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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 18,107 | $1.04M | 0.01% | −195−1.1% | Reduced |
| New Mexico Educational Retirement Board | 18,000 | $1.03M | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 17,433 | $1.03M | 0.01% | +1,846+11.8% | Added |
| Ameritas Investment Partners, Inc. | 17,285 | $993.9K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 15,966 | $918.0K | 0.01% | −11,927−42.8% | Reduced |
| Colony Group, LLC | 15,838 | $910.7K | 0.00% | +1,508+10.5% | Added |
| Brighton Jones LLC | 15,640 | $899.3K | 0.02% | +1,306+9.1% | Added |
| Aviva PLC | 15,436 | $887.6K | 0.00% | −3,797−19.7% | Reduced |
| Sierra Summit Advisors LLC | 15,003 | $862.7K | 0.13% | +15,003 | New |
| Wedbush Securities Inc | 14,779 | $850.0K | 0.03% | −519−3.4% | Reduced |
| Bank of Montreal | 14,065 | $808.7K | 0.00% | −598−4.1% | Reduced |
| Fluent Financial, LLC | 13,957 | $802.5K | 0.31% | +13,957 | New |
| Pictet Asset Management Holding SA | 13,942 | $801.7K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 13,773 | $791.9K | 0.13% | −69,172−83.4% | Reduced |
| Private Advisor Group, LLC | 13,663 | $785.6K | 0.00% | +13,663 | New |
| GWM Advisors LLC | 13,652 | $785.0K | 0.00% | +189+1.4% | Added |
| Greenwood Capital Associates LLC | 13,641 | $784.4K | 0.09% | −1,134−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 14,178 | $780.9K | 0.00% | +5,417+61.8% | Added |
| Integrated Quantitative Investments LLC | 13,548 | $779.0K | 0.22% | +7,348+118.5% | Added |
| Xponance, Inc. | 13,281 | $763.7K | 0.01% | +709+5.6% | Added |
| Legato Capital Management LLC | 12,750 | $733.1K | 0.08% | +4,520+54.9% | Added |
| Deutsche Bank AG | 11,814 | $679.3K | 0.00% | +3,330+39.3% | Added |
| Essential Partners LLC | 11,194 | $643.7K | 0.21% | −268−2.3% | Reduced |
| Diversified Trust Co | 10,996 | $632.3K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 10,918 | $628.0K | 0.00% | +10,918 | New |
| MML Investors Services, LLC | 10,861 | $624.5K | 0.00% | +1,236+12.8% | Added |
| Bokf, NA | 10,815 | $621.9K | 0.01% | +10,815 | New |
| Public Employees Retirement Association of Colorado | 10,716 | $616.0K | 0.00% | −530−4.7% | Reduced |
| Truist Financial Corp | 10,302 | $592.4K | 0.00% | +2,422+30.7% | Added |
| Krilogy Financial LLC | 9,770 | $582.2K | 0.02% | +9,770 | New |
| State of Alaska, Department of Revenue | 10,101 | $580.0K | 0.01% | +76+0.8% | Added |
| Oppenheimer Asset Management Inc. | 9,882 | $568.2K | 0.01% | −95−1.0% | Reduced |
| Veracity Capital LLC | 9,573 | $550.4K | 0.18% | +1,542+19.2% | Added |
| Virtus ETF Advisers LLC | 9,406 | $540.8K | 0.30% | 00.0% | Unchanged |
| State of Wyoming | 9,214 | $529.8K | 0.06% | −5,004−35.2% | Reduced |
| Snowden Capital Advisors LLC | 9,097 | $523.1K | 0.01% | +135+1.5% | Added |
| Perpetual Ltd | 9,078 | $522.0K | 0.01% | +9,078 | New |
| Blackhawk Capital Partners LLC. | 8,915 | $512.6K | 0.20% | +8,915 | New |
| Atria Investments LLC | 8,451 | $485.9K | 0.01% | −537−6.0% | Reduced |
| US Bancorp | 8,385 | $482.1K | 0.00% | −5,157−38.1% | Reduced |
| New York Life Investment Management LLC | 8,345 | $479.8K | 0.00% | −198−2.3% | Reduced |
| Point72 Asset Management, L.P. | 8,320 | $478.4K | 0.00% | +8,320 | New |
| The PNC Financial Services Group, Inc. | 8,106 | $466.1K | 0.00% | +1,143+16.4% | Added |
| Princeton Capital Management LLC | 8,000 | $460.0K | 0.12% | 00.0% | Unchanged |
| Voya Investment Management LLC | 7,940 | $456.6K | 0.00% | −11,078−58.3% | Reduced |
| Pathstone Holdings, LLC | 7,916 | $455.2K | 0.00% | +317+4.2% | Added |
| NorthCrest Asset Manangement, LLC | 8,202 | $451.5K | 0.01% | +2,536+44.8% | Added |
| Alps Advisors Inc | 7,850 | $451.4K | 0.00% | +7,850 | New |
| Rafferty Asset Management, LLC | 7,792 | $448.0K | 0.00% | −5,849−42.9% | Reduced |
