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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 4,260 | $296.2K | 0.00% | +4,257+141,900.0% | Added |
| Oppenheimer Asset Management Inc. | 4,150 | $288.5K | 0.00% | +4,150 | New |
| New York State Teachers Retirement System | 4,099 | $285.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,045 | $281.2K | 0.00% | +4,045 | New |
| Nebula Research & Development LLC | 4,040 | $280.9K | 0.03% | −24,261−85.7% | Reduced |
| 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 |
| Mercer Global Advisors Inc | 3,996 | $277.8K | 0.00% | +3,996 | New |
| Bank of Nova Scotia | 3,944 | $274.2K | 0.00% | +90+2.3% | Added |
| Commonwealth Equity Services, LLC | 3,843 | $267.0K | 0.00% | +1,478+62.5% | Added |
| Buckingham Strategic Partners | 3,809 | $264.8K | 0.00% | +3,809 | New |
| Veracity Capital LLC | 3,696 | $256.9K | 0.10% | +3,696 | New |
| Bank of Montreal | 3,617 | $251.5K | 0.00% | −291−7.4% | Reduced |
| Bayforest Capital Ltd | 3,589 | $249.5K | 0.11% | +3,589 | New |
| Bryn Mawr Trust Co | 3,328 | $231.4K | 0.00% | −1,068−24.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,290 | $228.7K | 0.00% | −208−5.9% | Reduced |
| Fred Alger Management, LLC | 3,263 | $226.8K | 0.00% | +3,263 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,227 | $224.3K | 0.00% | +3,227 | New |
| Amalgamated Bank | 3,060 | $213.0K | 0.00% | +153+5.3% | Added |
| Principal Financial Group Inc | 3,034 | $210.9K | 0.00% | −959−24.0% | Reduced |
| Upper Left Wealth Management, LLC | 3,000 | $208.6K | 0.15% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,979 | $207.0K | 0.00% | +2,979 | New |
| Advisor Group Holdings, Inc. | 2,966 | $206.2K | 0.00% | −16,118−84.5% | Reduced |
| Impact Partnership Wealth, LLC | 2,935 | $204.1K | 0.04% | +484+19.7% | Added |
| Farther Finance Advisors, LLC | 2,889 | $203.9K | 0.01% | +974+50.9% | Added |
| Blueshift Asset Management, LLC | 2,918 | $202.9K | 0.08% | +2,918 | New |
| Walleye Trading LLC | 2,618 | $182.0K | 0.01% | +2,618 | New |
| FNY Investment Advisers, LLC | 2,530 | $175.0K | 0.11% | +2,530 | New |
| Quest Partners LLC | 1,988 | $138.2K | 0.02% | −1,734−46.6% | Reduced |
| KBC Group NV | 1,803 | $125.0K | 0.00% | +12+0.7% | Added |
| Asset Management One Co.,Ltd. | 1,433 | $99.6K | 0.00% | +591+70.2% | Added |
| Covestor Ltd | 1,302 | $90.0K | 0.06% | −191−12.8% | Reduced |
| Simplex Trading, LLC | 1,242 | $86.0K | 0.00% | −932−42.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,235 | $85.8K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,200 | $83.4K | 0.00% | +1,200 | New |
| Caitong International Asset Management Co., Ltd | 1,158 | $80.5K | 0.06% | +1,158 | New |
| Jones Financial Companies LLLP | 1,149 | $79.9K | 0.00% | +814+243.0% | Added |
| Parallel Advisors, LLC | 984 | $68.4K | 0.00% | −7−0.7% | Reduced |
| IFP Advisors, Inc | 965 | $67.1K | 0.00% | +943+4,286.4% | Added |
| New Age Alpha Advisors, LLC | 960 | $66.7K | 0.00% | +960 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 924 | $64.2K | 0.00% | +924 | New |
| Vestcor Inc | 900 | $63.0K | 0.00% | +900 | New |
| Contravisory Investment Management, Inc. | 840 | $58.4K | 0.01% | −3,469−80.5% | Reduced |
| Headlands Technologies LLC | 822 | $57.1K | 0.01% | +822 | New |
| Corebridge Financial, Inc. | 791 | $55.0K | 0.00% | −31−3.8% | Reduced |
