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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 196,948 | $11.8M | 0.01% | −7,979−3.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 198,621 | $12.0M | 0.02% | +27,169+15.8% | Added |
| Rockefeller Capital Management L.P. | 202,261 | $12.1M | 0.02% | +201,805+44,255.5% | Added |
| Mackenzie Financial Corp | 197,542 | $12.1M | 0.01% | +23,153+13.3% | Added |
| Envestnet Asset Management Inc | 203,970 | $12.2M | 0.00% | −748−0.4% | Reduced |
| Deutsche Bank AG | 222,413 | $13.3M | 0.00% | +210,599+1,782.6% | Added |
| Wedbush Fund Advisers, LLC | 227,503 | $13.6M | 1.41% | +227,503 | New |
| Cookson Peirce & Co Inc | 230,391 | $13.8M | 0.57% | +21,124+10.1% | Added |
| Rhumbline Advisers | 233,158 | $13.9M | 0.01% | −8,273−3.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 237,037 | $14.2M | 0.04% | −96,430−28.9% | Reduced |
| Citadel Advisors LLC | 237,102 | $14.2M | 0.01% | +147,492+164.6% | Added |
| Nuveen, LLC | 241,791 | $14.4M | 0.00% | −123,150−33.7% | Reduced |
| Quantinno Capital Management LP | 242,206 | $14.5M | 0.03% | +29,501+13.9% | Added |
| Toroso Investments, LLC | 242,915 | $14.5M | 0.06% | +224,253+1,201.7% | Added |
| Luxor Capital Group, LP | 245,983 | $14.7M | 2.19% | −22,295−8.3% | Reduced |
| Millennium Management LLC | 248,250 | $14.8M | 0.01% | −31,259−11.2% | Reduced |
| Lazard Asset Management LLC | 269,744 | $16.1M | 0.03% | +2,109+0.8% | Added |
| Citigroup Inc | 271,543 | $16.2M | 0.01% | +29,274+12.1% | Added |
| New York State Common Retirement Fund | 273,321 | $16.3M | 0.02% | +15,788+6.1% | Added |
| Summit Creek Advisors LLC | 291,042 | $17.4M | 2.73% | −12,033−4.0% | Reduced |
| Great West Life Assurance Co | 309,219 | $18.5M | 0.03% | −24,927−7.5% | Reduced |
| Federated Hermes, Inc. | 310,818 | $18.6M | 0.03% | +7,335+2.4% | Added |
| Royal Bank of Canada | 311,541 | $18.6M | 0.00% | +91,123+41.3% | Added |
| Acadian Asset Management LLC | 333,521 | $19.9M | 0.03% | −18,234−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 374,645 | $21.0M | 0.03% | +155,728+71.1% | Added |
| Westwood Holdings Group Inc. | 357,995 | $21.4M | 0.17% | −7,268−2.0% | Reduced |
| Bank of America Corp | 403,594 | $24.1M | 0.00% | −90,678−18.3% | Reduced |
| Oberweis Asset Management Inc | 424,840 | $25.4M | 0.93% | +35,440+9.1% | Added |
| Pacer Advisors, Inc. | 436,816 | $26.1M | 0.07% | −414,088−48.7% | Reduced |
| Canada Pension Plan Investment Board | 437,400 | $26.1M | 0.02% | +77,800+21.6% | Added |
| Los Angeles Capital Management LLC | 411,262 | $26.1M | 0.09% | +296,916+259.7% | Added |
| UBS Asset Management Americas Inc | 438,378 | $26.2M | 0.01% | +172,810+65.1% | Added |
| Ameriprise Financial Inc | 480,824 | $28.7M | 0.01% | +276,032+134.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 498,713 | $30.0M | 0.04% | +307,284+160.5% | Added |
| Crawford Investment Counsel Inc | 521,631 | $31.2M | 0.52% | −4,418−0.8% | Reduced |
| Norges Bank | 534,244 | $31.9M | 0.00% | +534,244 | New |
| Renaissance Group LLC | 540,430 | $32.3M | 1.30% | +540,430 | New |
| Gotham Asset Management, LLC | 566,469 | $33.8M | 0.12% | +14,934+2.7% | Added |
| JPMorgan Chase & Co | 682,137 | $40.7M | 0.00% | +61,421+9.9% | Added |
| SEI Investments Co | 688,309 | $41.1M | 0.04% | +231,759+50.8% | Added |
| Raymond James Financial Inc | 686,081 | $41.6M | 0.01% | −229,958−25.1% | Reduced |
| Herald Investment Management Ltd | 703,600 | $42.0M | 5.49% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 750,369 | $44.8M | 0.01% | +310,695+70.7% | Added |
| Capital Impact Advisors, LLC | 765,317 | $45.7M | 3.58% | +765,317 | New |
| Russell Investments Group, Ltd. | 826,016 | $49.3M | 0.05% | −135,773−14.1% | Reduced |
