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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $93 | 0.00% | +1 | New |
| Elequin Capital LP | 2 | $186 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $186 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $187 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3 | $280 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 4 | $373 | 0.00% | +4 | New |
| Transce3nd, LLC | 6 | $559 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $560 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 7 | $652 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $746 | 0.00% | +1+14.3% | Added |
| Raleigh Capital Management Inc. | 10 | $932 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $1.68K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $1.77K | 0.00% | −61−76.3% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $1.77K | 0.00% | +5+35.7% | Added |
| Medallion Wealth Advisors, LLC | 20 | $1.86K | 0.00% | +20 | New |
| Globeflex Capital L P | 22 | $2.05K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.05K | 0.00% | +22 | New |
| Sachetta, LLC | 29 | $2.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $2.89K | 0.00% | +7+29.2% | Added |
| Allworth Financial LP | 30 | $3.20K | 0.00% | +26+650.0% | Added |
| Colonial Trust Co | 37 | $3.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $3.45K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $3.82K | 0.00% | +37+925.0% | Added |
| Hemington Wealth Management | 49 | $4.00K | 0.00% | +16+48.5% | Added |
| Cherry Tree Wealth Management, LLC | 48 | $4.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $4.66K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 52 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 59 | $5.50K | 0.00% | +3+5.4% | Added |
| Capital Advisors, Ltd. LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $7.18K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $7.31K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 83 | $7.74K | 0.00% | −40−32.5% | Reduced |
| Bessemer Group Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 104 | $9.69K | 0.00% | +104 | New |
| Aspect Partners, LLC | 109 | $10.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 111 | $10.3K | 0.00% | +111 | New |
| MCF Advisors LLC | 115 | $10.7K | 0.00% | +115 | New |
| Parkside Financial Bank & Trust | 153 | $14.3K | 0.00% | −471−75.5% | Reduced |
| Skopos Labs, Inc. | 156 | $14.5K | 0.00% | +3+2.0% | Added |
| Private Trust Co NA | 180 | $16.8K | 0.00% | +180 | New |
| PFS Partners, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 229 | $21.3K | 0.00% | +229 | New |
| Lindbrook Capital, LLC | 247 | $23.0K | 0.00% | +3+1.2% | Added |
| CIBC Private Wealth Group, LLC | 260 | $25.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 278 | $25.9K | 0.00% | +167+150.5% | Added |
| Umb Bank N A | 281 | $26.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 283 | $26.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 313 | $29.2K | 0.00% | +130+71.0% | Added |
| EverSource Wealth Advisors, LLC | 323 | $30.1K | 0.00% | +149+85.6% | Added |
| Jones Financial Companies LLLP | 335 | $31.2K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 351 | $32.7K | 0.00% | +351 | New |
| Quadrant Capital Group LLC | 362 | $33.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 376 | $35.0K | 0.01% | +6+1.6% | Added |
| WPG Advisers, LLC | 377 | $35.1K | 0.03% | +377 | New |
| GAMMA Investing LLC | 398 | $37.1K | 0.00% | +72+22.1% | Added |
| Venturi Wealth Management, LLC | 415 | $38.7K | 0.00% | −241−36.7% | Reduced |
| SRS Capital Advisors, Inc. | 454 | $42.3K | 0.00% | −207−31.3% | Reduced |
| Ci Investments Inc. | 476 | $44.0K | 0.00% | +52+12.3% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 532 | $49.0K | 0.04% | −10−1.8% | Reduced |
| Signaturefd, LLC | 574 | $53.5K | 0.00% | −48−7.7% | Reduced |
| Versant Capital Management, Inc | 583 | $54.3K | 0.01% | −207−26.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $65.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 720 | $67.1K | 0.00% | −90−11.1% | Reduced |
| Quent Capital, LLC | 725 | $67.6K | 0.01% | −12,179−94.4% | Reduced |
| Virtus Fund Advisers, LLC | 765 | $71.3K | 0.22% | +26+3.5% | Added |
| Financial Management Professionals, Inc. | 780 | $72.7K | 0.01% | −5−0.6% | Reduced |
| Global Retirement Partners, LLC | 789 | $73.5K | 0.00% | +256+48.0% | Added |
| Corebridge Financial, Inc. | 822 | $76.6K | 0.00% | −34−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 842 | $79.5K | 0.00% | +7+0.8% | Added |
| Parallel Advisors, LLC | 991 | $92.4K | 0.00% | +19+2.0% | Added |
| Proequities, Inc. | 887 | $94.5K | 0.01% | +582+190.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,235 | $115.1K | 0.00% | +472+61.9% | Added |
| Covestor Ltd | 1,493 | $140.0K | 0.09% | +640+75.0% | Added |
| Group One Trading, L.P. | 1,507 | $140.5K | 0.00% | −762−33.6% | Reduced |
| KBC Group NV | 1,791 | $167.0K | 0.00% | +398+28.6% | Added |
| Farther Finance Advisors, LLC | 1,915 | $178.5K | 0.01% | −391−17.0% | Reduced |
| Smartleaf Asset Management LLC | 1,963 | $183.1K | 0.02% | +1,605+448.3% | Added |
| Eastern Bank | 2,000 | $186.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,174 | $202.0K | 0.01% | +2,174 | New |
| Merit Financial Group, LLC | 2,184 | $203.5K | 0.00% | +2,184 | New |
| Utah Retirement Systems | 2,300 | $214.4K | 0.00% | +2,300 | New |
| O'Shaughnessy Asset Management, LLC | 2,317 | $215.9K | 0.00% | +2,317 | New |
| Occudo Quantitative Strategies LP | 2,321 | $216.3K | 0.04% | +2,321 | New |
| Frank, Rimerman Advisors LLC | 2,339 | $218.0K | 0.02% | +2,339 | New |
| Freestone Grove Partners LP | 2,345 | $218.6K | 0.00% | +2,345 | New |
| M&T Bank Corp | 2,360 | $219.7K | 0.00% | +2,360 | New |
| Commonwealth Equity Services, LLC | 2,365 | $220.0K | 0.00% | +2,365 | New |
| EP Wealth Advisors, LLC | 2,369 | $220.8K | 0.00% | +2,369 | New |
| Dark Forest Capital Management LP | 2,424 | $225.9K | 0.03% | −24,017−90.8% | Reduced |
| Wolverine Trading, LLC | 2,425 | $226.2K | 0.01% | +2,425 | New |
| Impact Partnership Wealth, LLC | 2,451 | $228.5K | 0.05% | −382−13.5% | Reduced |
| Callan Family Office, LLC | 2,452 | $228.5K | 0.01% | +2,452 | New |
| RSM US Wealth Management LLC | 2,455 | $229.0K | 0.00% | +2,455 | New |
| Maryland State Retirement & Pension System | 2,467 | $229.9K | 0.00% | −680−21.6% | Reduced |
| Cable Hill Partners, LLC | 2,551 | $237.7K | 0.02% | +2,551 | New |
| CIBC Asset Management Inc | 2,598 | $242.1K | 0.00% | +2,598 | New |
| MetLife Investment Management | 2,747 | $256.0K | 0.00% | −62−2.2% | Reduced |
| State of Tennessee, Treasury Department | 2,772 | $258.4K | 0.00% | 00.0% | Unchanged |