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 |
|---|---|---|---|---|---|
| Kings Path Partners LLC | 9,601 | $408.6K | 0.14% | +9,601 | New |
| M&T Bank Corp | 9,599 | $408.7K | 0.00% | +568+6.3% | Added |
| Oppenheimer Asset Management Inc. | 9,631 | $409.9K | 0.00% | −8−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 9,678 | $411.9K | 0.00% | +2,520+35.2% | Added |
| Jupiter Asset Management Ltd | 9,715 | $413.5K | 0.00% | +9,715 | New |
| Buckingham Strategic Partners | 9,770 | $415.6K | 0.00% | −4,403−31.1% | Reduced |
| Pathstone Holdings, LLC | 9,871 | $420.1K | 0.00% | +1,930+24.3% | Added |
| Essential Partners LLC | 9,882 | $420.6K | 0.14% | −764−7.2% | Reduced |
| Quadrant Capital Group LLC | 9,992 | $425.3K | 0.01% | +9,132+1,061.9% | Added |
| Aviva PLC | 10,041 | $427.3K | 0.00% | −8,851−46.9% | Reduced |
| denkapparat Operations GmbH | 10,090 | $429.4K | 0.18% | +6,030+148.5% | Added |
| Picton Mahoney Asset Management | 10,324 | $439.4K | 0.00% | +4,054+64.7% | Added |
| Swiss Life Asset Management Ltd | 10,377 | $441.6K | 0.00% | +2,475+31.3% | Added |
| EP Wealth Advisors, LLC | 10,417 | $443.3K | 0.00% | +10,417 | New |
| Atlas Capital Advisors LLC | 10,464 | $445.3K | 0.05% | −1,643−13.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,716 | $456.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 10,718 | $456.2K | 0.01% | −40,891−79.2% | Reduced |
| Sanctuary Advisors, LLC | 10,893 | $463.6K | 0.00% | +2,699+32.9% | Added |
| Perpetual Ltd | 11,186 | $476.1K | 0.01% | −721−6.1% | Reduced |
| New York Life Investment Management LLC | 11,214 | $477.3K | 0.00% | +3,187+39.7% | Added |
| Unique Wealth Strategies, LLC | 11,318 | $481.7K | 0.20% | +447+4.1% | Added |
| Diversified Trust Co | 11,364 | $483.7K | 0.01% | +350+3.2% | Added |
| United Capital Financial Advisers, LLC | 11,507 | $489.7K | 0.00% | +7,706+202.7% | Added |
| Schonfeld Strategic Advisors LLC | 11,605 | $493.9K | 0.00% | +11,605 | New |
| Inscription Capital, LLC | 11,618 | $494.5K | 0.05% | +6,467+125.5% | Added |
| Wedbush Securities Inc | 11,884 | $506.0K | 0.01% | −3,721−23.8% | Reduced |
| Harbor Capital Advisors, Inc. | 11,882 | $506.0K | 0.04% | +11,882 | New |
| Evergreen Capital Management LLC | 12,056 | $513.1K | 0.01% | +12,056 | New |
| PEAK6 LLC | 12,060 | $513.3K | 0.01% | +12,060 | New |
| State of Wyoming | 12,709 | $540.9K | 0.06% | +423+3.4% | Added |
| Intech Investment Management LLC | 12,865 | $547.5K | 0.01% | +12,865 | New |
| HSBC Holdings PLC | 12,875 | $548.2K | 0.00% | −18,213−58.6% | Reduced |
| NorthRock Partners, LLC | 13,427 | $571.5K | 0.01% | +13,427 | New |
| Advisor Group Holdings, Inc. | 13,465 | $573.1K | 0.00% | −5,789−30.1% | Reduced |
| Impact Partnership Wealth, LLC | 13,627 | $580.0K | 0.07% | +5,267+63.0% | Added |
| Silvercrest Asset Management Group LLC | 13,994 | $595.6K | 0.00% | +118+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,115 | $600.7K | 0.01% | +14,115 | New |
| Private Client Services, LLC | 14,410 | $613.3K | 0.18% | −16,394−53.2% | Reduced |
| Inceptionr LLC | 14,525 | $617.7K | 0.15% | +14,525 | New |
| Xponance, Inc. | 15,427 | $656.6K | 0.00% | +3,193+26.1% | Added |
| Horizon Investments, LLC | 15,648 | $665.5K | 0.01% | +12,556+406.1% | Added |
| Pictet Asset Management Holding SA | 15,753 | $670.4K | 0.00% | +892+6.0% | Added |
| WCG Wealth Advisors LLC | 16,033 | $682.3K | 0.02% | −310−1.9% | Reduced |
| Odyssean, LLC | 16,285 | $693.1K | 0.25% | +4,110+33.8% | Added |
| Guggenheim Capital LLC | 16,317 | $694.5K | 0.01% | +11,531+240.9% | Added |
| Snowden Capital Advisors LLC | 16,351 | $695.9K | 0.02% | +7,905+93.6% | Added |
| Lisanti Capital Growth, LLC | 16,415 | $698.6K | 0.18% | −77,111−82.4% | Reduced |
| Jones Financial Companies LLLP | 17,536 | $706.9K | 0.00% | +13,550+339.9% | Added |
| Atria Investments LLC | 16,662 | $709.1K | 0.01% | +105+0.6% | Added |
| SG Americas Securities, LLC | 16,763 | $713.0K | 0.00% | −4,598−21.5% | Reduced |
