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