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, Q3 2025
Institutional positions in Pegasystems Inc as of Sep 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
- 426
- +18 vs. Q2 2025
- Shares held
- 97.1M
- +3.27M (+3.5%) vs. Q2 2025
- Total value
- $5.58B
- +$505.3M (+9.9%) vs. Q2 2025
- New holders
- 79
- 162 more added
- Sold out
- 61
- 135 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 1 | $58 | 0.00% | −1−50.0% | Reduced |
| Turning Point Benefit Group, Inc. | 2 | $114 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 4 | $230 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $402 | 0.00% | +1+16.7% | Added |
| Sound Income Strategies, LLC | 8 | $450 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $460 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $518 | 0.00% | −1−10.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $518 | 0.00% | +3+50.0% | Added |
| Bogart Wealth, LLC | 9 | $518 | 0.00% | +9 | New |
| Asset Dedication, LLC | 10 | $575 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $690 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 12 | $690 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $998 | 0.00% | +18 | New |
| Cloud Capital Management, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Salem Investment Counselors Inc | 19 | $1.09K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $1.19K | 0.00% | +2+10.0% | Added |
| Park Place Capital Corp | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $1.32K | 0.00% | +9+64.3% | Added |
| South State Corp. | 26 | $1.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $1.50K | 0.00% | +8+44.4% | Added |
| Wiser Advisor Group LLC | 26 | $1.50K | 0.00% | +26 | New |
| Fortitude Family Office, LLC | 30 | $1.73K | 0.00% | +4+15.4% | Added |
| Picton Mahoney Asset Management | 34 | $2.00K | 0.00% | −6,238−99.5% | Reduced |
| Toth Financial Advisory Corp | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $2.30K | 0.00% | +10+33.3% | Added |
| Medallion Wealth Advisors, LLC | 40 | $2.30K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $2.53K | 0.00% | +18+69.2% | Added |
| Marquette Asset Management, LLC | 47 | $2.70K | 0.00% | +47 | New |
| Whittier Trust Co of Nevada Inc | 54 | $3.00K | 0.00% | +27+100.0% | Added |
| Cape Investment Advisory, Inc. | 57 | $3.28K | 0.00% | −1−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 64 | $3.68K | 0.00% | −12,264−99.5% | Reduced |
| ORG Partners LLC | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $4.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 74 | $4.25K | 0.00% | +4+5.7% | Added |
| Altshuler Shaham Ltd | 78 | $4.49K | 0.00% | +78 | New |
| Cherry Tree Wealth Management, LLC | 96 | $5.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 99 | $5.70K | 0.00% | +19+23.8% | Added |
| HM Payson & Co | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 104 | $5.98K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $6.21K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $6.44K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 114 | $6.55K | 0.00% | +114 | New |
| Ameritas Advisory Services, LLC | 120 | $6.90K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 129 | $7.00K | 0.00% | −559−81.3% | Reduced |
| Capital Advisors, Ltd. LLC | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 146 | $8.39K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 148 | $8.51K | 0.00% | +148 | New |
| Quarry LP | 154 | $8.86K | 0.00% | +154 | New |
| LRI Investments, LLC | 156 | $8.99K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 163 | $9.37K | 0.00% | −55−25.2% | Reduced |
| Bell Investment Advisors, Inc | 168 | $9.66K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 169 | $9.72K | 0.00% | −12,176−98.6% | Reduced |
| Groupe la Francaise | 200 | $9.98K | 0.00% | +200 | New |
| Hemington Wealth Management | 178 | $10.0K | 0.00% | +8+4.7% | Added |
| Sunbelt Securities, Inc. | 238 | $13.7K | 0.00% | +238 | New |
| Fifth Third Bancorp | 314 | $18.1K | 0.00% | −14−4.3% | Reduced |
| Parkside Financial Bank & Trust | 336 | $19.3K | 0.00% | +4+1.2% | Added |
| Root Financial Partners, LLC | 349 | $20.1K | 0.00% | +349 | New |
| Smithfield Trust Co | 374 | $21.0K | 0.00% | +374 | New |
| Huntington National Bank | 379 | $21.8K | 0.00% | −11−2.8% | Reduced |
| Bessemer Group Inc | 374 | $22.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 416 | $23.9K | 0.00% | −128−23.5% | Reduced |
| TD Waterhouse Canada Inc. | 426 | $24.3K | 0.00% | +426 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $25.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 456 | $26.2K | 0.00% | +456 | New |
| Hazlett, Burt & Watson, Inc. | 490 | $28.0K | 0.01% | +490 | New |
| Hantz Financial Services, Inc. | 565 | $32.0K | 0.00% | +431+321.6% | Added |
| Spire Wealth Management | 559 | $32.1K | 0.00% | −6−1.1% | Reduced |
| Mather Group, LLC. | 566 | $32.5K | 0.00% | +566 | New |
| Ci Investments Inc. | 647 | $37.0K | 0.00% | −220−25.4% | Reduced |
| Ronald Blue Trust, Inc. | 682 | $39.2K | 0.00% | +614+902.9% | Added |
| MAI Capital Management | 696 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 696 | $40.0K | 0.00% | +696 | New |
| Transamerica Financial Advisors, Inc. | 778 | $44.7K | 0.00% | +778 | New |
| Abich Financial Wealth Management LLC | 807 | $46.4K | 0.02% | +807 | New |
| Quent Capital, LLC | 838 | $48.2K | 0.00% | +838 | New |
| Umb Bank N A | 929 | $53.4K | 0.00% | +199+27.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,018 | $59.0K | 0.00% | +24+2.4% | Added |
| True Wealth Design, LLC | 1,166 | $67.0K | 0.02% | +38+3.4% | Added |
| SBI Securities Co., Ltd. | 1,221 | $70.2K | 0.00% | −423−25.7% | Reduced |
| Clear Street Markets LLC | 1,236 | $71.1K | 0.02% | +1,236 | New |
| Signaturefd, LLC | 1,244 | $71.5K | 0.00% | −18−1.4% | Reduced |
| Global Retirement Partners, LLC | 1,331 | $76.5K | 0.00% | +226+20.5% | Added |
| Clearstead Advisors, LLC | 1,391 | $80.0K | 0.00% | −353−20.2% | Reduced |
| Truvestments Capital LLC | 1,406 | $80.8K | 0.01% | +930+195.4% | Added |
| CoreCap Advisors, LLC | 1,460 | $84.0K | 0.00% | −302−17.1% | Reduced |
| Raleigh Capital Management Inc. | 1,593 | $91.6K | 0.03% | +63+4.1% | Added |
| Exchange Traded Concepts, LLC | 1,614 | $92.8K | 0.00% | +1,614 | New |
| AXA Investment Managers S.A. | 1,630 | $93.7K | 0.00% | +1,630 | New |
| Rothschild Investment LLC | 1,667 | $95.9K | 0.01% | +1,607+2,678.3% | Added |
| Allworth Financial LP | 1,709 | $98.3K | 0.00% | +601+54.2% | Added |
| GAMMA Investing LLC | 1,742 | $100.2K | 0.01% | +416+31.4% | Added |
| Quest Partners LLC | 1,919 | $110.3K | 0.01% | +1,001+109.0% | Added |
| Leonteq Securities AG | 2,000 | $115.0K | 0.01% | +2,000 | New |
| Versant Capital Management, Inc | 2,076 | $119.4K | 0.02% | +110+5.6% | Added |
| STRS Ohio | 2,079 | $119.5K | 0.00% | −19,941−90.6% | Reduced |
| Asset Management One Co.,Ltd. | 2,093 | $120.3K | 0.00% | −343−14.1% | Reduced |