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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, Q4 2024

Institutional positions in Pegasystems Inc as of Dec 31, 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
321
+25 vs. Q3 2024
Shares held
42.4M
+1.57M (+3.8%) vs. Q3 2024
Total value
$3.95B
+$967.6M (+32.4%) vs. Q3 2024
New holders
67
116 more added
Sold out
42
97 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 321 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 heldQ4 2024: $3.95B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2024.

Institutions holding PEGA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc5,791,681$539.8M0.01%−172,221−2.9%Reduced
Capital Research Global Investors3,078,917$287.0M0.06%00.0%Unchanged
BlackRock, Inc.2,956,170$275.5M0.01%+46,111+1.6%Added
Bares Capital Management, Inc.2,364,949$220.4M19.84%−290,403−10.9%Reduced
Invesco Ltd.2,364,242$220.3M0.04%+1,546,281+189.0%Added
TPG GP A, LLC1,939,888$180.8M2.92%−388,360−16.7%Reduced
Mirae Asset Global ETFs Holdings Ltd.1,123,153$104.7M0.22%−1,889−0.2%Reduced
Dimensional Fund Advisors LP860,361$80.2M0.02%+164,986+23.7%Added
State Street Corp858,429$80.0M0.00%−16,844−1.9%Reduced
Geode Capital Management, LLC825,762$77.0M0.01%+6,480+0.8%Added
Fuller & Thaler Asset Management, Inc.807,671$75.3M0.29%+4,989+0.6%Added
Shannon River Fund Management LLC798,356$74.4M13.15%+9,989+1.3%Added
AQR Capital Management LLC749,868$69.9M0.09%+7,865+1.1%Added
Wellington Management Group LLP739,606$68.9M0.01%+726,186+5,411.2%Added
Thrivent Financial for Lutherans713,976$66.5M0.13%+713,976New
Franklin Resources Inc702,838$65.5M0.02%+561,807+398.4%Added
Ranger Investment Management, L.P.697,990$65.1M4.11%−67,890−8.9%Reduced
Acadian Asset Management LLC684,032$63.7M0.18%−246,847−26.5%Reduced
Fisher Asset Management, LLC637,999$59.5M0.02%+153,703+31.7%Added
First Trust Advisors LP485,463$45.2M0.04%+84,824+21.2%Added
Norges Bank475,787$44.3M0.01%−44,324−8.5%Reduced
Allianz Asset Management GmbH468,393$43.7M0.06%+119,439+34.2%Added
Price T Rowe Associates Inc407,321$38.0M0.00%+276,273+210.8%Added
Luxor Capital Group, LP396,413$36.9M4.79%+56,544+16.6%Added
Morgan Stanley375,925$35.0M0.00%+74,756+24.8%Added
Herald Investment Management Ltd347,500$32.4M5.30%00.0%Unchanged
Bank of New York Mellon Corp323,735$30.2M0.01%+36,379+12.7%Added
Charles Schwab Investment Management Inc311,298$29.0M0.01%−11,126−3.5%Reduced
Crawford Investment Counsel Inc303,300$28.3M0.51%−12,918−4.1%Reduced
Raymond James Financial Inc296,385$27.6M0.01%+296,385New
Northern Trust Corp258,974$24.1M0.00%+35,428+15.8%Added
Millennium Management LLC250,964$23.4M0.02%+174,400+227.8%Added
JPMorgan Chase & Co243,260$22.7M0.00%−21,110−8.0%Reduced
Goldman Sachs Group Inc235,093$21.9M0.00%+39,111+20.0%Added
Jupiter Asset Management Ltd227,560$21.2M0.21%+65,813+40.7%Added
Nuveen Asset Management, LLC222,709$20.8M0.01%−4,753−2.1%Reduced
Qube Research & Technologies Ltd218,977$20.4M0.03%−85,265−28.0%Reduced
Federated Hermes, Inc.217,662$20.3M0.04%−302,343−58.1%Reduced
Citadel Advisors LLC211,084$19.7M0.02%−485,348−69.7%Reduced
Great West Life Assurance Co196,663$18.3M0.03%−17,402−8.1%Reduced
Arrowstreet Capital, Limited Partnership196,553$18.3M0.01%+90,844+85.9%Added
Gotham Asset Management, LLC193,071$18.0M0.17%−23,561−10.9%Reduced
Russell Investments Group, Ltd.189,940$17.7M0.02%+7,362+4.0%Added
Allspring Global Investments Holdings, LLC178,058$16.6M0.03%+80,495+82.5%Added
Westwood Holdings Group Inc.166,630$15.5M0.12%−21,242−11.3%Reduced
Harber Asset Management LLC162,635$15.2M4.54%−128,152−44.1%Reduced
Teacher Retirement System of Texas160,721$15.0M0.05%+115,962+259.1%Added
SEI Investments Co159,174$14.8M0.02%−48,716−23.4%Reduced
Susquehanna International Group, LLP157,174$14.6M0.02%−96,319−38.0%Reduced
Mesirow Institutional Investment Management, Inc.148,081$13.8M1.06%+148,081New
Oberweis Asset Management Inc145,500$13.6M0.64%+145,500New
Penn Capital Management Co Inc141,481$13.2M1.29%+20,795+17.2%Added
New York State Common Retirement Fund137,966$12.9M0.02%+45,233+48.8%Added
G2 Investment Partners Management LLC137,485$12.8M3.31%+90,094+190.1%Added
UBS Asset Management Americas Inc132,070$12.3M0.00%+21,535+19.5%Added
Summit Creek Advisors LLC122,806$11.4M1.50%+20,071+19.5%Added
FMR LLC120,531$11.2M0.00%−227,027−65.3%Reduced
American Century Companies Inc119,652$11.2M0.01%+38,998+48.4%Added
Next Century Growth Investors LLC116,439$10.9M0.81%+116,439New
Trexquant Investment LP116,308$10.8M0.13%+68,623+143.9%Added
Adage Capital Partners GP, L.L.C.115,000$10.7M0.02%+115,000New
Bank of America Corp114,049$10.6M0.00%−42,402−27.1%Reduced
Lazard Asset Management LLC107,703$10.0M0.01%−8,928−7.7%Reduced
Panagora Asset Management Inc106,377$9.91M0.05%−2,957−2.7%Reduced
Kornitzer Capital Management Inc102,730$9.57M0.19%+11,225+12.3%Added
Royal Bank of Canada100,289$9.35M0.00%+16,453+19.6%Added
FIL Ltd98,929$9.22M0.01%+5,645+6.1%Added
Renaissance Technologies LLC96,024$8.95M0.01%−14,600−13.2%Reduced
Castleark Management LLC95,630$8.91M0.31%+12,220+14.7%Added
Mackenzie Financial Corp92,554$8.63M0.01%−38,050−29.1%Reduced
Nordea Investment Management AB88,554$8.35M0.01%+7,947+9.9%Added
State of Wisconsin Investment Board87,588$8.16M0.02%+61,714+238.5%Added
D. E. Shaw & Co., Inc.87,091$8.12M0.01%−160,161−64.8%Reduced
Squarepoint Ops LLC85,851$8.00M0.02%−83,427−49.3%Reduced
Martingale Asset Management L P85,344$7.95M0.19%+30,191+54.7%Added
Swiss National Bank84,000$7.83M0.01%+1,000+1.2%Added
Wells Fargo & Company82,065$7.65M0.00%+32,390+65.2%Added
UBS Group AG77,415$7.22M0.00%+40,303+108.6%Added
Susquehanna Fundamental Investments, LLC69,797$6.51M0.11%+69,797New
Crestline Management, LP68,523$6.39M0.22%+506+0.7%Added
Victory Capital Management Inc60,315$5.62M0.01%−68−0.1%Reduced
Marshall Wace, LLP55,136$5.14M0.01%+55,136New
Rhumbline Advisers54,935$5.12M0.00%+51+0.1%Added
Hodges Capital Management Inc.51,195$4.77M0.29%−10,410−16.9%Reduced
Danske Bank A/S50,590$4.71M0.01%−27,940−35.6%Reduced
EAM Investors, LLC50,125$4.67M0.66%+50,125New
State Board of Administration of Florida Retirement System46,620$4.34M0.01%00.0%Unchanged
Essex Investment Management Co LLC45,881$4.28M0.77%+9,790+27.1%Added
Legal & General Group Plc45,374$4.23M0.00%−42−0.1%Reduced
EAM Global Investors LLC45,301$4.22M0.76%+45,301New
Barclays PLC44,219$4.12M0.00%−8,250−15.7%Reduced
Crossmark Global Holdings, Inc.43,995$4.10M0.07%+18,800+74.6%Added
Ieq Capital, LLC43,141$4.02M0.04%+19,551+82.9%Added
Foundry Partners, LLC41,982$3.91M0.20%−88,909−67.9%Reduced
Ironwood Investment Management LLC41,543$3.87M1.93%+286+0.7%Added
Totem Point Management, LLC40,252$3.75M3.98%−16,751−29.4%Reduced
California State Teachers Retirement System40,093$3.74M0.00%−299−0.7%Reduced
Quantinno Capital Management LP39,899$3.72M0.04%−12,543−23.9%Reduced
Vontobel Holding Ltd.37,787$3.52M0.01%−13,080−25.7%Reduced
CWM, LLC35,300$3.29M0.01%+3,994+12.8%Added