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 |
|---|---|---|---|---|---|
| Private Client Services, LLC | 14,476 | $433.8K | 0.11% | +66+0.5% | Added |
| Xponance, Inc. | 14,920 | $447.2K | 0.00% | −507−3.3% | Reduced |
| Dakota Wealth Management | 15,289 | $458.2K | 0.01% | +10,264+204.3% | Added |
| Snowden Capital Advisors LLC | 15,391 | $461.3K | 0.01% | −960−5.9% | Reduced |
| Advisory Services Network, LLC | 16,114 | $482.9K | 0.01% | −10,422−39.3% | Reduced |
| Bridgefront Capital, LLC | 16,257 | $487.2K | 0.13% | +16,257 | New |
| AlphaGrep UK Ltd | 16,526 | $495.3K | 0.15% | +16,526 | New |
| Impact Partnership Wealth, LLC | 16,538 | $495.7K | 0.05% | +2,911+21.4% | Added |
| Ameritas Investment Partners, Inc. | 16,608 | $497.7K | 0.01% | −189−1.1% | Reduced |
| Buckland Partners Management Co LLC | 17,000 | $509.5K | 0.25% | −2,000−10.5% | Reduced |
| Teacher Retirement System of Texas | 17,117 | $513.0K | 0.00% | −1,378,904−98.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,358 | $520.2K | 0.00% | +7,680+79.4% | Added |
| Brevan Howard Capital Management LP | 17,529 | $525.3K | 0.01% | −8,241−32.0% | Reduced |
| Gsa Capital Partners LLP | 17,608 | $528.0K | 0.03% | +9,364+113.6% | Added |
| Diversified Trust Co | 17,634 | $528.5K | 0.01% | +6,270+55.2% | Added |
| Toroso Investments, LLC | 17,783 | $532.4K | 0.00% | −163,886−90.2% | Reduced |
| CI Private Wealth, LLC | 17,789 | $533.1K | 0.00% | −22,009−55.3% | Reduced |
| New Mexico Educational Retirement Board | 18,000 | $539.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 18,078 | $541.8K | 0.00% | −22,660−55.6% | Reduced |
| Quantbot Technologies LP | 18,529 | $555.3K | 0.02% | +18,529 | New |
| Oregon Public Employees Retirement Fund | 18,700 | $560.4K | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 19,349 | $579.9K | 0.06% | −637−3.2% | Reduced |
| Harbor Capital Advisors, Inc. | 19,452 | $583.0K | 0.04% | +7,570+63.7% | Added |
| GWM Advisors LLC | 20,032 | $600.4K | 0.00% | +887+4.6% | Added |
| Hancock Whitney Corp | 20,063 | $601.3K | 0.01% | +119+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,300 | $608.4K | 0.01% | −151−0.7% | Reduced |
| Truist Financial Corp | 20,491 | $614.1K | 0.00% | +2,399+13.3% | Added |
| State of Michigan Retirement System | 21,100 | $632.4K | 0.00% | −900−4.1% | Reduced |
| Vinva Investment Management Ltd | 14,482 | $640.9K | 0.00% | −21,338−59.6% | Reduced |
| CSS LLC | 21,406 | $641.5K | 0.03% | +21,406 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,604 | $647.5K | 0.00% | −1,268−5.5% | Reduced |
| Assetmark, Inc | 22,990 | $689.0K | 0.00% | −3,250−12.4% | Reduced |
| Arizona State Retirement System | 23,322 | $699.0K | 0.00% | −2,318−9.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 23,462 | $703.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 23,590 | $707.0K | 0.00% | +23,590 | New |
| Brinker Capital Investments, LLC | 24,076 | $721.6K | 0.01% | +2,231+10.2% | Added |
| Concurrent Investment Advisors, LLC | 24,141 | $723.5K | 0.01% | +917+3.9% | Added |
| Fluent Financial, LLC | 24,668 | $739.3K | 0.26% | +24,668 | New |
| Inceptionr LLC | 25,005 | $748.6K | 0.18% | +10,480+72.2% | Added |
| Yousif Capital Management, LLC | 25,051 | $750.8K | 0.01% | −1,647−6.2% | Reduced |
| Quent Capital, LLC | 25,087 | $751.9K | 0.05% | −182−0.7% | Reduced |
| Handelsbanken Fonder AB | 25,388 | $761.0K | 0.00% | +300+1.2% | Added |
| Neuberger Berman Group LLC | 25,508 | $764.5K | 0.00% | +2,028+8.6% | Added |
| Commerce Bank | 25,964 | $778.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 26,181 | $784.6K | 0.00% | +21,244+430.3% | Added |
| Man Group plc | 26,364 | $790.1K | 0.00% | −102,507−79.5% | Reduced |
| Louisiana State Employees Retirement System | 26,400 | $791.2K | 0.01% | −100−0.4% | Reduced |
| Dark Forest Capital Management LP | 27,097 | $812.1K | 0.05% | +18,738+224.2% | Added |
