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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 10,861 | $624.5K | 0.00% | +1,236+12.8% | Added |
| Daiwa Securities Group Inc. | 10,918 | $628.0K | 0.00% | +10,918 | New |
| Diversified Trust Co | 10,996 | $632.3K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 11,194 | $643.7K | 0.21% | −268−2.3% | Reduced |
| Deutsche Bank AG | 11,814 | $679.3K | 0.00% | +3,330+39.3% | Added |
| Legato Capital Management LLC | 12,750 | $733.1K | 0.08% | +4,520+54.9% | Added |
| Xponance, Inc. | 13,281 | $763.7K | 0.01% | +709+5.6% | Added |
| Integrated Quantitative Investments LLC | 13,548 | $779.0K | 0.22% | +7,348+118.5% | Added |
| Advisor Group Holdings, Inc. | 14,178 | $780.9K | 0.00% | +5,417+61.8% | Added |
| Greenwood Capital Associates LLC | 13,641 | $784.4K | 0.09% | −1,134−7.7% | Reduced |
| GWM Advisors LLC | 13,652 | $785.0K | 0.00% | +189+1.4% | Added |
| Private Advisor Group, LLC | 13,663 | $785.6K | 0.00% | +13,663 | New |
| Fieldview Capital Management, LLC | 13,773 | $791.9K | 0.13% | −69,172−83.4% | Reduced |
| Pictet Asset Management Holding SA | 13,942 | $801.7K | 0.00% | 00.0% | Unchanged |
| Fluent Financial, LLC | 13,957 | $802.5K | 0.31% | +13,957 | New |
| Bank of Montreal | 14,065 | $808.7K | 0.00% | −598−4.1% | Reduced |
| Wedbush Securities Inc | 14,779 | $850.0K | 0.03% | −519−3.4% | Reduced |
| Sierra Summit Advisors LLC | 15,003 | $862.7K | 0.13% | +15,003 | New |
| Aviva PLC | 15,436 | $887.6K | 0.00% | −3,797−19.7% | Reduced |
| Brighton Jones LLC | 15,640 | $899.3K | 0.02% | +1,306+9.1% | Added |
| Colony Group, LLC | 15,838 | $910.7K | 0.00% | +1,508+10.5% | Added |
| Schonfeld Strategic Advisors LLC | 15,966 | $918.0K | 0.01% | −11,927−42.8% | Reduced |
| Ameritas Investment Partners, Inc. | 17,285 | $993.9K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 17,433 | $1.03M | 0.01% | +1,846+11.8% | Added |
| New Mexico Educational Retirement Board | 18,000 | $1.03M | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,107 | $1.04M | 0.01% | −195−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 18,600 | $1.07M | 0.01% | +400+2.2% | Added |
| Toroso Investments, LLC | 18,662 | $1.07M | 0.00% | +13,575+266.9% | Added |
| Hancock Whitney Corp | 18,757 | $1.08M | 0.02% | +71+0.4% | Added |
| Two Sigma Advisers, LP | 19,000 | $1.09M | 0.00% | +1,000+5.6% | Added |
| Natixis Advisors, L.P. | 19,220 | $1.10M | 0.00% | +19,220 | New |
| Silvercrest Asset Management Group LLC | 19,285 | $1.11M | 0.01% | −2,721−12.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 19,338 | $1.11M | 0.17% | +12,320+175.5% | Added |
| Main Management ETF Advisors, LLC | 19,375 | $1.11M | 0.04% | +19,375 | New |
| Integrated Wealth Concepts LLC | 19,374 | $1.11M | 0.01% | +13,108+209.2% | Added |
| Wilson Asset Management (International) Pty Ltd | 20,000 | $1.15M | 0.28% | +20,000 | New |
| Penn Capital Management Co Inc | 20,131 | $1.18M | 0.09% | −201,446−90.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,591 | $1.18M | 0.02% | +718+3.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,795 | $1.20M | 0.01% | +14,027+207.3% | Added |
| Susquehanna International Group, LLP | 21,793 | $1.25M | 0.00% | −21,423−49.6% | Reduced |
| Smith Group Asset Management, LLC | 21,810 | $1.25M | 0.07% | +21,810 | New |
| State of Michigan Retirement System | 22,000 | $1.26M | 0.01% | +600+2.8% | Added |
| Summit Trail Advisors, LLC | 22,051 | $1.27M | 0.02% | +22,051 | New |
| Pinebridge Investments, L.P. | 22,352 | $1.29M | 0.01% | −213,091−90.5% | Reduced |
| JustInvest LLC | 22,898 | $1.32M | 0.01% | +1,277+5.9% | Added |
| State of Tennessee, Treasury Department | 22,954 | $1.32M | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 23,084 | $1.33M | 0.00% | −4,924−17.6% | Reduced |
| NewEdge Wealth, LLC | 22,320 | $1.33M | 0.02% | +4,005+21.9% | Added |
| SG Americas Securities, LLC | 23,235 | $1.34M | 0.00% | +19,977+613.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,710 | $1.36M | 0.01% | +842+3.7% | Added |
