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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 5,069 | $302.7K | 0.00% | −2,399−32.1% | Reduced |
| Frank, Rimerman Advisors LLC | 5,043 | $301.2K | 0.02% | +19+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,924 | $294.0K | 0.00% | −493−9.1% | Reduced |
| Globeflex Capital L P | 4,900 | $292.6K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,786 | $285.8K | 0.00% | −1,186−19.9% | Reduced |
| Exchange Traded Concepts, LLC | 4,764 | $284.5K | 0.00% | +3,150+195.2% | Added |
| EverSource Wealth Advisors, LLC | 4,668 | $278.8K | 0.01% | −130−2.7% | Reduced |
| Ethic Inc. | 4,644 | $277.3K | 0.00% | +588+14.5% | Added |
| Utah Retirement Systems | 4,600 | $274.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,590 | $274.1K | 0.00% | +4,590 | New |
| Baird Financial Group, Inc. | 4,555 | $272.0K | 0.00% | +238+5.5% | Added |
| Jane Street Group, LLC | 4,417 | $263.8K | 0.00% | +917+26.2% | Added |
| Vise Technologies, Inc. | 4,404 | $263.0K | 0.01% | +4,404 | New |
| SRS Capital Advisors, Inc. | 4,384 | $261.8K | 0.01% | −121,594−96.5% | Reduced |
| Change Path, LLC | 4,361 | $260.4K | 0.01% | +101+2.4% | Added |
| Kaufman Rossin Wealth, LLC | 4,227 | $252.4K | 0.13% | −73−1.7% | Reduced |
| 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 |
| Advisor Resource Council | 5,785 | $252.1K | 0.09% | +5,785 | New |
| RSM US Wealth Management LLC | 4,097 | $251.2K | 0.00% | −462−10.1% | Reduced |
| Gallacher Capital Management LLC | 4,093 | $244.4K | 0.09% | −517−11.2% | Reduced |
| denkapparat Operations GmbH | 4,060 | $242.5K | 0.13% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 5,540 | $242.0K | 0.03% | +1,232+28.6% | Added |
| Tower Research Capital LLC (TRC) | 4,017 | $239.9K | 0.01% | −1,156−22.3% | Reduced |
| Jones Financial Companies LLLP | 3,986 | $238.0K | 0.00% | +1,331+50.1% | Added |
| Forum Financial Management, LP | 3,968 | $237.0K | 0.00% | −346−8.0% | Reduced |
| Neuberger Berman Group LLC | 3,941 | $235.4K | 0.00% | +3,941 | New |
| Park Avenue Securities LLC | 3,939 | $235.0K | 0.00% | +162+4.3% | Added |
| Marex Group plc | 3,933 | $234.9K | 0.00% | +3,933 | New |
| Optas, LLC | 3,886 | $232.1K | 0.04% | −254−6.1% | Reduced |
| Mirabella Financial Services LLP | 3,867 | $230.9K | 0.02% | +3,867 | New |
| United Capital Financial Advisers, LLC | 3,801 | $227.0K | 0.00% | +3,801 | New |
| Chicago Partners Investment Group LLC | 4,487 | $226.1K | 0.01% | +90+2.0% | Added |
| First Bank & Trust | 3,751 | $224.0K | 0.04% | +117+3.2% | Added |
| Stephens Inc | 3,744 | $223.6K | 0.00% | −683−15.4% | Reduced |
| Foundations Investment Advisors, LLC | 3,709 | $221.5K | 0.00% | +3,709 | New |
| Calamos Wealth Management LLC | 3,706 | $221.3K | 0.01% | −1,608−30.3% | Reduced |
| Retirement Guys Formula LLC | 3,692 | $220.5K | 0.10% | +4+0.1% | Added |
| Parallel Advisors, LLC | 3,688 | $220.3K | 0.00% | +177+5.0% | Added |
| ProShare Advisors LLC | 3,675 | $219.5K | 0.00% | −255−6.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,669 | $219.1K | 0.00% | −94−2.5% | Reduced |
| Truvestments Capital LLC | 3,654 | $218.2K | 0.04% | +2,248+159.9% | Added |
| Sterling Capital Management LLC | 3,644 | $217.6K | 0.00% | +7+0.2% | Added |
| Quest Partners LLC | 3,599 | $214.9K | 0.01% | +1,680+87.5% | Added |
| Skopos Labs, Inc. | 3,452 | $214.6K | 0.01% | +3,452 | New |
| Penserra Capital Management LLC | 3,576 | $213.0K | 0.00% | +3,576 | New |
| Greenleaf Trust | 3,546 | $211.8K | 0.00% | +65+1.9% | Added |
| Modern Wealth Management, LLC | 3,526 | $210.6K | 0.00% | +3,526 | New |
| Everest Financial Group LLC | 3,526 | $210.6K | 0.05% | +3,526 | New |
