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, Q1 2026
Institutional positions in Pegasystems Inc as of Mar 31, 2026. 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
- 485
- +18 vs. Q4 2025
- Shares held
- 92.8M
- +6.80M (+7.9%) vs. Q4 2025
- Total value
- $3.95B
- −$1.19B (−23.1%) vs. Q4 2025
- New holders
- 100
- 210 more added
- Sold out
- 82
- 131 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 773 | $32.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 473 | $32.9K | 0.01% | −1,209−71.9% | Reduced |
| Signature Equity Partners, LLC | 929 | $39.5K | 0.02% | +698+302.2% | Added |
| RiverPark Advisors, LLC | 1,016 | $43.2K | 0.02% | −414−29.0% | Reduced |
| True Wealth Design, LLC | 1,057 | $45.0K | 0.01% | −56−5.0% | Reduced |
| Asset Management One Co.,Ltd. | 1,079 | $45.9K | 0.00% | −287−21.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,079 | $45.9K | 0.03% | +1,079 | New |
| Exchange Traded Concepts, LLC | 1,278 | $54.4K | 0.00% | −3,486−73.2% | Reduced |
| Huntington National Bank | 1,493 | $63.5K | 0.00% | +1,019+215.0% | Added |
| Allworth Financial LP | 1,558 | $66.3K | 0.00% | −49−3.0% | Reduced |
| Umb Bank N A | 1,618 | $68.9K | 0.00% | +513+46.4% | Added |
| TD Private Client Wealth LLC | 1,685 | $71.7K | 0.00% | +1,665+8,325.0% | Added |
| Raleigh Capital Management Inc. | 1,719 | $73.2K | 0.03% | +91+5.6% | Added |
| Signaturefd, LLC | 1,753 | $74.6K | 0.00% | +495+39.3% | Added |
| Parkside Financial Bank & Trust | 1,757 | $74.8K | 0.01% | +1,371+355.2% | Added |
| Rothschild Investment LLC | 2,063 | $87.8K | 0.00% | +777+60.4% | Added |
| STRS Ohio | 2,208 | $94.0K | 0.00% | +125+6.0% | Added |
| Ronald Blue Trust, Inc. | 2,228 | $94.8K | 0.00% | +1,132+103.3% | Added |
| Eurizon Capital SGR S.p.A. | 2,292 | $95.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,248 | $95.7K | 0.00% | −2,136−48.7% | Reduced |
| Sterling Capital Management LLC | 2,289 | $97.4K | 0.00% | −1,355−37.2% | Reduced |
| TD Waterhouse Canada Inc. | 2,328 | $98.4K | 0.00% | +787+51.1% | Added |
| NBC Securities, Inc. | 2,917 | $124.2K | 0.01% | +893+44.1% | Added |
| Transamerica Financial Advisors, Inc. | 2,942 | $125.2K | 0.01% | +1,469+99.7% | Added |
| KBC Group NV | 2,990 | $127.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3,182 | $135.4K | 0.01% | +1,067+50.4% | Added |
| EverSource Wealth Advisors, LLC | 3,254 | $138.5K | 0.00% | −1,414−30.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,472 | $147.8K | 0.00% | −545−13.6% | Reduced |
| MAI Capital Management | 3,498 | $148.9K | 0.00% | +2,398+218.0% | Added |
| Truvestments Capital LLC | 3,990 | $169.8K | 0.03% | +336+9.2% | Added |
| IFP Advisors, Inc | 4,000 | $170.2K | 0.00% | −1,326−24.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,032 | $171.6K | 0.00% | +1,982+96.7% | Added |
| Neo Ivy Capital Management | 4,215 | $179.3K | 0.05% | +4,215 | New |
| GAMMA Investing LLC | 4,272 | $181.8K | 0.01% | +1,963+85.0% | Added |
| Hantz Financial Services, Inc. | 4,282 | $182.0K | 0.00% | +2,112+97.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,328 | $184.2K | 0.00% | −802−15.6% | Reduced |
| DekaBank Deutsche Girozentrale | 4,634 | $198.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 4,740 | $201.7K | 0.00% | +4,740 | New |
| Personal Cfo Solutions, LLC | 4,844 | $206.2K | 0.03% | +4,844 | New |
| Globeflex Capital L P | 4,900 | $208.5K | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,902 | $208.6K | 0.00% | +302+6.6% | Added |
| Coldstream Capital Management Inc | 4,903 | $208.7K | 0.00% | +4,903 | New |
| Federation des caisses Desjardins du Quebec | 4,937 | $210.1K | 0.00% | −1,496−23.3% | Reduced |
| Sagewood Asset Management LP | 5,014 | $213.4K | 0.07% | +5,014 | New |
| Dakota Wealth Management | 5,025 | $213.9K | 0.00% | −270−5.1% | Reduced |
| Frank, Rimerman Advisors LLC | 5,062 | $215.4K | 0.01% | +19+0.4% | Added |
| NorthCrest Asset Manangement, LLC | 5,102 | $217.4K | 0.01% | −6,296−55.2% | Reduced |
