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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.

Q1 2025 vs. Q4 2024

How the institutions holding Pegasystems Inc changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of PEGA: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3216328+13
Shares42.4M376.6K44.5M+2.45M (+5.8%)
Value$3.95B$35.1M$3.09B−$827.0M (−21.1%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Pegasystems Inc at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to PEGA in Q1 2025
InstitutionSharesValue% of portfolio
Massachusetts Financial Services Co2,174,179$151.1M0.05%
Jacobs Levy Equity Management, Inc981,433$68.2M0.27%
Broad Bay Capital Management, LP309,730$21.5M3.24%
Fiera Capital Corp269,199$18.7M0.07%
Nuveen, LLC162,243$11.3M0.00%
Pinebridge Investments, L.P.108,824$7.57M0.06%
Harel Insurance Investments & Financial Services Ltd.81,470$5.66M0.07%
SummitTX Capital, L.P.72,036$5.01M0.22%
Capula Management Ltd39,672$2.76M0.02%
Balyasny Asset Management LLC38,850$2.70M0.01%
Universal- Beteiligungs- und Servicegesellschaft mbH37,162$2.58M0.01%
CenterBook Partners LP28,427$1.98M0.13%
Twinbeech Capital LP25,833$1.80M0.03%
Lecap Asset Management Ltd23,320$1.62M0.38%
OP Asset Management Ltd22,897$1.59M0.03%
Virginia Retirement Systems Et Al18,900$1.31M0.01%
Schonfeld Strategic Advisors LLC16,941$1.18M0.01%
Siren, L.L.C.16,500$1.15M0.06%
Campbell & CO Investment Adviser LLC16,172$1.12M0.09%
HSBC Holdings PLC15,572$1.07M0.00%
Y-Intercept (Hong Kong) Ltd12,587$875.0K0.06%
SG Americas Securities, LLC10,941$761.0K0.00%
Assetmark, Inc10,280$714.7K0.00%
Brinker Capital Investments, LLC9,244$642.6K0.01%
Orion Portfolio Solutions, LLC9,244$642.6K0.01%
Jain Global LLC9,150$636.1K0.01%
Aquatic Capital Management LLC8,504$591.2K0.02%
NewEdge Wealth, LLC8,193$569.6K0.01%
Bayesian Capital Management, LP7,797$542.0K0.09%
Morris Retirement Advisors, LLC7,717$536.5K0.29%
Nomura Holdings Inc7,405$514.8K0.00%
EntryPoint Capital, LLC6,456$448.8K0.21%
Sherbrooke Park Advisers LLC6,078$422.5K0.20%
Scientech Research LLC5,921$411.6K0.11%
PEAK6 LLC5,536$384.9K0.02%
Two Sigma Advisers, LP5,200$361.5K0.00%
Prelude Capital Management, LLC4,783$332.5K0.03%
Virtus ETF Advisers LLC4,703$327.0K0.21%
CSS LLC4,480$311.4K0.02%
New York Life Investment Management LLC4,348$302.3K0.00%
Oppenheimer Asset Management Inc.4,150$288.5K0.00%
Jefferies Financial Group Inc.4,045$281.2K0.00%
Cannon Global Investment Management, LLC4,000$278.1K0.77%
Mercer Global Advisors Inc3,996$277.8K0.00%
Buckingham Strategic Partners3,809$264.8K0.00%
Veracity Capital LLC3,696$256.9K0.10%
Bayforest Capital Ltd3,589$249.5K0.11%
Fred Alger Management, LLC3,263$226.8K0.00%
Wiley Bros.-Aintree Capital, LLC3,227$224.3K0.00%
Cambridge Investment Research Advisors, Inc.2,979$207.0K0.00%
Blueshift Asset Management, LLC2,918$202.9K0.08%
Walleye Trading LLC2,618$182.0K0.01%
FNY Investment Advisers, LLC2,530$175.0K0.11%
Coldstream Capital Management Inc1,200$83.4K0.00%
Caitong International Asset Management Co., Ltd1,158$80.5K0.06%
New Age Alpha Advisors, LLC960$66.7K0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main924$64.2K0.00%
Vestcor Inc900$63.0K0.00%
Headlands Technologies LLC822$57.1K0.01%
Aster Capital Management (DIFC) Ltd601$47.2K0.01%
CX Institutional511$36.0K0.00%
Truvestments Capital LLC268$18.6K0.00%
First Horizon Advisors, Inc.168$11.7K0.00%
Spire Wealth Management151$10.5K0.00%
Walleye Capital LLC113$7.86K0.00%
HHM Wealth Advisors, LLC50$3.48K0.00%
Christopher J. Hasenberg, Inc27$1.91K0.00%
Investors Research Corp25$1.74K0.00%
Creative Financial Designs Inc21$1.46K0.00%
South State Corp.20$1.39K0.00%
Whittier Trust Co of Nevada Inc18$1.25K0.00%
ROSS\JOHNSON & Associates LLC18$1.25K0.02%
CVA Family Office, LLC14$9730.00%
Continuum Advisory, LLC14$9730.00%
Wiser Advisor Group LLC13$9040.00%
Park Place Capital Corp11$7650.00%
Binnacle Investments Inc8$5560.00%
Asset Dedication, LLC5$3480.00%
American Capital Advisory, LLC4$2790.00%
Rakuten Securities, Inc.2$1390.00%
Principia Wealth Advisory, LLC1$710.00%
TFC Financial Management1$700.00%
Bay Harbor Wealth Management, LLC1$690.00%
Hantz Financial Services, Inc.1$00.00%

