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 |
|---|---|---|---|---|---|
| JustInvest LLC | 22,501 | $1.34M | 0.01% | −397−1.7% | Reduced |
| State of Michigan Retirement System | 21,700 | $1.30M | 0.01% | −300−1.4% | Reduced |
| Dark Forest Capital Management LP | 21,568 | $1.29M | 0.06% | +21,568 | New |
| SG Americas Securities, LLC | 21,361 | $1.28M | 0.00% | −1,874−8.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,506 | $1.22M | 0.01% | −85−0.4% | Reduced |
| Two Sigma Advisers, LP | 20,500 | $1.22M | 0.00% | +1,500+7.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 20,042 | $1.20M | 0.01% | −753−3.6% | Reduced |
| Penn Capital Management Co Inc | 19,623 | $1.19M | 0.10% | −508−2.5% | Reduced |
| Summit Trail Advisors, LLC | 19,597 | $1.17M | 0.02% | −2,454−11.1% | Reduced |
| Main Management ETF Advisors, LLC | 19,575 | $1.17M | 0.04% | +200+1.0% | Added |
| OP Asset Management Ltd | 19,564 | $1.17M | 0.01% | −19,168−49.5% | Reduced |
| GWM Advisors LLC | 19,392 | $1.16M | 0.00% | +5,740+42.0% | Added |
| Advisor Group Holdings, Inc. | 19,254 | $1.15M | 0.00% | +5,076+35.8% | Added |
| Buckland Partners Management Co LLC | 19,000 | $1.13M | 0.63% | +19,000 | New |
| Hancock Whitney Corp | 18,966 | $1.13M | 0.02% | +209+1.1% | Added |
| Aviva PLC | 18,892 | $1.13M | 0.00% | +3,456+22.4% | Added |
| Newbridge Financial Services Group, Inc. | 18,845 | $1.13M | 0.17% | −493−2.5% | Reduced |
| Brevan Howard Capital Management LP | 18,765 | $1.12M | 0.02% | −17,578−48.4% | Reduced |
| Gateway Investment Advisers LLC | 18,464 | $1.10M | 0.01% | +18,464 | New |
| Oregon Public Employees Retirement Fund | 18,300 | $1.09M | 0.01% | −300−1.6% | Reduced |
| Voleon Capital Management LP | 18,154 | $1.08M | 0.02% | +18,154 | New |
| New Mexico Educational Retirement Board | 18,000 | $1.07M | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 17,584 | $1.05M | 0.01% | −523−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 16,797 | $1.00M | 0.03% | −488−2.8% | Reduced |
| Atria Investments LLC | 16,557 | $988.8K | 0.01% | +8,106+95.9% | Added |
| Vestmark Advisory Solutions, Inc. | 16,470 | $983.6K | 0.01% | +16,470 | New |
| WCG Wealth Advisors LLC | 16,343 | $976.0K | 0.03% | +16,343 | New |
| State of Tennessee, Treasury Department | 22,012 | $961.7K | 0.00% | −942−4.1% | Reduced |
| Integrated Quantitative Investments LLC | 15,660 | $935.2K | 0.20% | +2,112+15.6% | Added |
| Wedbush Securities Inc | 15,605 | $932.0K | 0.03% | +826+5.6% | Added |
| Winton Group Ltd | 15,450 | $922.7K | 0.03% | +15,450 | New |
| Pictet Asset Management Holding SA | 14,861 | $887.5K | 0.00% | +919+6.6% | Added |
| Buckingham Strategic Partners | 14,173 | $846.4K | 0.01% | −3,260−18.7% | Reduced |
| Silvercrest Asset Management Group LLC | 13,876 | $828.7K | 0.01% | −5,409−28.0% | Reduced |
| Colony Group, LLC | 13,861 | $827.8K | 0.00% | −1,977−12.5% | Reduced |
| Bank of Montreal | 13,841 | $826.6K | 0.00% | −224−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 12,702 | $758.5K | 0.01% | −6,672−34.4% | Reduced |
| Greenwood Capital Associates LLC | 12,619 | $753.6K | 0.08% | −1,022−7.5% | Reduced |
| State of Wyoming | 12,286 | $733.7K | 0.08% | +3,072+33.3% | Added |
| Xponance, Inc. | 12,234 | $730.6K | 0.01% | −1,047−7.9% | Reduced |
| Odyssean, LLC | 12,175 | $727.1K | 0.52% | +12,175 | New |
| Atlas Capital Advisors LLC | 12,107 | $723.0K | 0.08% | +12,107 | New |
| Perpetual Ltd | 11,907 | $711.1K | 0.01% | +2,829+31.2% | Added |
| Aquatic Capital Management LLC | 11,675 | $697.2K | 0.02% | +11,675 | New |
| MML Investors Services, LLC | 11,632 | $694.6K | 0.00% | +771+7.1% | Added |
| Graham Capital Management, L.P. | 11,365 | $678.7K | 0.02% | +11,365 | New |
| NorthCrest Asset Manangement, LLC | 11,398 | $669.2K | 0.01% | +3,196+39.0% | Added |
| Commonwealth Equity Services, LLC | 11,203 | $669.1K | 0.00% | +3,511+45.6% | Added |
| Diversified Trust Co | 11,014 | $657.8K | 0.01% | +18+0.2% | Added |