| Bank of New York Mellon Corp | 828,839 | $49.5M | 0.01% | −20,904−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 847,933 | $50.6M | 0.01% | −5,809−0.7% | Reduced |
| Price T Rowe Associates Inc | 882,800 | $52.7M | 0.01% | +414,817+88.6% | Added |
| Ranger Investment Management, L.P. | 910,976 | $54.4M | 3.73% | −64,509−6.6% | Reduced |
| Northern Trust Corp | 1,024,182 | $61.2M | 0.01% | −33,197−3.1% | Reduced |
| Shannon River Fund Management LLC | 1,038,832 | $62.0M | 9.73% | −345,387−25.0% | Reduced |
| Fiera Capital Corp | 1,113,171 | $66.5M | 0.21% | +274,219+32.7% | Added |
| Fisher Asset Management, LLC | 1,170,377 | $69.9M | 0.02% | +33,643+3.0% | Added |
| Morgan Stanley | 1,200,213 | $71.7M | 0.00% | −276,983−18.8% | Reduced |
| Franklin Resources Inc | 1,326,926 | $79.2M | 0.02% | +232,374+21.2% | Added |
| Teacher Retirement System of Texas | 1,400,086 | $83.6M | 0.29% | −119,919−7.9% | Reduced |
| First Trust Advisors LP | 1,418,576 | $84.7M | 0.06% | +306,840+27.6% | Added |
| Jacobs Levy Equity Management, Inc | 1,524,348 | $91.0M | 0.35% | −794,375−34.3% | Reduced |
| Hood River Capital Management LLC | 1,588,403 | $94.9M | 1.04% | +9,955+0.6% | Added |
| Thrivent Financial for Lutherans | 1,713,825 | $102.3M | 0.18% | −213,751−11.1% | Reduced |
| American Century Companies Inc | 1,782,082 | $106.4M | 0.05% | +195,289+12.3% | Added |
| Capital Research Global Investors | 1,796,189 | $107.3M | 0.02% | −721,398−28.7% | Reduced |
| UBS Group AG | 1,847,713 | $110.3M | 0.02% | +14,587+0.8% | Added |
| Geode Capital Management, LLC | 2,344,266 | $140.0M | 0.01% | +492,760+26.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,394,839 | $143.0M | 0.21% | +124,077+5.5% | Added |
| North Peak Capital Management, LLC | 2,400,065 | $143.3M | 15.69% | +53,564+2.3% | Added |
| Dimensional Fund Advisors LP | 2,529,767 | $151.1M | 0.03% | +61,251+2.5% | Added |
| Wellington Management Group LLP | 2,721,958 | $162.6M | 0.03% | +599,790+28.3% | Added |
| State Street Corp | 2,753,627 | $164.4M | 0.01% | −16,469−0.6% | Reduced |
| AQR Capital Management LLC | 2,800,493 | $167.2M | 0.09% | −591,308−17.4% | Reduced |
| Invesco Ltd. | 3,127,771 | $186.8M | 0.02% | +402,763+14.8% | Added |
| Massachusetts Financial Services Co | 4,928,146 | $294.3M | 0.09% | −59,145−1.2% | Reduced |
| BlackRock, Inc. | 8,977,984 | $536.2M | 0.01% | −51,001−0.6% | Reduced |
| Vanguard Group Inc | 10,959,704 | $654.5M | 0.01% | −312,655−2.8% | Reduced |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −134,871−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −125,838−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −61,454−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,990−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −40,388−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −33,217−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −19,220−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,966−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −15,640−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −15,003−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −13,957−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,320−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −7,792−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −7,548−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −7,427−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −5,304−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,582−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,259−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,141−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −647−100.0% | Sold out |