Pegasystems Inc

PEGA

Exchange: Nasdaq
Industry: Services-Computer Processing & Data Preparation
SEC CIK: 0001013857

SEC filings (opens in a new tab)

In the last 90 days, Pegasystems Inc insiders filed 0 open-market purchases and 9 sales; 437 institutions reported holding it in 13F filings for Q2 2026, worth $2.85B in total; no superinvestor holds it.

13F holders, Q3 2026

Institutional positions in Pegasystems Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 3; −2 vs. Q2 2026
Shares held: 1.15K; −569.0K (−99.8%) vs. Q2 2026
Total value: $37.8K; −$17.0M (−99.8%) vs. Q2 2026
New holders: 1; 1 more added
Sold out: 3; 1 more reduced

432 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding PEGA and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q2 2026.

Institutions holding PEGA in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Securian Asset Management, Inc	–	–	–	–	Not filed
Oppenheimer Asset Management Inc.	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Fieldview Capital Management, LLC	–	–	–	–	Not filed
RHS Financial, LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Harel Insurance Investments & Financial Services Ltd.	–	–	–	–	Not filed
Globeflex Capital L P	–	–	–	–	Not filed
Meeder Asset Management Inc	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
iA Global Asset Management Inc.	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Truvestments Capital LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Daiwa Securities Group Inc.	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
Fedenia Advisers LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Graticule Asia Macro Advisors LLC	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
Strategic Advocates LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Caldwell Sutter Capital, Inc.	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Rakuten Securities, Inc.	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Centerpoint Advisors, LLC	–	–	–	–	Not filed
Murphy & Mullick Capital Management Corp	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Highline Wealth Partners LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
NBH Bank	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
MTM Investment Management, LLC	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
PFS Partners, LLC	–	–	–	–	Not filed
Wiser Advisor Group LLC	–	–	–	–	Not filed
Picton Mahoney Asset Management	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Beaird Harris Wealth Management, LLC	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Marquette Asset Management, LLC	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Webster Bank, N. A.	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Benson Wealth Management INC	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed