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, Q2 2026
Institutional positions in Pegasystems Inc as of Jun 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
- Institutional holders
- 437
- −43 vs. Q1 2026
- Shares held
- 95.1M
- +2.57M (+2.8%) vs. Q1 2026
- Total value
- $2.85B
- −$1.08B (−27.5%) vs. Q1 2026
- New holders
- 68
- 175 more added
- Sold out
- 111
- 157 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Pegasystems Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,313 | $39.4K | 0.00% | −2,959−69.3% | Reduced |
| Umb Bank N A | 1,324 | $39.7K | 0.00% | −294−18.2% | Reduced |
| Global Retirement Partners, LLC | 1,361 | $40.8K | 0.00% | +1,361 | New |
| Allworth Financial LP | 1,412 | $42.3K | 0.00% | −146−9.4% | Reduced |
| Asset Management One Co.,Ltd. | 1,467 | $44.0K | 0.00% | +388+36.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,623 | $48.6K | 0.00% | −2,705−62.5% | Reduced |
| TD Private Client Wealth LLC | 1,703 | $51.0K | 0.00% | +18+1.1% | Added |
| EverSource Wealth Advisors, LLC | 1,716 | $51.4K | 0.00% | −1,538−47.3% | Reduced |
| Parkside Financial Bank & Trust | 1,723 | $51.6K | 0.00% | −34−1.9% | Reduced |
| Harbour Investments, Inc. | 2,040 | $61.1K | 0.00% | +1,812+794.7% | Added |
| Sterling Capital Management LLC | 2,056 | $61.6K | 0.00% | −233−10.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,063 | $61.8K | 0.00% | −1,969−48.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,091 | $62.7K | 0.01% | −851−28.9% | Reduced |
| Signaturefd, LLC | 2,204 | $66.1K | 0.00% | +451+25.7% | Added |
| Huntington National Bank | 2,537 | $76.0K | 0.00% | +1,044+69.9% | Added |
| Rockefeller Capital Management L.P. | 2,561 | $76.8K | 0.00% | −204,211−98.8% | Reduced |
| Fedenia Advisers LLC | 2,592 | $77.7K | 0.02% | +2,592 | New |
| Simplex Trading, LLC | 2,678 | $80.3K | 0.00% | +2,678 | New |
| NBC Securities, Inc. | 2,711 | $81.3K | 0.01% | −206−7.1% | Reduced |
| The PNC Financial Services Group, Inc. | 2,879 | $86.3K | 0.00% | −5,022−63.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,939 | $88.1K | 0.00% | +711+31.9% | Added |
| KBC Group NV | 2,990 | $90.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 3,029 | $90.8K | 0.00% | +3,029 | New |
| Daiwa Securities Group Inc. | 3,172 | $95.1K | 0.00% | −2,938−48.1% | Reduced |
| IFP Advisors, Inc | 3,204 | $96.0K | 0.00% | −796−19.9% | Reduced |
| TD Waterhouse Canada Inc. | 3,380 | $105.1K | 0.00% | +1,052+45.2% | Added |
| Truvestments Capital LLC | 3,759 | $112.7K | 0.02% | −231−5.8% | Reduced |
| STRS Ohio | 3,834 | $114.9K | 0.00% | +1,626+73.6% | Added |
| iA Global Asset Management Inc. | 3,986 | $119.0K | 0.00% | +3,986 | New |
| Parallel Advisors, LLC | 3,980 | $119.3K | 0.00% | −1,248−23.9% | Reduced |
| Meeder Asset Management Inc | 4,322 | $129.5K | 0.01% | +4,322 | New |
| Globeflex Capital L P | 4,900 | $146.9K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,350 | $160.0K | 0.00% | −131,952−96.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 5,540 | $166.0K | 0.02% | +5,540 | New |
| DekaBank Deutsche Girozentrale | 4,634 | $194.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6,752 | $202.0K | 0.00% | +2,470+57.7% | Added |
| RHS Financial, LLC | 6,832 | $204.8K | 0.08% | +6,832 | New |
| Fieldview Capital Management, LLC | 6,844 | $205.1K | 0.06% | −16,192−70.3% | Reduced |
| Vise Technologies, Inc. | 7,008 | $210.0K | 0.00% | +2,604+59.1% | Added |
| Oppenheimer Asset Management Inc. | 7,172 | $214.9K | 0.00% | −2,459−25.5% | Reduced |
| Securian Asset Management, Inc | 6,694 | $215.3K | 0.01% | +15+0.2% | Added |
| Kestra Advisory Services, LLC | 7,186 | $215.4K | 0.00% | +7,186 | New |
| Vontobel Holding Ltd. | 7,284 | $218.3K | 0.00% | −50,208−87.3% | Reduced |
| Lighthouse Investment Partners, LLC | 7,353 | $220.4K | 0.01% | +7,353 | New |
| Claret Asset Management Corp | 7,410 | $222.0K | 0.02% | +7,410 | New |
| Flagship Harbor Advisors, LLC | 7,454 | $223.4K | 0.01% | +162+2.2% | Added |
| Sanctuary Advisors, LLC | 7,486 | $224.4K | 0.00% | −3,407−31.3% | Reduced |
| Mirabella Financial Services LLP | 7,601 | $227.8K | 0.02% | +7,601 | New |
