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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 34,578 | $3.22M | 0.00% | −4,774−12.1% | Reduced |
| Envestnet Asset Management Inc | 33,429 | $3.12M | 0.00% | +8,055+31.7% | Added |
| Calamos Advisors LLC | 31,706 | $2.95M | 0.01% | +4,572+16.8% | Added |
| Thames Capital Management LLC | 30,450 | $2.84M | 0.77% | +30,450 | New |
| Scopia Capital Management LP | 28,688 | $2.67M | 0.28% | −169,153−85.5% | Reduced |
| Nebula Research & Development LLC | 28,301 | $2.64M | 0.31% | −17,546−38.3% | Reduced |
| Icon Advisers Inc | 28,000 | $2.61M | 0.59% | −7,000−20.0% | Reduced |
| Boothbay Fund Management, LLC | 27,631 | $2.58M | 0.08% | −8,747−24.0% | Reduced |
| Agf Management Ltd | 27,500 | $2.56M | 0.01% | +27,500 | New |
| Comerica Bank | 26,205 | $2.44M | 0.01% | −1,779−6.4% | Reduced |
| Prudential Financial Inc | 26,102 | $2.43M | 0.00% | −9,150−26.0% | Reduced |
| CWM Advisors, LLC | 25,540 | $2.38M | 0.27% | +19,132+298.6% | Added |
| State of New Jersey Common Pension Fund D | 24,449 | $2.28M | 0.01% | −4,403−15.3% | Reduced |
| Cumberland Partners Ltd | 24,000 | $2.24M | 0.16% | +4,000+20.0% | Added |
| Tudor Investment Corp Et Al | 23,781 | $2.22M | 0.02% | −153,169−86.6% | Reduced |
| 1492 Capital Management LLC | 23,771 | $2.22M | 1.05% | +11,500+93.7% | Added |
| CI Private Wealth, LLC | 23,406 | $2.18M | 0.00% | −2,376−9.2% | Reduced |
| Papp L Roy & Associates | 23,400 | $2.18M | 0.25% | −710−2.9% | Reduced |
| Harvest Fund Management Co., Ltd | 23,236 | $2.14M | 0.10% | +19,199+475.6% | Added |
| TrimTabs Asset Management, LLC | 22,361 | $2.08M | 0.27% | +7,068+46.2% | Added |
| Teachers Retirement System of the State of Kentucky | 22,259 | $2.08M | 0.02% | +22,259 | New |
| Verition Fund Management LLC | 21,901 | $2.04M | 0.01% | +18,969+647.0% | Added |
| Janus Henderson Group PLC | 21,557 | $2.01M | 0.00% | −653−2.9% | Reduced |
| Voya Investment Management LLC | 19,855 | $1.85M | 0.00% | −96,758−83.0% | Reduced |
| Woodline Partners LP | 19,775 | $1.84M | 0.01% | +19,775 | New |
| Treasurer of the State of North Carolina | 19,597 | $1.83M | 0.01% | +120+0.6% | Added |
| Advisor Group Holdings, Inc. | 19,084 | $1.78M | 0.00% | +2,554+15.5% | Added |
| Cerity Partners LLC | 19,080 | $1.74M | 0.00% | +1,024+5.7% | Added |
| Prescott Group Capital Management, L.L.C. | 18,000 | $1.68M | 0.23% | +4,000+28.6% | Added |
| Capital Fund Management S.A. | 17,850 | $1.66M | 0.02% | +3,320+22.8% | Added |
| Amundi | 16,648 | $1.60M | 0.00% | −19,668−54.2% | Reduced |
| Ameriprise Financial Inc | 16,700 | $1.56M | 0.00% | −43−0.3% | Reduced |
| Kestra Investment Management, LLC | 16,230 | $1.51M | 0.06% | +4,011+32.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 16,004 | $1.49M | 0.01% | +16,004 | New |
| Blackhawk Capital Partners LLC. | 15,929 | $1.48M | 0.77% | +15,929 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,663 | $1.46M | 0.00% | +2,108+15.6% | Added |
| Public Employees Retirement System of Ohio | 15,510 | $1.45M | 0.00% | −910−5.5% | Reduced |
| Two Sigma Investments, LP | 15,423 | $1.44M | 0.00% | −1,507−8.9% | Reduced |
| Jane Street Group, LLC | 15,039 | $1.40M | 0.00% | +921+6.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,399 | $1.34M | 0.01% | −82,512−85.1% | Reduced |
| Savant Capital, LLC | 14,297 | $1.33M | 0.01% | +10+0.1% | Added |
| STRS Ohio | 13,883 | $1.29M | 0.01% | −3,472−20.0% | Reduced |
| State of Wyoming | 13,766 | $1.28M | 0.16% | +7,426+117.1% | Added |
| Manufacturers Life Insurance Company, The | 13,629 | $1.27M | 0.00% | +1,880+16.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,386 | $1.26M | 0.01% | −851−6.0% | Reduced |
| Commerce Bank | 12,992 | $1.21M | 0.01% | −124−0.9% | Reduced |
| KLP Kapitalforvaltning AS | 12,500 | $1.17M | 0.01% | +12,500 | New |
| Arizona State Retirement System | 12,394 | $1.16M | 0.01% | +152+1.2% | Added |
