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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 3,930 | $226.0K | 0.00% | −16−0.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,788 | $217.8K | 0.05% | +3,788 | New |
| Park Avenue Securities LLC | 3,777 | $217.0K | 0.00% | +3,777 | New |
| Resources Investment Advisors, LLC. | 3,763 | $216.3K | 0.00% | −840−18.2% | Reduced |
| Retirement Guys Formula LLC | 3,688 | $212.1K | 0.07% | +3,688 | New |
| Sterling Capital Management LLC | 3,637 | $209.1K | 0.00% | −275−7.0% | Reduced |
| First Bank & Trust | 3,634 | $209.0K | 0.04% | +3,634 | New |
| Trust Point Inc. | 3,582 | $206.0K | 0.02% | +3,582 | New |
| HB Wealth Management, LLC | 3,549 | $204.1K | 0.00% | +3,549 | New |
| Parallel Advisors, LLC | 3,511 | $201.9K | 0.00% | −145−4.0% | Reduced |
| Jane Street Group, LLC | 3,500 | $201.3K | 0.00% | +3,500 | New |
| waypoint wealth counsel | 3,498 | $201.1K | 0.08% | +3,498 | New |
| Greenleaf Trust | 3,481 | $200.2K | 0.00% | +3,481 | New |
| Group One Trading, L.P. | 2,997 | $172.3K | 0.01% | +1,603+115.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,982 | $171.5K | 0.00% | +1,582+113.0% | Added |
| Walleye Capital LLC | 2,966 | $170.5K | 0.00% | −73,453−96.1% | Reduced |
| Smartleaf Asset Management LLC | 2,799 | $164.0K | 0.01% | +2,213+377.6% | Added |
| Simplex Trading, LLC | 2,799 | $160.0K | 0.00% | +2,799 | New |
| Jones Financial Companies LLLP | 2,655 | $155.7K | 0.00% | +1,065+67.0% | Added |
| KBC Group NV | 2,403 | $138.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,360 | $135.7K | 0.00% | +90+4.0% | Added |
| Principal Securities, Inc. | 2,259 | $129.9K | 0.00% | +539+31.3% | Added |
| Covestor Ltd | 2,254 | $129.0K | 0.07% | +612+37.3% | Added |
| Macquarie Group Ltd | 2,141 | $123.0K | 0.00% | −11,683−84.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,126 | $122.2K | 0.00% | +1,642+339.3% | Added |
| NBC Securities, Inc. | 2,104 | $121.0K | 0.01% | +2,038+3,087.9% | Added |
| Asset Management One Co.,Ltd. | 2,093 | $120.3K | 0.00% | −343−14.1% | Reduced |
| STRS Ohio | 2,079 | $119.5K | 0.00% | −19,941−90.6% | Reduced |
| Versant Capital Management, Inc | 2,076 | $119.4K | 0.02% | +110+5.6% | Added |
| Leonteq Securities AG | 2,000 | $115.0K | 0.01% | +2,000 | New |
| Quest Partners LLC | 1,919 | $110.3K | 0.01% | +1,001+109.0% | Added |
| GAMMA Investing LLC | 1,742 | $100.2K | 0.01% | +416+31.4% | Added |
| Allworth Financial LP | 1,709 | $98.3K | 0.00% | +601+54.2% | Added |
| Rothschild Investment LLC | 1,667 | $95.9K | 0.01% | +1,607+2,678.3% | Added |
| AXA Investment Managers S.A. | 1,630 | $93.7K | 0.00% | +1,630 | New |
| Exchange Traded Concepts, LLC | 1,614 | $92.8K | 0.00% | +1,614 | New |
| Raleigh Capital Management Inc. | 1,593 | $91.6K | 0.03% | +63+4.1% | Added |
| CoreCap Advisors, LLC | 1,460 | $84.0K | 0.00% | −302−17.1% | Reduced |
| Truvestments Capital LLC | 1,406 | $80.8K | 0.01% | +930+195.4% | Added |
| Clearstead Advisors, LLC | 1,391 | $80.0K | 0.00% | −353−20.2% | Reduced |
| Global Retirement Partners, LLC | 1,331 | $76.5K | 0.00% | +226+20.5% | Added |
| Signaturefd, LLC | 1,244 | $71.5K | 0.00% | −18−1.4% | Reduced |
| Clear Street Markets LLC | 1,236 | $71.1K | 0.02% | +1,236 | New |
| SBI Securities Co., Ltd. | 1,221 | $70.2K | 0.00% | −423−25.7% | Reduced |
| True Wealth Design, LLC | 1,166 | $67.0K | 0.02% | +38+3.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,018 | $59.0K | 0.00% | +24+2.4% | Added |
