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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.

Q1 2026 vs. Q4 2025

How the institutions holding Pegasystems Inc changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of PEGA: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders4747485+18
Shares97.5M11.5M92.8M+6.80M (+7.9%)
Value$5.82B$688.5M$3.95B−$1.19B (−23.1%)

7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (100)

Institutions that held Pegasystems Inc at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to PEGA in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC6,361,923$270.8M0.01%
Vanguard Capital Management LLC4,160,456$177.1M0.00%
Copeland Capital Management, LLC1,123,518$47.8M1.06%
Fuller & Thaler Asset Management, Inc.1,069,134$45.5M0.15%
Vanguard Fiduciary Trust Co573,793$24.4M0.01%
Adage Capital Partners GP, L.L.C.500,000$21.3M0.03%
Freestone Grove Partners LP404,467$17.2M0.12%
Point72 Asset Management, L.P.302,660$12.9M0.02%
Weiss Asset Management LP145,950$6.21M0.11%
Susquehanna Fundamental Investments, LLC126,786$5.40M0.20%
Cadian Capital Management, LP119,683$5.09M0.62%
Engineers Gate Manager LP117,515$5.00M0.06%
ExodusPoint Capital Management, LP88,437$3.76M0.04%
Vanguard Asset Management, Ltd86,944$3.70M0.00%
Natixis85,731$3.65M0.01%
LSV Asset Management72,100$3.07M0.01%
Schroder Investment Management Group67,407$2.80M0.00%
Voloridge Investment Management, LLC64,404$2.74M0.01%
Empowered Funds, LLC56,428$2.40M0.02%
Qube Research & Technologies Ltd52,637$2.24M0.00%
Night Squared LP45,209$1.92M0.28%
Oak Associates, Ltd42,478$1.81M0.12%
Vanguard Global Advisers, LLC36,974$1.57M0.00%
Catalyst Funds Management Pty Ltd32,800$1.40M0.24%
TIG Advisors, LLC27,845$1.19M0.06%
Point Nemo Capital, LLC26,594$1.13M0.75%
Vanguard Investments Australia, Ltd.23,462$998.5K0.00%
Envestnet Portfolio Solutions, Inc.22,427$954.5K0.01%
First Citizens Bank & Trust Co21,993$936.0K0.02%
Entropy Technologies, LP21,262$904.9K0.04%
Allstate Corp20,172$858.5K0.01%
Independent Financial Group, LLC19,313$822.0K0.02%
Natixis Advisors, L.P.17,604$749.0K0.00%
Inceptionr LLC14,525$617.7K0.15%
Y-Intercept (Hong Kong) Ltd14,115$600.7K0.01%
NorthRock Partners, LLC13,427$571.5K0.01%
Intech Investment Management LLC12,865$547.5K0.01%
PEAK6 LLC12,060$513.3K0.01%
Evergreen Capital Management LLC12,056$513.1K0.01%
Harbor Capital Advisors, Inc.11,882$506.0K0.04%
Schonfeld Strategic Advisors LLC11,605$493.9K0.00%
EP Wealth Advisors, LLC10,417$443.3K0.00%
Jupiter Asset Management Ltd9,715$413.5K0.00%
Kings Path Partners LLC9,601$408.6K0.14%
XTX Topco Ltd8,830$375.8K0.01%
EntryPoint Capital, LLC8,588$365.5K0.11%
Marshall Wace, LLP8,551$363.9K0.00%
Gsa Capital Partners LLP8,244$351.0K0.02%
Brighton Jones LLC7,525$320.3K0.01%
Baker Avenue Asset Management, LP6,047$257.4K0.01%
HB Wealth Management, LLC6,026$256.5K0.00%
Bull Harbor Capital LLC5,974$254.3K0.07%
Childress Capital Advisors, LLC5,866$249.7K0.05%
Waddell & Associates, LLC5,836$248.4K0.01%
Principal Securities, Inc.5,513$234.6K0.00%
DnB Asset Management AS5,502$234.2K0.00%
Magnetar Financial LLC5,496$233.9K0.00%
Mariner, LLC5,200$221.4K0.00%
Sagewood Asset Management LP5,014$213.4K0.07%
Coldstream Capital Management Inc4,903$208.7K0.00%
Personal Cfo Solutions, LLC4,844$206.2K0.03%
Fred Alger Management, LLC4,740$201.7K0.00%
Neo Ivy Capital Management4,215$179.3K0.05%
Innovative Asset Advisors Group, LLC1,079$45.9K0.03%
Quarry LP683$29.1K0.01%
Mather Group, LLC.590$25.1K0.00%
Cornerstone Planning Group LLC455$16.8K0.00%
Clear Street Markets LLC375$16.0K0.01%
Centerpoint Advisors, LLC304$13.0K0.00%
Proffitt & Goodson Inc250$10.6K0.00%
WealthCollab, LLC247$10.5K0.00%
First Horizon Corp233$9.92K0.00%
JPL Wealth Management, LLC179$7.62K0.00%
Highline Wealth Partners LLC163$6.94K0.00%
Sachetta, LLC150$6.38K0.00%
IFM Investors Pty Ltd53$2.26K0.00%
SHP Wealth Management52$2.21K0.00%
ZRC Wealth Management, LLC49$2.09K0.00%
Atlantic Trust, LLC42$1.79K0.00%
Marquette Asset Management, LLC34$1.45K0.00%
Twin Peaks Wealth Advisors, LLC34$1.45K0.00%
Valued Wealth Advisors LLC29$1.24K0.00%
Zions Bancorporation, National Association22$9360.00%
Golden State Equity Partners20$8510.00%
Lloyd Advisory Services, LLC.18$7660.00%
Kingdom Financial Group LLC.18$7660.00%
South State Corp.13$5540.00%
Bruce G. Allen Investments, LLC13$5530.00%
Vermillion Wealth Management, Inc.12$5110.00%
Bare Financial Services, Inc12$5110.00%
Kilter Group LLC11$4690.00%
Cromwell Holdings LLC10$4260.00%
American Capital Advisory, LLC10$4260.00%
NBT Bank N A8$3400.00%
Operose Advisors LLC8$3400.00%
Raffa Wealth Management, LLC3$1280.00%
Hughes Financial Services, LLC3$1280.00%
Quaker Wealth Management, LLC2$860.00%
Curio Wealth, LLC1$430.00%
Avion Wealth11$00.00%