| Bayforest Capital Ltd | 5,115 | $217.7K | 0.24% | +4,411+626.6% | Added |
| Mariner, LLC | 5,200 | $221.4K | 0.00% | +5,200 | New |
| Retirement Guys Formula LLC | 5,205 | $221.5K | 0.10% | +1,513+41.0% | Added |
| Foundations Investment Advisors, LLC | 5,218 | $222.1K | 0.00% | +1,509+40.7% | Added |
| Parallel Advisors, LLC | 5,228 | $222.5K | 0.00% | +1,540+41.8% | Added |
| CIBC Asset Management Inc | 5,286 | $225.0K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 5,434 | $229.8K | 0.00% | +1,908+54.1% | Added |
| Magnetar Financial LLC | 5,496 | $233.9K | 0.00% | +5,496 | New |
| DnB Asset Management AS | 5,502 | $234.2K | 0.00% | +5,502 | New |
| Principal Securities, Inc. | 5,513 | $234.6K | 0.00% | +5,513 | New |
| American Trust | 5,734 | $244.0K | 0.02% | −786−12.1% | Reduced |
| Waddell & Associates, LLC | 5,836 | $248.4K | 0.01% | +5,836 | New |
| Childress Capital Advisors, LLC | 5,866 | $249.7K | 0.05% | +5,866 | New |
| Bull Harbor Capital LLC | 5,974 | $254.3K | 0.07% | +5,974 | New |
| HB Wealth Management, LLC | 6,026 | $256.5K | 0.00% | +6,026 | New |
| Baker Avenue Asset Management, LP | 6,047 | $257.4K | 0.01% | +6,047 | New |
| Daiwa Securities Group Inc. | 6,110 | $260.0K | 0.00% | +2,968+94.5% | Added |
| Walleye Capital LLC | 6,148 | $261.7K | 0.00% | −23,672−79.4% | Reduced |
| Vise Technologies, Inc. | 4,404 | $263.0K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,298 | $268.0K | 0.00% | +2,201+53.7% | Added |
| Park Avenue Securities LLC | 6,338 | $270.0K | 0.00% | +2,399+60.9% | Added |
| Chicago Partners Investment Group LLC | 7,382 | $276.7K | 0.01% | +2,895+64.5% | Added |
| Pinebridge Investments LLC | 6,635 | $282.4K | 0.00% | −40,847−86.0% | Reduced |
| Securian Asset Management, Inc | 6,679 | $284.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 6,691 | $284.8K | 0.00% | −4,172−38.4% | Reduced |
| Kera Capital Partners, Inc. | 6,705 | $285.4K | 0.04% | +1,165+21.0% | Added |
| Callan Family Office, LLC | 6,730 | $286.4K | 0.01% | +317+4.9% | Added |
| Advisor Resource Council | 6,795 | $289.2K | 0.11% | +1,010+17.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,998 | $297.8K | 0.00% | +5,610+404.2% | Added |
| Calamos Advisors LLC | 7,003 | $298.0K | 0.00% | −43,826−86.2% | Reduced |
| Calamos Wealth Management LLC | 7,003 | $298.0K | 0.01% | +3,297+89.0% | Added |
| Walleye Trading LLC | 7,007 | $298.2K | 0.01% | −48,017−87.3% | Reduced |
| Krilogy Financial LLC | 6,955 | $301.0K | 0.01% | −2,042−22.7% | Reduced |
| Evolve Private Wealth, LLC | 7,251 | $308.6K | 0.02% | +115+1.6% | Added |
| Flagship Harbor Advisors, LLC | 7,292 | $310.4K | 0.01% | +6,548+880.1% | Added |
| HighTower Advisors, LLC | 7,520 | $320.1K | 0.00% | +257+3.5% | Added |
| Brighton Jones LLC | 7,525 | $320.3K | 0.01% | +7,525 | New |
| Cookson Peirce & Co Inc | 7,806 | $332.2K | 0.01% | −222,585−96.6% | Reduced |
| Sequoia Financial Advisors, LLC | 7,823 | $332.9K | 0.00% | −395−4.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,901 | $336.3K | 0.00% | −477−5.7% | Reduced |
| Princeton Capital Management LLC | 8,000 | $340.5K | 0.09% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,206 | $349.0K | 0.00% | +7,332+838.9% | Added |
| Gsa Capital Partners LLP | 8,244 | $351.0K | 0.02% | +8,244 | New |
| Dark Forest Capital Management LP | 8,359 | $355.8K | 0.03% | −13,209−61.2% | Reduced |
| Marshall Wace, LLP | 8,551 | $363.9K | 0.00% | +8,551 | New |
| EntryPoint Capital, LLC | 8,588 | $365.5K | 0.11% | +8,588 | New |
| State of Alaska, Department of Revenue | 8,726 | $371.0K | 0.00% | −280−3.1% | Reduced |
| XTX Topco Ltd | 8,830 | $375.8K | 0.01% | +8,830 | New |
| US Bancorp | 9,174 | $390.4K | 0.00% | +946+11.5% | Added |
| Sowell Financial Services LLC | 9,242 | $393.3K | 0.01% | −226−2.4% | Reduced |
| Stephens Inc | 9,373 | $398.9K | 0.00% | +5,629+150.3% | Added |
| Farther Finance Advisors, LLC | 9,458 | $400.0K | 0.00% | +613+6.9% | Added |
| Virtus ETF Advisers LLC | 9,590 | $408.2K | 0.19% | +184+2.0% | Added |