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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 1,258 | $75.1K | 0.00% | +14+1.1% | Added |
| Rothschild Investment LLC | 1,286 | $76.8K | 0.00% | −381−22.9% | Reduced |
| CoreCap Advisors, LLC | 1,342 | $80.1K | 0.00% | −118−8.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,388 | $83.0K | 0.00% | +370+36.3% | Added |
| Asset Management One Co.,Ltd. | 1,366 | $84.9K | 0.00% | −727−34.7% | Reduced |
| RiverPark Advisors, LLC | 1,430 | $85.4K | 0.02% | +1,430 | New |
| Transamerica Financial Advisors, Inc. | 1,473 | $87.9K | 0.01% | +695+89.3% | Added |
| TD Waterhouse Canada Inc. | 1,541 | $92.0K | 0.00% | +1,115+261.7% | Added |
| Allworth Financial LP | 1,607 | $96.0K | 0.00% | −102−6.0% | Reduced |
| Raleigh Capital Management Inc. | 1,628 | $97.2K | 0.04% | +35+2.2% | Added |
| Aster Capital Management (DIFC) Ltd | 1,682 | $100.4K | 0.04% | +1,682 | New |
| NBC Securities, Inc. | 2,024 | $120.9K | 0.01% | −80−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,050 | $122.4K | 0.00% | −310−13.1% | Reduced |
| STRS Ohio | 2,083 | $124.4K | 0.00% | +4+0.2% | Added |
| Versant Capital Management, Inc | 2,115 | $126.3K | 0.02% | +39+1.9% | Added |
| CIBC Private Wealth Group, LLC | 2,151 | $128.5K | 0.00% | +25+1.2% | Added |
| Hantz Financial Services, Inc. | 2,170 | $130.0K | 0.00% | +1,605+284.1% | Added |
| Eurizon Capital SGR S.p.A. | 2,292 | $136.9K | 0.00% | +2,292 | New |
| GAMMA Investing LLC | 2,309 | $137.9K | 0.01% | +567+32.5% | Added |
| KBC Group NV | 2,990 | $179.0K | 0.00% | +587+24.4% | Added |
| Horizon Investments, LLC | 3,092 | $184.6K | 0.00% | +3,092 | New |
| Daiwa Securities Group Inc. | 3,142 | $188.0K | 0.00% | −7,776−71.2% | Reduced |
| St Germain D J Co Inc | 3,299 | $197.0K | 0.01% | +3,299 | New |
| waypoint wealth counsel | 3,385 | $202.2K | 0.07% | −113−3.2% | Reduced |
| Farringdon Capital, Ltd. | 3,390 | $202.5K | 0.05% | +3,390 | New |
| Everest Financial Group LLC | 3,526 | $210.6K | 0.05% | +3,526 | New |
| Modern Wealth Management, LLC | 3,526 | $210.6K | 0.00% | +3,526 | New |
| Greenleaf Trust | 3,546 | $211.8K | 0.00% | +65+1.9% | Added |
| Penserra Capital Management LLC | 3,576 | $213.0K | 0.00% | +3,576 | New |
| Skopos Labs, Inc. | 3,452 | $214.6K | 0.01% | +3,452 | New |
| Quest Partners LLC | 3,599 | $214.9K | 0.01% | +1,680+87.5% | Added |
| Sterling Capital Management LLC | 3,644 | $217.6K | 0.00% | +7+0.2% | Added |
| Truvestments Capital LLC | 3,654 | $218.2K | 0.04% | +2,248+159.9% | Added |
| Resources Investment Advisors, LLC. | 3,669 | $219.1K | 0.00% | −94−2.5% | Reduced |
| ProShare Advisors LLC | 3,675 | $219.5K | 0.00% | −255−6.5% | Reduced |
| Parallel Advisors, LLC | 3,688 | $220.3K | 0.00% | +177+5.0% | Added |
| Retirement Guys Formula LLC | 3,692 | $220.5K | 0.10% | +4+0.1% | Added |
| Calamos Wealth Management LLC | 3,706 | $221.3K | 0.01% | −1,608−30.3% | Reduced |
| Foundations Investment Advisors, LLC | 3,709 | $221.5K | 0.00% | +3,709 | New |
| Stephens Inc | 3,744 | $223.6K | 0.00% | −683−15.4% | Reduced |
| First Bank & Trust | 3,751 | $224.0K | 0.04% | +117+3.2% | Added |
| Chicago Partners Investment Group LLC | 4,487 | $226.1K | 0.01% | +90+2.0% | Added |
| United Capital Financial Advisers, LLC | 3,801 | $227.0K | 0.00% | +3,801 | New |
| Mirabella Financial Services LLP | 3,867 | $230.9K | 0.02% | +3,867 | New |
| Optas, LLC | 3,886 | $232.1K | 0.04% | −254−6.1% | Reduced |
| Marex Group plc | 3,933 | $234.9K | 0.00% | +3,933 | New |
| Park Avenue Securities LLC | 3,939 | $235.0K | 0.00% | +162+4.3% | Added |
| Neuberger Berman Group LLC | 3,941 | $235.4K | 0.00% | +3,941 | New |
| Forum Financial Management, LP | 3,968 | $237.0K | 0.00% | −346−8.0% | Reduced |
| Jones Financial Companies LLLP | 3,986 | $238.0K | 0.00% | +1,331+50.1% | Added |