| Financial Management Professionals, Inc. | 718 | $49.9K | 0.01% | −62−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 700 | $48.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 601 | $47.2K | 0.01% | +601 | New |
| Clearstead Advisors, LLC | 637 | $44.3K | 0.00% | +324+103.5% | Added |
| Versant Capital Management, Inc | 614 | $42.7K | 0.01% | +31+5.3% | Added |
| GAMMA Investing LLC | 599 | $41.6K | 0.00% | +201+50.5% | Added |
| Signaturefd, LLC | 551 | $38.3K | 0.00% | −23−4.0% | Reduced |
| SBI Securities Co., Ltd. | 549 | $38.2K | 0.00% | +320+139.7% | Added |
| Ci Investments Inc. | 529 | $37.0K | 0.00% | +53+11.1% | Added |
| CX Institutional | 511 | $36.0K | 0.00% | +511 | New |
| Fuller & Thaler Asset Management, Inc. | 513 | $35.7K | 0.00% | −807,158−99.9% | Reduced |
| Lindbrook Capital, LLC | 467 | $32.5K | 0.00% | +220+89.1% | Added |
| Quent Capital, LLC | 462 | $32.1K | 0.00% | −263−36.3% | Reduced |
| Smartleaf Asset Management LLC | 451 | $31.4K | 0.00% | −1,512−77.0% | Reduced |
| EverSource Wealth Advisors, LLC | 410 | $28.5K | 0.00% | +87+26.9% | Added |
| True Wealth Design, LLC | 380 | $26.4K | 0.01% | +4+1.1% | Added |
| Principal Securities, Inc. | 278 | $25.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 355 | $24.7K | 0.00% | −7−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 370 | $23.1K | 0.00% | +110+42.3% | Added |
| MAI Capital Management | 310 | $21.6K | 0.00% | −41−11.7% | Reduced |
| Mather Group, LLC. | 283 | $19.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 281 | $19.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 268 | $18.6K | 0.00% | +268 | New |
| SRS Capital Advisors, Inc. | 212 | $14.7K | 0.00% | −242−53.3% | Reduced |
| PFS Partners, LLC | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 180 | $12.5K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 172 | $12.0K | 0.00% | +16+10.3% | Added |
| First Horizon Advisors, Inc. | 168 | $11.7K | 0.00% | +168 | New |
| Parkside Financial Bank & Trust | 153 | $10.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 151 | $10.5K | 0.00% | +151 | New |
| Sterling Capital Management LLC | 146 | $10.2K | 0.00% | −574−79.7% | Reduced |
| Bessemer Group Inc | 111 | $8.00K | 0.00% | +11+11.0% | Added |
| Walleye Capital LLC | 113 | $7.86K | 0.00% | +113 | New |
| Aspect Partners, LLC | 109 | $7.60K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 104 | $7.23K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $6.95K | 0.00% | +96+2,400.0% | Added |
| WPG Advisers, LLC | 97 | $6.74K | 0.01% | −280−74.3% | Reduced |
| Huntington National Bank | 90 | $6.26K | 0.00% | +89+8,900.0% | Added |
| Allworth Financial LP | 64 | $5.85K | 0.00% | +34+113.3% | Added |
| LRI Investments, LLC | 78 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 77 | $5.35K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 68 | $4.73K | 0.00% | +31+83.8% | Added |
| Hemington Wealth Management | 58 | $4.00K | 0.00% | +9+18.4% | Added |
| Missouri Trust & Investment Co | 52 | $3.62K | 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 |
| Cherry Tree Wealth Management, LLC | 48 | $3.34K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 46 | $3.20K | 0.00% | −13−22.0% | Reduced |
| Sound Income Strategies, LLC | 41 | $2.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 37 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $2.02K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $2.02K | 0.00% | +11+61.1% | Added |
| Christopher J. Hasenberg, Inc | 27 | $1.91K | 0.00% | +27 | New |