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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 2,788 | $259.8K | 0.00% | +2,788 | New |
| CIBC World Markets Inc. | 2,858 | $266.0K | 0.00% | +2,858 | New |
| Eclectic Associates Inc | 2,870 | $267.5K | 0.08% | +2,870 | New |
| Optimize Financial Inc | 2,876 | $268.0K | 0.20% | +2,876 | New |
| Amalgamated Bank | 2,907 | $271.0K | 0.00% | −17−0.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 2,931 | $273.2K | 0.02% | −117−3.8% | Reduced |
| Twin Tree Management, LP | 2,949 | $274.8K | 0.01% | +2,949 | New |
| Inspire Advisors, LLC | 2,974 | $277.2K | 0.03% | −154−4.9% | Reduced |
| Gsa Capital Partners LLP | 2,994 | $279.0K | 0.02% | −37,072−92.5% | Reduced |
| Upper Left Wealth Management, LLC | 3,000 | $279.6K | 0.24% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 2,992 | $280.0K | 0.01% | +1,120+59.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,047 | $284.0K | 0.01% | +3,047 | New |
| Janney Montgomery Scott LLC | 3,105 | $289.0K | 0.00% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 3,137 | $292.4K | 0.14% | −335−9.6% | Reduced |
| Stevens Capital Management LP | 3,280 | $306.0K | 0.12% | +3,280 | New |
| Teza Capital Management LLC | 3,412 | $318.0K | 0.05% | −11,370−76.9% | Reduced |
| The PNC Financial Services Group, Inc. | 3,498 | $326.0K | 0.00% | +1,302+59.3% | Added |
| Colony Group, LLC | 3,533 | $329.3K | 0.00% | +294+9.1% | Added |
| Quest Partners LLC | 3,722 | $346.9K | 0.05% | +1,013+37.4% | Added |
| Caxton Associates LP | 3,771 | $351.5K | 0.01% | +803+27.1% | Added |
| Virtus Investment Advisers, Inc. | 3,836 | $357.5K | 0.28% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,854 | $359.2K | 0.00% | +3,854 | New |
| Bank of Montreal | 3,908 | $364.2K | 0.00% | +410+11.7% | Added |
| AXA S.A. | 3,951 | $368.2K | 0.00% | −28,321−87.8% | Reduced |
| Principal Financial Group Inc | 3,993 | $372.1K | 0.00% | +354+9.7% | Added |
| Princeton Capital Management LLC | 4,000 | $372.8K | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,005 | $373.3K | 0.01% | +4,005 | New |
| New York State Teachers Retirement System | 4,099 | $382.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 4,309 | $401.6K | 0.09% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,396 | $409.7K | 0.01% | +4,369+16,181.5% | Added |
| US Bancorp | 4,575 | $426.4K | 0.00% | −517−10.2% | Reduced |
| Avantax Advisory Services, Inc. | 4,586 | $427.4K | 0.00% | +196+4.5% | Added |
| BayBridge Capital Group, LLC | 4,638 | $432.3K | 0.31% | +4,638 | New |
| DekaBank Deutsche Girozentrale | 4,634 | $433.0K | 0.00% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 4,672 | $435.4K | 0.00% | +4,672 | New |
| Creative Planning | 4,702 | $438.2K | 0.00% | +937+24.9% | Added |
| Pallas Capital Advisors LLC | 4,791 | $446.5K | 0.02% | +12+0.3% | Added |
| XTX Topco Ltd | 4,795 | $446.9K | 0.04% | +4,795 | New |
| Hancock Whitney Corp | 4,803 | $447.6K | 0.01% | +4,803 | New |
| Burns Matteson Capital Management, LLC | 4,857 | $452.7K | 0.25% | +4,857 | New |
| Alps Advisors Inc | 5,323 | $496.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,333 | $497.0K | 0.00% | +1,596+42.7% | Added |
| Sanctuary Advisors, LLC | 4,667 | $498.7K | 0.00% | +219+4.9% | Added |
| Pictet Asset Management Holding SA | 5,352 | $498.8K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,419 | $505.1K | 0.00% | +991+22.4% | Added |
| Voleon Capital Management LP | 5,424 | $505.5K | 0.04% | +5,424 | New |
| Greenwood Capital Associates LLC | 5,551 | $517.4K | 0.07% | −408−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 5,623 | $524.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,630 | $524.7K | 0.00% | −20,721−78.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,875 | $547.5K | 0.01% | +139+2.4% | Added |