| Farringdon Capital, Ltd. | 3,390 | $202.5K | 0.05% | +3,390 | New |
| waypoint wealth counsel | 3,385 | $202.2K | 0.07% | −113−3.2% | Reduced |
| St Germain D J Co Inc | 3,299 | $197.0K | 0.01% | +3,299 | New |
| Daiwa Securities Group Inc. | 3,142 | $188.0K | 0.00% | −7,776−71.2% | Reduced |
| Horizon Investments, LLC | 3,092 | $184.6K | 0.00% | +3,092 | New |
| KBC Group NV | 2,990 | $179.0K | 0.00% | +587+24.4% | Added |
| GAMMA Investing LLC | 2,309 | $137.9K | 0.01% | +567+32.5% | Added |
| Eurizon Capital SGR S.p.A. | 2,292 | $136.9K | 0.00% | +2,292 | New |
| Hantz Financial Services, Inc. | 2,170 | $130.0K | 0.00% | +1,605+284.1% | Added |
| CIBC Private Wealth Group, LLC | 2,151 | $128.5K | 0.00% | +25+1.2% | Added |
| Versant Capital Management, Inc | 2,115 | $126.3K | 0.02% | +39+1.9% | Added |
| STRS Ohio | 2,083 | $124.4K | 0.00% | +4+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,050 | $122.4K | 0.00% | −310−13.1% | Reduced |
| NBC Securities, Inc. | 2,024 | $120.9K | 0.01% | −80−3.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,682 | $100.4K | 0.04% | +1,682 | New |
| Raleigh Capital Management Inc. | 1,628 | $97.2K | 0.04% | +35+2.2% | Added |
| Allworth Financial LP | 1,607 | $96.0K | 0.00% | −102−6.0% | Reduced |
| TD Waterhouse Canada Inc. | 1,541 | $92.0K | 0.00% | +1,115+261.7% | Added |
| Transamerica Financial Advisors, Inc. | 1,473 | $87.9K | 0.01% | +695+89.3% | Added |
| RiverPark Advisors, LLC | 1,430 | $85.4K | 0.02% | +1,430 | New |
| Asset Management One Co.,Ltd. | 1,366 | $84.9K | 0.00% | −727−34.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,388 | $83.0K | 0.00% | +370+36.3% | Added |
| CoreCap Advisors, LLC | 1,342 | $80.1K | 0.00% | −118−8.1% | Reduced |
| Rothschild Investment LLC | 1,286 | $76.8K | 0.00% | −381−22.9% | Reduced |
| Signaturefd, LLC | 1,258 | $75.1K | 0.00% | +14+1.1% | Added |
| True Wealth Design, LLC | 1,113 | $66.5K | 0.02% | −53−4.5% | Reduced |
| Umb Bank N A | 1,105 | $66.0K | 0.00% | +176+18.9% | Added |
| SBI Securities Co., Ltd. | 1,102 | $65.8K | 0.00% | −119−9.7% | Reduced |
| MAI Capital Management | 1,100 | $65.7K | 0.00% | +404+58.0% | Added |
| Ronald Blue Trust, Inc. | 1,096 | $65.5K | 0.00% | +414+60.7% | Added |
| Global Retirement Partners, LLC | 1,046 | $62.5K | 0.00% | −285−21.4% | Reduced |
| Danske Bank A/S | 1,000 | $59.7K | 0.00% | −112,108−99.1% | Reduced |
| Leonteq Securities AG | 967 | $57.7K | 0.00% | −1,033−51.7% | Reduced |
| Torren Management, LLC | 932 | $55.7K | 0.03% | +932 | New |
| Plato Investment Management Ltd | 867 | $52.0K | 0.00% | +867 | New |
| Bessemer Group Inc | 874 | $52.0K | 0.00% | +500+133.7% | Added |
| Quadrant Capital Group LLC | 860 | $51.4K | 0.00% | +164+23.6% | Added |
| Smartleaf Asset Management LLC | 773 | $47.4K | 0.00% | −2,026−72.4% | Reduced |
| Flagship Harbor Advisors, LLC | 744 | $44.5K | 0.00% | +744 | New |
| Brown Brothers Harriman & Co | 710 | $42.4K | 0.00% | +564+386.3% | Added |
| Bayforest Capital Ltd | 704 | $42.0K | 0.03% | +535+316.6% | Added |
| Fifth Third Bancorp | 617 | $36.8K | 0.00% | +303+96.5% | Added |
| EFG International AG | 530 | $31.6K | 0.00% | +530 | New |
| Covestor Ltd | 488 | $29.0K | 0.02% | −1,766−78.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 490 | $29.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 474 | $28.3K | 0.00% | +95+25.1% | Added |
| International Assets Investment Management, LLC | 462 | $27.6K | 0.00% | +462 | New |
| Financial Management Professionals, Inc. | 420 | $25.1K | 0.00% | +4+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $24.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 400 | $23.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 395 | $23.6K | 0.00% | +46+13.2% | Added |