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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.

Institutional holdersQ2 2025: 415 institutions
Q1 2021: 256 institutionsQ2 2021: 244 institutionsQ3 2021: 246 institutionsQ4 2021: 266 institutionsQ1 2022: 251 institutionsQ2 2022: 215 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 190 institutionsQ2 2023: 172 institutionsQ3 2023: 190 institutionsQ4 2023: 239 institutionsQ1 2024: 266 institutionsQ2 2024: 280 institutionsQ3 2024: 301 institutionsQ4 2024: 321 institutionsQ1 2025: 328 institutionsQ2 2025: 415 institutionsQ3 2025: 426 institutionsQ4 2025: 474 institutionsQ1 2026: 485 institutionsQ2 2026: 437 institutions
Value heldQ2 2025: $5.12B
Q1 2021: $4.38BQ2 2021: $5.43BQ3 2021: $5.01BQ4 2021: $4.44BQ1 2022: $3.15BQ2 2022: $1.83BQ3 2022: $1.29BQ4 2022: $1.37BQ1 2023: $1.90BQ2 2023: $1.95BQ3 2023: $1.72BQ4 2023: $1.90BQ1 2024: $2.53BQ2 2024: $2.48BQ3 2024: $3.01BQ4 2024: $3.95BQ1 2025: $3.09BQ2 2025: $5.12BQ3 2025: $5.58BQ4 2025: $5.82BQ1 2026: $3.95BQ2 2026: $2.85B
Institutions holding PEGA and their total value by quarter
QuarterHoldersValue
Q2 2026437$2.85B
Q1 2026485$3.95B
Q4 2025474$5.82B
Q3 2025426$5.58B
Q2 2025415$5.12B
Q1 2025328$3.09B
Q4 2024321$3.95B
Q3 2024301$3.01B
Q2 2024280$2.48B
Q1 2024266$2.53B
Q4 2023239$1.90B
Q3 2023190$1.72B
Q2 2023172$1.95B
Q1 2023190$1.90B
Q4 2022185$1.37B
Q3 2022177$1.29B
Q2 2022215$1.83B
Q1 2022251$3.15B
Q4 2021266$4.44B
Q3 2021246$5.01B
Q2 2021244$5.43B
Q1 2021256$4.38B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2025.

Institutions holding PEGA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
ExodusPoint Capital Management, LP63,483$3.44M0.04%+63,483New
D. E. Shaw & Co., Inc.64,258$3.48M0.00%+43,030+202.7%Added
Los Angeles Capital Management LLC66,412$3.59M0.01%+66,412New
CSM Advisors, LLC68,088$3.69M0.11%+68,088New
Verition Fund Management LLC68,671$3.72M0.02%+62,549+1,021.7%Added
Manufacturers Life Insurance Company, The71,990$3.90M0.00%+58,776+444.8%Added
Algert Global LLC72,716$3.94M0.08%+72,716New
Walleye Capital LLC76,419$4.14M0.04%+76,306+67,527.4%Added
Paralel Advisors LLC76,736$4.15M0.17%+76,736New
Ironwood Investment Management LLC80,098$4.34M2.11%+38,868+94.3%Added
Essex Investment Management Co LLC81,973$4.44M0.81%+40,126+95.9%Added
Fieldview Capital Management, LLC82,945$4.49M0.68%+75,129+961.2%Added
California State Teachers Retirement System87,950$4.76M0.01%+43,975+100.0%Added
Cerity Partners LLC88,213$4.77M0.01%+59,639+208.7%Added
State Board of Administration of Florida Retirement System92,980$5.03M0.01%+46,830+101.5%Added
1492 Capital Management LLC93,028$5.04M2.32%+45,917+97.5%Added
TrimTabs Asset Management, LLC94,208$5.10M0.71%+47,909+103.5%Added
Zacks Investment Management102,046$5.52M0.05%+102,046New
Susquehanna Fundamental Investments, LLC103,846$5.62M0.15%+46,623+81.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH103,864$5.62M0.01%+66,702+179.5%Added
Retirement Systems of Alabama108,785$5.89M0.02%+108,785New
Arrowstreet Capital, Limited Partnership110,164$5.96M0.00%−3,017−2.7%Reduced
Beacon Harbor Wealth Advisors, Inc.114,952$6.22M1.55%+114,952New
Jupiter Asset Management Ltd115,212$6.24M0.05%+8,497+8.0%Added
Kornitzer Capital Management Inc119,810$6.49M0.13%+140+0.1%Added
Royal Bank of Canada129,368$7.00M0.00%+81,464+170.1%Added
CWM, LLC132,441$7.17M0.03%+85,484+182.0%Added
Citadel Advisors LLC134,207$7.26M0.01%+134,206+13,420,600.0%Added
Barclays PLC136,941$7.41M0.00%+80,574+142.9%Added
Castleark Management LLC139,952$7.58M0.23%+31,302+28.8%Added
Boston Partners142,610$7.72M0.01%+142,610New
Harel Insurance Investments & Financial Services Ltd.145,206$7.86M0.09%+63,736+78.2%Added
LMR Partners LLP150,000$8.12M0.13%+150,000New
Legal & General Group Plc150,151$8.13M0.00%+98,328+189.7%Added
Allspring Global Investments Holdings, LLC155,650$8.17M0.01%−3,301−2.1%Reduced
Alliancebernstein L.P.151,456$8.20M0.00%+126,972+518.6%Added
Empowered Funds, LLC157,157$8.50M0.10%+157,157New
