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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 2,530 | $175.0K | 0.11% | +2,530 | New |
| Walleye Trading LLC | 2,618 | $182.0K | 0.01% | +2,618 | New |
| Blueshift Asset Management, LLC | 2,918 | $202.9K | 0.08% | +2,918 | New |
| Farther Finance Advisors, LLC | 2,889 | $203.9K | 0.01% | +974+50.9% | Added |
| Impact Partnership Wealth, LLC | 2,935 | $204.1K | 0.04% | +484+19.7% | Added |
| Advisor Group Holdings, Inc. | 2,966 | $206.2K | 0.00% | −16,118−84.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,979 | $207.0K | 0.00% | +2,979 | New |
| Upper Left Wealth Management, LLC | 3,000 | $208.6K | 0.15% | 00.0% | Unchanged |
| Principal Financial Group Inc | 3,034 | $210.9K | 0.00% | −959−24.0% | Reduced |
| Amalgamated Bank | 3,060 | $213.0K | 0.00% | +153+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,227 | $224.3K | 0.00% | +3,227 | New |
| Fred Alger Management, LLC | 3,263 | $226.8K | 0.00% | +3,263 | New |
| The PNC Financial Services Group, Inc. | 3,290 | $228.7K | 0.00% | −208−5.9% | Reduced |
| Bryn Mawr Trust Co | 3,328 | $231.4K | 0.00% | −1,068−24.3% | Reduced |
| Bayforest Capital Ltd | 3,589 | $249.5K | 0.11% | +3,589 | New |
| Bank of Montreal | 3,617 | $251.5K | 0.00% | −291−7.4% | Reduced |
| Veracity Capital LLC | 3,696 | $256.9K | 0.10% | +3,696 | New |
| Buckingham Strategic Partners | 3,809 | $264.8K | 0.00% | +3,809 | New |
| Commonwealth Equity Services, LLC | 3,843 | $267.0K | 0.00% | +1,478+62.5% | Added |
| Bank of Nova Scotia | 3,944 | $274.2K | 0.00% | +90+2.3% | Added |
| Mercer Global Advisors Inc | 3,996 | $277.8K | 0.00% | +3,996 | New |
| Princeton Capital Management LLC | 4,000 | $278.1K | 0.10% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 4,000 | $278.1K | 0.77% | +4,000 | New |
| Nebula Research & Development LLC | 4,040 | $280.9K | 0.03% | −24,261−85.7% | Reduced |
| Jefferies Financial Group Inc. | 4,045 | $281.2K | 0.00% | +4,045 | New |
| New York State Teachers Retirement System | 4,099 | $285.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,150 | $288.5K | 0.00% | +4,150 | New |
| GWM Advisors LLC | 4,260 | $296.2K | 0.00% | +4,257+141,900.0% | Added |
| Avantax Advisory Services, Inc. | 4,308 | $299.5K | 0.00% | −278−6.1% | Reduced |
| Cetera Investment Advisers | 4,332 | $301.2K | 0.00% | −2,424−35.9% | Reduced |
| New York Life Investment Management LLC | 4,348 | $302.3K | 0.00% | +4,348 | New |
| CSS LLC | 4,480 | $311.4K | 0.02% | +4,480 | New |
| Wolverine Trading, LLC | 4,495 | $312.5K | 0.01% | +2,070+85.4% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $318.0K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,703 | $327.0K | 0.21% | +4,703 | New |
| Prelude Capital Management, LLC | 4,783 | $332.5K | 0.03% | +4,783 | New |
| Two Sigma Advisers, LP | 5,200 | $361.5K | 0.00% | +5,200 | New |
| Colony Group, LLC | 5,476 | $380.7K | 0.00% | +1,943+55.0% | Added |
| PEAK6 LLC | 5,536 | $384.9K | 0.02% | +5,536 | New |
| Comerica Bank | 5,620 | $390.7K | 0.00% | −20,585−78.6% | Reduced |
| Public Employees Retirement Association of Colorado | 5,623 | $391.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,751 | $399.8K | 0.00% | +121+2.1% | Added |
| Pathstone Holdings, LLC | 5,774 | $401.8K | 0.00% | +355+6.6% | Added |
| Scientech Research LLC | 5,921 | $411.6K | 0.11% | +5,921 | New |
| Hancock Whitney Corp | 6,017 | $418.3K | 0.01% | +1,214+25.3% | Added |
| Sherbrooke Park Advisers LLC | 6,078 | $422.5K | 0.20% | +6,078 | New |
| Verition Fund Management LLC | 6,122 | $425.6K | 0.00% | −15,779−72.0% | Reduced |
| Xponance, Inc. | 6,229 | $433.0K | 0.00% | +107+1.7% | Added |
| EntryPoint Capital, LLC | 6,456 | $448.8K | 0.21% | +6,456 | New |
| Creative Planning | 6,481 | $450.6K | 0.00% | +1,779+37.8% | Added |
