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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 25,644 | $1.09M | 0.04% | +10,194+66.0% | Added |
| Arizona State Retirement System | 25,640 | $1.09M | 0.01% | −444−1.7% | Reduced |
| Quent Capital, LLC | 25,269 | $1.08M | 0.08% | +190+0.8% | Added |
| Handelsbanken Fonder AB | 25,088 | $1.07M | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 23,480 | $999.3K | 0.00% | +19,539+495.8% | Added |
| Vanguard Investments Australia, Ltd. | 23,462 | $998.5K | 0.00% | +23,462 | New |
| Commonwealth Equity Services, LLC | 23,316 | $992.3K | 0.00% | +12,113+108.1% | Added |
| Concurrent Investment Advisors, LLC | 23,224 | $988.4K | 0.01% | +17,099+279.2% | Added |
| Fieldview Capital Management, LLC | 23,036 | $980.4K | 0.29% | +14,016+155.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,872 | $973.4K | 0.00% | −63−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 22,449 | $955.4K | 0.01% | +9,747+76.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,427 | $954.5K | 0.01% | +22,427 | New |
| State of Tennessee, Treasury Department | 22,012 | $936.8K | 0.00% | 00.0% | Unchanged |
| State of Michigan Retirement System | 22,000 | $936.3K | 0.00% | +300+1.4% | Added |
| First Citizens Bank & Trust Co | 21,993 | $936.0K | 0.02% | +21,993 | New |
| Brinker Capital Investments, LLC | 21,845 | $929.7K | 0.01% | −6,190−22.1% | Reduced |
| Bokf, NA | 21,381 | $910.0K | 0.01% | +12,169+132.1% | Added |
| Entropy Technologies, LP | 21,262 | $904.9K | 0.04% | +21,262 | New |
| Penn Capital Management Co Inc | 20,503 | $889.1K | 0.07% | +880+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,451 | $870.4K | 0.01% | −55−0.3% | Reduced |
| Allstate Corp | 20,172 | $858.5K | 0.01% | +20,172 | New |
| Greenwood Capital Associates LLC | 19,986 | $850.6K | 0.09% | +7,367+58.4% | Added |
| Pallas Capital Advisors LLC | 19,350 | $823.5K | 0.03% | −7,396−27.7% | Reduced |
| Independent Financial Group, LLC | 19,313 | $822.0K | 0.02% | +19,313 | New |
| GWM Advisors LLC | 19,145 | $814.8K | 0.00% | −247−1.3% | Reduced |
| Buckland Partners Management Co LLC | 19,000 | $808.6K | 0.49% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 18,820 | $801.0K | 0.00% | −36,885−66.2% | Reduced |
| Colony Group, LLC | 18,743 | $798.2K | 0.00% | +4,882+35.2% | Added |
| Oregon Public Employees Retirement Fund | 18,700 | $795.9K | 0.01% | +400+2.2% | Added |
| Truist Financial Corp | 18,092 | $770.0K | 0.00% | +10,443+136.5% | Added |
| Merit Financial Group, LLC | 18,081 | $769.5K | 0.01% | +497+2.8% | Added |
| New Mexico Educational Retirement Board | 18,000 | $766.0K | 0.02% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 17,604 | $749.0K | 0.00% | +17,604 | New |
| Hancock Whitney Corp | 19,944 | $729.0K | 0.01% | +978+5.2% | Added |
| Ameritas Investment Partners, Inc. | 16,797 | $714.9K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,763 | $713.0K | 0.00% | −4,598−21.5% | Reduced |
| Atria Investments LLC | 16,662 | $709.1K | 0.01% | +105+0.6% | Added |
| Jones Financial Companies LLLP | 17,536 | $706.9K | 0.00% | +13,550+339.9% | Added |
| Lisanti Capital Growth, LLC | 16,415 | $698.6K | 0.18% | −77,111−82.4% | Reduced |
| Snowden Capital Advisors LLC | 16,351 | $695.9K | 0.02% | +7,905+93.6% | Added |
| Guggenheim Capital LLC | 16,317 | $694.5K | 0.01% | +11,531+240.9% | Added |
| Odyssean, LLC | 16,285 | $693.1K | 0.25% | +4,110+33.8% | Added |
| WCG Wealth Advisors LLC | 16,033 | $682.3K | 0.02% | −310−1.9% | Reduced |
| Pictet Asset Management Holding SA | 15,753 | $670.4K | 0.00% | +892+6.0% | Added |
| Horizon Investments, LLC | 15,648 | $665.5K | 0.01% | +12,556+406.1% | Added |
| Xponance, Inc. | 15,427 | $656.6K | 0.00% | +3,193+26.1% | Added |
| Inceptionr LLC | 14,525 | $617.7K | 0.15% | +14,525 | New |
| Private Client Services, LLC | 14,410 | $613.3K | 0.18% | −16,394−53.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 14,115 | $600.7K | 0.01% | +14,115 | New |
