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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2,104 | $121.0K | 0.01% | +2,038+3,087.9% | Added |
| CIBC Private Wealth Group, LLC | 2,126 | $122.2K | 0.00% | +1,642+339.3% | Added |
| Macquarie Group Ltd | 2,141 | $123.0K | 0.00% | −11,683−84.5% | Reduced |
| Covestor Ltd | 2,254 | $129.0K | 0.07% | +612+37.3% | Added |
| Principal Securities, Inc. | 2,259 | $129.9K | 0.00% | +539+31.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,360 | $135.7K | 0.00% | +90+4.0% | Added |
| KBC Group NV | 2,403 | $138.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,655 | $155.7K | 0.00% | +1,065+67.0% | Added |
| Simplex Trading, LLC | 2,799 | $160.0K | 0.00% | +2,799 | New |
| Smartleaf Asset Management LLC | 2,799 | $164.0K | 0.01% | +2,213+377.6% | Added |
| Walleye Capital LLC | 2,966 | $170.5K | 0.00% | −73,453−96.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,982 | $171.5K | 0.00% | +1,582+113.0% | Added |
| Group One Trading, L.P. | 2,997 | $172.3K | 0.01% | +1,603+115.0% | Added |
| Greenleaf Trust | 3,481 | $200.2K | 0.00% | +3,481 | New |
| waypoint wealth counsel | 3,498 | $201.1K | 0.08% | +3,498 | New |
| Jane Street Group, LLC | 3,500 | $201.3K | 0.00% | +3,500 | New |
| Parallel Advisors, LLC | 3,511 | $201.9K | 0.00% | −145−4.0% | Reduced |
| HB Wealth Management, LLC | 3,549 | $204.1K | 0.00% | +3,549 | New |
| Trust Point Inc. | 3,582 | $206.0K | 0.02% | +3,582 | New |
| First Bank & Trust | 3,634 | $209.0K | 0.04% | +3,634 | New |
| Sterling Capital Management LLC | 3,637 | $209.1K | 0.00% | −275−7.0% | Reduced |
| Retirement Guys Formula LLC | 3,688 | $212.1K | 0.07% | +3,688 | New |
| Resources Investment Advisors, LLC. | 3,763 | $216.3K | 0.00% | −840−18.2% | Reduced |
| Park Avenue Securities LLC | 3,777 | $217.0K | 0.00% | +3,777 | New |
| Beirne Wealth Consulting Services, LLC | 3,788 | $217.8K | 0.05% | +3,788 | New |
| ProShare Advisors LLC | 3,930 | $226.0K | 0.00% | −16−0.4% | Reduced |
| Ethic Inc. | 4,056 | $233.2K | 0.00% | −292−6.7% | Reduced |
| denkapparat Operations GmbH | 4,060 | $233.4K | 0.15% | 00.0% | Unchanged |
| Optas, LLC | 4,140 | $238.1K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 4,226 | $243.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 4,260 | $245.0K | 0.01% | −491−10.3% | Reduced |
| Swiss Life Asset Management Ltd | 4,274 | $245.8K | 0.00% | +4,274 | New |
| Kaufman Rossin Wealth, LLC | 4,300 | $247.3K | 0.14% | −28−0.6% | Reduced |
| Kera Capital Partners, Inc. | 4,308 | $247.7K | 0.04% | +4,308 | New |
| Forum Financial Management, LP | 4,314 | $248.1K | 0.00% | +462+12.0% | Added |
| Baird Financial Group, Inc. | 4,317 | $248.2K | 0.00% | +450+11.6% | Added |
| Stephens Inc | 4,427 | $254.6K | 0.00% | +4,427 | New |
| Worldquant Millennium Advisors LLC | 4,520 | $259.9K | 0.00% | +4,520 | New |
| RSM US Wealth Management LLC | 4,559 | $262.1K | 0.00% | −463−9.2% | Reduced |
| Inscription Capital, LLC | 4,570 | $262.8K | 0.03% | +4,570 | New |
| Utah Retirement Systems | 4,600 | $264.5K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,610 | $265.1K | 0.10% | +4,610 | New |
| Requisite Capital Management, LLC | 4,760 | $273.7K | 0.05% | +4,760 | New |
| EverSource Wealth Advisors, LLC | 4,798 | $275.9K | 0.01% | +228+5.0% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $278.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 4,870 | $280.0K | 0.02% | +4,870 | New |
| Sequoia Financial Advisors, LLC | 4,873 | $280.2K | 0.00% | +4,873 | New |
| Globeflex Capital L P | 4,900 | $281.8K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,397 | $288.0K | 0.01% | −208−4.5% | Reduced |
| Frank, Rimerman Advisors LLC | 5,024 | $288.9K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,061 | $291.0K | 0.00% | +475+10.4% | Added |
| Tower Research Capital LLC (TRC) | 5,173 | $297.4K | 0.01% | −4,581−47.0% | Reduced |
| CIBC Asset Management Inc | 5,286 | $303.9K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 5,304 | $305.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,308 | $305.2K | 0.09% | +782+17.3% | Added |
| Calamos Wealth Management LLC | 5,314 | $305.6K | 0.01% | +5,314 | New |
| Full Sail Capital, LLC | 5,320 | $305.9K | 0.02% | +1,448+37.4% | Added |
| Lindenwold Advisors | 5,359 | $308.1K | 0.15% | +53+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,417 | $311.0K | 0.00% | +215+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,441 | $312.9K | 0.00% | +5,441 | New |
| IFP Advisors, Inc | 5,444 | $313.0K | 0.01% | +2,135+64.5% | Added |
| Callan Family Office, LLC | 5,561 | $319.8K | 0.01% | −57−1.0% | Reduced |
| M&T Bank Corp | 5,767 | $331.7K | 0.00% | −627−9.8% | Reduced |
| Vinva Investment Management Ltd | 3,734 | $332.7K | 0.01% | −8,894−70.4% | Reduced |
| Guggenheim Capital LLC | 5,972 | $343.4K | 0.00% | −13−0.2% | Reduced |
| Upper Left Wealth Management, LLC | 6,000 | $345.0K | 0.22% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 6,033 | $346.9K | 0.00% | −153−2.5% | Reduced |
| Optimist Retirement Group LLC | 6,189 | $355.9K | 0.16% | +25+0.4% | Added |
| HighTower Advisors, LLC | 6,315 | $363.1K | 0.00% | +1,057+20.1% | Added |
| American Trust | 6,520 | $374.9K | 0.03% | +6,520 | New |
| Securian Asset Management, Inc | 6,918 | $397.8K | 0.01% | +130+1.9% | Added |
| Impact Partnership Wealth, LLC | 6,944 | $399.3K | 0.06% | +1,260+22.2% | Added |
| Burns Matteson Capital Management, LLC | 7,427 | $427.1K | 0.18% | +7,427 | New |
| Prudential Financial Inc | 7,468 | $429.4K | 0.00% | −875−10.5% | Reduced |
| Perbak Capital Partners LLP | 7,548 | $434.0K | 0.08% | +7,548 | New |
| Commonwealth Equity Services, LLC | 7,692 | $442.0K | 0.00% | −480−5.9% | Reduced |
| Farther Finance Advisors, LLC | 7,745 | $445.3K | 0.01% | +1,723+28.6% | Added |
| Rafferty Asset Management, LLC | 7,792 | $448.0K | 0.00% | −5,849−42.9% | Reduced |
| Alps Advisors Inc | 7,850 | $451.4K | 0.00% | +7,850 | New |
| NorthCrest Asset Manangement, LLC | 8,202 | $451.5K | 0.01% | +2,536+44.8% | Added |
| Pathstone Holdings, LLC | 7,916 | $455.2K | 0.00% | +317+4.2% | Added |
| Voya Investment Management LLC | 7,940 | $456.6K | 0.00% | −11,078−58.3% | Reduced |
| Princeton Capital Management LLC | 8,000 | $460.0K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,106 | $466.1K | 0.00% | +1,143+16.4% | Added |
| Point72 Asset Management, L.P. | 8,320 | $478.4K | 0.00% | +8,320 | New |
| New York Life Investment Management LLC | 8,345 | $479.8K | 0.00% | −198−2.3% | Reduced |
| US Bancorp | 8,385 | $482.1K | 0.00% | −5,157−38.1% | Reduced |
| Atria Investments LLC | 8,451 | $485.9K | 0.01% | −537−6.0% | Reduced |
| Blackhawk Capital Partners LLC. | 8,915 | $512.6K | 0.20% | +8,915 | New |
| Perpetual Ltd | 9,078 | $522.0K | 0.01% | +9,078 | New |
| Snowden Capital Advisors LLC | 9,097 | $523.1K | 0.01% | +135+1.5% | Added |
| State of Wyoming | 9,214 | $529.8K | 0.06% | −5,004−35.2% | Reduced |
| Virtus ETF Advisers LLC | 9,406 | $540.8K | 0.30% | 00.0% | Unchanged |
| Veracity Capital LLC | 9,573 | $550.4K | 0.18% | +1,542+19.2% | Added |
| Oppenheimer Asset Management Inc. | 9,882 | $568.2K | 0.01% | −95−1.0% | Reduced |
| State of Alaska, Department of Revenue | 10,101 | $580.0K | 0.01% | +76+0.8% | Added |
| Krilogy Financial LLC | 9,770 | $582.2K | 0.02% | +9,770 | New |
| Truist Financial Corp | 10,302 | $592.4K | 0.00% | +2,422+30.7% | Added |
| Public Employees Retirement Association of Colorado | 10,716 | $616.0K | 0.00% | −530−4.7% | Reduced |
| Bokf, NA | 10,815 | $621.9K | 0.01% | +10,815 | New |