Sold out (71)

Institutions that held Pegasystems Inc at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of PEGA in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
G2 Investment Partners Management LLC137,485$12.8M
Next Century Growth Investors LLC116,439$10.9M
Renaissance Technologies LLC96,024$8.95M
Crestline Management, LP68,523$6.39M
Hodges Capital Management Inc.51,195$4.77M
Danske Bank A/S50,590$4.71M
EAM Investors, LLC50,125$4.67M
EAM Global Investors LLC45,301$4.22M
Totem Point Management, LLC40,252$3.75M
Thames Capital Management LLC30,450$2.84M
Scopia Capital Management LP28,688$2.67M
Boothbay Fund Management, LLC27,631$2.58M
Prudential Financial Inc26,102$2.43M
CWM Advisors, LLC25,540$2.38M
Cumberland Partners Ltd24,000$2.24M
Tudor Investment Corp Et Al23,781$2.22M
Harvest Fund Management Co., Ltd23,236$2.14M
Blackhawk Capital Partners LLC.15,929$1.48M
Connor, Clark & Lunn Investment Management Ltd.14,399$1.34M
Savant Capital, LLC14,297$1.33M
Inceptionr LLC11,728$1.09M
Consolidated Portfolio Review Corp11,036$1.03M
Ellsworth Advisors, LLC8,284$772.1K
Toroso Investments, LLC7,240$674.6K
Fluent Financial, LLC7,167$668.0K
Unique Wealth Strategies, LLC7,093$661.1K
Private Advisor Group, LLC6,020$561.1K
Voleon Capital Management LP5,424$505.5K
Sanctuary Advisors, LLC4,667$498.7K
Alps Advisors Inc5,323$496.1K
Burns Matteson Capital Management, LLC4,857$452.7K
BayBridge Capital Group, LLC4,638$432.3K
Advisory Services Network, LLC4,005$373.3K
AXA S.A.3,951$368.2K
Virtus Investment Advisers, Inc.3,836$357.5K
Teza Capital Management LLC3,412$318.0K
Stevens Capital Management LP3,280$306.0K
Optimist Retirement Group LLC3,137$292.4K
Janney Montgomery Scott LLC3,105$289.0K
Inspire Advisors, LLC2,974$277.2K
Twin Tree Management, LP2,949$274.8K
Jaffetilchin Investment Partners, LLC2,931$273.2K
Optimize Financial Inc2,876$268.0K
Eclectic Associates Inc2,870$267.5K
CIBC World Markets Inc.2,858$266.0K
Truist Financial Corp2,788$259.8K
State of Tennessee, Treasury Department2,772$258.4K
CIBC Asset Management Inc2,598$242.1K
Cable Hill Partners, LLC2,551$237.7K
Maryland State Retirement & Pension System2,467$229.9K
RSM US Wealth Management LLC2,455$229.0K
Callan Family Office, LLC2,452$228.5K
Dark Forest Capital Management LP2,424$225.9K
EP Wealth Advisors, LLC2,369$220.8K
M&T Bank Corp2,360$219.7K
Freestone Grove Partners LP2,345$218.6K
Frank, Rimerman Advisors LLC2,339$218.0K
O'Shaughnessy Asset Management, LLC2,317$215.9K
Utah Retirement Systems2,300$214.4K
Eastern Bank2,000$186.4K
Proequities, Inc.887$94.5K
Venturi Wealth Management, LLC415$38.7K
MCF Advisors LLC115$10.7K
CoreCap Advisors, LLC111$10.3K
Exchange Traded Concepts, LLC83$7.74K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$2.89K
Globeflex Capital L P22$2.05K
Raleigh Capital Management Inc.10$932
New Millennium Group LLC7$652
Transce3nd, LLC6$559
Elequin Capital LP2$186

Not filed for Q1 2025 yet (6)

Institutions that held Pegasystems Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEGA in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC222,709$20.8M
Mesirow Institutional Investment Management, Inc.148,081$13.8M
Caxton Associates LP3,771$351.5K
Global Retirement Partners, LLC789$73.5K
Virtus Fund Advisers, LLC765$71.3K
Householder Group Estate & Retirement Specialist, LLC532$49.0K