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 |
|---|---|---|---|---|---|
| Virtus Investment Advisers, Inc. | 3,836 | $357.5K | 0.28% | 00.0% | Unchanged |
| Caxton Associates LP | 3,771 | $351.5K | 0.01% | +803+27.1% | Added |
| Quest Partners LLC | 3,722 | $346.9K | 0.05% | +1,013+37.4% | Added |
| Colony Group, LLC | 3,533 | $329.3K | 0.00% | +294+9.1% | Added |
| The PNC Financial Services Group, Inc. | 3,498 | $326.0K | 0.00% | +1,302+59.3% | Added |
| Teza Capital Management LLC | 3,412 | $318.0K | 0.05% | −11,370−76.9% | Reduced |
| Stevens Capital Management LP | 3,280 | $306.0K | 0.12% | +3,280 | New |
| Optimist Retirement Group LLC | 3,137 | $292.4K | 0.14% | −335−9.6% | Reduced |
| Janney Montgomery Scott LLC | 3,105 | $289.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,047 | $284.0K | 0.01% | +3,047 | New |
| Picton Mahoney Asset Management | 2,992 | $280.0K | 0.01% | +1,120+59.8% | Added |
| Upper Left Wealth Management, LLC | 3,000 | $279.6K | 0.24% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,994 | $279.0K | 0.02% | −37,072−92.5% | Reduced |
| Inspire Advisors, LLC | 2,974 | $277.2K | 0.03% | −154−4.9% | Reduced |
| Twin Tree Management, LP | 2,949 | $274.8K | 0.01% | +2,949 | New |
| Jaffetilchin Investment Partners, LLC | 2,931 | $273.2K | 0.02% | −117−3.8% | Reduced |
| Amalgamated Bank | 2,907 | $271.0K | 0.00% | −17−0.6% | Reduced |
| Optimize Financial Inc | 2,876 | $268.0K | 0.20% | +2,876 | New |
| Eclectic Associates Inc | 2,870 | $267.5K | 0.08% | +2,870 | New |
| CIBC World Markets Inc. | 2,858 | $266.0K | 0.00% | +2,858 | New |
| Truist Financial Corp | 2,788 | $259.8K | 0.00% | +2,788 | New |
| State of Tennessee, Treasury Department | 2,772 | $258.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 2,747 | $256.0K | 0.00% | −62−2.2% | Reduced |
| CIBC Asset Management Inc | 2,598 | $242.1K | 0.00% | +2,598 | New |
| Cable Hill Partners, LLC | 2,551 | $237.7K | 0.02% | +2,551 | New |
| Maryland State Retirement & Pension System | 2,467 | $229.9K | 0.00% | −680−21.6% | Reduced |
| RSM US Wealth Management LLC | 2,455 | $229.0K | 0.00% | +2,455 | New |
| Callan Family Office, LLC | 2,452 | $228.5K | 0.01% | +2,452 | New |
| Impact Partnership Wealth, LLC | 2,451 | $228.5K | 0.05% | −382−13.5% | Reduced |
| Wolverine Trading, LLC | 2,425 | $226.2K | 0.01% | +2,425 | New |
| Dark Forest Capital Management LP | 2,424 | $225.9K | 0.03% | −24,017−90.8% | Reduced |
| EP Wealth Advisors, LLC | 2,369 | $220.8K | 0.00% | +2,369 | New |
| Commonwealth Equity Services, LLC | 2,365 | $220.0K | 0.00% | +2,365 | New |
| M&T Bank Corp | 2,360 | $219.7K | 0.00% | +2,360 | New |
| Freestone Grove Partners LP | 2,345 | $218.6K | 0.00% | +2,345 | New |
| Frank, Rimerman Advisors LLC | 2,339 | $218.0K | 0.02% | +2,339 | New |
| Occudo Quantitative Strategies LP | 2,321 | $216.3K | 0.04% | +2,321 | New |
| O'Shaughnessy Asset Management, LLC | 2,317 | $215.9K | 0.00% | +2,317 | New |
| Utah Retirement Systems | 2,300 | $214.4K | 0.00% | +2,300 | New |
| Merit Financial Group, LLC | 2,184 | $203.5K | 0.00% | +2,184 | New |
| Simplex Trading, LLC | 2,174 | $202.0K | 0.01% | +2,174 | New |
| Eastern Bank | 2,000 | $186.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,963 | $183.1K | 0.02% | +1,605+448.3% | Added |
| Farther Finance Advisors, LLC | 1,915 | $178.5K | 0.01% | −391−17.0% | Reduced |
| KBC Group NV | 1,791 | $167.0K | 0.00% | +398+28.6% | Added |
| Group One Trading, L.P. | 1,507 | $140.5K | 0.00% | −762−33.6% | Reduced |
