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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 7,806 | $332.2K | 0.01% | −222,585−96.6% | Reduced |
| Brighton Jones LLC | 7,525 | $320.3K | 0.01% | +7,525 | New |
| HighTower Advisors, LLC | 7,520 | $320.1K | 0.00% | +257+3.5% | Added |
| Flagship Harbor Advisors, LLC | 7,292 | $310.4K | 0.01% | +6,548+880.1% | Added |
| Evolve Private Wealth, LLC | 7,251 | $308.6K | 0.02% | +115+1.6% | Added |
| Krilogy Financial LLC | 6,955 | $301.0K | 0.01% | −2,042−22.7% | Reduced |
| Walleye Trading LLC | 7,007 | $298.2K | 0.01% | −48,017−87.3% | Reduced |
| 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 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,998 | $297.8K | 0.00% | +5,610+404.2% | Added |
| Advisor Resource Council | 6,795 | $289.2K | 0.11% | +1,010+17.5% | Added |
| Callan Family Office, LLC | 6,730 | $286.4K | 0.01% | +317+4.9% | Added |
| Kera Capital Partners, Inc. | 6,705 | $285.4K | 0.04% | +1,165+21.0% | Added |
| Private Advisor Group, LLC | 6,691 | $284.8K | 0.00% | −4,172−38.4% | Reduced |
| Securian Asset Management, Inc | 6,679 | $284.3K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 6,635 | $282.4K | 0.00% | −40,847−86.0% | Reduced |
| Chicago Partners Investment Group LLC | 7,382 | $276.7K | 0.01% | +2,895+64.5% | Added |
| Park Avenue Securities LLC | 6,338 | $270.0K | 0.00% | +2,399+60.9% | Added |
| RSM US Wealth Management LLC | 6,298 | $268.0K | 0.00% | +2,201+53.7% | Added |
| Vise Technologies, Inc. | 4,404 | $263.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 6,148 | $261.7K | 0.00% | −23,672−79.4% | Reduced |
| Daiwa Securities Group Inc. | 6,110 | $260.0K | 0.00% | +2,968+94.5% | Added |
| Baker Avenue Asset Management, LP | 6,047 | $257.4K | 0.01% | +6,047 | New |
| HB Wealth Management, LLC | 6,026 | $256.5K | 0.00% | +6,026 | New |
| Bull Harbor Capital LLC | 5,974 | $254.3K | 0.07% | +5,974 | New |
| Childress Capital Advisors, LLC | 5,866 | $249.7K | 0.05% | +5,866 | New |
| Waddell & Associates, LLC | 5,836 | $248.4K | 0.01% | +5,836 | New |
| American Trust | 5,734 | $244.0K | 0.02% | −786−12.1% | Reduced |
| Principal Securities, Inc. | 5,513 | $234.6K | 0.00% | +5,513 | New |
| DnB Asset Management AS | 5,502 | $234.2K | 0.00% | +5,502 | New |
| Magnetar Financial LLC | 5,496 | $233.9K | 0.00% | +5,496 | New |
| Modern Wealth Management, LLC | 5,434 | $229.8K | 0.00% | +1,908+54.1% | Added |
| CIBC Asset Management Inc | 5,286 | $225.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,228 | $222.5K | 0.00% | +1,540+41.8% | Added |
| Foundations Investment Advisors, LLC | 5,218 | $222.1K | 0.00% | +1,509+40.7% | Added |
| Retirement Guys Formula LLC | 5,205 | $221.5K | 0.10% | +1,513+41.0% | Added |
| Mariner, LLC | 5,200 | $221.4K | 0.00% | +5,200 | New |
| Bayforest Capital Ltd | 5,115 | $217.7K | 0.24% | +4,411+626.6% | Added |
| NorthCrest Asset Manangement, LLC | 5,102 | $217.4K | 0.01% | −6,296−55.2% | Reduced |
| Frank, Rimerman Advisors LLC | 5,062 | $215.4K | 0.01% | +19+0.4% | Added |
| Dakota Wealth Management | 5,025 | $213.9K | 0.00% | −270−5.1% | Reduced |
| Sagewood Asset Management LP | 5,014 | $213.4K | 0.07% | +5,014 | New |
| Federation des caisses Desjardins du Quebec | 4,937 | $210.1K | 0.00% | −1,496−23.3% | Reduced |
| Coldstream Capital Management Inc | 4,903 | $208.7K | 0.00% | +4,903 | New |
| Utah Retirement Systems | 4,902 | $208.6K | 0.00% | +302+6.6% | Added |
| Globeflex Capital L P | 4,900 | $208.5K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,844 | $206.2K | 0.03% | +4,844 | New |
| Fred Alger Management, LLC | 4,740 | $201.7K | 0.00% | +4,740 | New |