| Aster Capital Management (DIFC) Ltd | 7,705 | $230.9K | 0.05% | +7,232+1,529.0% | Added |
| Park Avenue Securities LLC | 7,746 | $232.0K | 0.00% | +1,408+22.2% | Added |
| Pinebridge Investments LLC | 7,857 | $235.5K | 0.00% | +1,222+18.4% | Added |
| IMC-Chicago, LLC | 7,866 | $235.7K | 0.00% | +7,866 | New |
| Inscription Capital, LLC | 7,877 | $236.1K | 0.02% | −3,741−32.2% | Reduced |
| Neo Ivy Capital Management | 7,909 | $236.8K | 0.05% | +3,694+87.6% | Added |
| US Bancorp | 7,926 | $237.5K | 0.00% | −1,248−13.6% | Reduced |
| Princeton Capital Management LLC | 8,000 | $239.8K | 0.05% | 00.0% | Unchanged |
| EFG International AG | 8,208 | $246.0K | 0.00% | +8,208 | New |
| Private Advisor Group, LLC | 8,253 | $247.3K | 0.00% | +1,562+23.3% | Added |
| M&T Bank Corp | 8,310 | $249.3K | 0.00% | −1,289−13.4% | Reduced |
| Principal Securities, Inc. | 8,705 | $260.9K | 0.00% | +3,192+57.9% | Added |
| Farther Finance Advisors, LLC | 8,703 | $261.0K | 0.00% | −755−8.0% | Reduced |
| State of Alaska, Department of Revenue | 8,843 | $265.0K | 0.00% | +117+1.3% | Added |
| Susquehanna International Group, LLP | 9,138 | $273.9K | 0.00% | +9,138 | New |
| Atlas Capital Advisors LLC | 9,242 | $277.0K | 0.03% | −1,222−11.7% | Reduced |
| Wedbush Securities Inc | 9,232 | $277.0K | 0.01% | −2,652−22.3% | Reduced |
| Marex Group plc | 9,260 | $277.5K | 0.00% | +9,260 | New |
| Walleye Trading LLC | 9,318 | $279.3K | 0.00% | +2,311+33.0% | Added |
| Sequoia Financial Advisors, LLC | 9,406 | $281.9K | 0.00% | +1,583+20.2% | Added |
| Marietta Investment Partners LLC | 9,534 | $285.7K | 0.05% | −44,432−82.3% | Reduced |
| Kings Path Partners LLC | 9,601 | $287.7K | 0.08% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,712 | $291.0K | 0.07% | +9,712 | New |
| Merit Financial Group, LLC | 9,733 | $291.7K | 0.00% | −8,348−46.2% | Reduced |
| NorthRock Partners, LLC | 9,915 | $297.2K | 0.00% | −3,512−26.2% | Reduced |
| Public Employees Retirement Association of Colorado | 9,956 | $298.0K | 0.00% | −760−7.1% | Reduced |
| Smith Group Asset Management, LLC | 10,045 | $301.0K | 0.01% | −16,988−62.8% | Reduced |
| Virtus ETF Advisers LLC | 10,071 | $301.8K | 0.12% | +481+5.0% | Added |
| Tower Research Capital LLC (TRC) | 10,211 | $306.0K | 0.01% | +6,739+194.1% | Added |
| SRS Capital Advisors, Inc. | 10,240 | $306.9K | 0.00% | +7,992+355.5% | Added |
| Bessemer Group Inc | 10,261 | $307.0K | 0.00% | +2,055+25.0% | Added |
| Swiss Life Asset Management Ltd | 10,276 | $308.0K | 0.00% | −101−1.0% | Reduced |
| Jupiter Asset Management Ltd | 10,347 | $310.1K | 0.00% | +632+6.5% | Added |
| Gallacher Capital Management LLC | 10,431 | $312.6K | 0.18% | +10,431 | New |
| Martingale Asset Management L P | 10,645 | $319.0K | 0.01% | −73−0.7% | Reduced |
| Advisor Resource Council | 10,285 | $321.7K | 0.11% | +3,490+51.4% | Added |
| Stephens Inc | 11,140 | $333.9K | 0.00% | +1,767+18.9% | Added |
| WCG Wealth Advisors LLC | 11,213 | $336.1K | 0.01% | −4,820−30.1% | Reduced |
| Atria Investments LLC | 11,390 | $341.4K | 0.00% | −5,272−31.6% | Reduced |
| Woodline Partners LP | 11,606 | $347.8K | 0.00% | +11,606 | New |
| New York Life Investment Management LLC | 12,096 | $362.5K | 0.00% | +882+7.9% | Added |
| State of Wyoming | 12,213 | $366.0K | 0.04% | −496−3.9% | Reduced |
| Burns Matteson Capital Management, LLC | 12,749 | $382.1K | 0.12% | +12,749 | New |
| Rothschild Investment LLC | 13,295 | $398.5K | 0.01% | +11,232+544.4% | Added |
| Caitlin John, LLC | 13,323 | $399.3K | 0.22% | +13,323 | New |
| Ensign Peak Advisors, Inc | 13,549 | $406.1K | 0.00% | −40,299−74.8% | Reduced |
| Aviva PLC | 13,690 | $410.3K | 0.00% | +3,649+36.3% | Added |
| denkapparat Operations GmbH | 13,696 | $410.5K | 0.13% | +3,606+35.7% | Added |
| Captrust Financial Advisors | 13,729 | $411.5K | 0.00% | −14,893−52.0% | Reduced |
| Allstate Corp | 14,328 | $429.4K | 0.00% | −5,844−29.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,350 | $430.1K | 0.00% | +885+6.6% | Added |
| Pictet Asset Management Holding SA | 14,387 | $431.2K | 0.00% | −1,366−8.7% | Reduced |