| Covestor Ltd | 1,493 | $140.0K | 0.09% | +640+75.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,235 | $115.1K | 0.00% | +472+61.9% | Added |
| Proequities, Inc. | 887 | $94.5K | 0.01% | +582+190.8% | Added |
| Parallel Advisors, LLC | 991 | $92.4K | 0.00% | +19+2.0% | Added |
| Asset Management One Co.,Ltd. | 842 | $79.5K | 0.00% | +7+0.8% | Added |
| Corebridge Financial, Inc. | 822 | $76.6K | 0.00% | −34−4.0% | Reduced |
| Global Retirement Partners, LLC | 789 | $73.5K | 0.00% | +256+48.0% | Added |
| Financial Management Professionals, Inc. | 780 | $72.7K | 0.01% | −5−0.6% | Reduced |
| Virtus Fund Advisers, LLC | 765 | $71.3K | 0.22% | +26+3.5% | Added |
| Quent Capital, LLC | 725 | $67.6K | 0.01% | −12,179−94.4% | Reduced |
| Sterling Capital Management LLC | 720 | $67.1K | 0.00% | −90−11.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $65.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 583 | $54.3K | 0.01% | −207−26.2% | Reduced |
| Signaturefd, LLC | 574 | $53.5K | 0.00% | −48−7.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 532 | $49.0K | 0.04% | −10−1.8% | Reduced |
| Ci Investments Inc. | 476 | $44.0K | 0.00% | +52+12.3% | Added |
| SRS Capital Advisors, Inc. | 454 | $42.3K | 0.00% | −207−31.3% | Reduced |
| Venturi Wealth Management, LLC | 415 | $38.7K | 0.00% | −241−36.7% | Reduced |
| GAMMA Investing LLC | 398 | $37.1K | 0.00% | +72+22.1% | Added |
| WPG Advisers, LLC | 377 | $35.1K | 0.03% | +377 | New |
| True Wealth Design, LLC | 376 | $35.0K | 0.01% | +6+1.6% | Added |
| Quadrant Capital Group LLC | 362 | $33.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 351 | $32.7K | 0.00% | +351 | New |
| Jones Financial Companies LLLP | 335 | $31.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 323 | $30.1K | 0.00% | +149+85.6% | Added |
| Clearstead Advisors, LLC | 313 | $29.2K | 0.00% | +130+71.0% | Added |
| Mather Group, LLC. | 283 | $26.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 281 | $26.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 278 | $25.9K | 0.00% | +167+150.5% | Added |
| CIBC Private Wealth Group, LLC | 260 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 247 | $23.0K | 0.00% | +3+1.2% | Added |
| SBI Securities Co., Ltd. | 229 | $21.3K | 0.00% | +229 | New |
| PFS Partners, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 180 | $16.8K | 0.00% | +180 | New |
| Skopos Labs, Inc. | 156 | $14.5K | 0.00% | +3+2.0% | Added |
| Parkside Financial Bank & Trust | 153 | $14.3K | 0.00% | −471−75.5% | Reduced |
| MCF Advisors LLC | 115 | $10.7K | 0.00% | +115 | New |
| CoreCap Advisors, LLC | 111 | $10.3K | 0.00% | +111 | New |
| Aspect Partners, LLC | 109 | $10.2K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 104 | $9.69K | 0.00% | +104 | New |
| Bessemer Group Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 83 | $7.74K | 0.00% | −40−32.5% | Reduced |
| LRI Investments, LLC | 78 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $7.18K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 59 | $5.50K | 0.00% | +3+5.4% | Added |
| Missouri Trust & Investment Co | 52 | $4.85K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 48 | $4.47K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 49 | $4.00K | 0.00% | +16+48.5% | Added |
| Sound Income Strategies, LLC | 41 | $3.82K | 0.00% | +37+925.0% | Added |
| Private Wealth Management Group, LLC | 37 | $3.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $3.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $3.20K | 0.00% | +26+650.0% | Added |