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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 3,590 | $194.3K | 0.03% | +3,590 | New |
| Parallel Advisors, LLC | 3,656 | $197.9K | 0.00% | +2,672+271.5% | Added |
| Forum Financial Management, LP | 3,852 | $208.5K | 0.00% | +3,852 | New |
| Baird Financial Group, Inc. | 3,867 | $209.3K | 0.00% | +3,867 | New |
| Full Sail Capital, LLC | 3,872 | $209.6K | 0.01% | +3,872 | New |
| Sterling Capital Management LLC | 3,912 | $211.8K | 0.00% | +3,766+2,579.5% | Added |
| ProShare Advisors LLC | 3,946 | $213.6K | 0.00% | +3,946 | New |
| denkapparat Operations GmbH | 4,060 | $219.8K | 0.18% | +4,060 | New |
| Marex Group plc | 4,092 | $221.5K | 0.00% | +4,092 | New |
| Optas, LLC | 4,140 | $224.1K | 0.04% | +4,140 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,195 | $227.1K | 0.01% | +4,195 | New |
| Maryland State Retirement & Pension System | 4,226 | $228.8K | 0.01% | +4,226 | New |
| Ground Swell Capital, LLC | 4,263 | $230.8K | 0.38% | +4,263 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,268 | $231.0K | 0.01% | +4,268 | New |
| Ethic Inc. | 4,348 | $231.8K | 0.00% | +4,348 | New |
| Kaufman Rossin Wealth, LLC | 4,328 | $234.3K | 0.15% | +4,328 | New |
| EP Wealth Advisors, LLC | 4,450 | $240.9K | 0.00% | +4,450 | New |
| Diametric Capital, LP | 4,469 | $241.9K | 0.13% | +4,469 | New |
| Sivia Capital Partners, LLC | 4,526 | $245.0K | 0.08% | +4,526 | New |
| DekaBank Deutsche Girozentrale | 4,634 | $245.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,570 | $247.4K | 0.01% | +4,160+1,014.6% | Added |
| Motley Fool Asset Management LLC | 4,574 | $247.6K | 0.01% | +4,574 | New |
| O'Shaughnessy Asset Management, LLC | 4,586 | $248.2K | 0.00% | +4,586 | New |
| Utah Retirement Systems | 4,600 | $249.0K | 0.00% | +4,600 | New |
| Resources Investment Advisors, LLC. | 4,603 | $249.2K | 0.00% | +4,603 | New |
| Eclectic Associates Inc | 4,616 | $249.9K | 0.05% | +4,616 | New |
| Lecap Asset Management Ltd | 4,708 | $254.8K | 0.09% | −18,612−79.8% | Reduced |
| Change Path, LLC | 4,751 | $257.2K | 0.01% | +4,751 | New |
| 111 Capital | 4,858 | $263.0K | 0.05% | +4,858 | New |
| Globeflex Capital L P | 4,900 | $265.2K | 0.02% | +4,900 | New |
| Fred Alger Management, LLC | 4,909 | $265.7K | 0.00% | +1,646+50.4% | Added |
| Prelude Capital Management, LLC | 4,910 | $265.8K | 0.03% | +127+2.7% | Added |
| Chicago Partners Investment Group LLC | 4,605 | $267.1K | 0.01% | +4,605 | New |
| RSM US Wealth Management LLC | 5,022 | $271.8K | 0.00% | +5,022 | New |
| Frank, Rimerman Advisors LLC | 5,024 | $271.9K | 0.02% | +5,024 | New |
| Toroso Investments, LLC | 5,087 | $275.2K | 0.00% | +5,087 | New |
| Twin Tree Management, LP | 5,185 | $280.7K | 0.01% | +5,185 | New |
| Cambridge Investment Research Advisors, Inc. | 5,202 | $282.0K | 0.00% | +2,223+74.6% | Added |
| HighTower Advisors, LLC | 5,258 | $284.6K | 0.00% | +5,258 | New |
| CIBC Asset Management Inc | 5,286 | $286.1K | 0.00% | +5,286 | New |
| Balyasny Asset Management LLC | 5,304 | $287.1K | 0.00% | −33,546−86.3% | Reduced |
| Lindenwold Advisors | 5,306 | $287.2K | 0.15% | +5,306 | New |
| Optimize Financial Inc | 5,564 | $301.2K | 0.18% | +5,564 | New |
| Callan Family Office, LLC | 5,618 | $304.1K | 0.01% | +5,618 | New |
| NorthCrest Asset Manangement, LLC | 5,666 | $306.1K | 0.01% | +5,666 | New |
| Impact Partnership Wealth, LLC | 5,684 | $307.7K | 0.06% | +2,749+93.7% | Added |
| Guggenheim Capital LLC | 5,985 | $324.0K | 0.00% | +5,985 | New |
| Upper Left Wealth Management, LLC | 6,000 | $324.8K | 0.22% | +3,000+100.0% | Added |
| Farther Finance Advisors, LLC | 6,022 | $326.0K | 0.01% | +3,133+108.4% | Added |
| Optimist Retirement Group LLC | 6,164 | $333.7K | 0.16% | +6,164 | New |
| Sanctuary Advisors, LLC | 6,186 | $334.9K | 0.00% | +6,186 | New |