| Captrust Financial Advisors | 23,911 | $1.37M | 0.00% | +1,274+5.6% | Added |
| Advisory Services Network, LLC | 24,771 | $1.42M | 0.02% | +11,144+81.8% | Added |
| Brinker Capital Investments, LLC | 24,989 | $1.44M | 0.01% | −388−1.5% | Reduced |
| Louisiana State Employees Retirement System | 25,700 | $1.48M | 0.02% | +700+2.8% | Added |
| Commerce Bank | 26,031 | $1.50M | 0.01% | +47+0.2% | Added |
| CBOE Vest Financial, LLC | 26,348 | $1.52M | 0.02% | +26,348 | New |
| Elo Mutual Pension Insurance Co | 26,433 | $1.52M | 0.02% | +5,601+26.9% | Added |
| KLP Kapitalforvaltning AS | 27,200 | $1.56M | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 27,345 | $1.57M | 0.06% | −725−2.6% | Reduced |
| Cetera Investment Advisers | 27,437 | $1.58M | 0.00% | +16,683+155.1% | Added |
| Teachers Retirement System of the State of Kentucky | 27,800 | $1.60M | 0.01% | −34,872−55.6% | Reduced |
| Arizona State Retirement System | 27,844 | $1.60M | 0.01% | +400+1.5% | Added |
| Creative Planning | 27,983 | $1.61M | 0.00% | +10,455+59.6% | Added |
| Vestcor Inc | 28,225 | $1.62M | 0.05% | −16,008−36.2% | Reduced |
| Mercer Global Advisors Inc | 28,361 | $1.63M | 0.00% | +13,919+96.4% | Added |
| Yousif Capital Management, LLC | 28,866 | $1.66M | 0.02% | −1,111−3.7% | Reduced |
| Janney Montgomery Scott LLC | 28,899 | $1.66M | 0.00% | +28,899 | New |
| Public Employees Retirement System of Ohio | 29,339 | $1.69M | 0.01% | +166+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,241 | $1.74M | 0.01% | +701+2.4% | Added |
| Jackson Creek Investment Advisors LLC | 31,112 | $1.79M | 0.52% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 31,595 | $1.82M | 0.01% | −147,873−82.4% | Reduced |
| Assetmark, Inc | 32,074 | $1.84M | 0.00% | −398−1.2% | Reduced |
| Private Client Services, LLC | 32,084 | $1.84M | 0.62% | +1,193+3.9% | Added |
| HSBC Holdings PLC | 32,622 | $1.87M | 0.00% | +32,622 | New |
| Empowered Funds, LLC | 33,217 | $1.91M | 0.02% | −123,940−78.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,201 | $1.91M | 0.00% | −7,111−17.6% | Reduced |
| LPL Financial LLC | 34,133 | $1.96M | 0.00% | +5,821+20.6% | Added |
| Comerica Bank | 34,698 | $2.00M | 0.01% | −1,747−4.8% | Reduced |
| Walleye Trading LLC | 35,961 | $2.07M | 0.03% | +22,987+177.2% | Added |
| Brevan Howard Capital Management LP | 36,343 | $2.09M | 0.03% | −2,172−5.6% | Reduced |
| Amundi | 39,632 | $2.21M | 0.00% | −18,022−31.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 38,700 | $2.23M | 0.02% | +5,481+16.5% | Added |
| OP Asset Management Ltd | 38,732 | $2.23M | 0.03% | −1,416−3.5% | Reduced |
| Strategic Global Advisors, LLC | 38,962 | $2.24M | 0.34% | +38,962 | New |
| Treasurer of the State of North Carolina | 39,091 | $2.25M | 0.01% | −1,521−3.7% | Reduced |
| Handelsbanken Fonder AB | 40,388 | $2.32M | 0.01% | +12,600+45.3% | Added |
| Mariner, LLC | 40,388 | $2.32M | 0.00% | −6,210−13.3% | Reduced |
| Ensign Peak Advisors, Inc | 40,895 | $2.35M | 0.00% | +12,810+45.6% | Added |
| Calamos Advisors LLC | 40,928 | $2.35M | 0.01% | −12,069−22.8% | Reduced |
| Icon Advisers Inc | 41,493 | $2.39M | 0.52% | −4,355−9.5% | Reduced |
| State of New Jersey Common Pension Fund D | 41,609 | $2.39M | 0.01% | +3,717+9.8% | Added |
| Mutual of America Capital Management LLC | 42,665 | $2.45M | 0.03% | −1,596−3.6% | Reduced |
| Amalgamated Bank | 42,729 | $2.46M | 0.02% | +1,413+3.4% | Added |
| New York State Teachers Retirement System | 44,354 | $2.55M | 0.00% | +864+2.0% | Added |
| Papp L Roy & Associates | 44,443 | $2.56M | 0.29% | −1,135−2.5% | Reduced |
| Virginia Retirement Systems Et Al | 45,600 | $2.62M | 0.02% | −4,000−8.1% | Reduced |
| Convergence Investment Partners, LLC | 47,151 | $2.71M | 0.61% | −1,867−3.8% | Reduced |
| Two Sigma Investments, LP | 47,540 | $2.73M | 0.00% | −1,200−2.5% | Reduced |
| MetLife Investment Management | 48,756 | $2.80M | 0.01% | −450−0.9% | Reduced |
| Weiss Asset Management LP | 48,990 | $2.82M | 0.04% | +48,990 | New |