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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 22,259 | $2.08M | 0.02% | +22,259 | New |
| TrimTabs Asset Management, LLC | 22,361 | $2.08M | 0.27% | +7,068+46.2% | Added |
| Harvest Fund Management Co., Ltd | 23,236 | $2.14M | 0.10% | +19,199+475.6% | Added |
| Papp L Roy & Associates | 23,400 | $2.18M | 0.25% | −710−2.9% | Reduced |
| CI Private Wealth, LLC | 23,406 | $2.18M | 0.00% | −2,376−9.2% | Reduced |
| 1492 Capital Management LLC | 23,771 | $2.22M | 1.05% | +11,500+93.7% | Added |
| Tudor Investment Corp Et Al | 23,781 | $2.22M | 0.02% | −153,169−86.6% | Reduced |
| Cumberland Partners Ltd | 24,000 | $2.24M | 0.16% | +4,000+20.0% | Added |
| State of New Jersey Common Pension Fund D | 24,449 | $2.28M | 0.01% | −4,403−15.3% | Reduced |
| CWM Advisors, LLC | 25,540 | $2.38M | 0.27% | +19,132+298.6% | Added |
| Prudential Financial Inc | 26,102 | $2.43M | 0.00% | −9,150−26.0% | Reduced |
| Comerica Bank | 26,205 | $2.44M | 0.01% | −1,779−6.4% | Reduced |
| Agf Management Ltd | 27,500 | $2.56M | 0.01% | +27,500 | New |
| Boothbay Fund Management, LLC | 27,631 | $2.58M | 0.08% | −8,747−24.0% | Reduced |
| Icon Advisers Inc | 28,000 | $2.61M | 0.59% | −7,000−20.0% | Reduced |
| Nebula Research & Development LLC | 28,301 | $2.64M | 0.31% | −17,546−38.3% | Reduced |
| Scopia Capital Management LP | 28,688 | $2.67M | 0.28% | −169,153−85.5% | Reduced |
| Thames Capital Management LLC | 30,450 | $2.84M | 0.77% | +30,450 | New |
| Calamos Advisors LLC | 31,706 | $2.95M | 0.01% | +4,572+16.8% | Added |
| Envestnet Asset Management Inc | 33,429 | $3.12M | 0.00% | +8,055+31.7% | Added |
| Alliancebernstein L.P. | 34,578 | $3.22M | 0.00% | −4,774−12.1% | Reduced |
| CWM, LLC | 35,300 | $3.29M | 0.01% | +3,994+12.8% | Added |
| Vontobel Holding Ltd. | 37,787 | $3.52M | 0.01% | −13,080−25.7% | Reduced |
| Quantinno Capital Management LP | 39,899 | $3.72M | 0.04% | −12,543−23.9% | Reduced |
| California State Teachers Retirement System | 40,093 | $3.74M | 0.00% | −299−0.7% | Reduced |
| Totem Point Management, LLC | 40,252 | $3.75M | 3.98% | −16,751−29.4% | Reduced |
| Ironwood Investment Management LLC | 41,543 | $3.87M | 1.93% | +286+0.7% | Added |
| Foundry Partners, LLC | 41,982 | $3.91M | 0.20% | −88,909−67.9% | Reduced |
| Ieq Capital, LLC | 43,141 | $4.02M | 0.04% | +19,551+82.9% | Added |
| Crossmark Global Holdings, Inc. | 43,995 | $4.10M | 0.07% | +18,800+74.6% | Added |
| Barclays PLC | 44,219 | $4.12M | 0.00% | −8,250−15.7% | Reduced |
| EAM Global Investors LLC | 45,301 | $4.22M | 0.76% | +45,301 | New |
| Legal & General Group Plc | 45,374 | $4.23M | 0.00% | −42−0.1% | Reduced |
| Essex Investment Management Co LLC | 45,881 | $4.28M | 0.77% | +9,790+27.1% | Added |
| State Board of Administration of Florida Retirement System | 46,620 | $4.34M | 0.01% | 00.0% | Unchanged |
| EAM Investors, LLC | 50,125 | $4.67M | 0.66% | +50,125 | New |
| Danske Bank A/S | 50,590 | $4.71M | 0.01% | −27,940−35.6% | Reduced |
| Hodges Capital Management Inc. | 51,195 | $4.77M | 0.29% | −10,410−16.9% | Reduced |
| Rhumbline Advisers | 54,935 | $5.12M | 0.00% | +51+0.1% | Added |
| Marshall Wace, LLP | 55,136 | $5.14M | 0.01% | +55,136 | New |
| Victory Capital Management Inc | 60,315 | $5.62M | 0.01% | −68−0.1% | Reduced |
| Crestline Management, LP | 68,523 | $6.39M | 0.22% | +506+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 69,797 | $6.51M | 0.11% | +69,797 | New |
| UBS Group AG | 77,415 | $7.22M | 0.00% | +40,303+108.6% | Added |
| Wells Fargo & Company | 82,065 | $7.65M | 0.00% | +32,390+65.2% | Added |
| Swiss National Bank | 84,000 | $7.83M | 0.01% | +1,000+1.2% | Added |
| Martingale Asset Management L P | 85,344 | $7.95M | 0.19% | +30,191+54.7% | Added |
| Squarepoint Ops LLC | 85,851 | $8.00M | 0.02% | −83,427−49.3% | Reduced |
| D. E. Shaw & Co., Inc. | 87,091 | $8.12M | 0.01% | −160,161−64.8% | Reduced |
| State of Wisconsin Investment Board | 87,588 | $8.16M | 0.02% | +61,714+238.5% | Added |
| Nordea Investment Management AB | 88,554 | $8.35M | 0.01% | +7,947+9.9% | Added |