| Tower Research Capital LLC (TRC) | 4,017 | $239.9K | 0.01% | −1,156−22.3% | Reduced |
| Kera Capital Partners, Inc. | 5,540 | $242.0K | 0.03% | +1,232+28.6% | Added |
| denkapparat Operations GmbH | 4,060 | $242.5K | 0.13% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 4,093 | $244.4K | 0.09% | −517−11.2% | Reduced |
| RSM US Wealth Management LLC | 4,097 | $251.2K | 0.00% | −462−10.1% | Reduced |
| Advisor Resource Council | 5,785 | $252.1K | 0.09% | +5,785 | New |
| Maryland State Retirement & Pension System | 4,226 | $252.4K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 4,226 | $252.4K | 0.03% | +4,226 | New |
| Kaufman Rossin Wealth, LLC | 4,227 | $252.4K | 0.13% | −73−1.7% | Reduced |
| Change Path, LLC | 4,361 | $260.4K | 0.01% | +101+2.4% | Added |
| SRS Capital Advisors, Inc. | 4,384 | $261.8K | 0.01% | −121,594−96.5% | Reduced |
| Vise Technologies, Inc. | 4,404 | $263.0K | 0.01% | +4,404 | New |
| Jane Street Group, LLC | 4,417 | $263.8K | 0.00% | +917+26.2% | Added |
| Baird Financial Group, Inc. | 4,555 | $272.0K | 0.00% | +238+5.5% | Added |
| Kestra Advisory Services, LLC | 4,590 | $274.1K | 0.00% | +4,590 | New |
| Utah Retirement Systems | 4,600 | $274.7K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 4,644 | $277.3K | 0.00% | +588+14.5% | Added |
| EverSource Wealth Advisors, LLC | 4,668 | $278.8K | 0.01% | −130−2.7% | Reduced |
| Exchange Traded Concepts, LLC | 4,764 | $284.5K | 0.00% | +3,150+195.2% | Added |
| Guggenheim Capital LLC | 4,786 | $285.8K | 0.00% | −1,186−19.9% | Reduced |
| Globeflex Capital L P | 4,900 | $292.6K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,924 | $294.0K | 0.00% | −493−9.1% | Reduced |
| Frank, Rimerman Advisors LLC | 5,043 | $301.2K | 0.02% | +19+0.4% | Added |
| Prudential Financial Inc | 5,069 | $302.7K | 0.00% | −2,399−32.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,130 | $306.4K | 0.00% | +2,148+72.0% | Added |
| Inscription Capital, LLC | 5,151 | $307.6K | 0.03% | +581+12.7% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $308.0K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,167 | $308.6K | 0.06% | −141−2.7% | Reduced |
| CIBC Asset Management Inc | 5,286 | $315.7K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,295 | $316.2K | 0.01% | +5,295 | New |
| IFP Advisors, Inc | 5,326 | $318.1K | 0.01% | −118−2.2% | Reduced |
| Jefferies Financial Group Inc. | 5,984 | $357.4K | 0.00% | +5,984 | New |
| Upper Left Wealth Management, LLC | 6,000 | $358.3K | 0.22% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 6,045 | $361.0K | 0.02% | +6,045 | New |
| Concurrent Investment Advisors, LLC | 6,125 | $365.8K | 0.00% | +6,125 | New |
| Optimist Retirement Group LLC | 6,189 | $369.6K | 0.17% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,048 | $370.5K | 0.00% | +314+8.4% | Added |
| Picton Mahoney Asset Management | 6,270 | $374.4K | 0.00% | +6,236+18,341.2% | Added |
| Callan Family Office, LLC | 6,413 | $383.0K | 0.01% | +852+15.3% | Added |
| Federation des caisses Desjardins du Quebec | 6,433 | $384.2K | 0.00% | +992+18.2% | Added |
| Harvest Fund Management Co., Ltd | 6,446 | $385.0K | 0.01% | +6,317+4,896.9% | Added |
| American Trust | 6,520 | $389.4K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,679 | $398.9K | 0.02% | −239−3.5% | Reduced |
| Voya Investment Management LLC | 7,111 | $424.7K | 0.00% | −829−10.4% | Reduced |
| Evolve Private Wealth, LLC | 7,136 | $426.2K | 0.03% | +7,136 | New |
| O'Shaughnessy Asset Management, LLC | 7,158 | $427.5K | 0.00% | +2,097+41.4% | Added |
| HighTower Advisors, LLC | 7,263 | $433.8K | 0.00% | +948+15.0% | Added |
| Krilogy Financial LLC | 8,997 | $456.6K | 0.02% | −773−7.9% | Reduced |
| Truist Financial Corp | 7,649 | $456.8K | 0.00% | −2,653−25.8% | Reduced |
| Swiss Life Asset Management Ltd | 7,902 | $471.9K | 0.00% | +3,628+84.9% | Added |