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, Q2 2025
Institutional positions in Pegasystems Inc as of Jun 30, 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
- 415
- +90 vs. Q1 2025
- Shares held
- 94.7M
- +50.2M (+113.0%) vs. Q1 2025
- Total value
- $5.12B
- +$2.04B (+66.0%) vs. Q1 2025
- New holders
- 144
- 245 more added
- Sold out
- 54
- 24 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 2 | $108 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $217 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 4 | $217 | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $324 | 0.00% | +5+500.0% | Added |
| Rialto Wealth Management, LLC | 6 | $325 | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 8 | $433 | 0.00% | −33−80.5% | Reduced |
| AdvisorNet Financial, Inc | 8 | $433 | 0.00% | +8 | New |
| Riggs Asset Managment Co. Inc. | 8 | $434 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 10 | $541 | 0.00% | +10 | New |
| Asset Dedication, LLC | 10 | $542 | 0.00% | +5+100.0% | Added |
| Binnacle Investments Inc | 12 | $650 | 0.00% | +4+50.0% | Added |
| SJS Investment Consulting Inc. | 12 | $650 | 0.00% | +6+100.0% | Added |
| CVA Family Office, LLC | 14 | $758 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 14 | $758 | 0.00% | +14 | New |
| Massmutual Trust Co FSB | 18 | $974 | 0.00% | −82−82.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.08K | 0.00% | +14+233.3% | Added |
| Park Place Capital Corp | 22 | $1.16K | 0.00% | +11+100.0% | Added |
| Fortitude Family Office, LLC | 26 | $1.41K | 0.00% | +26 | New |
| South State Corp. | 26 | $1.41K | 0.00% | +6+30.0% | Added |
| JFS Wealth Advisors, LLC | 26 | $1.41K | 0.00% | +12+85.7% | Added |
| Whittier Trust Co of Nevada Inc | 27 | $1.46K | 0.00% | +9+50.0% | Added |
| UMA Financial Services, Inc. | 30 | $1.62K | 0.00% | +30 | New |
| Medallion Wealth Advisors, LLC | 40 | $2.10K | 0.00% | +20+100.0% | Added |
| Toth Financial Advisory Corp | 40 | $2.17K | 0.00% | +40 | New |
| Creative Financial Designs Inc | 42 | $2.27K | 0.00% | +21+100.0% | Added |
| WPG Advisers, LLC | 48 | $2.60K | 0.00% | −49−50.5% | Reduced |
| Christopher J. Hasenberg, Inc | 54 | $2.92K | 0.00% | +27+100.0% | Added |
| NBC Securities, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| Cape Investment Advisory, Inc. | 58 | $3.14K | 0.00% | +58 | New |
| Rothschild Investment LLC | 60 | $3.25K | 0.00% | +30+100.0% | Added |
| Geneos Wealth Management Inc. | 66 | $3.57K | 0.00% | +37+127.6% | Added |
| ORG Partners LLC | 70 | $3.67K | 0.00% | +70 | New |
| Ronald Blue Trust, Inc. | 68 | $3.68K | 0.00% | +49+257.9% | Added |
| Farmers & Merchants Investments Inc | 70 | $3.79K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 74 | $4.01K | 0.00% | +37+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 80 | $4.33K | 0.00% | +80 | New |
| NewSquare Capital LLC | 96 | $5.20K | 0.00% | +96 | New |
| Cherry Tree Wealth Management, LLC | 96 | $5.20K | 0.00% | +48+100.0% | Added |
| HM Payson & Co | 100 | $5.41K | 0.00% | +50+100.0% | Added |
| HHM Wealth Advisors, LLC | 100 | $5.41K | 0.00% | +50+100.0% | Added |
| Missouri Trust & Investment Co | 104 | $5.63K | 0.00% | +52+100.0% | Added |
| Colonial Trust Co | 108 | $5.85K | 0.00% | +40+58.8% | Added |
| Harbour Investments, Inc. | 112 | $6.06K | 0.00% | +112 | New |
| Ameritas Advisory Services, LLC | 120 | $6.50K | 0.00% | +120 | New |
| Capital Advisors, Ltd. LLC | 134 | $7.00K | 0.00% | +67+100.0% | Added |
| Hantz Financial Services, Inc. | 134 | $7.00K | 0.00% | +133+13,300.0% | Added |
| Brown Brothers Harriman & Co | 146 | $7.90K | 0.00% | +146 | New |
| LRI Investments, LLC | 156 | $8.47K | 0.00% | +78+100.0% | Added |
| Hemington Wealth Management | 170 | $9.00K | 0.00% | +112+193.1% | Added |
