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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.

Q4 2025 vs. Q3 2025

How the institutions holding Pegasystems Inc changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of PEGA: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders4268474+56
Shares97.1M3.42M97.5M+3.80M (+4.1%)
Value$5.58B$196.4M$5.82B+$435.6M (+8.1%)

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (96)

Institutions that held Pegasystems Inc at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to PEGA in Q4 2025
InstitutionSharesValue% of portfolio
Capital Impact Advisors, LLC765,317$45.7M3.58%
Renaissance Group LLC540,430$32.3M1.30%
Norges Bank534,244$31.9M0.00%
Wedbush Fund Advisers, LLC227,503$13.6M1.41%
Lord, Abbett & Co. LLC185,119$11.1M0.03%
SG Capital Management LLC157,288$9.39M1.03%
G2 Investment Partners Management LLC125,594$7.50M1.79%
Nomura Asset Management International Inc.121,197$7.24M0.01%
Next Century Growth Investors LLC116,666$6.97M0.48%
Edgestream Partners, L.P.92,505$5.52M0.16%
Robinhood Asset Management, LLC84,943$5.07M0.40%
Arrowstreet Capital, Limited Partnership81,070$4.84M0.00%
Van Eck Associates Corp71,792$4.29M0.00%
Robeco Institutional Asset Management B.V.58,505$3.49M0.00%
Squarepoint Ops LLC55,705$3.33M0.01%
Pinebridge Investments LLC47,482$2.84M0.02%
Robocap Asset Management Ltd39,493$2.36M2.11%
Curbstone Financial Management Corp35,904$2.14M0.41%
CWA Asset Management Group, LLC33,328$1.99M0.07%
Caisse de Depot Et Placement du Quebec32,613$1.95M0.00%
Boothbay Fund Management, LLC29,742$1.78M0.05%
Lifestyle Asset Management, Inc.27,035$1.61M0.53%
Dark Forest Capital Management LP21,568$1.29M0.06%
Buckland Partners Management Co LLC19,000$1.13M0.63%
Gateway Investment Advisers LLC18,464$1.10M0.01%
Voleon Capital Management LP18,154$1.08M0.02%
Vestmark Advisory Solutions, Inc.16,470$983.6K0.01%
WCG Wealth Advisors LLC16,343$976.0K0.03%
Winton Group Ltd15,450$922.7K0.03%
Odyssean, LLC12,175$727.1K0.52%
Atlas Capital Advisors LLC12,107$723.0K0.08%
Aquatic Capital Management LLC11,675$697.2K0.02%
Graham Capital Management, L.P.11,365$678.7K0.02%
Unique Wealth Strategies, LLC10,871$649.2K0.25%
Sowell Financial Services LLC9,468$565.4K0.02%
Evolve Private Wealth, LLC7,136$426.2K0.03%
Concurrent Investment Advisors, LLC6,125$365.8K0.00%
WSFS Capital Management, LLC6,045$361.0K0.02%
Jefferies Financial Group Inc.5,984$357.4K0.00%
Dakota Wealth Management5,295$316.2K0.01%
Kestra Advisory Services, LLC4,590$274.1K0.00%
Vise Technologies, Inc.4,404$263.0K0.01%
Occidental Asset Management, LLC4,226$252.4K0.03%
Advisor Resource Council5,785$252.1K0.09%
Neuberger Berman Group LLC3,941$235.4K0.00%
Marex Group plc3,933$234.9K0.00%
Mirabella Financial Services LLP3,867$230.9K0.02%
United Capital Financial Advisers, LLC3,801$227.0K0.00%
Foundations Investment Advisors, LLC3,709$221.5K0.00%
Skopos Labs, Inc.3,452$214.6K0.01%
Penserra Capital Management LLC3,576$213.0K0.00%
Modern Wealth Management, LLC3,526$210.6K0.00%
Everest Financial Group LLC3,526$210.6K0.05%
Farringdon Capital, Ltd.3,390$202.5K0.05%
St Germain D J Co Inc3,299$197.0K0.01%
Horizon Investments, LLC3,092$184.6K0.00%
Eurizon Capital SGR S.p.A.2,292$136.9K0.00%
Aster Capital Management (DIFC) Ltd1,682$100.4K0.04%
RiverPark Advisors, LLC1,430$85.4K0.02%
Torren Management, LLC932$55.7K0.03%
Plato Investment Management Ltd867$52.0K0.00%
Flagship Harbor Advisors, LLC744$44.5K0.00%
EFG International AG530$31.6K0.00%
International Assets Investment Management, LLC462$27.6K0.00%
Greenline Wealth Management LLC317$18.9K0.02%
Wealth Enhancement Trust Services, Inc.302$18.0K0.00%
Strategic Advocates LLC293$18.0K0.00%
Chesapeake Asset Management LLC266$15.9K0.01%
Signature Equity Partners, LLC231$13.8K0.01%
Larson Financial Group LLC184$11.0K0.00%
Kerr Financial Planning Corp200$7.71K0.01%
MCF Advisors LLC120$7.17K0.00%
Acumen Wealth Advisors, LLC104$6.21K0.00%
Bank of Jackson Hole Trust104$6.21K0.00%
Basecamp Wealth Advisors LLC83$4.96K0.00%
Elyxium Wealth, LLC68$4.06K0.00%
Motiv8 Investments LLC63$4.00K0.00%
Investors Portfolio Services LLC49$2.96K0.00%
Battery Global Advisors, LLC40$2.39K0.00%
SageView Advisory Group, LLC35$2.09K0.00%
Westside Investment Management, Inc.34$2.03K0.00%
Keating Financial Advisory Services, Inc.34$2.03K0.00%
Optima Capital LLC33$1.97K0.00%
POM Investment Strategies, LLC27$1.61K0.00%
TD Private Client Wealth LLC20$1.19K0.00%
Manchester Capital Management LLC18$1.07K0.00%
Pinnacle Wealth Planning Services, Inc.16$9560.00%
Thurston, Springer, Miller, Herd & Titak, Inc.10$5970.00%
Cornerstone Financial Management LLC10$5970.00%
North Star Investment Management Corp.9$5370.00%
USA Financial Portformulas Corp9$5370.00%
United Financial Planning Group LLC6$3580.00%
Dunhill Financial, LLC2$1120.00%
Toronto Dominion Bank1$630.00%
Principia Wealth Advisory, LLC1$600.00%
CWM Advisors, LLC0$120.00%

