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 |
|---|---|---|---|---|---|
| Ethic Inc. | 4,348 | $231.8K | 0.00% | +4,348 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,268 | $231.0K | 0.01% | +4,268 | New |
| Ground Swell Capital, LLC | 4,263 | $230.8K | 0.38% | +4,263 | New |
| Maryland State Retirement & Pension System | 4,226 | $228.8K | 0.01% | +4,226 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,195 | $227.1K | 0.01% | +4,195 | New |
| Optas, LLC | 4,140 | $224.1K | 0.04% | +4,140 | New |
| Marex Group plc | 4,092 | $221.5K | 0.00% | +4,092 | New |
| denkapparat Operations GmbH | 4,060 | $219.8K | 0.18% | +4,060 | New |
| ProShare Advisors LLC | 3,946 | $213.6K | 0.00% | +3,946 | New |
| Sterling Capital Management LLC | 3,912 | $211.8K | 0.00% | +3,766+2,579.5% | Added |
| Full Sail Capital, LLC | 3,872 | $209.6K | 0.01% | +3,872 | New |
| Baird Financial Group, Inc. | 3,867 | $209.3K | 0.00% | +3,867 | New |
| Forum Financial Management, LP | 3,852 | $208.5K | 0.00% | +3,852 | New |
| Parallel Advisors, LLC | 3,656 | $197.9K | 0.00% | +2,672+271.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,590 | $194.3K | 0.03% | +3,590 | New |
| IFP Advisors, Inc | 3,309 | $179.1K | 0.01% | +2,344+242.9% | Added |
| SG Americas Securities, LLC | 3,258 | $176.0K | 0.00% | −7,683−70.2% | Reduced |
| Hennessy Advisors Inc | 2,964 | $160.4K | 0.01% | +2,964 | New |
| Asset Management One Co.,Ltd. | 2,436 | $131.9K | 0.00% | +1,003+70.0% | Added |
| KBC Group NV | 2,403 | $130.0K | 0.00% | +600+33.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,270 | $122.9K | 0.00% | +1,035+83.8% | Added |
| Versant Capital Management, Inc | 1,966 | $106.4K | 0.02% | +1,352+220.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,848 | $100.0K | 0.00% | +924+100.0% | Added |
| CoreCap Advisors, LLC | 1,762 | $95.4K | 0.00% | +1,762 | New |
| Clearstead Advisors, LLC | 1,744 | $94.4K | 0.00% | +1,107+173.8% | Added |
| Principal Securities, Inc. | 1,720 | $93.1K | 0.00% | +1,442+518.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,668 | $90.3K | 0.01% | +1,668 | New |
| Covestor Ltd | 1,642 | $89.0K | 0.05% | +340+26.1% | Added |
| SBI Securities Co., Ltd. | 1,644 | $89.0K | 0.00% | +1,095+199.5% | Added |
| Jones Financial Companies LLLP | 1,590 | $84.8K | 0.00% | +441+38.4% | Added |
| Raleigh Capital Management Inc. | 1,530 | $82.8K | 0.03% | +1,530 | New |
| CX Institutional | 1,406 | $76.0K | 0.00% | +895+175.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,400 | $75.8K | 0.00% | +700+100.0% | Added |
| Group One Trading, L.P. | 1,394 | $75.5K | 0.00% | −7,003−83.4% | Reduced |
| GAMMA Investing LLC | 1,326 | $71.8K | 0.00% | +727+121.4% | Added |
| Signaturefd, LLC | 1,262 | $68.3K | 0.00% | +711+129.0% | Added |
| True Wealth Design, LLC | 1,128 | $61.1K | 0.02% | +748+196.8% | Added |
| Allworth Financial LP | 1,108 | $60.0K | 0.00% | +1,044+1,631.3% | Added |
| Global Retirement Partners, LLC | 1,105 | $59.8K | 0.00% | +1,105 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 994 | $54.0K | 0.00% | +994 | New |
| SRS Capital Advisors, Inc. | 962 | $52.1K | 0.00% | +750+353.8% | Added |
| Quest Partners LLC | 918 | $49.7K | 0.00% | −1,070−53.8% | Reduced |
| Ci Investments Inc. | 867 | $47.0K | 0.00% | +338+63.9% | Added |
| Optiver Holding B.V. | 863 | $46.7K | 0.00% | +863 | New |
| Larson Financial Group LLC | 832 | $45.0K | 0.00% | +832 | New |
| Caitong International Asset Management Co., Ltd | 795 | $43.0K | 0.03% | −363−31.3% | Reduced |
