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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.

13F holders, Q4 2025

Institutional positions in Pegasystems Inc as of Dec 31, 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
474
+56 vs. Q3 2025
Shares held
97.5M
+3.80M (+4.1%) vs. Q3 2025
Total value
$5.82B
+$435.6M (+8.1%) vs. Q3 2025
New holders
96
164 more added
Sold out
40
166 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 474 institutions
Q1 2021: 256 institutionsQ2 2021: 244 institutionsQ3 2021: 246 institutionsQ4 2021: 266 institutionsQ1 2022: 251 institutionsQ2 2022: 215 institutionsQ3 2022: 177 institutionsQ4 2022: 185 institutionsQ1 2023: 190 institutionsQ2 2023: 172 institutionsQ3 2023: 190 institutionsQ4 2023: 239 institutionsQ1 2024: 266 institutionsQ2 2024: 280 institutionsQ3 2024: 301 institutionsQ4 2024: 321 institutionsQ1 2025: 328 institutionsQ2 2025: 415 institutionsQ3 2025: 426 institutionsQ4 2025: 474 institutionsQ1 2026: 485 institutionsQ2 2026: 437 institutions
Value heldQ4 2025: $5.82B
Q1 2021: $4.38BQ2 2021: $5.43BQ3 2021: $5.01BQ4 2021: $4.44BQ1 2022: $3.15BQ2 2022: $1.83BQ3 2022: $1.29BQ4 2022: $1.37BQ1 2023: $1.90BQ2 2023: $1.95BQ3 2023: $1.72BQ4 2023: $1.90BQ1 2024: $2.53BQ2 2024: $2.48BQ3 2024: $3.01BQ4 2024: $3.95BQ1 2025: $3.09BQ2 2025: $5.12BQ3 2025: $5.58BQ4 2025: $5.82BQ1 2026: $3.95BQ2 2026: $2.85B
Institutions holding PEGA and their total value by quarter
QuarterHoldersValue
Q2 2026437$2.85B
Q1 2026485$3.95B
Q4 2025474$5.82B
Q3 2025426$5.58B
Q2 2025415$5.12B
Q1 2025328$3.09B
Q4 2024321$3.95B
Q3 2024301$3.01B
Q2 2024280$2.48B
Q1 2024266$2.53B
Q4 2023239$1.90B
Q3 2023190$1.72B
Q2 2023172$1.95B
Q1 2023190$1.90B
Q4 2022185$1.37B
Q3 2022177$1.29B
Q2 2022215$1.83B
Q1 2022251$3.15B
Q4 2021266$4.44B
Q3 2021246$5.01B
Q2 2021244$5.43B
Q1 2021256$4.38B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2025.