| Mackenzie Financial Corp | 92,554 | $8.63M | 0.01% | −38,050−29.1% | Reduced |
| Castleark Management LLC | 95,630 | $8.91M | 0.31% | +12,220+14.7% | Added |
| Renaissance Technologies LLC | 96,024 | $8.95M | 0.01% | −14,600−13.2% | Reduced |
| FIL Ltd | 98,929 | $9.22M | 0.01% | +5,645+6.1% | Added |
| Royal Bank of Canada | 100,289 | $9.35M | 0.00% | +16,453+19.6% | Added |
| Kornitzer Capital Management Inc | 102,730 | $9.57M | 0.19% | +11,225+12.3% | Added |
| Panagora Asset Management Inc | 106,377 | $9.91M | 0.05% | −2,957−2.7% | Reduced |
| Lazard Asset Management LLC | 107,703 | $10.0M | 0.01% | −8,928−7.7% | Reduced |
| Bank of America Corp | 114,049 | $10.6M | 0.00% | −42,402−27.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 115,000 | $10.7M | 0.02% | +115,000 | New |
| Trexquant Investment LP | 116,308 | $10.8M | 0.13% | +68,623+143.9% | Added |
| Next Century Growth Investors LLC | 116,439 | $10.9M | 0.81% | +116,439 | New |
| American Century Companies Inc | 119,652 | $11.2M | 0.01% | +38,998+48.4% | Added |
| FMR LLC | 120,531 | $11.2M | 0.00% | −227,027−65.3% | Reduced |
| Summit Creek Advisors LLC | 122,806 | $11.4M | 1.50% | +20,071+19.5% | Added |
| UBS Asset Management Americas Inc | 132,070 | $12.3M | 0.00% | +21,535+19.5% | Added |
| G2 Investment Partners Management LLC | 137,485 | $12.8M | 3.31% | +90,094+190.1% | Added |
| New York State Common Retirement Fund | 137,966 | $12.9M | 0.02% | +45,233+48.8% | Added |
| Penn Capital Management Co Inc | 141,481 | $13.2M | 1.29% | +20,795+17.2% | Added |
| Oberweis Asset Management Inc | 145,500 | $13.6M | 0.64% | +145,500 | New |
| Mesirow Institutional Investment Management, Inc. | 148,081 | $13.8M | 1.06% | +148,081 | New |
| Susquehanna International Group, LLP | 157,174 | $14.6M | 0.02% | −96,319−38.0% | Reduced |
| SEI Investments Co | 159,174 | $14.8M | 0.02% | −48,716−23.4% | Reduced |
| Teacher Retirement System of Texas | 160,721 | $15.0M | 0.05% | +115,962+259.1% | Added |
| Harber Asset Management LLC | 162,635 | $15.2M | 4.54% | −128,152−44.1% | Reduced |
| Westwood Holdings Group Inc. | 166,630 | $15.5M | 0.12% | −21,242−11.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,058 | $16.6M | 0.03% | +80,495+82.5% | Added |
| Russell Investments Group, Ltd. | 189,940 | $17.7M | 0.02% | +7,362+4.0% | Added |
| Gotham Asset Management, LLC | 193,071 | $18.0M | 0.17% | −23,561−10.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 196,553 | $18.3M | 0.01% | +90,844+85.9% | Added |
| Great West Life Assurance Co | 196,663 | $18.3M | 0.03% | −17,402−8.1% | Reduced |
| Citadel Advisors LLC | 211,084 | $19.7M | 0.02% | −485,348−69.7% | Reduced |
| Federated Hermes, Inc. | 217,662 | $20.3M | 0.04% | −302,343−58.1% | Reduced |
| Qube Research & Technologies Ltd | 218,977 | $20.4M | 0.03% | −85,265−28.0% | Reduced |
| Nuveen Asset Management, LLC | 222,709 | $20.8M | 0.01% | −4,753−2.1% | Reduced |
| Jupiter Asset Management Ltd | 227,560 | $21.2M | 0.21% | +65,813+40.7% | Added |
| Goldman Sachs Group Inc | 235,093 | $21.9M | 0.00% | +39,111+20.0% | Added |
| JPMorgan Chase & Co | 243,260 | $22.7M | 0.00% | −21,110−8.0% | Reduced |
| Millennium Management LLC | 250,964 | $23.4M | 0.02% | +174,400+227.8% | Added |
| Northern Trust Corp | 258,974 | $24.1M | 0.00% | +35,428+15.8% | Added |
| Raymond James Financial Inc | 296,385 | $27.6M | 0.01% | +296,385 | New |
| Crawford Investment Counsel Inc | 303,300 | $28.3M | 0.51% | −12,918−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 311,298 | $29.0M | 0.01% | −11,126−3.5% | Reduced |
| Bank of New York Mellon Corp | 323,735 | $30.2M | 0.01% | +36,379+12.7% | Added |
| Herald Investment Management Ltd | 347,500 | $32.4M | 5.30% | 00.0% | Unchanged |
| Morgan Stanley | 375,925 | $35.0M | 0.00% | +74,756+24.8% | Added |
| Luxor Capital Group, LP | 396,413 | $36.9M | 4.79% | +56,544+16.6% | Added |
| Price T Rowe Associates Inc | 407,321 | $38.0M | 0.00% | +276,273+210.8% | Added |
| Allianz Asset Management GmbH | 468,393 | $43.7M | 0.06% | +119,439+34.2% | Added |