| Farther Finance Advisors, LLC | 7,745 | $445.3K | 0.01% | +1,723+28.6% | Added |
| Commonwealth Equity Services, LLC | 7,692 | $442.0K | 0.00% | −480−5.9% | Reduced |
| Perbak Capital Partners LLP | 7,548 | $434.0K | 0.08% | +7,548 | New |
| Prudential Financial Inc | 7,468 | $429.4K | 0.00% | −875−10.5% | Reduced |
| Burns Matteson Capital Management, LLC | 7,427 | $427.1K | 0.18% | +7,427 | New |
| Impact Partnership Wealth, LLC | 6,944 | $399.3K | 0.06% | +1,260+22.2% | Added |
| Securian Asset Management, Inc | 6,918 | $397.8K | 0.01% | +130+1.9% | Added |
| American Trust | 6,520 | $374.9K | 0.03% | +6,520 | New |
| HighTower Advisors, LLC | 6,315 | $363.1K | 0.00% | +1,057+20.1% | Added |
| Optimist Retirement Group LLC | 6,189 | $355.9K | 0.16% | +25+0.4% | Added |
| Sanctuary Advisors, LLC | 6,033 | $346.9K | 0.00% | −153−2.5% | Reduced |
| Upper Left Wealth Management, LLC | 6,000 | $345.0K | 0.22% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 5,972 | $343.4K | 0.00% | −13−0.2% | Reduced |
| Vinva Investment Management Ltd | 3,734 | $332.7K | 0.01% | −8,894−70.4% | Reduced |
| M&T Bank Corp | 5,767 | $331.7K | 0.00% | −627−9.8% | Reduced |
| Callan Family Office, LLC | 5,561 | $319.8K | 0.01% | −57−1.0% | Reduced |
| IFP Advisors, Inc | 5,444 | $313.0K | 0.01% | +2,135+64.5% | Added |
| Federation des caisses Desjardins du Quebec | 5,441 | $312.9K | 0.00% | +5,441 | New |
| Cambridge Investment Research Advisors, Inc. | 5,417 | $311.0K | 0.00% | +215+4.1% | Added |
| Lindenwold Advisors | 5,359 | $308.1K | 0.15% | +53+1.0% | Added |
| Full Sail Capital, LLC | 5,320 | $305.9K | 0.02% | +1,448+37.4% | Added |
| Calamos Wealth Management LLC | 5,314 | $305.6K | 0.01% | +5,314 | New |
| Sivia Capital Partners, LLC | 5,308 | $305.2K | 0.09% | +782+17.3% | Added |
| Balyasny Asset Management LLC | 5,304 | $305.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,286 | $303.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,173 | $297.4K | 0.01% | −4,581−47.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,061 | $291.0K | 0.00% | +475+10.4% | Added |
| Frank, Rimerman Advisors LLC | 5,024 | $288.9K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,397 | $288.0K | 0.01% | −208−4.5% | Reduced |
| Globeflex Capital L P | 4,900 | $281.8K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,873 | $280.2K | 0.00% | +4,873 | New |
| CSS LLC | 4,870 | $280.0K | 0.02% | +4,870 | New |
| DekaBank Deutsche Girozentrale | 4,634 | $278.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,798 | $275.9K | 0.01% | +228+5.0% | Added |
| Requisite Capital Management, LLC | 4,760 | $273.7K | 0.05% | +4,760 | New |
| Gallacher Capital Management LLC | 4,610 | $265.1K | 0.10% | +4,610 | New |
| Utah Retirement Systems | 4,600 | $264.5K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 4,570 | $262.8K | 0.03% | +4,570 | New |
| RSM US Wealth Management LLC | 4,559 | $262.1K | 0.00% | −463−9.2% | Reduced |
| Worldquant Millennium Advisors LLC | 4,520 | $259.9K | 0.00% | +4,520 | New |
| Stephens Inc | 4,427 | $254.6K | 0.00% | +4,427 | New |
| Baird Financial Group, Inc. | 4,317 | $248.2K | 0.00% | +450+11.6% | Added |
| Forum Financial Management, LP | 4,314 | $248.1K | 0.00% | +462+12.0% | Added |
| Kera Capital Partners, Inc. | 4,308 | $247.7K | 0.04% | +4,308 | New |
| Kaufman Rossin Wealth, LLC | 4,300 | $247.3K | 0.14% | −28−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 4,274 | $245.8K | 0.00% | +4,274 | New |
| Change Path, LLC | 4,260 | $245.0K | 0.01% | −491−10.3% | Reduced |
| Maryland State Retirement & Pension System | 4,226 | $243.0K | 0.01% | 00.0% | Unchanged |
| Optas, LLC | 4,140 | $238.1K | 0.04% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 4,060 | $233.4K | 0.15% | 00.0% | Unchanged |
| Ethic Inc. | 4,056 | $233.2K | 0.00% | −292−6.7% | Reduced |