| Umb Bank N A | 929 | $53.4K | 0.00% | +199+27.3% | Added |
| Quent Capital, LLC | 838 | $48.2K | 0.00% | +838 | New |
| Abich Financial Wealth Management LLC | 807 | $46.4K | 0.02% | +807 | New |
| Transamerica Financial Advisors, Inc. | 778 | $44.7K | 0.00% | +778 | New |
| MAI Capital Management | 696 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 696 | $40.0K | 0.00% | +696 | New |
| Ronald Blue Trust, Inc. | 682 | $39.2K | 0.00% | +614+902.9% | Added |
| Ci Investments Inc. | 647 | $37.0K | 0.00% | −220−25.4% | Reduced |
| Mather Group, LLC. | 566 | $32.5K | 0.00% | +566 | New |
| Spire Wealth Management | 559 | $32.1K | 0.00% | −6−1.1% | Reduced |
| Hantz Financial Services, Inc. | 565 | $32.0K | 0.00% | +431+321.6% | Added |
| Hazlett, Burt & Watson, Inc. | 490 | $28.0K | 0.01% | +490 | New |
| Rockefeller Capital Management L.P. | 456 | $26.2K | 0.00% | +456 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $25.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 426 | $24.3K | 0.00% | +426 | New |
| Financial Management Professionals, Inc. | 416 | $23.9K | 0.00% | −128−23.5% | Reduced |
| PFS Partners, LLC | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 374 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 379 | $21.8K | 0.00% | −11−2.8% | Reduced |
| Smithfield Trust Co | 374 | $21.0K | 0.00% | +374 | New |
| Root Financial Partners, LLC | 349 | $20.1K | 0.00% | +349 | New |
| Parkside Financial Bank & Trust | 336 | $19.3K | 0.00% | +4+1.2% | Added |
| Fifth Third Bancorp | 314 | $18.1K | 0.00% | −14−4.3% | Reduced |
| Sunbelt Securities, Inc. | 238 | $13.7K | 0.00% | +238 | New |
| Hemington Wealth Management | 178 | $10.0K | 0.00% | +8+4.7% | Added |
| Groupe la Francaise | 200 | $9.98K | 0.00% | +200 | New |
| Bayforest Capital Ltd | 169 | $9.72K | 0.00% | −12,176−98.6% | Reduced |
| Bell Investment Advisors, Inc | 168 | $9.66K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 163 | $9.37K | 0.00% | −55−25.2% | Reduced |
| LRI Investments, LLC | 156 | $8.99K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 154 | $8.86K | 0.00% | +154 | New |
| Wealthspire Advisors, LLC | 148 | $8.51K | 0.00% | +148 | New |
| Brown Brothers Harriman & Co | 146 | $8.39K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 129 | $7.00K | 0.00% | −559−81.3% | Reduced |
| Ameritas Advisory Services, LLC | 120 | $6.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 114 | $6.55K | 0.00% | +114 | New |
| Harbour Investments, Inc. | 112 | $6.44K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 108 | $6.21K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 104 | $5.98K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $5.75K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 99 | $5.70K | 0.00% | +19+23.8% | Added |
| Cherry Tree Wealth Management, LLC | 96 | $5.52K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 78 | $4.49K | 0.00% | +78 | New |
| 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 |
| ORG Partners LLC | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 64 | $3.68K | 0.00% | −12,264−99.5% | Reduced |
| Cape Investment Advisory, Inc. | 57 | $3.28K | 0.00% | −1−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 54 | $3.00K | 0.00% | +27+100.0% | Added |
| Marquette Asset Management, LLC | 47 | $2.70K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 44 | $2.53K | 0.00% | +18+69.2% | Added |
| Creative Financial Designs Inc | 42 | $2.42K | 0.00% | 00.0% | Unchanged |