Institutions holding PEGA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CWM Advisors, LLC0$120.00%0New
Principia Wealth Advisory, LLC1$600.00%+1New
Toronto Dominion Bank1$630.00%+1New
Dunhill Financial, LLC2$1120.00%+2New
Turning Point Benefit Group, Inc.2$1190.00%00.0%Unchanged
MV Capital Management, Inc.4$2390.00%00.0%Unchanged
United Financial Planning Group LLC6$3580.00%+6New
AdvisorNet Financial, Inc8$4780.00%00.0%Unchanged
Bogart Wealth, LLC9$5370.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC9$5370.00%+2+28.6%Added
North Star Investment Management Corp.9$5370.00%+9New
USA Financial Portformulas Corp9$5370.00%+9New
HFM Investment Advisors, LLC9$5380.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.10$5970.00%+10New
Cornerstone Financial Management LLC10$5970.00%+10New
Asset Dedication, LLC10$5980.00%00.0%Unchanged
Rialto Wealth Management, LLC11$6570.00%+2+22.2%Added
SJS Investment Consulting Inc.12$7170.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.16$9560.00%+16New
Salomon & Ludwin, LLC18$1.06K0.00%00.0%Unchanged
Manchester Capital Management LLC18$1.07K0.00%+18New
TD Private Client Wealth LLC20$1.19K0.00%+20New
Fortitude Family Office, LLC22$1.31K0.00%−8−26.7%Reduced
Park Place Capital Corp22$1.31K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.22$1.31K0.00%00.0%Unchanged
CVA Family Office, LLC23$1.37K0.00%00.0%Unchanged
Massmutual Trust Co FSB26$1.55K0.00%00.0%Unchanged
Wiser Advisor Group LLC26$1.55K0.00%00.0%Unchanged
POM Investment Strategies, LLC27$1.61K0.00%+27New
Optima Capital LLC33$1.97K0.00%+33New
Westside Investment Management, Inc.34$2.03K0.00%+34New
Keating Financial Advisory Services, Inc.34$2.03K0.00%+34New
SageView Advisory Group, LLC35$2.09K0.00%+35New
UMA Financial Services, Inc.38$2.27K0.00%−2−5.0%Reduced
Battery Global Advisors, LLC40$2.39K0.00%+40New
Medallion Wealth Advisors, LLC40$2.39K0.00%00.0%Unchanged
Creative Financial Designs Inc42$2.51K0.00%00.0%Unchanged
Investors Portfolio Services LLC49$2.96K0.00%+49New
Whittier Trust Co of Nevada Inc54$3.24K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.57$3.40K0.00%00.0%Unchanged
Sunbelt Securities, Inc.58$3.46K0.00%−180−75.6%Reduced
Motiv8 Investments LLC63$4.00K0.00%+63New
Elyxium Wealth, LLC68$4.06K0.00%+68New
ORG Partners LLC70$4.18K0.00%00.0%Unchanged
Private Wealth Management Group, LLC72$4.30K0.00%−2−2.7%Reduced
Altshuler Shaham Ltd75$4.48K0.00%−3−3.8%Reduced
JFS Wealth Advisors, LLC75$4.48K0.00%+31+70.5%Added
Farmers & Merchants Investments Inc78$4.66K0.00%+4+5.4%Added
Nisa Investment Advisors, LLC80$4.78K0.00%+16+25.0%Added
Basecamp Wealth Advisors LLC83$4.96K0.00%+83New
HM Payson & Co100$5.97K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC100$5.97K0.00%00.0%Unchanged
Missouri Trust & Investment Co104$6.21K0.00%00.0%Unchanged
Acumen Wealth Advisors, LLC104$6.21K0.00%+104New
Bank of Jackson Hole Trust104$6.21K0.00%+104New
Colonial Trust Co108$6.45K0.00%00.0%Unchanged
MCF Advisors LLC120$7.17K0.00%+120New
Kerr Financial Planning Corp200$7.71K0.01%+200New
Rakuten Securities, Inc.132$7.88K0.00%−31−19.0%Reduced
Capital Advisors, Ltd. LLC134$8.00K0.00%00.0%Unchanged
Harbour Investments, Inc.144$8.60K0.00%+32+28.6%Added
LRI Investments, LLC156$9.34K0.00%00.0%Unchanged
Spire Wealth Management165$9.86K0.00%−394−70.5%Reduced
Bell Investment Advisors, Inc168$10.0K0.00%00.0%Unchanged
Larson Financial Group LLC184$11.0K0.00%+184New
Cullen/Frost Bankers, Inc.211$12.6K0.00%+112+113.1%Added
Signature Equity Partners, LLC231$13.8K0.01%+231New
Chesapeake Asset Management LLC266$15.9K0.01%+266New
Strategic Advocates LLC293$18.0K0.00%+293New
Wealth Enhancement Trust Services, Inc.302$18.0K0.00%+302New
Greenline Wealth Management LLC317$18.9K0.02%+317New
Clearstead Advisors, LLC344$20.5K0.00%−1,047−75.3%Reduced
Smithfield Trust Co371$22.0K0.00%−3−0.8%Reduced
Parkside Financial Bank & Trust386$23.1K0.00%+50+14.9%Added
Root Financial Partners, LLC395$23.6K0.00%+46+13.2%Added
PFS Partners, LLC400$23.9K0.01%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.442$24.8K0.00%00.0%Unchanged
Financial Management Professionals, Inc.420$25.1K0.00%+4+1.0%Added
International Assets Investment Management, LLC462$27.6K0.00%+462New
Huntington National Bank474$28.3K0.00%+95+25.1%Added
Covestor Ltd488$29.0K0.02%−1,766−78.3%Reduced
Hazlett, Burt & Watson, Inc.490$29.0K0.01%00.0%Unchanged
EFG International AG530$31.6K0.00%+530New
Fifth Third Bancorp617$36.8K0.00%+303+96.5%Added
Bayforest Capital Ltd704$42.0K0.03%+535+316.6%Added
Brown Brothers Harriman & Co710$42.4K0.00%+564+386.3%Added
Flagship Harbor Advisors, LLC744$44.5K0.00%+744New
Smartleaf Asset Management LLC773$47.4K0.00%−2,026−72.4%Reduced
Quadrant Capital Group LLC860$51.4K0.00%+164+23.6%Added
Bessemer Group Inc874$52.0K0.00%+500+133.7%Added
Plato Investment Management Ltd867$52.0K0.00%+867New
Torren Management, LLC932$55.7K0.03%+932New
Leonteq Securities AG967$57.7K0.00%−1,033−51.7%Reduced
Danske Bank A/S1,000$59.7K0.00%−112,108−99.1%Reduced
Global Retirement Partners, LLC1,046$62.5K0.00%−285−21.4%Reduced
Ronald Blue Trust, Inc.1,096$65.5K0.00%+414+60.7%Added
MAI Capital Management1,100$65.7K0.00%+404+58.0%Added
SBI Securities Co., Ltd.1,102$65.8K0.00%−119−9.7%Reduced
Umb Bank N A1,105$66.0K0.00%+176+18.9%Added
True Wealth Design, LLC1,113$66.5K0.02%−53−4.5%Reduced