Skip to main content

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.

Q2 2026 vs. Q1 2026

How the institutions holding Pegasystems Inc changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of PEGA: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4855437−43
Shares92.8M244.2K95.1M+2.57M (+2.8%)
Value$3.95B$10.4M$2.85B−$1.08B (−27.5%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Pegasystems Inc at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PEGA in Q2 2026
InstitutionSharesValue% of portfolio
Lynrock Lake LP1,782,640$53.4M3.37%
Norges Bank772,513$23.2M0.00%
Axq Capital, LP197,535$5.92M0.64%
Mawer Investment Management Ltd.170,958$5.12M0.03%
Baird Financial Group, Inc.167,055$5.01M0.01%
D. E. Shaw & Co., Inc.144,614$4.33M0.00%
Pier Capital, LLC137,080$4.11M0.54%
Macquarie Group Ltd134,423$4.03M0.02%
Campbell & CO Investment Adviser LLC94,856$2.84M0.15%
LMR Partners LLP55,975$1.68M0.01%
Edgestream Partners, L.P.51,144$1.53M0.05%
Kovitz Investment Group Partners, LLC48,721$1.46M0.03%
Jupiter Topco LLC40,615$1.22M0.00%
Allianz Asset Management GmbH34,480$1.03M0.00%
Caxton Associates LLP30,332$909.0K0.02%
Marshall Financial Group LLC28,842$864.4K0.13%
Fluent Financial, LLC24,668$739.3K0.26%
Mitsubishi UFJ Trust & Banking Corp23,590$707.0K0.00%
CSS LLC21,406$641.5K0.03%
Quantbot Technologies LP18,529$555.3K0.02%
AlphaGrep UK Ltd16,526$495.3K0.15%
Bridgefront Capital, LLC16,257$487.2K0.13%
Caitlin John, LLC13,323$399.3K0.22%
Burns Matteson Capital Management, LLC12,749$382.1K0.12%
Woodline Partners LP11,606$347.8K0.00%
Gallacher Capital Management LLC10,431$312.6K0.18%
Dynamic Technology Lab Private Ltd9,712$291.0K0.07%
Marex Group plc9,260$277.5K0.00%
Susquehanna International Group, LLP9,138$273.9K0.00%
EFG International AG8,208$246.0K0.00%
IMC-Chicago, LLC7,866$235.7K0.00%
Mirabella Financial Services LLP7,601$227.8K0.02%
Claret Asset Management Corp7,410$222.0K0.02%
Lighthouse Investment Partners, LLC7,353$220.4K0.01%
Kestra Advisory Services, LLC7,186$215.4K0.00%
RHS Financial, LLC6,832$204.8K0.08%
Caitong International Asset Management Co., Ltd5,540$166.0K0.02%
Meeder Asset Management Inc4,322$129.5K0.01%
iA Global Asset Management Inc.3,986$119.0K0.00%
Nykredit A/S3,029$90.8K0.00%
Simplex Trading, LLC2,678$80.3K0.00%
Fedenia Advisers LLC2,592$77.7K0.02%
Global Retirement Partners, LLC1,361$40.8K0.00%
Graticule Asia Macro Advisors LLC1,103$33.1K0.00%
Caldwell Sutter Capital, Inc.786$23.6K0.01%
Murphy & Mullick Capital Management Corp500$15.0K0.01%
NBH Bank230$6.89K0.00%
MTM Investment Management, LLC206$6.17K0.00%
GW&K Investment Management, LLC211$6.00K0.00%
Institute for Wealth Management, LLC.198$5.93K0.00%
Beaird Harris Wealth Management, LLC157$4.71K0.00%
Webster Bank, N. A.108$3.24K0.00%
Silver Grove Financial Group, Inc.92$2.76K0.00%
Continuum Advisory, LLC72$2.16K0.00%
Action Point Financial Planning, LLC69$2.07K0.00%
Owl Creek Wealth Partners LLC60$1.80K0.00%
Cape Investment Advisory, Inc.60$1.80K0.00%
Benson Wealth Management INC59$1.77K0.00%
Wealth Enhancement Trust Services, Inc.34$1.02K0.00%
Barrett & Company, Inc.20$6000.00%
Ameriflex Group, Inc.18$5390.00%
Creative Capital Management Investments LLC12$3600.00%
WPG Advisers, LLC12$3600.00%
Activest Wealth Management4$1200.00%
DecisionPoint Financial, LLC3$940.00%
Planning Strategies Inc.2$600.00%
Maryland Capital Advisors Inc.1$300.00%
Navigoe, LLC1$00.00%

Sold out (111)