| Ameritas Investment Partners, Inc. | 16,797 | $714.9K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 19,944 | $729.0K | 0.01% | +978+5.2% | Added |
| Natixis Advisors, L.P. | 17,604 | $749.0K | 0.00% | +17,604 | New |
| New Mexico Educational Retirement Board | 18,000 | $766.0K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,081 | $769.5K | 0.01% | +497+2.8% | Added |
| Truist Financial Corp | 18,092 | $770.0K | 0.00% | +10,443+136.5% | Added |
| Oregon Public Employees Retirement Fund | 18,700 | $795.9K | 0.01% | +400+2.2% | Added |
| Colony Group, LLC | 18,743 | $798.2K | 0.00% | +4,882+35.2% | Added |
| Squarepoint Ops LLC | 18,820 | $801.0K | 0.00% | −36,885−66.2% | Reduced |
| Buckland Partners Management Co LLC | 19,000 | $808.6K | 0.49% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,145 | $814.8K | 0.00% | −247−1.3% | Reduced |
| Independent Financial Group, LLC | 19,313 | $822.0K | 0.02% | +19,313 | New |
| Pallas Capital Advisors LLC | 19,350 | $823.5K | 0.03% | −7,396−27.7% | Reduced |
| Greenwood Capital Associates LLC | 19,986 | $850.6K | 0.09% | +7,367+58.4% | Added |
| Allstate Corp | 20,172 | $858.5K | 0.01% | +20,172 | New |
| Northwestern Mutual Investment Management Company, LLC | 20,451 | $870.4K | 0.01% | −55−0.3% | Reduced |
| Penn Capital Management Co Inc | 20,503 | $889.1K | 0.07% | +880+4.5% | Added |
| Entropy Technologies, LP | 21,262 | $904.9K | 0.04% | +21,262 | New |
| Bokf, NA | 21,381 | $910.0K | 0.01% | +12,169+132.1% | Added |
| Brinker Capital Investments, LLC | 21,845 | $929.7K | 0.01% | −6,190−22.1% | Reduced |
| First Citizens Bank & Trust Co | 21,993 | $936.0K | 0.02% | +21,993 | New |
| State of Michigan Retirement System | 22,000 | $936.3K | 0.00% | +300+1.4% | Added |
| State of Tennessee, Treasury Department | 22,012 | $936.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 22,427 | $954.5K | 0.01% | +22,427 | New |
| Integrated Wealth Concepts LLC | 22,449 | $955.4K | 0.01% | +9,747+76.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,872 | $973.4K | 0.00% | −63−0.3% | Reduced |
| Fieldview Capital Management, LLC | 23,036 | $980.4K | 0.29% | +14,016+155.4% | Added |
| Concurrent Investment Advisors, LLC | 23,224 | $988.4K | 0.01% | +17,099+279.2% | Added |
| Commonwealth Equity Services, LLC | 23,316 | $992.3K | 0.00% | +12,113+108.1% | Added |
| Vanguard Investments Australia, Ltd. | 23,462 | $998.5K | 0.00% | +23,462 | New |
| Neuberger Berman Group LLC | 23,480 | $999.3K | 0.00% | +19,539+495.8% | Added |
| Handelsbanken Fonder AB | 25,088 | $1.07M | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 25,269 | $1.08M | 0.08% | +190+0.8% | Added |
| Arizona State Retirement System | 25,640 | $1.09M | 0.01% | −444−1.7% | Reduced |
| Winton Group Ltd | 25,644 | $1.09M | 0.04% | +10,194+66.0% | Added |
| Voya Investment Management LLC | 25,763 | $1.10M | 0.00% | +18,652+262.3% | Added |
| Brevan Howard Capital Management LP | 25,770 | $1.10M | 0.01% | +7,005+37.3% | Added |
| Commerce Bank | 25,964 | $1.11M | 0.01% | −47−0.2% | Reduced |
| Assetmark, Inc | 26,240 | $1.12M | 0.00% | −4,635−15.0% | Reduced |
| Louisiana State Employees Retirement System | 26,500 | $1.13M | 0.02% | +1,100+4.3% | Added |
| Advisory Services Network, LLC | 26,536 | $1.13M | 0.02% | +1,358+5.4% | Added |
| Point Nemo Capital, LLC | 26,594 | $1.13M | 0.75% | +26,594 | New |
| Yousif Capital Management, LLC | 26,698 | $1.14M | 0.01% | −1,551−5.5% | Reduced |
| Smith Group Asset Management, LLC | 27,033 | $1.15M | 0.06% | −1,584−5.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,800 | $1.18M | 0.01% | 00.0% | Unchanged |
| TIG Advisors, LLC | 27,845 | $1.19M | 0.06% | +27,845 | New |
| Wiley Bros.-Aintree Capital, LLC | 28,322 | $1.21M | 0.01% | +8,280+41.3% | Added |
| KLP Kapitalforvaltning AS | 28,400 | $1.21M | 0.00% | +500+1.8% | Added |
| Captrust Financial Advisors | 28,622 | $1.22M | 0.00% | +5,924+26.1% | Added |
| Mercer Global Advisors Inc | 29,661 | $1.26M | 0.00% | +4,886+19.7% | Added |