| Private Advisor Group, LLC | 6,020 | $561.1K | 0.00% | +1,773+41.7% | Added |
| JustInvest LLC | 6,074 | $566.1K | 0.01% | −72−1.2% | Reduced |
| Xponance, Inc. | 6,122 | $570.6K | 0.01% | +487+8.6% | Added |
| Wedbush Securities Inc | 6,566 | $612.0K | 0.02% | −336−4.9% | Reduced |
| Cetera Investment Advisers | 6,756 | $629.6K | 0.00% | +1,155+20.6% | Added |
| Fieldview Capital Management, LLC | 6,765 | $630.5K | 0.10% | +6,765 | New |
| Diversified Trust Co | 6,988 | $651.3K | 0.02% | −1,745−20.0% | Reduced |
| Unique Wealth Strategies, LLC | 7,093 | $661.1K | 0.29% | −176−2.4% | Reduced |
| Fluent Financial, LLC | 7,167 | $668.0K | 0.30% | +7,167 | New |
| Toroso Investments, LLC | 7,240 | $674.6K | 0.01% | +2,995+70.6% | Added |
| Atlas Capital Advisors LLC | 7,732 | $720.6K | 0.09% | −54−0.7% | Reduced |
| Rafferty Asset Management, LLC | 8,096 | $754.5K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 8,284 | $772.1K | 0.20% | +465+5.9% | Added |
| Stifel Financial Corp | 8,541 | $796.0K | 0.00% | +2,150+33.6% | Added |
| BNP Paribas Arbitrage, SA | 9,048 | $843.3K | 0.00% | −19,833−68.7% | Reduced |
| Engineers Gate Manager LP | 9,263 | $863.3K | 0.02% | −1,537−14.2% | Reduced |
| Mariner, LLC | 9,876 | $920.4K | 0.00% | +3,470+54.2% | Added |
| Handelsbanken Fonder AB | 10,544 | $983.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,995 | $1.02M | 0.00% | +6,344+136.4% | Added |
| Consolidated Portfolio Review Corp | 11,036 | $1.03M | 0.16% | +11,036 | New |
| Citigroup Inc | 11,083 | $1.03M | 0.00% | −5,865−34.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,098 | $1.03M | 0.00% | +2,838+34.4% | Added |
| Inceptionr LLC | 11,728 | $1.09M | 0.24% | −901−7.1% | Reduced |
| Arizona State Retirement System | 12,394 | $1.16M | 0.01% | +152+1.2% | Added |
| KLP Kapitalforvaltning AS | 12,500 | $1.17M | 0.01% | +12,500 | New |
| Commerce Bank | 12,992 | $1.21M | 0.01% | −124−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,386 | $1.26M | 0.01% | −851−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 13,629 | $1.27M | 0.00% | +1,880+16.0% | Added |
| State of Wyoming | 13,766 | $1.28M | 0.16% | +7,426+117.1% | Added |
| STRS Ohio | 13,883 | $1.29M | 0.01% | −3,472−20.0% | Reduced |
| Savant Capital, LLC | 14,297 | $1.33M | 0.01% | +10+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,399 | $1.34M | 0.01% | −82,512−85.1% | Reduced |
| Jane Street Group, LLC | 15,039 | $1.40M | 0.00% | +921+6.5% | Added |
| Two Sigma Investments, LP | 15,423 | $1.44M | 0.00% | −1,507−8.9% | Reduced |
| Public Employees Retirement System of Ohio | 15,510 | $1.45M | 0.00% | −910−5.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,663 | $1.46M | 0.00% | +2,108+15.6% | Added |
| Blackhawk Capital Partners LLC. | 15,929 | $1.48M | 0.77% | +15,929 | New |
| Police & Firemen's Retirement System of New Jersey | 16,004 | $1.49M | 0.01% | +16,004 | New |
| Kestra Investment Management, LLC | 16,230 | $1.51M | 0.06% | +4,011+32.8% | Added |
| Ameriprise Financial Inc | 16,700 | $1.56M | 0.00% | −43−0.3% | Reduced |
| Amundi | 16,648 | $1.60M | 0.00% | −19,668−54.2% | Reduced |
| Capital Fund Management S.A. | 17,850 | $1.66M | 0.02% | +3,320+22.8% | Added |
| Prescott Group Capital Management, L.L.C. | 18,000 | $1.68M | 0.23% | +4,000+28.6% | Added |
| Cerity Partners LLC | 19,080 | $1.74M | 0.00% | +1,024+5.7% | Added |
| Advisor Group Holdings, Inc. | 19,084 | $1.78M | 0.00% | +2,554+15.5% | Added |
| Treasurer of the State of North Carolina | 19,597 | $1.83M | 0.01% | +120+0.6% | Added |
| Woodline Partners LP | 19,775 | $1.84M | 0.01% | +19,775 | New |
| Voya Investment Management LLC | 19,855 | $1.85M | 0.00% | −96,758−83.0% | Reduced |
| Janus Henderson Group PLC | 21,557 | $2.01M | 0.00% | −653−2.9% | Reduced |
| Verition Fund Management LLC | 21,901 | $2.04M | 0.01% | +18,969+647.0% | Added |