Institutions that held Pegasystems Inc at the end of Q1 2026 and filed for Q2 2026 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of PEGA in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Hood River Capital Management LLC975,621$41.5M
Westwood Holdings Group Inc.504,478$21.5M
Oberweis Asset Management Inc455,290$19.4M
Lord, Abbett & Co. LLC258,090$11.0M
Citadel Advisors LLC180,565$7.68M
Susquehanna Portfolio Strategies, LLC157,782$6.72M
Weiss Asset Management LP145,950$6.21M
Zacks Investment Management123,795$5.27M
Cadian Capital Management, LP119,683$5.09M
Engineers Gate Manager LP117,515$5.00M
Connor, Clark & Lunn Investment Management Ltd.95,586$4.07M
Next Century Growth Investors LLC82,077$3.49M
Elo Mutual Pension Insurance Co80,127$3.41M
Panagora Asset Management Inc78,493$3.34M
Ieq Capital, LLC75,775$3.22M
Van Eck Associates Corp74,407$3.17M
Wilson Asset Management (International) Pty Ltd67,404$2.87M
Schroder Investment Management Group67,407$2.80M
Robeco Institutional Asset Management B.V.59,176$2.52M
Crossmark Global Holdings, Inc.54,713$2.33M
Convergence Investment Partners, LLC50,113$2.13M
Night Squared LP45,209$1.92M
Catalyst Funds Management Pty Ltd32,800$1.40M
TIG Advisors, LLC27,845$1.19M
Commonwealth Equity Services, LLC23,316$992.3K
Integrated Wealth Concepts LLC22,449$955.4K
Penn Capital Management Co Inc20,503$889.1K
Pallas Capital Advisors LLC19,350$823.5K
Independent Financial Group, LLC19,313$822.0K
Squarepoint Ops LLC18,820$801.0K
Colony Group, LLC18,743$798.2K
Lisanti Capital Growth, LLC16,415$698.6K
Guggenheim Capital LLC16,317$694.5K
Horizon Investments, LLC15,648$665.5K
Silvercrest Asset Management Group LLC13,994$595.6K
PEAK6 LLC12,060$513.3K
Evergreen Capital Management LLC12,056$513.1K
United Capital Financial Advisers, LLC11,507$489.7K
Unique Wealth Strategies, LLC11,318$481.7K
Perpetual Ltd11,186$476.1K
EP Wealth Advisors, LLC10,417$443.3K
Quadrant Capital Group LLC9,992$425.3K
Pathstone Holdings, LLC9,871$420.1K
Buckingham Strategic Partners9,770$415.6K
Sowell Financial Services LLC9,242$393.3K
EntryPoint Capital, LLC8,588$365.5K
Cookson Peirce & Co Inc7,806$332.2K
Brighton Jones LLC7,525$320.3K
HighTower Advisors, LLC7,520$320.1K
Evolve Private Wealth, LLC7,251$308.6K
Krilogy Financial LLC6,955$301.0K
Calamos Advisors LLC7,003$298.0K
Calamos Wealth Management LLC7,003$298.0K
Callan Family Office, LLC6,730$286.4K
Kera Capital Partners, Inc.6,705$285.4K
Chicago Partners Investment Group LLC7,382$276.7K
RSM US Wealth Management LLC6,298$268.0K
Baker Avenue Asset Management, LP6,047$257.4K
HB Wealth Management, LLC6,026$256.5K
Bull Harbor Capital LLC5,974$254.3K
Childress Capital Advisors, LLC5,866$249.7K
Waddell & Associates, LLC5,836$248.4K
American Trust5,734$244.0K
DnB Asset Management AS5,502$234.2K
Modern Wealth Management, LLC5,434$229.8K
CIBC Asset Management Inc5,286$225.0K
Foundations Investment Advisors, LLC5,218$222.1K
Retirement Guys Formula LLC5,205$221.5K
Mariner, LLC5,200$221.4K
Bayforest Capital Ltd5,115$217.7K
NorthCrest Asset Manangement, LLC5,102$217.4K
Frank, Rimerman Advisors LLC5,062$215.4K
Sagewood Asset Management LP5,014$213.4K
Coldstream Capital Management Inc4,903$208.7K
Utah Retirement Systems4,902$208.6K
Personal Cfo Solutions, LLC4,844$206.2K
Fred Alger Management, LLC4,740$201.7K
MAI Capital Management3,498$148.9K
Innovative Asset Advisors Group, LLC1,079$45.9K
RiverPark Advisors, LLC1,016$43.2K
Quarry LP683$29.1K
Financial Management Professionals, Inc.416$17.7K
Clear Street Markets LLC375$16.0K
Root Financial Partners, LLC279$11.9K
Proffitt & Goodson Inc250$10.6K
WealthCollab, LLC247$10.5K
Basecamp Wealth Advisors LLC171$7.28K
North Star Investment Management Corp.105$4.47K
Missouri Trust & Investment Co104$4.43K
HHM Wealth Advisors, LLC100$4.26K
MCF Advisors LLC86$3.66K
Creative Financial Designs Inc60$2.55K
IFM Investors Pty Ltd53$2.26K
ZRC Wealth Management, LLC49$2.09K
Atlantic Trust, LLC42$1.79K
Bank of Jackson Hole Trust35$1.49K
Westside Investment Management, Inc.34$1.45K
Twin Peaks Wealth Advisors, LLC34$1.45K
Golden State Equity Partners20$851
Salomon & Ludwin, LLC18$767

Not filed for Q2 2026 yet (5)

Institutions that held Pegasystems Inc at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PEGA in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC169,206$7.20M
Janus Henderson Group PLC40,615$1.73M
Skopos Labs, Inc.34,281$1.46M
Sunbelt Securities, Inc.58$2.47K
USA Financial Portformulas Corp9$383