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 |
|---|---|---|---|---|---|
| Herald Investment Management Ltd | 351,800 | $24.4M | 4.58% | +4,300+1.2% | Added |
| JPMorgan Chase & Co | 382,688 | $26.6M | 0.00% | +139,428+57.3% | Added |
| Russell Investments Group, Ltd. | 387,966 | $27.0M | 0.04% | +198,026+104.3% | Added |
| Raymond James Financial Inc | 396,100 | $27.5M | 0.01% | +99,715+33.6% | Added |
| First Trust Advisors LP | 426,178 | $29.6M | 0.03% | −59,285−12.2% | Reduced |
| UBS Group AG | 502,027 | $34.9M | 0.01% | +424,612+548.5% | Added |
| Squarepoint Ops LLC | 568,020 | $39.5M | 0.10% | +482,169+561.6% | Added |
| Teacher Retirement System of Texas | 603,183 | $41.9M | 0.17% | +442,462+275.3% | Added |
| Norges Bank | 616,650 | $42.9M | 0.01% | +140,863+29.6% | Added |
| Fisher Asset Management, LLC | 621,783 | $43.2M | 0.02% | −16,216−2.5% | Reduced |
| Shannon River Fund Management LLC | 634,751 | $44.1M | 11.51% | −163,605−20.5% | Reduced |
| Ranger Investment Management, L.P. | 637,605 | $44.3M | 3.17% | −60,385−8.7% | Reduced |
| Franklin Resources Inc | 784,136 | $54.5M | 0.02% | +81,298+11.6% | Added |
| Wellington Management Group LLP | 785,516 | $54.6M | 0.01% | +45,910+6.2% | Added |
| State Street Corp | 818,302 | $56.9M | 0.00% | −40,127−4.7% | Reduced |
| Geode Capital Management, LLC | 871,867 | $60.6M | 0.00% | +46,105+5.6% | Added |
| Jacobs Levy Equity Management, Inc | 981,433 | $68.2M | 0.27% | +981,433 | New |
| Thrivent Financial for Lutherans | 1,027,292 | $71.4M | 0.16% | +313,316+43.9% | Added |
| Dimensional Fund Advisors LP | 1,027,504 | $71.4M | 0.02% | +167,143+19.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,086,825 | $75.6M | 0.16% | −36,328−3.2% | Reduced |
| AQR Capital Management LLC | 1,200,819 | $81.3M | 0.08% | +450,951+60.1% | Added |
| Invesco Ltd. | 1,823,783 | $126.8M | 0.02% | −540,459−22.9% | Reduced |
| Capital Research Global Investors | 1,986,580 | $138.1M | 0.03% | −1,092,337−35.5% | Reduced |
| Bares Capital Management, Inc. | 2,005,990 | $139.5M | 16.37% | −358,959−15.2% | Reduced |
| TPG GP A, LLC | 2,022,733 | $140.6M | 2.84% | +82,845+4.3% | Added |
| Massachusetts Financial Services Co | 2,174,179 | $151.1M | 0.05% | +2,174,179 | New |
| BlackRock, Inc. | 2,638,238 | $183.4M | 0.00% | −317,932−10.8% | Reduced |
| Vanguard Group Inc | 5,520,417 | $383.8M | 0.01% | −271,264−4.7% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −137,485−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −116,439−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −96,024−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −68,523−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −51,195−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −50,590−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −50,125−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −45,301−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −40,252−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −30,450−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −28,688−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −27,631−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −26,102−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −25,540−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −23,781−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −23,236−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −15,929−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −14,399−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −14,297−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,728−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,284−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −7,167−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −7,093−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −5,424−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −5,323−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −4,638−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,836−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Optimist Retirement Group LLC | 0 | $0 | 0.00% | −3,137−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −2,876−100.0% | Sold out |
| Eclectic Associates Inc | 0 | $0 | 0.00% | −2,870−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,788−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |