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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 7,918 | $472.9K | 0.00% | +68+0.9% | Added |
| Pathstone Holdings, LLC | 7,941 | $474.2K | 0.00% | +25+0.3% | Added |
| Princeton Capital Management LLC | 8,000 | $477.8K | 0.12% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 8,027 | $479.4K | 0.00% | −318−3.8% | Reduced |
| Sanctuary Advisors, LLC | 8,194 | $489.4K | 0.00% | +2,161+35.8% | Added |
| Sequoia Financial Advisors, LLC | 8,218 | $490.8K | 0.00% | +3,345+68.6% | Added |
| US Bancorp | 8,228 | $491.4K | 0.00% | −157−1.9% | Reduced |
| Impact Partnership Wealth, LLC | 8,360 | $499.3K | 0.06% | +1,416+20.4% | Added |
| The PNC Financial Services Group, Inc. | 8,378 | $500.3K | 0.00% | +272+3.4% | Added |
| Snowden Capital Advisors LLC | 8,446 | $504.4K | 0.01% | −651−7.2% | Reduced |
| Blackhawk Capital Partners LLC. | 8,806 | $525.9K | 0.20% | −109−1.2% | Reduced |
| Farther Finance Advisors, LLC | 8,845 | $528.2K | 0.01% | +1,100+14.2% | Added |
| State of Alaska, Department of Revenue | 9,006 | $537.0K | 0.01% | −1,095−10.8% | Reduced |
| Fieldview Capital Management, LLC | 9,020 | $538.7K | 0.09% | −4,753−34.5% | Reduced |
| M&T Bank Corp | 9,031 | $539.6K | 0.00% | +3,264+56.6% | Added |
| Bokf, NA | 9,212 | $550.1K | 0.01% | −1,603−14.8% | Reduced |
| Virtus ETF Advisers LLC | 9,406 | $561.7K | 0.27% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 9,468 | $565.4K | 0.02% | +9,468 | New |
| Oppenheimer Asset Management Inc. | 9,639 | $575.6K | 0.01% | −243−2.5% | Reduced |
| Veracity Capital LLC | 10,258 | $612.6K | 0.18% | +685+7.2% | Added |
| CSS LLC | 10,440 | $623.5K | 0.04% | +5,570+114.4% | Added |
| Essential Partners LLC | 10,646 | $635.8K | 0.20% | −548−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,716 | $640.0K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,863 | $648.7K | 0.00% | −2,800−20.5% | Reduced |
| Unique Wealth Strategies, LLC | 10,871 | $649.2K | 0.25% | +10,871 | New |
| Diversified Trust Co | 11,014 | $657.8K | 0.01% | +18+0.2% | Added |
| Commonwealth Equity Services, LLC | 11,203 | $669.1K | 0.00% | +3,511+45.6% | Added |
| NorthCrest Asset Manangement, LLC | 11,398 | $669.2K | 0.01% | +3,196+39.0% | Added |
| Graham Capital Management, L.P. | 11,365 | $678.7K | 0.02% | +11,365 | New |
| MML Investors Services, LLC | 11,632 | $694.6K | 0.00% | +771+7.1% | Added |
| Aquatic Capital Management LLC | 11,675 | $697.2K | 0.02% | +11,675 | New |
| Perpetual Ltd | 11,907 | $711.1K | 0.01% | +2,829+31.2% | Added |
| Atlas Capital Advisors LLC | 12,107 | $723.0K | 0.08% | +12,107 | New |
| Odyssean, LLC | 12,175 | $727.1K | 0.52% | +12,175 | New |
| Xponance, Inc. | 12,234 | $730.6K | 0.01% | −1,047−7.9% | Reduced |
| State of Wyoming | 12,286 | $733.7K | 0.08% | +3,072+33.3% | Added |
| Greenwood Capital Associates LLC | 12,619 | $753.6K | 0.08% | −1,022−7.5% | Reduced |
| Integrated Wealth Concepts LLC | 12,702 | $758.5K | 0.01% | −6,672−34.4% | Reduced |
| Bank of Montreal | 13,841 | $826.6K | 0.00% | −224−1.6% | Reduced |
| Colony Group, LLC | 13,861 | $827.8K | 0.00% | −1,977−12.5% | Reduced |
| Silvercrest Asset Management Group LLC | 13,876 | $828.7K | 0.01% | −5,409−28.0% | Reduced |
| Buckingham Strategic Partners | 14,173 | $846.4K | 0.01% | −3,260−18.7% | Reduced |
| Pictet Asset Management Holding SA | 14,861 | $887.5K | 0.00% | +919+6.6% | Added |
| Winton Group Ltd | 15,450 | $922.7K | 0.03% | +15,450 | New |
| Wedbush Securities Inc | 15,605 | $932.0K | 0.03% | +826+5.6% | Added |
| Integrated Quantitative Investments LLC | 15,660 | $935.2K | 0.20% | +2,112+15.6% | Added |
| State of Tennessee, Treasury Department | 22,012 | $961.7K | 0.00% | −942−4.1% | Reduced |
| WCG Wealth Advisors LLC | 16,343 | $976.0K | 0.03% | +16,343 | New |
| Vestmark Advisory Solutions, Inc. | 16,470 | $983.6K | 0.01% | +16,470 | New |
| Atria Investments LLC | 16,557 | $988.8K | 0.01% | +8,106+95.9% | Added |