| Bell Investment Advisors, Inc | 168 | $9.09K | 0.00% | +91+118.2% | Added |
| Rakuten Securities, Inc. | 218 | $11.8K | 0.00% | +216+10,800.0% | Added |
| Fifth Third Bancorp | 328 | $17.8K | 0.00% | +328 | New |
| Parkside Financial Bank & Trust | 332 | $18.0K | 0.00% | +179+117.0% | Added |
| Bessemer Group Inc | 374 | $21.0K | 0.00% | +263+236.9% | Added |
| Huntington National Bank | 390 | $21.1K | 0.00% | +300+333.3% | Added |
| PFS Partners, LLC | 400 | $21.7K | 0.01% | +200+100.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 427 | $23.1K | 0.00% | −86−16.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $23.9K | 0.00% | +442 | New |
| Truvestments Capital LLC | 476 | $25.8K | 0.01% | +208+77.6% | Added |
| CIBC Private Wealth Group, LLC | 484 | $26.2K | 0.00% | +114+30.8% | Added |
| Skopos Labs, Inc. | 512 | $27.7K | 0.00% | +340+197.7% | Added |
| Financial Management Professionals, Inc. | 544 | $29.4K | 0.00% | −174−24.2% | Reduced |
| Spire Wealth Management | 565 | $30.6K | 0.00% | +414+274.2% | Added |
| Bryn Mawr Trust Co | 574 | $31.1K | 0.00% | −2,754−82.8% | Reduced |
| Smartleaf Asset Management LLC | 586 | $31.2K | 0.00% | +135+29.9% | Added |
| Harvest Fund Management Co., Ltd | 688 | $37.0K | 0.00% | +688 | New |
| MAI Capital Management | 696 | $37.7K | 0.00% | +386+124.5% | Added |
| Umb Bank N A | 730 | $39.5K | 0.00% | +449+159.8% | Added |
| First Horizon Advisors, Inc. | 732 | $39.6K | 0.00% | +564+335.7% | Added |
| Caitong International Asset Management Co., Ltd | 795 | $43.0K | 0.03% | −363−31.3% | Reduced |
| Larson Financial Group LLC | 832 | $45.0K | 0.00% | +832 | New |
| Optiver Holding B.V. | 863 | $46.7K | 0.00% | +863 | New |
| Ci Investments Inc. | 867 | $47.0K | 0.00% | +338+63.9% | Added |
| Quest Partners LLC | 918 | $49.7K | 0.00% | −1,070−53.8% | Reduced |
| SRS Capital Advisors, Inc. | 962 | $52.1K | 0.00% | +750+353.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 994 | $54.0K | 0.00% | +994 | New |
| Global Retirement Partners, LLC | 1,105 | $59.8K | 0.00% | +1,105 | New |
| Allworth Financial LP | 1,108 | $60.0K | 0.00% | +1,044+1,631.3% | Added |
| True Wealth Design, LLC | 1,128 | $61.1K | 0.02% | +748+196.8% | Added |
| Signaturefd, LLC | 1,262 | $68.3K | 0.00% | +711+129.0% | Added |
| GAMMA Investing LLC | 1,326 | $71.8K | 0.00% | +727+121.4% | Added |
| Group One Trading, L.P. | 1,394 | $75.5K | 0.00% | −7,003−83.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,400 | $75.8K | 0.00% | +700+100.0% | Added |
| CX Institutional | 1,406 | $76.0K | 0.00% | +895+175.1% | Added |
| Raleigh Capital Management Inc. | 1,530 | $82.8K | 0.03% | +1,530 | New |
| Jones Financial Companies LLLP | 1,590 | $84.8K | 0.00% | +441+38.4% | Added |
| SBI Securities Co., Ltd. | 1,644 | $89.0K | 0.00% | +1,095+199.5% | Added |
| Covestor Ltd | 1,642 | $89.0K | 0.05% | +340+26.1% | Added |
| Mount Yale Investment Advisors, LLC | 1,668 | $90.3K | 0.01% | +1,668 | New |
| Principal Securities, Inc. | 1,720 | $93.1K | 0.00% | +1,442+518.7% | Added |
| Clearstead Advisors, LLC | 1,744 | $94.4K | 0.00% | +1,107+173.8% | Added |
| CoreCap Advisors, LLC | 1,762 | $95.4K | 0.00% | +1,762 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,848 | $100.0K | 0.00% | +924+100.0% | Added |
| Versant Capital Management, Inc | 1,966 | $106.4K | 0.02% | +1,352+220.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,270 | $122.9K | 0.00% | +1,035+83.8% | Added |
| KBC Group NV | 2,403 | $130.0K | 0.00% | +600+33.3% | Added |
| Asset Management One Co.,Ltd. | 2,436 | $131.9K | 0.00% | +1,003+70.0% | Added |
| Hennessy Advisors Inc | 2,964 | $160.4K | 0.01% | +2,964 | New |
| SG Americas Securities, LLC | 3,258 | $176.0K | 0.00% | −7,683−70.2% | Reduced |
| IFP Advisors, Inc | 3,309 | $179.1K | 0.01% | +2,344+242.9% | Added |