| Unique Wealth Strategies, LLC | 10,871 | $649.2K | 0.25% | +10,871 | New |
| Private Advisor Group, LLC | 10,863 | $648.7K | 0.00% | −2,800−20.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,716 | $640.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 10,646 | $635.8K | 0.20% | −548−4.9% | Reduced |
| CSS LLC | 10,440 | $623.5K | 0.04% | +5,570+114.4% | Added |
| Veracity Capital LLC | 10,258 | $612.6K | 0.18% | +685+7.2% | Added |
| Oppenheimer Asset Management Inc. | 9,639 | $575.6K | 0.01% | −243−2.5% | Reduced |
| Sowell Financial Services LLC | 9,468 | $565.4K | 0.02% | +9,468 | New |
| Virtus ETF Advisers LLC | 9,406 | $561.7K | 0.27% | 00.0% | Unchanged |
| Bokf, NA | 9,212 | $550.1K | 0.01% | −1,603−14.8% | Reduced |
| M&T Bank Corp | 9,031 | $539.6K | 0.00% | +3,264+56.6% | Added |
| Fieldview Capital Management, LLC | 9,020 | $538.7K | 0.09% | −4,753−34.5% | Reduced |
| State of Alaska, Department of Revenue | 9,006 | $537.0K | 0.01% | −1,095−10.8% | Reduced |
| Farther Finance Advisors, LLC | 8,845 | $528.2K | 0.01% | +1,100+14.2% | Added |
| Blackhawk Capital Partners LLC. | 8,806 | $525.9K | 0.20% | −109−1.2% | Reduced |
| Snowden Capital Advisors LLC | 8,446 | $504.4K | 0.01% | −651−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,378 | $500.3K | 0.00% | +272+3.4% | Added |
| Impact Partnership Wealth, LLC | 8,360 | $499.3K | 0.06% | +1,416+20.4% | Added |
| US Bancorp | 8,228 | $491.4K | 0.00% | −157−1.9% | Reduced |
| Sequoia Financial Advisors, LLC | 8,218 | $490.8K | 0.00% | +3,345+68.6% | Added |
| Sanctuary Advisors, LLC | 8,194 | $489.4K | 0.00% | +2,161+35.8% | Added |
| New York Life Investment Management LLC | 8,027 | $479.4K | 0.00% | −318−3.8% | Reduced |
| Princeton Capital Management LLC | 8,000 | $477.8K | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 7,941 | $474.2K | 0.00% | +25+0.3% | Added |
| Alps Advisors Inc | 7,918 | $472.9K | 0.00% | +68+0.9% | Added |
| Swiss Life Asset Management Ltd | 7,902 | $471.9K | 0.00% | +3,628+84.9% | Added |
| Truist Financial Corp | 7,649 | $456.8K | 0.00% | −2,653−25.8% | Reduced |
| Krilogy Financial LLC | 8,997 | $456.6K | 0.02% | −773−7.9% | Reduced |
| HighTower Advisors, LLC | 7,263 | $433.8K | 0.00% | +948+15.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,158 | $427.5K | 0.00% | +2,097+41.4% | Added |
| Evolve Private Wealth, LLC | 7,136 | $426.2K | 0.03% | +7,136 | New |
| Voya Investment Management LLC | 7,111 | $424.7K | 0.00% | −829−10.4% | Reduced |
| Securian Asset Management, Inc | 6,679 | $398.9K | 0.02% | −239−3.5% | Reduced |
| American Trust | 6,520 | $389.4K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,446 | $385.0K | 0.01% | +6,317+4,896.9% | Added |
| Federation des caisses Desjardins du Quebec | 6,433 | $384.2K | 0.00% | +992+18.2% | Added |
| Callan Family Office, LLC | 6,413 | $383.0K | 0.01% | +852+15.3% | Added |
| Picton Mahoney Asset Management | 6,270 | $374.4K | 0.00% | +6,236+18,341.2% | Added |
| Vinva Investment Management Ltd | 4,048 | $370.5K | 0.00% | +314+8.4% | Added |
| Optimist Retirement Group LLC | 6,189 | $369.6K | 0.17% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,125 | $365.8K | 0.00% | +6,125 | New |
| WSFS Capital Management, LLC | 6,045 | $361.0K | 0.02% | +6,045 | New |
| Upper Left Wealth Management, LLC | 6,000 | $358.3K | 0.22% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 5,984 | $357.4K | 0.00% | +5,984 | New |
| IFP Advisors, Inc | 5,326 | $318.1K | 0.01% | −118−2.2% | Reduced |
| Dakota Wealth Management | 5,295 | $316.2K | 0.01% | +5,295 | New |
| CIBC Asset Management Inc | 5,286 | $315.7K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 5,167 | $308.6K | 0.06% | −141−2.7% | Reduced |
| DekaBank Deutsche Girozentrale | 4,634 | $308.0K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 5,151 | $307.6K | 0.03% | +581+12.7% | Added |
| Steward Partners Investment Advisory, LLC | 5,130 | $306.4K | 0.00% | +2,148+72.0% | Added |