| First Horizon Advisors, Inc. | 732 | $39.6K | 0.00% | +564+335.7% | Added |
| Umb Bank N A | 730 | $39.5K | 0.00% | +449+159.8% | Added |
| MAI Capital Management | 696 | $37.7K | 0.00% | +386+124.5% | Added |
| Harvest Fund Management Co., Ltd | 688 | $37.0K | 0.00% | +688 | New |
| Smartleaf Asset Management LLC | 586 | $31.2K | 0.00% | +135+29.9% | Added |
| Bryn Mawr Trust Co | 574 | $31.1K | 0.00% | −2,754−82.8% | Reduced |
| Spire Wealth Management | 565 | $30.6K | 0.00% | +414+274.2% | Added |
| Financial Management Professionals, Inc. | 544 | $29.4K | 0.00% | −174−24.2% | Reduced |
| Skopos Labs, Inc. | 512 | $27.7K | 0.00% | +340+197.7% | Added |
| CIBC Private Wealth Group, LLC | 484 | $26.2K | 0.00% | +114+30.8% | Added |
| Truvestments Capital LLC | 476 | $25.8K | 0.01% | +208+77.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $23.9K | 0.00% | +442 | New |
| Fuller & Thaler Asset Management, Inc. | 427 | $23.1K | 0.00% | −86−16.8% | Reduced |
| PFS Partners, LLC | 400 | $21.7K | 0.01% | +200+100.0% | Added |
| Huntington National Bank | 390 | $21.1K | 0.00% | +300+333.3% | Added |
| Bessemer Group Inc | 374 | $21.0K | 0.00% | +263+236.9% | Added |
| Parkside Financial Bank & Trust | 332 | $18.0K | 0.00% | +179+117.0% | Added |
| Fifth Third Bancorp | 328 | $17.8K | 0.00% | +328 | New |
| Rakuten Securities, Inc. | 218 | $11.8K | 0.00% | +216+10,800.0% | Added |
| Bell Investment Advisors, Inc | 168 | $9.09K | 0.00% | +91+118.2% | Added |
| Hemington Wealth Management | 170 | $9.00K | 0.00% | +112+193.1% | Added |
| LRI Investments, LLC | 156 | $8.47K | 0.00% | +78+100.0% | Added |
| Brown Brothers Harriman & Co | 146 | $7.90K | 0.00% | +146 | 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 |
| Ameritas Advisory Services, LLC | 120 | $6.50K | 0.00% | +120 | New |
| Harbour Investments, Inc. | 112 | $6.06K | 0.00% | +112 | New |
| Colonial Trust Co | 108 | $5.85K | 0.00% | +40+58.8% | Added |
| Missouri Trust & Investment Co | 104 | $5.63K | 0.00% | +52+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 |
| Cherry Tree Wealth Management, LLC | 96 | $5.20K | 0.00% | +48+100.0% | Added |
| NewSquare Capital LLC | 96 | $5.20K | 0.00% | +96 | New |
| Cullen/Frost Bankers, Inc. | 80 | $4.33K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 74 | $4.01K | 0.00% | +37+100.0% | Added |
| Farmers & Merchants Investments Inc | 70 | $3.79K | 0.00% | +70 | New |
| Ronald Blue Trust, Inc. | 68 | $3.68K | 0.00% | +49+257.9% | Added |
| ORG Partners LLC | 70 | $3.67K | 0.00% | +70 | New |
| Geneos Wealth Management Inc. | 66 | $3.57K | 0.00% | +37+127.6% | Added |
| Rothschild Investment LLC | 60 | $3.25K | 0.00% | +30+100.0% | Added |
| Cape Investment Advisory, Inc. | 58 | $3.14K | 0.00% | +58 | New |
| NBC Securities, Inc. | 66 | $3.00K | 0.00% | +66 | New |
| Christopher J. Hasenberg, Inc | 54 | $2.92K | 0.00% | +27+100.0% | Added |
| WPG Advisers, LLC | 48 | $2.60K | 0.00% | −49−50.5% | Reduced |
| Creative Financial Designs Inc | 42 | $2.27K | 0.00% | +21+100.0% | Added |
| Toth Financial Advisory Corp | 40 | $2.17K | 0.00% | +40 | New |
| Medallion Wealth Advisors, LLC | 40 | $2.10K | 0.00% | +20+100.0% | Added |
| UMA Financial Services, Inc. | 30 | $1.62K | 0.00% | +30 | New |
| Whittier Trust Co of Nevada Inc | 27 | $1.46K | 0.00% | +9+50.0% | Added |
| 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 |
| Fortitude Family Office, LLC | 26 | $1.41K | 0.00% | +26 | New |
| Park Place Capital Corp | 22 | $1.16K | 0.00% | +11+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 20 | $1.08K | 0.00% | +14+233.3% | Added |