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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 165,839 | $6.90M | 0.01% | −8,053−4.6% | Reduced |
| CWM, LLC | 169,206 | $7.20M | 0.02% | +5,056+3.1% | Added |
| Summit Creek Advisors LLC | 171,801 | $7.31M | 1.50% | −119,241−41.0% | Reduced |
| Cerity Partners LLC | 173,376 | $7.38M | 0.01% | +38,188+28.2% | Added |
| Capital Fund Management S.A. | 176,125 | $7.50M | 0.07% | +14,396+8.9% | Added |
| Bridgewater Associates, LP | 176,703 | $7.52M | 0.03% | +29,878+20.3% | Added |
| Citadel Advisors LLC | 180,565 | $7.68M | 0.01% | −56,537−23.8% | Reduced |
| Toroso Investments, LLC | 181,669 | $7.73M | 0.02% | −61,246−25.2% | Reduced |
| Treasurer of the State of North Carolina | 184,265 | $7.84M | 0.02% | +17,184+10.3% | Added |
| Swiss National Bank | 184,600 | $7.86M | 0.00% | −900−0.5% | Reduced |
| State of Wisconsin Investment Board | 201,201 | $8.56M | 0.02% | +25,742+14.7% | Added |
| Principal Financial Group Inc | 204,522 | $8.70M | 0.00% | +7,574+3.8% | Added |
| Victory Capital Management Inc | 205,243 | $8.74M | 0.01% | +101,410+97.7% | Added |
| Rockefeller Capital Management L.P. | 206,772 | $8.80M | 0.02% | +4,511+2.2% | Added |
| Armistice Capital, LLC | 210,429 | $8.96M | 0.30% | +78,435+59.4% | Added |
| BNP Paribas Arbitrage, SA | 212,197 | $9.03M | 0.01% | +150,190+242.2% | Added |
| Rhumbline Advisers | 237,418 | $10.1M | 0.01% | +4,260+1.8% | Added |
| Alliancebernstein L.P. | 174,342 | $10.4M | 0.00% | +71,398+69.4% | Added |
| Luxor Capital Group, LP | 245,983 | $10.5M | 1.65% | 00.0% | Unchanged |
| Wells Fargo & Company | 254,766 | $10.8M | 0.00% | +61,850+32.1% | Added |
| Lord, Abbett & Co. LLC | 258,090 | $11.0M | 0.04% | +72,971+39.4% | Added |
| Mackenzie Financial Corp | 259,253 | $11.0M | 0.01% | +61,711+31.2% | Added |
| New York State Common Retirement Fund | 266,515 | $11.3M | 0.02% | −6,806−2.5% | Reduced |
| Wedbush Fund Advisers, LLC | 271,752 | $11.6M | 1.34% | +44,249+19.4% | Added |
| UBS Asset Management Americas Inc | 275,179 | $11.7M | 0.00% | −163,199−37.2% | Reduced |
| Point72 Asset Management, L.P. | 302,660 | $12.9M | 0.02% | +302,660 | New |
| Millennium Management LLC | 302,750 | $12.9M | 0.01% | +54,500+22.0% | Added |
| Trexquant Investment LP | 333,516 | $14.2M | 0.10% | +182,890+121.4% | Added |
| Federated Hermes, Inc. | 334,841 | $14.3M | 0.02% | +24,023+7.7% | Added |
| Pacer Advisors, Inc. | 346,267 | $14.7M | 0.04% | −90,549−20.7% | Reduced |
| Deutsche Bank AG | 363,917 | $15.5M | 0.01% | +141,504+63.6% | Added |
| Franklin Resources Inc | 369,096 | $15.7M | 0.00% | −957,830−72.2% | Reduced |
| Royal Bank of Canada | 381,787 | $16.2M | 0.00% | +70,246+22.5% | Added |
| Freestone Grove Partners LP | 404,467 | $17.2M | 0.12% | +404,467 | New |
| Great West Life Assurance Co | 415,813 | $17.7M | 0.03% | +106,594+34.5% | Added |
| Envestnet Asset Management Inc | 445,986 | $19.0M | 0.01% | +242,016+118.7% | Added |
| Oberweis Asset Management Inc | 455,290 | $19.4M | 0.57% | +30,450+7.2% | Added |
| Quantinno Capital Management LP | 473,897 | $20.2M | 0.03% | +231,691+95.7% | Added |
| Adage Capital Partners GP, L.L.C. | 500,000 | $21.3M | 0.03% | +500,000 | New |
| Westwood Holdings Group Inc. | 504,478 | $21.5M | 0.16% | +146,483+40.9% | Added |
| Renaissance Group LLC | 507,439 | $21.6M | 0.90% | −32,991−6.1% | Reduced |
| Raymond James Financial Inc | 538,963 | $22.7M | 0.01% | −147,118−21.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 570,335 | $24.3M | 0.03% | −1,824,504−76.2% | Reduced |
| Vanguard Fiduciary Trust Co | 573,793 | $24.4M | 0.01% | +573,793 | New |
| Crawford Investment Counsel Inc | 580,234 | $24.7M | 0.42% | +58,603+11.2% | Added |
| Gotham Asset Management, LLC | 585,263 | $24.9M | 0.08% | +18,794+3.3% | Added |
| Arrowstreet Capital, Limited Partnership | 618,753 | $26.3M | 0.01% | +537,683+663.2% | Added |
| Bank of America Corp | 628,100 | $26.7M | 0.00% | +224,506+55.6% | Added |