Martingale Asset Management L P162,745$8.81M0.22%+73,106+81.6%Added
Bridgewater Associates, LP164,560$8.91M0.04%+164,560New
Envestnet Asset Management Inc168,624$9.13M0.00%+99,024+142.3%Added
Ameriprise Financial Inc169,542$9.18M0.00%+143,249+544.8%Added
Victory Capital Management Inc169,926$9.20M0.01%+80,299+89.6%Added
State of Wisconsin Investment Board173,734$9.40M0.02%+80,572+86.5%Added
Panagora Asset Management Inc179,468$9.71M0.04%+74,439+70.9%Added
Swiss National Bank179,800$9.73M0.01%+88,400+96.7%Added
Susquehanna Portfolio Strategies, LLC183,182$9.92M0.22%+183,182New
FIL Ltd193,620$10.5M0.01%+96,610+99.6%Added
Nordea Investment Management AB196,065$10.5M0.01%+98,468+100.9%Added
Mackenzie Financial Corp198,467$10.7M0.01%+24,858+14.3%Added
Quantinno Capital Management LP201,152$10.9M0.05%+139,022+223.8%Added
Principal Financial Group Inc201,784$10.9M0.01%+198,750+6,550.8%Added
Wells Fargo & Company210,684$11.4M0.00%+124,119+143.4%Added
Penn Capital Management Co Inc221,577$12.0M1.04%+66,893+43.2%Added
Janus Henderson Group PLC225,514$12.2M0.01%+205,609+1,033.0%Added
Harber Asset Management LLC228,297$12.4M3.98%+22,050+10.7%Added
Pinebridge Investments, L.P.235,443$12.7M0.10%+126,619+116.4%Added
Rhumbline Advisers239,135$12.9M0.01%+185,087+342.4%Added
Allianz Asset Management GmbH240,225$13.0M0.02%+90,404+60.3%Added
Ieq Capital, LLC241,207$13.1M0.08%+192,377+394.0%Added
Trexquant Investment LP252,458$13.7M0.15%+106,586+73.1%Added
Canada Pension Plan Investment Board254,700$13.8M0.01%+254,700New
Luxor Capital Group, LP269,823$14.6M1.90%+74,949+38.5%Added
Citigroup Inc279,041$15.1M0.01%+202,131+262.8%Added
Federated Hermes, Inc.291,785$15.8M0.03%+105,782+56.9%Added
Lazard Asset Management LLC298,191$16.1M0.02%+196,624+193.6%Added
First Trust Advisors LP299,102$16.2M0.01%−127,076−29.8%Reduced
Connor, Clark & Lunn Investment Management Ltd.307,579$16.6M0.06%+307,579New
Summit Creek Advisors LLC327,410$17.7M2.47%+156,722+91.8%Added
American Century Companies Inc346,795$18.8M0.01%+254,293+274.9%Added
Westwood Holdings Group Inc.363,988$19.7M0.14%+195,450+116.0%Added
New York State Common Retirement Fund387,584$21.0M0.03%+204,334+111.5%Added
Great West Life Assurance Co389,355$21.1M0.03%+219,165+128.8%Added
Oberweis Asset Management Inc389,800$21.1M0.92%+194,400+99.5%Added
UBS Asset Management Americas Inc418,518$22.7M0.00%+262,735+168.7%Added
Nuveen, LLC435,790$23.6M0.01%+273,547+168.6%Added
SEI Investments Co462,489$25.0M0.03%+294,727+175.7%Added
Price T Rowe Associates Inc463,319$25.1M0.00%+233,367+101.5%Added
Squarepoint Ops LLC468,344$25.4M0.06%−99,676−17.5%Reduced
Bank of America Corp521,539$28.2M0.00%+314,642+152.1%Added
Crawford Investment Counsel Inc539,470$29.2M0.51%+226,253+72.2%Added
Goldman Sachs Group Inc553,375$30.0M0.00%+305,207+123.0%Added
Charles Schwab Investment Management Inc574,195$31.1M0.01%+286,037+99.3%Added
JPMorgan Chase & Co627,843$34.0M0.00%+245,155+64.1%Added
Gotham Asset Management, LLC663,749$35.9M0.22%+420,905+173.3%Added
Herald Investment Management Ltd703,600$38.1M5.65%+351,800+100.0%Added
Norges Bank794,160$43.0M0.01%+177,510+28.8%Added
Raymond James Financial Inc814,539$44.1M0.02%+418,439+105.6%Added
Fiera Capital Corp857,265$46.4M0.16%+588,066+218.5%Added
Northern Trust Corp921,178$49.9M0.01%+647,048+236.0%Added
Bank of New York Mellon Corp924,458$50.0M0.01%+581,238+169.3%Added
FMR LLC968,715$52.4M0.00%+887,055+1,086.3%Added
Russell Investments Group, Ltd.1,013,522$54.8M0.07%+625,556+161.2%Added
North Peak Capital Management, LLC1,056,961$57.2M4.49%+1,056,961New
Ranger Investment Management, L.P.1,121,350$60.7M4.24%+483,745+75.9%Added
Franklin Resources Inc1,164,063$63.0M0.02%+379,927+48.5%Added
Acadian Asset Management LLC1,171,012$63.4M0.13%+839,681+253.4%Added
Fisher Asset Management, LLC1,193,235$64.6M0.03%+571,452+91.9%Added
Shannon River Fund Management LLC1,372,565$74.3M11.44%+737,814+116.2%Added
UBS Group AG1,477,025$80.0M0.02%+974,998+194.2%Added
Teacher Retirement System of Texas1,516,532$82.1M0.34%+913,349+151.4%Added