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, Q1 2025
Institutional positions in Pegasystems Inc as of Mar 31, 2025. 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
- 328
- +13 vs. Q4 2024
- Shares held
- 44.5M
- +2.45M (+5.8%) vs. Q4 2024
- Total value
- $3.09B
- −$827.0M (−21.1%) vs. Q4 2024
- New holders
- 84
- 129 more added
- Sold out
- 71
- 82 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Citadel Advisors LLC | 1 | $70 | 0.00% | −211,083−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $70 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $71 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $139 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $209 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 4 | $279 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 5 | $348 | 0.00% | +3+150.0% | Added |
| Asset Dedication, LLC | 5 | $348 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $418 | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $418 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 8 | $556 | 0.00% | +8 | New |
| Park Place Capital Corp | 11 | $765 | 0.00% | +11 | New |
| Wiser Advisor Group LLC | 13 | $904 | 0.00% | +13 | New |
| CVA Family Office, LLC | 14 | $973 | 0.00% | +14 | New |
| Continuum Advisory, LLC | 14 | $973 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 14 | $974 | 0.00% | −5−26.3% | Reduced |
| Picton Mahoney Asset Management | 17 | $1.00K | 0.00% | −2,975−99.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 18 | $1.25K | 0.00% | +18 | New |
| ROSS\JOHNSON & Associates LLC | 18 | $1.25K | 0.02% | +18 | New |
| Ronald Blue Trust, Inc. | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $1.39K | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.46K | 0.00% | +21 | New |
| Tower Research Capital LLC (TRC) | 24 | $1.64K | 0.00% | −5,851−99.6% | Reduced |
| Investors Research Corp | 25 | $1.74K | 0.00% | +25 | New |
| Christopher J. Hasenberg, Inc | 27 | $1.91K | 0.00% | +27 | New |
| Geneos Wealth Management Inc. | 29 | $2.02K | 0.00% | +11+61.1% | Added |
| Sachetta, LLC | 29 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $2.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 41 | $2.85K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 46 | $3.20K | 0.00% | −13−22.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 48 | $3.34K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $3.48K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $3.48K | 0.00% | +50 | New |
| Missouri Trust & Investment Co | 52 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 58 | $4.00K | 0.00% | +9+18.4% | Added |
| Colonial Trust Co | 68 | $4.73K | 0.00% | +31+83.8% | Added |
| Capital Advisors, Ltd. LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $5.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $5.45K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $5.85K | 0.00% | +34+113.3% | Added |
| Huntington National Bank | 90 | $6.26K | 0.00% | +89+8,900.0% | Added |
| WPG Advisers, LLC | 97 | $6.74K | 0.01% | −280−74.3% | Reduced |
| Massmutual Trust Co FSB | 100 | $6.95K | 0.00% | +96+2,400.0% | Added |
| Stonebridge Financial Group, LLC | 104 | $7.23K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 109 | $7.60K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 113 | $7.86K | 0.00% | +113 | New |
| Bessemer Group Inc | 111 | $8.00K | 0.00% | +11+11.0% | Added |
| Sterling Capital Management LLC | 146 | $10.2K | 0.00% | −574−79.7% | Reduced |
| Spire Wealth Management | 151 | $10.5K | 0.00% | +151 | New |
| Parkside Financial Bank & Trust | 153 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 168 | $11.7K | 0.00% | +168 | New |
| Skopos Labs, Inc. | 172 | $12.0K | 0.00% | +16+10.3% | Added |
| Private Trust Co NA | 180 | $12.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 212 | $14.7K | 0.00% | −242−53.3% | Reduced |
| Truvestments Capital LLC | 268 | $18.6K | 0.00% | +268 | New |
| Umb Bank N A | 281 | $19.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 283 | $19.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 310 | $21.6K | 0.00% | −41−11.7% | Reduced |
| CIBC Private Wealth Group, LLC | 370 | $23.1K | 0.00% | +110+42.3% | Added |
| Quadrant Capital Group LLC | 355 | $24.7K | 0.00% | −7−1.9% | Reduced |
| Principal Securities, Inc. | 278 | $25.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 380 | $26.4K | 0.01% | +4+1.1% | Added |
| EverSource Wealth Advisors, LLC | 410 | $28.5K | 0.00% | +87+26.9% | Added |
| Smartleaf Asset Management LLC | 451 | $31.4K | 0.00% | −1,512−77.0% | Reduced |
| Quent Capital, LLC | 462 | $32.1K | 0.00% | −263−36.3% | Reduced |
| Lindbrook Capital, LLC | 467 | $32.5K | 0.00% | +220+89.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 513 | $35.7K | 0.00% | −807,158−99.9% | Reduced |
| CX Institutional | 511 | $36.0K | 0.00% | +511 | New |
| Ci Investments Inc. | 529 | $37.0K | 0.00% | +53+11.1% | Added |
| SBI Securities Co., Ltd. | 549 | $38.2K | 0.00% | +320+139.7% | Added |
| Signaturefd, LLC | 551 | $38.3K | 0.00% | −23−4.0% | Reduced |
| GAMMA Investing LLC | 599 | $41.6K | 0.00% | +201+50.5% | Added |
| Versant Capital Management, Inc | 614 | $42.7K | 0.01% | +31+5.3% | Added |
| Clearstead Advisors, LLC | 637 | $44.3K | 0.00% | +324+103.5% | Added |
| Aster Capital Management (DIFC) Ltd | 601 | $47.2K | 0.01% | +601 | New |
| Steward Partners Investment Advisory, LLC | 700 | $48.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 718 | $49.9K | 0.01% | −62−7.9% | Reduced |
| Corebridge Financial, Inc. | 791 | $55.0K | 0.00% | −31−3.8% | Reduced |
| Headlands Technologies LLC | 822 | $57.1K | 0.01% | +822 | New |
| Contravisory Investment Management, Inc. | 840 | $58.4K | 0.01% | −3,469−80.5% | Reduced |
| Vestcor Inc | 900 | $63.0K | 0.00% | +900 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 924 | $64.2K | 0.00% | +924 | New |
| New Age Alpha Advisors, LLC | 960 | $66.7K | 0.00% | +960 | New |
| IFP Advisors, Inc | 965 | $67.1K | 0.00% | +943+4,286.4% | Added |
| Parallel Advisors, LLC | 984 | $68.4K | 0.00% | −7−0.7% | Reduced |
| Jones Financial Companies LLLP | 1,149 | $79.9K | 0.00% | +814+243.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,158 | $80.5K | 0.06% | +1,158 | New |
| Coldstream Capital Management Inc | 1,200 | $83.4K | 0.00% | +1,200 | New |
| Northwestern Mutual Wealth Management Co | 1,235 | $85.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,242 | $86.0K | 0.00% | −932−42.9% | Reduced |
| Covestor Ltd | 1,302 | $90.0K | 0.06% | −191−12.8% | Reduced |
| Asset Management One Co.,Ltd. | 1,433 | $99.6K | 0.00% | +591+70.2% | Added |
| KBC Group NV | 1,803 | $125.0K | 0.00% | +12+0.7% | Added |
| Quest Partners LLC | 1,988 | $138.2K | 0.02% | −1,734−46.6% | Reduced |