| DekaBank Deutsche Girozentrale | 4,634 | $198.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,328 | $184.2K | 0.00% | −802−15.6% | Reduced |
| Hantz Financial Services, Inc. | 4,282 | $182.0K | 0.00% | +2,112+97.3% | Added |
| GAMMA Investing LLC | 4,272 | $181.8K | 0.01% | +1,963+85.0% | Added |
| Neo Ivy Capital Management | 4,215 | $179.3K | 0.05% | +4,215 | New |
| Northwestern Mutual Wealth Management Co | 4,032 | $171.6K | 0.00% | +1,982+96.7% | Added |
| IFP Advisors, Inc | 4,000 | $170.2K | 0.00% | −1,326−24.9% | Reduced |
| Truvestments Capital LLC | 3,990 | $169.8K | 0.03% | +336+9.2% | Added |
| MAI Capital Management | 3,498 | $148.9K | 0.00% | +2,398+218.0% | Added |
| Tower Research Capital LLC (TRC) | 3,472 | $147.8K | 0.00% | −545−13.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,254 | $138.5K | 0.00% | −1,414−30.3% | Reduced |
| Versant Capital Management, Inc | 3,182 | $135.4K | 0.01% | +1,067+50.4% | Added |
| KBC Group NV | 2,990 | $127.0K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2,942 | $125.2K | 0.01% | +1,469+99.7% | Added |
| NBC Securities, Inc. | 2,917 | $124.2K | 0.01% | +893+44.1% | Added |
| TD Waterhouse Canada Inc. | 2,328 | $98.4K | 0.00% | +787+51.1% | Added |
| Sterling Capital Management LLC | 2,289 | $97.4K | 0.00% | −1,355−37.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,248 | $95.7K | 0.00% | −2,136−48.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 2,292 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,228 | $94.8K | 0.00% | +1,132+103.3% | Added |
| STRS Ohio | 2,208 | $94.0K | 0.00% | +125+6.0% | Added |
| Rothschild Investment LLC | 2,063 | $87.8K | 0.00% | +777+60.4% | Added |
| Parkside Financial Bank & Trust | 1,757 | $74.8K | 0.01% | +1,371+355.2% | Added |
| Signaturefd, LLC | 1,753 | $74.6K | 0.00% | +495+39.3% | Added |
| Raleigh Capital Management Inc. | 1,719 | $73.2K | 0.03% | +91+5.6% | Added |
| TD Private Client Wealth LLC | 1,685 | $71.7K | 0.00% | +1,665+8,325.0% | Added |
| Umb Bank N A | 1,618 | $68.9K | 0.00% | +513+46.4% | Added |
| Allworth Financial LP | 1,558 | $66.3K | 0.00% | −49−3.0% | Reduced |
| Huntington National Bank | 1,493 | $63.5K | 0.00% | +1,019+215.0% | Added |
| Exchange Traded Concepts, LLC | 1,278 | $54.4K | 0.00% | −3,486−73.2% | 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 |
| True Wealth Design, LLC | 1,057 | $45.0K | 0.01% | −56−5.0% | Reduced |
| RiverPark Advisors, LLC | 1,016 | $43.2K | 0.02% | −414−29.0% | Reduced |
| Signature Equity Partners, LLC | 929 | $39.5K | 0.02% | +698+302.2% | Added |
| Aster Capital Management (DIFC) Ltd | 473 | $32.9K | 0.01% | −1,209−71.9% | Reduced |
| Smartleaf Asset Management LLC | 773 | $32.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 683 | $29.1K | 0.01% | +683 | New |
| Mather Group, LLC. | 590 | $25.1K | 0.00% | +590 | New |
| SBI Securities Co., Ltd. | 583 | $24.8K | 0.00% | −519−47.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 490 | $21.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 492 | $20.9K | 0.09% | +199+67.9% | Added |
| International Assets Investment Management, LLC | 462 | $19.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $18.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 429 | $18.3K | 0.00% | −913−68.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 419 | $17.8K | 0.00% | +208+98.6% | Added |
| Financial Management Professionals, Inc. | 416 | $17.7K | 0.00% | −4−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 405 | $17.2K | 0.00% | +325+406.3% | Added |
| Cornerstone Planning Group LLC | 455 | $16.8K | 0.00% | +455 | New |
| Covestor Ltd | 372 | $16.0K | 0.01% | −116−23.8% | Reduced |
| Clear Street Markets LLC | 375 | $16.0K | 0.01% | +375 | New |
| Centerpoint Advisors, LLC | 304 | $13.0K | 0.00% | +304 | New |