4%Added
Algert Global LLC19,244$1.41M0.04%−21,833−53.2%Reduced
Cerity Partners LLC18,056$1.32M0.00%+10,806+149.0%Added
Cubist Systematic Strategies, LLC17,589$1.29M0.02%−161,649−90.2%Reduced
STRS Ohio17,355$1.27M0.00%+2,924+20.3%Added
Bayesian Capital Management, LP17,341$1.27M0.15%+17,341New
Y-Intercept (Hong Kong) Ltd17,198$1.26M0.08%+4,988+40.9%Added
Citigroup Inc16,948$1.24M0.00%−2,063−10.9%Reduced
Two Sigma Investments, LP16,930$1.24M0.00%+651+4.0%Added
Ameriprise Financial Inc16,743$1.22M0.00%−38,976−70.0%Reduced
Advisor Group Holdings, Inc.16,530$1.21M0.00%+15,210+1,152.3%Added
Public Employees Retirement System of Ohio16,420$1.20M0.01%−838−4.9%Reduced
Castlekeep Investment Advisors LLC16,168$1.18M0.81%+173+1.1%Added
Cresset Asset Management, LLC15,569$1.14M0.00%+6,540+72.4%Added
TrimTabs Asset Management, LLC15,293$1.12M0.26%−8,085−34.6%Reduced
Teza Capital Management LLC14,782$1.08M0.12%−3,180−17.7%Reduced
Capital Fund Management S.A.14,530$1.06M0.01%−13,980−49.0%Reduced
Savant Capital, LLC14,287$1.04M0.01%+7,325+105.2%Added
Jane Street Group, LLC14,118$1.03M0.00%−18,967−57.3%Reduced
Mirae Asset Global Investments Co., Ltd.14,237$1.03M0.00%−341−2.3%Reduced
Prescott Group Capital Management, L.L.C.14,000$1.02M0.15%+14,000New
Lecap Asset Management Ltd13,852$1.01M0.22%+64+0.5%Added
Seaport Global Advisors, LLC13,575$992.2K3.13%−1,625−10.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)13,555$990.7K0.00%+1,368+11.2%Added
Wellington Management Group LLP13,420$980.9K0.00%+3,433+34.4%Added
Commerce Bank13,116$958.6K0.01%−143−1.1%Reduced
Quent Capital, LLC12,904$943.2K0.10%00.0%Unchanged
Man Group plc12,801$935.6K0.00%−39,306−75.4%Reduced
Hillsdale Investment Management Inc.12,650$924.6K0.07%+1,900+17.7%Added
Inceptionr LLC12,629$922.7K0.23%+12,629New
1492 Capital Management LLC12,271$896.9K0.45%+12,271New
Arizona State Retirement System12,242$894.8K0.01%+498+4.2%Added
Kestra Investment Management, LLC12,219$893.1K0.04%+5,974+95.7%Added
Manufacturers Life Insurance Company, The11,749$858.7K0.00%+757+6.9%Added
Engineers Gate Manager LP10,800$789.4K0.02%−1,449−11.8%Reduced
Susquehanna Portfolio Strategies, LLC10,700$782.1K0.05%00.0%Unchanged
Cannon Global Investment Management, LLC10,570$772.6K1.85%+5,370+103.3%Added
Handelsbanken Fonder AB10,544$771.0K0.00%00.0%Unchanged
Diversified Trust Co8,733$638.3K0.02%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC8,260$603.7K0.00%+8,260New
Rafferty Asset Management, LLC8,096$591.7K0.00%−3,029−27.2%Reduced
Walleye Capital LLC7,945$580.7K0.01%−343,571−97.7%Reduced
Ellsworth Advisors, LLC7,819$571.5K0.15%+7,819New
Atlas Capital Advisors LLC7,786$569.1K0.09%+7,649+5,583.2%Added
Unique Wealth Strategies, LLC7,269$531.3K0.23%+385+5.6%Added
Wedbush Securities Inc6,902$504.0K0.02%−740−9.7%Reduced
Versor Investments LP6,794$496.6K0.08%+6,794New
CWM Advisors, LLC6,408$468.3K0.05%−198−3.0%Reduced
Mariner, LLC6,406$468.2K0.00%00.0%Unchanged
Stifel Financial Corp6,391$467.1K0.00%+6,391New
State of Wyoming6,340$463.4K0.07%−686−9.8%Reduced
Aviva PLC6,337$463.2K0.00%+6,337New
JustInvest LLC6,146$449.2K0.01%+386+6.7%Added
Greenwood Capital Associates LLC5,959$435.5K0.06%+5,959New
Tower Research Capital LLC (TRC)5,736$419.2K0.01%−2,550−30.8%Reduced
Xponance, Inc.5,635$411.9K0.00%−188−3.2%Reduced
Public Employees Retirement Association of Colorado5,623$411.0K0.00%00.0%Unchanged
Cetera Investment Advisers5,601$409.4K0.00%+1,997+55.4%Added
Sanctuary Advisors, LLC4,448$407.1K0.00%+4,448New
Pictet Asset Management Holding SA5,352$391.2K0.00%00.0%Unchanged
Alps Advisors Inc5,323$389.1K0.00%−18−0.3%Reduced
Pallas Capital Advisors LLC4,779$382.1K0.02%+4,779New
DRW Securities, LLC5,105$373.1K0.02%+5,105New
US Bancorp5,092$372.2K0.00%−14−0.3%Reduced
Point72 (DIFC) Ltd5,034$367.9K0.03%+5,034New
Walleye Trading LLC4,924$359.9K0.01%+2,095+74.1%Added
LPL Financial LLC4,651$340.0K0.00%+4,651New
Pathstone Holdings, LLC4,428$323.7K0.00%−38−0.9%Reduced
DekaBank Deutsche Girozentrale4,634$323.0K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.4,390$320.9K0.00%+276+6.7%Added
Contravisory Investment Management, Inc.4,309$314.9K0.07%−145−3.3%Reduced