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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 15,587 | $843.1K | 0.01% | +11,778+309.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,298 | $828.1K | 0.01% | +7,649+100.0% | Added |
| Wedbush Securities Inc | 15,298 | $828.0K | 0.03% | +8,103+112.6% | Added |
| Versor Investments LP | 15,206 | $823.1K | 0.15% | +15,206 | New |
| Intech Investment Management LLC | 14,980 | $810.9K | 0.01% | +14,980 | New |
| Centiva Capital, LP | 14,891 | $806.0K | 0.05% | +14,891 | New |
| Advisory Services Network, LLC | 13,627 | $800.0K | 0.01% | +13,627 | New |
| Greenwood Capital Associates LLC | 14,775 | $799.8K | 0.10% | +4,347+41.7% | Added |
| Bank of Montreal | 14,663 | $793.7K | 0.00% | +11,046+305.4% | Added |
| Mercer Global Advisors Inc | 14,442 | $781.7K | 0.00% | +10,446+261.4% | Added |
| Landscape Capital Management, L.L.C. | 14,382 | $778.5K | 0.06% | +14,382 | New |
| Brighton Jones LLC | 14,334 | $775.9K | 0.02% | +14,334 | New |
| Colony Group, LLC | 14,330 | $775.7K | 0.00% | +8,854+161.7% | Added |
| State of Wyoming | 14,218 | $769.6K | 0.09% | −2,738−16.1% | Reduced |
| Pictet Asset Management Holding SA | 13,942 | $754.7K | 0.00% | +6,672+91.8% | Added |
| Macquarie Group Ltd | 13,824 | $747.7K | 0.00% | +13,824 | New |
| Rafferty Asset Management, LLC | 13,641 | $738.4K | 0.00% | +7,090+108.2% | Added |
| Nomura Holdings Inc | 13,566 | $734.3K | 0.01% | +6,161+83.2% | Added |
| US Bancorp | 13,542 | $733.0K | 0.00% | +5,521+68.8% | Added |
| GWM Advisors LLC | 13,463 | $728.8K | 0.00% | +9,203+216.0% | Added |
| Walleye Trading LLC | 12,974 | $702.3K | 0.02% | +10,356+395.6% | Added |
| Xponance, Inc. | 12,572 | $680.5K | 0.01% | +6,343+101.8% | Added |
| Polymer Capital Management (US) LLC | 12,432 | $672.9K | 0.11% | +12,432 | New |
| Bayforest Capital Ltd | 12,345 | $668.2K | 0.29% | +8,756+244.0% | Added |
| Nisa Investment Advisors, LLC | 12,328 | $667.3K | 0.00% | +12,328 | New |
| Atlas Capital Advisors LLC | 11,766 | $636.9K | 0.08% | +4,429+60.4% | Added |
| Essential Partners LLC | 11,462 | $620.4K | 0.25% | +11,462 | New |
| Public Employees Retirement Association of Colorado | 11,246 | $609.0K | 0.00% | +5,623+100.0% | Added |
| Avantax Advisory Services, Inc. | 11,237 | $608.3K | 0.00% | +6,929+160.8% | Added |
| Winton Group Ltd | 11,228 | $607.8K | 0.03% | +11,228 | New |
| Diversified Trust Co | 10,996 | $595.2K | 0.01% | +3,989+56.9% | Added |
| Cetera Investment Advisers | 10,754 | $582.1K | 0.00% | +6,422+148.2% | Added |
| State of Alaska, Department of Revenue | 10,025 | $542.0K | 0.01% | +10,025 | New |
| Oppenheimer Asset Management Inc. | 9,977 | $540.1K | 0.01% | +5,827+140.4% | Added |
| Tower Research Capital LLC (TRC) | 9,754 | $528.0K | 0.01% | +9,730+40,541.7% | Added |
| MML Investors Services, LLC | 9,625 | $521.0K | 0.00% | +9,625 | New |
| Virtus ETF Advisers LLC | 9,406 | $509.1K | 0.31% | +4,703+100.0% | Added |
| Catalyst Funds Management Pty Ltd | 9,400 | $508.8K | 0.14% | +9,400 | New |
| Virtu Financial LLC | 9,385 | $508.0K | 0.03% | +9,385 | New |
| Atria Investments LLC | 8,988 | $486.5K | 0.01% | +8,988 | New |
| Snowden Capital Advisors LLC | 8,962 | $485.1K | 0.01% | +8,962 | New |
| Advisor Group Holdings, Inc. | 8,761 | $481.2K | 0.00% | +5,795+195.4% | Added |
| New York Life Investment Management LLC | 8,543 | $462.4K | 0.00% | +4,195+96.5% | Added |
| Deutsche Bank AG | 8,484 | $459.2K | 0.00% | +2,733+47.5% | Added |
| Gsa Capital Partners LLP | 8,369 | $453.0K | 0.03% | −8,230−49.6% | Reduced |
| Prudential Financial Inc | 8,343 | $451.6K | 0.00% | +8,343 | New |
| Legato Capital Management LLC | 8,230 | $445.5K | 0.05% | +8,230 | New |
| Commonwealth Equity Services, LLC | 8,172 | $442.0K | 0.00% | +4,329+112.6% | Added |
| Veracity Capital LLC | 8,031 | $434.7K | 0.15% | +4,335+117.3% | Added |