| Integrated Quantitative Investments LLC | 6,200 | $335.6K | 0.10% | +6,200 | New |
| Integrated Wealth Concepts LLC | 6,266 | $339.2K | 0.00% | +6,266 | New |
| Picton Mahoney Asset Management | 6,272 | $340.0K | 0.00% | +6,255+36,794.1% | Added |
| M&T Bank Corp | 6,394 | $346.8K | 0.00% | +6,394 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,768 | $366.4K | 0.00% | +3,541+109.7% | Added |
| Securian Asset Management, Inc | 6,788 | $367.4K | 0.01% | +6,788 | New |
| DRW Securities, LLC | 6,942 | $375.8K | 0.03% | +6,942 | New |
| The PNC Financial Services Group, Inc. | 6,963 | $376.9K | 0.00% | +3,673+111.6% | Added |
| Meeder Asset Management Inc | 6,988 | $378.3K | 0.02% | +6,988 | New |
| Newbridge Financial Services Group, Inc. | 7,018 | $379.9K | 0.06% | +7,018 | New |
| Neo Ivy Capital Management | 7,401 | $400.4K | 0.13% | +7,401 | New |
| Pathstone Holdings, LLC | 7,599 | $411.3K | 0.00% | +1,825+31.6% | Added |
| Counterpoint Mutual Funds LLC | 7,847 | $424.8K | 0.04% | +7,847 | New |
| Truist Financial Corp | 7,880 | $426.5K | 0.00% | +7,880 | New |
| Princeton Capital Management LLC | 8,000 | $433.0K | 0.13% | +4,000+100.0% | Added |
| Veracity Capital LLC | 8,031 | $434.7K | 0.15% | +4,335+117.3% | Added |
| Commonwealth Equity Services, LLC | 8,172 | $442.0K | 0.00% | +4,329+112.6% | Added |
| Legato Capital Management LLC | 8,230 | $445.5K | 0.05% | +8,230 | New |
| Prudential Financial Inc | 8,343 | $451.6K | 0.00% | +8,343 | New |
| Gsa Capital Partners LLP | 8,369 | $453.0K | 0.03% | −8,230−49.6% | Reduced |
| Deutsche Bank AG | 8,484 | $459.2K | 0.00% | +2,733+47.5% | Added |
| New York Life Investment Management LLC | 8,543 | $462.4K | 0.00% | +4,195+96.5% | Added |
| Advisor Group Holdings, Inc. | 8,761 | $481.2K | 0.00% | +5,795+195.4% | Added |
| Snowden Capital Advisors LLC | 8,962 | $485.1K | 0.01% | +8,962 | New |
| Atria Investments LLC | 8,988 | $486.5K | 0.01% | +8,988 | New |
| Virtu Financial LLC | 9,385 | $508.0K | 0.03% | +9,385 | New |
| Catalyst Funds Management Pty Ltd | 9,400 | $508.8K | 0.14% | +9,400 | New |
| Virtus ETF Advisers LLC | 9,406 | $509.1K | 0.31% | +4,703+100.0% | Added |
| MML Investors Services, LLC | 9,625 | $521.0K | 0.00% | +9,625 | New |
| Tower Research Capital LLC (TRC) | 9,754 | $528.0K | 0.01% | +9,730+40,541.7% | Added |
| Oppenheimer Asset Management Inc. | 9,977 | $540.1K | 0.01% | +5,827+140.4% | Added |
| State of Alaska, Department of Revenue | 10,025 | $542.0K | 0.01% | +10,025 | New |
| Cetera Investment Advisers | 10,754 | $582.1K | 0.00% | +6,422+148.2% | Added |
| Diversified Trust Co | 10,996 | $595.2K | 0.01% | +3,989+56.9% | Added |
| Winton Group Ltd | 11,228 | $607.8K | 0.03% | +11,228 | New |
| Avantax Advisory Services, Inc. | 11,237 | $608.3K | 0.00% | +6,929+160.8% | Added |
| Public Employees Retirement Association of Colorado | 11,246 | $609.0K | 0.00% | +5,623+100.0% | Added |
| Essential Partners LLC | 11,462 | $620.4K | 0.25% | +11,462 | New |
| Atlas Capital Advisors LLC | 11,766 | $636.9K | 0.08% | +4,429+60.4% | Added |
| Nisa Investment Advisors, LLC | 12,328 | $667.3K | 0.00% | +12,328 | New |
| Bayforest Capital Ltd | 12,345 | $668.2K | 0.29% | +8,756+244.0% | Added |
| Polymer Capital Management (US) LLC | 12,432 | $672.9K | 0.11% | +12,432 | New |
| Xponance, Inc. | 12,572 | $680.5K | 0.01% | +6,343+101.8% | Added |
| Walleye Trading LLC | 12,974 | $702.3K | 0.02% | +10,356+395.6% | Added |
| GWM Advisors LLC | 13,463 | $728.8K | 0.00% | +9,203+216.0% | Added |
| US Bancorp | 13,542 | $733.0K | 0.00% | +5,521+68.8% | Added |
| Nomura Holdings Inc | 13,566 | $734.3K | 0.01% | +6,161+83.2% | Added |
| Rafferty Asset Management, LLC | 13,641 | $738.4K | 0.00% | +7,090+108.2% | Added |
| Macquarie Group Ltd | 13,824 | $747.7K | 0.00% | +13,824 | New |