Sold out (40)

Institutions that held Pegasystems Inc at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of PEGA in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Allianz Asset Management GmbH134,871$7.76M
TrimTabs Asset Management, LLC125,838$7.24M
EAM Investors, LLC61,454$3.48M
Weiss Asset Management LP48,990$2.82M
Mariner, LLC40,388$2.32M
Empowered Funds, LLC33,217$1.91M
Natixis Advisors, L.P.19,220$1.10M
Schonfeld Strategic Advisors LLC15,966$918.0K
Brighton Jones LLC15,640$899.3K
Sierra Summit Advisors LLC15,003$862.7K
Fluent Financial, LLC13,957$802.5K
Point72 Asset Management, L.P.8,320$478.4K
Rafferty Asset Management, LLC7,792$448.0K
Perbak Capital Partners LLP7,548$434.0K
Burns Matteson Capital Management, LLC7,427$427.1K
Balyasny Asset Management LLC5,304$305.0K
Requisite Capital Management, LLC4,760$273.7K
Beirne Wealth Consulting Services, LLC3,788$217.8K
Trust Point Inc.3,582$206.0K
HB Wealth Management, LLC3,549$204.1K
Group One Trading, L.P.2,997$172.3K
Simplex Trading, LLC2,799$160.0K
Principal Securities, Inc.2,259$129.9K
Macquarie Group Ltd2,141$123.0K
Clear Street Markets LLC1,236$71.1K
Ci Investments Inc.647$37.0K
Mather Group, LLC.566$32.5K
Groupe la Francaise200$9.98K
Quarry LP154$8.86K
Wealthspire Advisors, LLC148$8.51K
Ameritas Advisory Services, LLC120$6.90K
JPL Wealth Management, LLC114$6.55K
Cherry Tree Wealth Management, LLC96$5.52K
Marquette Asset Management, LLC47$2.70K
Toth Financial Advisory Corp40$2.30K
South State Corp.26$1.50K
Salem Investment Counselors Inc19$1.09K
Cloud Capital Management, LLC24$1.00K
Sound Income Strategies, LLC8$450
Tortoise Investment Management, LLC1$58

Not filed for Q4 2025 yet (8)

Institutions that held Pegasystems Inc at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEGA in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Bares Capital Management, Inc.3,380,345$194.4M
Pinebridge Investments, L.P.22,352$1.29M
Lindenwold Advisors5,359$308.1K
Full Sail Capital, LLC5,320$305.9K
AXA Investment Managers S.A.1,630$93.7K
Abich Financial Wealth Management LLC807$46.4K
Hemington Wealth Management178$10.0K
Binnacle Investments Inc12$690