| Princeton Capital Management LLC | 8,000 | $433.0K | 0.13% | +4,000+100.0% | Added |
| Truist Financial Corp | 7,880 | $426.5K | 0.00% | +7,880 | New |
| Counterpoint Mutual Funds LLC | 7,847 | $424.8K | 0.04% | +7,847 | New |
| Pathstone Holdings, LLC | 7,599 | $411.3K | 0.00% | +1,825+31.6% | Added |
| Neo Ivy Capital Management | 7,401 | $400.4K | 0.13% | +7,401 | New |
| Newbridge Financial Services Group, Inc. | 7,018 | $379.9K | 0.06% | +7,018 | New |
| Meeder Asset Management Inc | 6,988 | $378.3K | 0.02% | +6,988 | New |
| The PNC Financial Services Group, Inc. | 6,963 | $376.9K | 0.00% | +3,673+111.6% | Added |
| DRW Securities, LLC | 6,942 | $375.8K | 0.03% | +6,942 | New |
| Securian Asset Management, Inc | 6,788 | $367.4K | 0.01% | +6,788 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,768 | $366.4K | 0.00% | +3,541+109.7% | Added |
| M&T Bank Corp | 6,394 | $346.8K | 0.00% | +6,394 | New |
| Picton Mahoney Asset Management | 6,272 | $340.0K | 0.00% | +6,255+36,794.1% | Added |
| Integrated Wealth Concepts LLC | 6,266 | $339.2K | 0.00% | +6,266 | New |
| Integrated Quantitative Investments LLC | 6,200 | $335.6K | 0.10% | +6,200 | New |
| Sanctuary Advisors, LLC | 6,186 | $334.9K | 0.00% | +6,186 | New |
| Optimist Retirement Group LLC | 6,164 | $333.7K | 0.16% | +6,164 | New |
| Farther Finance Advisors, LLC | 6,022 | $326.0K | 0.01% | +3,133+108.4% | Added |
| Upper Left Wealth Management, LLC | 6,000 | $324.8K | 0.22% | +3,000+100.0% | Added |
| Guggenheim Capital LLC | 5,985 | $324.0K | 0.00% | +5,985 | New |
| Impact Partnership Wealth, LLC | 5,684 | $307.7K | 0.06% | +2,749+93.7% | Added |
| NorthCrest Asset Manangement, LLC | 5,666 | $306.1K | 0.01% | +5,666 | New |
| Callan Family Office, LLC | 5,618 | $304.1K | 0.01% | +5,618 | New |
| Optimize Financial Inc | 5,564 | $301.2K | 0.18% | +5,564 | New |
| Lindenwold Advisors | 5,306 | $287.2K | 0.15% | +5,306 | New |
| Balyasny Asset Management LLC | 5,304 | $287.1K | 0.00% | −33,546−86.3% | Reduced |
| CIBC Asset Management Inc | 5,286 | $286.1K | 0.00% | +5,286 | New |
| HighTower Advisors, LLC | 5,258 | $284.6K | 0.00% | +5,258 | New |
| Cambridge Investment Research Advisors, Inc. | 5,202 | $282.0K | 0.00% | +2,223+74.6% | Added |
| Twin Tree Management, LP | 5,185 | $280.7K | 0.01% | +5,185 | New |
| Toroso Investments, LLC | 5,087 | $275.2K | 0.00% | +5,087 | New |
| Frank, Rimerman Advisors LLC | 5,024 | $271.9K | 0.02% | +5,024 | New |
| RSM US Wealth Management LLC | 5,022 | $271.8K | 0.00% | +5,022 | New |
| Chicago Partners Investment Group LLC | 4,605 | $267.1K | 0.01% | +4,605 | New |
| Prelude Capital Management, LLC | 4,910 | $265.8K | 0.03% | +127+2.7% | Added |
| Fred Alger Management, LLC | 4,909 | $265.7K | 0.00% | +1,646+50.4% | Added |
| Globeflex Capital L P | 4,900 | $265.2K | 0.02% | +4,900 | New |
| 111 Capital | 4,858 | $263.0K | 0.05% | +4,858 | New |
| Change Path, LLC | 4,751 | $257.2K | 0.01% | +4,751 | New |
| Lecap Asset Management Ltd | 4,708 | $254.8K | 0.09% | −18,612−79.8% | Reduced |
| Eclectic Associates Inc | 4,616 | $249.9K | 0.05% | +4,616 | New |
| Resources Investment Advisors, LLC. | 4,603 | $249.2K | 0.00% | +4,603 | New |
| Utah Retirement Systems | 4,600 | $249.0K | 0.00% | +4,600 | New |
| O'Shaughnessy Asset Management, LLC | 4,586 | $248.2K | 0.00% | +4,586 | New |
| Motley Fool Asset Management LLC | 4,574 | $247.6K | 0.01% | +4,574 | New |
| EverSource Wealth Advisors, LLC | 4,570 | $247.4K | 0.01% | +4,160+1,014.6% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $245.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 4,526 | $245.0K | 0.08% | +4,526 | New |
| Diametric Capital, LP | 4,469 | $241.9K | 0.13% | +4,469 | New |
| EP Wealth Advisors, LLC | 4,450 | $240.9K | 0.00% | +4,450 | New |
| Kaufman Rossin Wealth, LLC | 4,328 | $234.3K | 0.15% | +4,328 | New |