| Inceptionr LLC | 11,728 | $1.09M | 0.24% | −901−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,098 | $1.03M | 0.00% | +2,838+34.4% | Added |
| Citigroup Inc | 11,083 | $1.03M | 0.00% | −5,865−34.6% | Reduced |
| Consolidated Portfolio Review Corp | 11,036 | $1.03M | 0.16% | +11,036 | New |
| LPL Financial LLC | 10,995 | $1.02M | 0.00% | +6,344+136.4% | Added |
| Handelsbanken Fonder AB | 10,544 | $983.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 9,876 | $920.4K | 0.00% | +3,470+54.2% | Added |
| Engineers Gate Manager LP | 9,263 | $863.3K | 0.02% | −1,537−14.2% | Reduced |
| BNP Paribas Arbitrage, SA | 9,048 | $843.3K | 0.00% | −19,833−68.7% | Reduced |
| Stifel Financial Corp | 8,541 | $796.0K | 0.00% | +2,150+33.6% | Added |
| Ellsworth Advisors, LLC | 8,284 | $772.1K | 0.20% | +465+5.9% | Added |
| Rafferty Asset Management, LLC | 8,096 | $754.5K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,732 | $720.6K | 0.09% | −54−0.7% | Reduced |
| Toroso Investments, LLC | 7,240 | $674.6K | 0.01% | +2,995+70.6% | Added |
| Fluent Financial, LLC | 7,167 | $668.0K | 0.30% | +7,167 | New |
| Unique Wealth Strategies, LLC | 7,093 | $661.1K | 0.29% | −176−2.4% | Reduced |
| Diversified Trust Co | 6,988 | $651.3K | 0.02% | −1,745−20.0% | Reduced |
| Fieldview Capital Management, LLC | 6,765 | $630.5K | 0.10% | +6,765 | New |
| Cetera Investment Advisers | 6,756 | $629.6K | 0.00% | +1,155+20.6% | Added |
| Wedbush Securities Inc | 6,566 | $612.0K | 0.02% | −336−4.9% | Reduced |
| Xponance, Inc. | 6,122 | $570.6K | 0.01% | +487+8.6% | Added |
| JustInvest LLC | 6,074 | $566.1K | 0.01% | −72−1.2% | Reduced |
| Private Advisor Group, LLC | 6,020 | $561.1K | 0.00% | +1,773+41.7% | Added |
| Tower Research Capital LLC (TRC) | 5,875 | $547.5K | 0.01% | +139+2.4% | Added |
| Deutsche Bank AG | 5,630 | $524.7K | 0.00% | −20,721−78.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,623 | $524.0K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 5,551 | $517.4K | 0.07% | −408−6.8% | Reduced |
| Voleon Capital Management LP | 5,424 | $505.5K | 0.04% | +5,424 | New |
| Pathstone Holdings, LLC | 5,419 | $505.1K | 0.00% | +991+22.4% | Added |
| Pictet Asset Management Holding SA | 5,352 | $498.8K | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 4,667 | $498.7K | 0.00% | +219+4.9% | Added |
| Captrust Financial Advisors | 5,333 | $497.0K | 0.00% | +1,596+42.7% | Added |
| Alps Advisors Inc | 5,323 | $496.1K | 0.00% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 4,857 | $452.7K | 0.25% | +4,857 | New |
| Hancock Whitney Corp | 4,803 | $447.6K | 0.01% | +4,803 | New |
| XTX Topco Ltd | 4,795 | $446.9K | 0.04% | +4,795 | New |
| Pallas Capital Advisors LLC | 4,791 | $446.5K | 0.02% | +12+0.3% | Added |
| Creative Planning | 4,702 | $438.2K | 0.00% | +937+24.9% | Added |
| Silvercrest Asset Management Group LLC | 4,672 | $435.4K | 0.00% | +4,672 | New |
| DekaBank Deutsche Girozentrale | 4,634 | $433.0K | 0.00% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 4,638 | $432.3K | 0.31% | +4,638 | New |
| Avantax Advisory Services, Inc. | 4,586 | $427.4K | 0.00% | +196+4.5% | Added |
| US Bancorp | 4,575 | $426.4K | 0.00% | −517−10.2% | Reduced |
| Bryn Mawr Trust Co | 4,396 | $409.7K | 0.01% | +4,369+16,181.5% | Added |
| Contravisory Investment Management, Inc. | 4,309 | $401.6K | 0.09% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 4,099 | $382.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,005 | $373.3K | 0.01% | +4,005 | New |
| Princeton Capital Management LLC | 4,000 | $372.8K | 0.12% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,993 | $372.1K | 0.00% | +354+9.7% | Added |
| AXA S.A. | 3,951 | $368.2K | 0.00% | −28,321−87.8% | Reduced |
| Bank of Montreal | 3,908 | $364.2K | 0.00% | +410+11.7% | Added |
| Bank of Nova Scotia | 3,854 | $359.2K | 0.00% | +3,854 | New |