| Silvercrest Asset Management Group LLC | 13,994 | $595.6K | 0.00% | +118+0.9% | Added |
| Impact Partnership Wealth, LLC | 13,627 | $580.0K | 0.07% | +5,267+63.0% | Added |
| Advisor Group Holdings, Inc. | 13,465 | $573.1K | 0.00% | −5,789−30.1% | Reduced |
| NorthRock Partners, LLC | 13,427 | $571.5K | 0.01% | +13,427 | New |
| HSBC Holdings PLC | 12,875 | $548.2K | 0.00% | −18,213−58.6% | Reduced |
| Intech Investment Management LLC | 12,865 | $547.5K | 0.01% | +12,865 | New |
| State of Wyoming | 12,709 | $540.9K | 0.06% | +423+3.4% | Added |
| PEAK6 LLC | 12,060 | $513.3K | 0.01% | +12,060 | New |
| Evergreen Capital Management LLC | 12,056 | $513.1K | 0.01% | +12,056 | New |
| 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 |
| Inscription Capital, LLC | 11,618 | $494.5K | 0.05% | +6,467+125.5% | Added |
| Schonfeld Strategic Advisors LLC | 11,605 | $493.9K | 0.00% | +11,605 | New |
| United Capital Financial Advisers, LLC | 11,507 | $489.7K | 0.00% | +7,706+202.7% | Added |
| Diversified Trust Co | 11,364 | $483.7K | 0.01% | +350+3.2% | Added |
| Unique Wealth Strategies, LLC | 11,318 | $481.7K | 0.20% | +447+4.1% | Added |
| New York Life Investment Management LLC | 11,214 | $477.3K | 0.00% | +3,187+39.7% | Added |
| Perpetual Ltd | 11,186 | $476.1K | 0.01% | −721−6.1% | Reduced |
| Sanctuary Advisors, LLC | 10,893 | $463.6K | 0.00% | +2,699+32.9% | Added |
| Martingale Asset Management L P | 10,718 | $456.2K | 0.01% | −40,891−79.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,716 | $456.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10,464 | $445.3K | 0.05% | −1,643−13.6% | Reduced |
| EP Wealth Advisors, LLC | 10,417 | $443.3K | 0.00% | +10,417 | New |
| Swiss Life Asset Management Ltd | 10,377 | $441.6K | 0.00% | +2,475+31.3% | Added |
| Picton Mahoney Asset Management | 10,324 | $439.4K | 0.00% | +4,054+64.7% | Added |
| denkapparat Operations GmbH | 10,090 | $429.4K | 0.18% | +6,030+148.5% | Added |
| Aviva PLC | 10,041 | $427.3K | 0.00% | −8,851−46.9% | Reduced |
| Quadrant Capital Group LLC | 9,992 | $425.3K | 0.01% | +9,132+1,061.9% | Added |
| Essential Partners LLC | 9,882 | $420.6K | 0.14% | −764−7.2% | Reduced |
| Pathstone Holdings, LLC | 9,871 | $420.1K | 0.00% | +1,930+24.3% | Added |
| Buckingham Strategic Partners | 9,770 | $415.6K | 0.00% | −4,403−31.1% | Reduced |
| Jupiter Asset Management Ltd | 9,715 | $413.5K | 0.00% | +9,715 | New |
| O'Shaughnessy Asset Management, LLC | 9,678 | $411.9K | 0.00% | +2,520+35.2% | Added |
| Oppenheimer Asset Management Inc. | 9,631 | $409.9K | 0.00% | −8−0.1% | Reduced |
| M&T Bank Corp | 9,599 | $408.7K | 0.00% | +568+6.3% | Added |
| Kings Path Partners LLC | 9,601 | $408.6K | 0.14% | +9,601 | New |
| Virtus ETF Advisers LLC | 9,590 | $408.2K | 0.19% | +184+2.0% | Added |
| Farther Finance Advisors, LLC | 9,458 | $400.0K | 0.00% | +613+6.9% | Added |
| Stephens Inc | 9,373 | $398.9K | 0.00% | +5,629+150.3% | Added |
| Sowell Financial Services LLC | 9,242 | $393.3K | 0.01% | −226−2.4% | Reduced |
| US Bancorp | 9,174 | $390.4K | 0.00% | +946+11.5% | Added |
| XTX Topco Ltd | 8,830 | $375.8K | 0.01% | +8,830 | New |
| State of Alaska, Department of Revenue | 8,726 | $371.0K | 0.00% | −280−3.1% | Reduced |
| EntryPoint Capital, LLC | 8,588 | $365.5K | 0.11% | +8,588 | New |
| Marshall Wace, LLP | 8,551 | $363.9K | 0.00% | +8,551 | New |
| Dark Forest Capital Management LP | 8,359 | $355.8K | 0.03% | −13,209−61.2% | Reduced |
| Gsa Capital Partners LLP | 8,244 | $351.0K | 0.02% | +8,244 | New |
| Bessemer Group Inc | 8,206 | $349.0K | 0.00% | +7,332+838.9% | Added |
| Princeton Capital Management LLC | 8,000 | $340.5K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,901 | $336.3K | 0.00% | −477−5.7% | Reduced |
| Sequoia Financial Advisors, LLC | 7,823 | $332.9K | 0.00% | −395−4.8% | Reduced |