Sold out (82)

Institutions that held Pegasystems Inc at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of PEGA in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
North Peak Capital Management, LLC2,400,065$143.3M
Capital Research Global Investors1,796,189$107.3M
Shannon River Fund Management LLC1,038,832$62.0M
Intrinsic Edge Capital Management LLC180,000$10.7M
SG Capital Management LLC157,288$9.39M
Castleark Management LLC133,167$7.95M
G2 Investment Partners Management LLC125,594$7.50M
Edgestream Partners, L.P.92,505$5.52M
Robinhood Asset Management, LLC84,943$5.07M
Prescott Group Capital Management, L.L.C.72,071$4.30M
Kennedy Capital Management, Inc.67,988$4.06M
D. E. Shaw & Co., Inc.63,403$3.79M
Verition Fund Management LLC58,783$3.51M
Monument Capital Management56,370$3.37M
Robocap Asset Management Ltd39,493$2.36M
Susquehanna International Group, LLP36,370$2.17M
CWA Asset Management Group, LLC33,328$1.99M
Mirae Asset Global Investments Co., Ltd.33,197$1.98M
Caisse de Depot Et Placement du Quebec32,613$1.95M
Legato Capital Management LLC31,185$1.86M
Jackson Creek Investment Advisors LLC30,878$1.84M
Two Sigma Advisers, LP20,500$1.22M
Main Management ETF Advisors, LLC19,575$1.17M
Newbridge Financial Services Group, Inc.18,845$1.13M
Gateway Investment Advisers LLC18,464$1.10M
Voleon Capital Management LP18,154$1.08M
Vestmark Advisory Solutions, Inc.16,470$983.6K
Integrated Quantitative Investments LLC15,660$935.2K
Graham Capital Management, L.P.11,365$678.7K
CSS LLC10,440$623.5K
Veracity Capital LLC10,258$612.6K
Blackhawk Capital Partners LLC.8,806$525.9K
Alps Advisors Inc7,918$472.9K
Harvest Fund Management Co., Ltd6,446$385.0K
Optimist Retirement Group LLC6,189$369.6K
WSFS Capital Management, LLC6,045$361.0K
Upper Left Wealth Management, LLC6,000$358.3K
Sivia Capital Partners, LLC5,167$308.6K
Cambridge Investment Research Advisors, Inc.4,924$294.0K
Ethic Inc.4,644$277.3K
Kestra Advisory Services, LLC4,590$274.1K
Baird Financial Group, Inc.4,555$272.0K
Jane Street Group, LLC4,417$263.8K
Change Path, LLC4,361$260.4K
Kaufman Rossin Wealth, LLC4,227$252.4K
Occidental Asset Management, LLC4,226$252.4K
Maryland State Retirement & Pension System4,226$252.4K
Gallacher Capital Management LLC4,093$244.4K
Forum Financial Management, LP3,968$237.0K
Marex Group plc3,933$234.9K
Optas, LLC3,886$232.1K
Mirabella Financial Services LLP3,867$230.9K
First Bank & Trust3,751$224.0K
ProShare Advisors LLC3,675$219.5K
Resources Investment Advisors, LLC.3,669$219.1K
Quest Partners LLC3,599$214.9K
Penserra Capital Management LLC3,576$213.0K
Greenleaf Trust3,546$211.8K
Everest Financial Group LLC3,526$210.6K
Farringdon Capital, Ltd.3,390$202.5K
waypoint wealth counsel3,385$202.2K
St Germain D J Co Inc3,299$197.0K
Danske Bank A/S1,000$59.7K
Torren Management, LLC932$55.7K
Plato Investment Management Ltd867$52.0K
EFG International AG530$31.6K
Smithfield Trust Co371$22.0K
Greenline Wealth Management LLC317$18.9K
Wealth Enhancement Trust Services, Inc.302$18.0K
Chesapeake Asset Management LLC266$15.9K
Kerr Financial Planning Corp200$7.71K
Acumen Wealth Advisors, LLC104$6.21K
Altshuler Shaham Ltd75$4.48K
Elyxium Wealth, LLC68$4.06K
Cape Investment Advisory, Inc.57$3.40K
Battery Global Advisors, LLC40$2.39K
SageView Advisory Group, LLC35$2.09K
Optima Capital LLC33$1.97K
POM Investment Strategies, LLC27$1.61K
United Financial Planning Group LLC6$358
Turning Point Benefit Group, Inc.2$119
Toronto Dominion Bank1$63

Not filed for Q1 2026 yet (7)

Institutions that held Pegasystems Inc at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEGA in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc10,959,704$654.5M
Norges Bank534,244$31.9M
Comerica Bank31,914$1.91M
CIBC Private Wealth Group, LLC2,151$128.5K
Global Retirement Partners, LLC1,046$62.5K
ORG Partners LLC70$4.18K
Motiv8 Investments LLC63$4.00K