| Ameritas Investment Partners, Inc. | 16,797 | $1.00M | 0.03% | −488−2.8% | Reduced |
| Merit Financial Group, LLC | 17,584 | $1.05M | 0.01% | −523−2.9% | Reduced |
| New Mexico Educational Retirement Board | 18,000 | $1.07M | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 18,154 | $1.08M | 0.02% | +18,154 | New |
| Oregon Public Employees Retirement Fund | 18,300 | $1.09M | 0.01% | −300−1.6% | Reduced |
| Gateway Investment Advisers LLC | 18,464 | $1.10M | 0.01% | +18,464 | New |
| Brevan Howard Capital Management LP | 18,765 | $1.12M | 0.02% | −17,578−48.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 18,845 | $1.13M | 0.17% | −493−2.5% | Reduced |
| Aviva PLC | 18,892 | $1.13M | 0.00% | +3,456+22.4% | Added |
| Hancock Whitney Corp | 18,966 | $1.13M | 0.02% | +209+1.1% | Added |
| Buckland Partners Management Co LLC | 19,000 | $1.13M | 0.63% | +19,000 | New |
| Advisor Group Holdings, Inc. | 19,254 | $1.15M | 0.00% | +5,076+35.8% | Added |
| GWM Advisors LLC | 19,392 | $1.16M | 0.00% | +5,740+42.0% | Added |
| OP Asset Management Ltd | 19,564 | $1.17M | 0.01% | −19,168−49.5% | Reduced |
| Main Management ETF Advisors, LLC | 19,575 | $1.17M | 0.04% | +200+1.0% | Added |
| Summit Trail Advisors, LLC | 19,597 | $1.17M | 0.02% | −2,454−11.1% | Reduced |
| Penn Capital Management Co Inc | 19,623 | $1.19M | 0.10% | −508−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 20,042 | $1.20M | 0.01% | −753−3.6% | Reduced |
| Two Sigma Advisers, LP | 20,500 | $1.22M | 0.00% | +1,500+7.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,506 | $1.22M | 0.01% | −85−0.4% | Reduced |
| SG Americas Securities, LLC | 21,361 | $1.28M | 0.00% | −1,874−8.1% | Reduced |
| Dark Forest Capital Management LP | 21,568 | $1.29M | 0.06% | +21,568 | New |
| State of Michigan Retirement System | 21,700 | $1.30M | 0.01% | −300−1.4% | Reduced |
| JustInvest LLC | 22,501 | $1.34M | 0.01% | −397−1.7% | Reduced |
| Captrust Financial Advisors | 22,698 | $1.36M | 0.00% | −1,213−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,935 | $1.37M | 0.01% | −775−3.3% | Reduced |
| Yousif Capital Management, LLC | 28,249 | $1.44M | 0.02% | −617−2.1% | Reduced |
| Mercer Global Advisors Inc | 24,775 | $1.48M | 0.00% | −3,586−12.6% | Reduced |
| Quent Capital, LLC | 25,079 | $1.50M | 0.11% | +24,241+2,892.7% | Added |
| Handelsbanken Fonder AB | 25,088 | $1.50M | 0.00% | −15,300−37.9% | Reduced |
| Ensign Peak Advisors, Inc | 25,142 | $1.50M | 0.00% | −15,753−38.5% | Reduced |
| Advisory Services Network, LLC | 25,178 | $1.50M | 0.02% | +407+1.6% | Added |
| Louisiana State Employees Retirement System | 25,400 | $1.52M | 0.03% | −300−1.2% | Reduced |
| NewEdge Wealth, LLC | 25,672 | $1.53M | 0.02% | +3,352+15.0% | Added |
| Commerce Bank | 26,011 | $1.55M | 0.01% | −20−0.1% | Reduced |
| Arizona State Retirement System | 26,084 | $1.56M | 0.01% | −1,760−6.3% | Reduced |
| Cetera Investment Advisers | 26,617 | $1.59M | 0.00% | −820−3.0% | Reduced |
| Pallas Capital Advisors LLC | 26,746 | $1.60M | 0.05% | −599−2.2% | Reduced |
| Lifestyle Asset Management, Inc. | 27,035 | $1.61M | 0.53% | +27,035 | New |
| Teachers Retirement System of the State of Kentucky | 27,800 | $1.66M | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 27,900 | $1.67M | 0.01% | +700+2.6% | Added |
| Brinker Capital Investments, LLC | 28,035 | $1.67M | 0.01% | +3,046+12.2% | Added |
| Public Employees Retirement System of Ohio | 28,352 | $1.69M | 0.01% | −987−3.4% | Reduced |
| Smith Group Asset Management, LLC | 28,617 | $1.71M | 0.09% | +6,807+31.2% | Added |
| Boothbay Fund Management, LLC | 29,742 | $1.78M | 0.05% | +29,742 | New |
| Creative Planning | 29,803 | $1.78M | 0.00% | +1,820+6.5% | Added |
| Walleye Capital LLC | 29,820 | $1.78M | 0.01% | +26,854+905.4% | Added |
| Private Client Services, LLC | 30,804 | $1.84M | 0.57% | −1,280−4.0% | Reduced |
| Assetmark, Inc | 30,875 | $1.84M | 0.00% | −1,199−3.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 30,878 | $1.84M | 0.54% | −234−0.8% | Reduced |