| Rafferty Asset Management, LLC | 6,551 | $455.4K | 0.00% | −1,545−19.1% | Reduced |
| Merit Financial Group, LLC | 6,915 | $480.7K | 0.01% | +4,731+216.6% | Added |
| Diversified Trust Co | 7,007 | $487.1K | 0.01% | +19+0.3% | Added |
| Wedbush Securities Inc | 7,195 | $500.0K | 0.02% | +629+9.6% | Added |
| Pictet Asset Management Holding SA | 7,270 | $505.4K | 0.00% | +1,918+35.8% | Added |
| Atlas Capital Advisors LLC | 7,337 | $510.1K | 0.06% | −395−5.1% | Reduced |
| Nomura Holdings Inc | 7,405 | $514.8K | 0.00% | +7,405 | New |
| JustInvest LLC | 7,591 | $527.7K | 0.01% | +1,517+25.0% | Added |
| Captrust Financial Advisors | 7,635 | $530.8K | 0.00% | +2,302+43.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,649 | $531.8K | 0.01% | +4,602+151.0% | Added |
| Morris Retirement Advisors, LLC | 7,717 | $536.5K | 0.29% | +7,717 | New |
| Bayesian Capital Management, LP | 7,797 | $542.0K | 0.09% | +7,797 | New |
| Marshall Wace, LLP | 7,803 | $542.5K | 0.00% | −47,333−85.8% | Reduced |
| Fieldview Capital Management, LLC | 7,816 | $543.4K | 0.08% | +1,051+15.5% | Added |
| US Bancorp | 8,021 | $557.6K | 0.00% | +3,446+75.3% | Added |
| BNP Paribas Arbitrage, SA | 8,167 | $567.8K | 0.00% | −881−9.7% | Reduced |
| NewEdge Wealth, LLC | 8,193 | $569.6K | 0.01% | +8,193 | New |
| Group One Trading, L.P. | 8,397 | $583.8K | 0.02% | +6,890+457.2% | Added |
| Aquatic Capital Management LLC | 8,504 | $591.2K | 0.02% | +8,504 | New |
| Jain Global LLC | 9,150 | $636.1K | 0.01% | +9,150 | New |
| Pallas Capital Advisors LLC | 9,187 | $638.7K | 0.03% | +4,396+91.8% | Added |
| Brinker Capital Investments, LLC | 9,244 | $642.6K | 0.01% | +9,244 | New |
| Orion Portfolio Solutions, LLC | 9,244 | $642.6K | 0.01% | +9,244 | New |
| Assetmark, Inc | 10,280 | $714.7K | 0.00% | +10,280 | New |
| Greenwood Capital Associates LLC | 10,428 | $725.0K | 0.10% | +4,877+87.9% | Added |
| Handelsbanken Fonder AB | 10,544 | $733.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,941 | $761.0K | 0.00% | +10,941 | New |
| Silvercrest Asset Management Group LLC | 11,198 | $778.5K | 0.01% | +6,526+139.7% | Added |
| Millennium Management LLC | 11,398 | $792.4K | 0.00% | −239,566−95.5% | Reduced |
| Kestra Investment Management, LLC | 12,210 | $848.8K | 0.03% | −4,020−24.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,587 | $875.0K | 0.06% | +12,587 | New |
| Commerce Bank | 12,992 | $903.2K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 13,214 | $918.6K | 0.00% | −415−3.0% | Reduced |
| Engineers Gate Manager LP | 13,419 | $932.9K | 0.02% | +4,156+44.9% | Added |
| Arizona State Retirement System | 13,510 | $939.2K | 0.01% | +1,116+9.0% | Added |
| Mariner, LLC | 13,697 | $952.3K | 0.00% | +3,821+38.7% | Added |
| Public Employees Retirement System of Ohio | 13,726 | $954.2K | 0.00% | −1,784−11.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,756 | $956.3K | 0.00% | +370+2.8% | Added |
| KLP Kapitalforvaltning AS | 14,000 | $973.3K | 0.00% | +1,500+12.0% | Added |
| LPL Financial LLC | 14,028 | $975.2K | 0.00% | +3,033+27.6% | Added |
| Stifel Financial Corp | 14,717 | $1.02M | 0.00% | +6,176+72.3% | Added |
| STRS Ohio | 15,156 | $1.05M | 0.00% | +1,273+9.2% | Added |
| HSBC Holdings PLC | 15,572 | $1.07M | 0.00% | +15,572 | New |
| Police & Firemen's Retirement System of New Jersey | 16,004 | $1.11M | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 16,172 | $1.12M | 0.09% | +16,172 | New |
| Siren, L.L.C. | 16,500 | $1.15M | 0.06% | +16,500 | New |
| Gsa Capital Partners LLP | 16,599 | $1.15M | 0.10% | +13,605+454.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 16,723 | $1.16M | 0.00% | +5,625+50.7% | Added |
| Schonfeld Strategic Advisors LLC | 16,941 | $1.18M | 0.01% | +16,941 | New |
| State of Wyoming | 16,956 | $1.18M | 0.16% | +3,190+23.2% | Added |