| Ameriprise Financial Inc | 643,634 | $27.1M | 0.01% | +162,810+33.9% | Added |
| Canada Pension Plan Investment Board | 667,100 | $28.4M | 0.02% | +229,700+52.5% | Added |
| Herald Investment Management Ltd | 686,600 | $29.2M | 4.07% | −17,000−2.4% | Reduced |
| Los Angeles Capital Management LLC | 700,647 | $29.8M | 0.12% | +289,385+70.4% | Added |
| Bank of New York Mellon Corp | 764,961 | $32.6M | 0.01% | −63,878−7.7% | Reduced |
| Morgan Stanley | 800,562 | $34.1M | 0.00% | −399,651−33.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 814,062 | $34.4M | 0.06% | +439,417+117.3% | Added |
| Charles Schwab Investment Management Inc | 872,704 | $37.1M | 0.01% | +24,771+2.9% | Added |
| JPMorgan Chase & Co | 913,181 | $37.9M | 0.00% | +231,044+33.9% | Added |
| Price T Rowe Associates Inc | 940,147 | $40.0M | 0.00% | +57,347+6.5% | Added |
| Hood River Capital Management LLC | 975,621 | $41.5M | 0.42% | −612,782−38.6% | Reduced |
| Goldman Sachs Group Inc | 987,747 | $42.0M | 0.01% | +237,378+31.6% | Added |
| Northern Trust Corp | 1,026,121 | $43.7M | 0.01% | +1,939+0.2% | Added |
| Invesco Ltd. | 1,052,019 | $44.8M | 0.00% | −2,075,752−66.4% | Reduced |
| SEI Investments Co | 1,052,205 | $44.8M | 0.04% | +363,896+52.9% | Added |
| Ranger Investment Management, L.P. | 1,052,849 | $44.8M | 3.24% | +141,873+15.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,069,134 | $45.5M | 0.15% | +1,069,134 | New |
| Russell Investments Group, Ltd. | 1,071,594 | $45.6M | 0.05% | +245,578+29.7% | Added |
| Fisher Asset Management, LLC | 1,108,232 | $47.2M | 0.02% | −62,145−5.3% | Reduced |
| Copeland Capital Management, LLC | 1,123,518 | $47.8M | 1.06% | +1,123,518 | New |
| Fiera Capital Corp | 1,146,653 | $48.8M | 0.17% | +33,482+3.0% | Added |
| American Century Companies Inc | 1,210,562 | $51.5M | 0.03% | −571,520−32.1% | Reduced |
| UBS Group AG | 1,284,019 | $54.6M | 0.01% | −563,694−30.5% | Reduced |
| Teacher Retirement System of Texas | 1,396,021 | $59.4M | 0.25% | −4,065−0.3% | Reduced |
| Boston Partners | 1,456,684 | $62.0M | 0.06% | +1,270,660+683.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,478,875 | $62.9M | 0.26% | −45,473−3.0% | Reduced |
| Thrivent Financial for Lutherans | 1,513,255 | $64.4M | 0.12% | −200,570−11.7% | Reduced |
| First Trust Advisors LP | 2,048,599 | $87.2M | 0.06% | +630,023+44.4% | Added |
| Massachusetts Financial Services Co | 2,377,052 | $101.4M | 0.03% | −2,551,094−51.8% | Reduced |
| Dimensional Fund Advisors LP | 2,519,022 | $107.2M | 0.02% | −10,745−0.4% | Reduced |
| Geode Capital Management, LLC | 2,518,813 | $107.2M | 0.01% | +174,547+7.4% | Added |
| Wellington Management Group LLP | 2,689,125 | $114.4M | 0.02% | −32,833−1.2% | Reduced |
| State Street Corp | 2,856,028 | $121.6M | 0.00% | +102,401+3.7% | Added |
| Vanguard Capital Management LLC | 4,160,456 | $177.1M | 0.00% | +4,160,456 | New |
| AQR Capital Management LLC | 4,539,552 | $190.9M | 0.09% | +1,739,059+62.1% | Added |
| Vanguard Portfolio Management LLC | 6,361,923 | $270.8M | 0.01% | +6,361,923 | New |
| BlackRock, Inc. | 9,637,018 | $410.2M | 0.01% | +659,034+7.3% | Added |
| North Peak Capital Management, LLC | 0 | $0 | 0.00% | −2,400,065−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,796,189−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −1,038,832−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −157,288−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −133,167−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −125,594−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −92,505−100.0% | Sold out |
| Robinhood Asset Management, LLC | 0 | $0 | 0.00% | −84,943−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −72,071−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −67,988−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −63,403−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −58,783−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −56,370−100.0% | Sold out |
| Robocap Asset Management Ltd | 0 | $0 | 0.00% | −39,493−100.0% | Sold out |