| Point Nemo Capital, LLC | 27,104 | $812.3K | 0.41% | +510+1.9% | Added |
| Aquatic Capital Management LLC | 27,652 | $828.7K | 0.03% | −11,421−29.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,800 | $833.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 28,401 | $851.2K | 0.00% | −3,783−11.8% | Reduced |
| Marshall Financial Group LLC | 28,842 | $864.4K | 0.13% | +28,842 | New |
| Entropy Technologies, LP | 28,916 | $866.6K | 0.03% | +7,654+36.0% | Added |
| Natixis Advisors, L.P. | 29,277 | $877.0K | 0.00% | +11,673+66.3% | Added |
| JustInvest LLC | 29,971 | $898.2K | 0.01% | −2,567−7.9% | Reduced |
| Caxton Associates LLP | 30,332 | $909.0K | 0.02% | +30,332 | New |
| Public Employees Retirement System of Ohio | 30,504 | $914.2K | 0.00% | −1,575−4.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 30,826 | $923.9K | 0.00% | +23,828+340.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,892 | $933.8K | 0.00% | −44,776−60.0% | Reduced |
| Jefferies Financial Group Inc. | 31,692 | $949.8K | 0.01% | −4,807−13.2% | Reduced |
| Mercer Global Advisors Inc | 31,811 | $953.4K | 0.00% | +2,150+7.2% | Added |
| Jones Financial Companies LLLP | 31,896 | $981.8K | 0.00% | +14,360+81.9% | Added |
| State of Tennessee, Treasury Department | 32,984 | $988.5K | 0.00% | +10,972+49.8% | Added |
| Prudential Financial Inc | 33,454 | $1.00M | 0.00% | −34,730−50.9% | Reduced |
| Mutual of America Capital Management LLC | 33,496 | $1.00M | 0.01% | −1,486−4.2% | Reduced |
| State of New Jersey Common Pension Fund D | 33,525 | $1.00M | 0.00% | −16,719−33.3% | Reduced |
| Magnetar Financial LLC | 33,582 | $1.01M | 0.01% | +28,086+511.0% | Added |
| Intech Investment Management LLC | 33,755 | $1.01M | 0.01% | +20,890+162.4% | Added |
| Voya Investment Management LLC | 34,471 | $1.03M | 0.00% | +8,708+33.8% | Added |
| Allianz Asset Management GmbH | 34,480 | $1.03M | 0.00% | +34,480 | New |
| Hillsdale Investment Management Inc. | 34,700 | $1.04M | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 35,691 | $1.07M | 0.01% | +13,264+59.1% | Added |
| First Citizens Bank & Trust Co | 35,864 | $1.07M | 0.02% | +13,871+63.1% | Added |
| Curbstone Financial Management Corp | 35,904 | $1.08M | 0.18% | 00.0% | Unchanged |
| MML Investors Services, LLC | 36,233 | $1.09M | 0.00% | +6,514+21.9% | Added |
| LPL Financial LLC | 37,474 | $1.12M | 0.00% | +4,977+15.3% | Added |
| Voloridge Investment Management, LLC | 37,874 | $1.14M | 0.00% | −26,530−41.2% | Reduced |
| New York State Teachers Retirement System | 38,850 | $1.16M | 0.00% | −1,064−2.7% | Reduced |
| Strategic Global Advisors, LLC | 38,930 | $1.17M | 0.17% | +979+2.6% | Added |
| Cerity Partners LLC | 40,075 | $1.20M | 0.00% | −133,301−76.9% | Reduced |
| Odyssean, LLC | 40,197 | $1.20M | 0.20% | +23,912+146.8% | Added |
| Papp L Roy & Associates | 40,375 | $1.21M | 0.13% | −3,698−8.4% | Reduced |
| Jupiter Topco LLC | 40,615 | $1.22M | 0.00% | +40,615 | New |
| Boothbay Fund Management, LLC | 40,879 | $1.23M | 0.02% | −18,804−31.5% | Reduced |
| Winton Group Ltd | 40,987 | $1.23M | 0.04% | +15,343+59.8% | Added |
| Amalgamated Bank | 41,015 | $1.23M | 0.01% | −1,086−2.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 41,642 | $1.25M | 0.01% | +1,228+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,875 | $1.25M | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 42,295 | $1.27M | 0.01% | +13,973+49.3% | Added |
| Worldquant Millennium Advisors LLC | 44,245 | $1.33M | 0.00% | +12,362+38.8% | Added |
| MetLife Investment Management | 44,449 | $1.33M | 0.01% | −1,853−4.0% | Reduced |
| KLP Kapitalforvaltning AS | 45,200 | $1.35M | 0.00% | +16,800+59.2% | Added |
| SG Americas Securities, LLC | 45,285 | $1.36M | 0.00% | +28,522+170.1% | Added |
| Bank of Montreal | 45,412 | $1.36M | 0.00% | +15,529+52.0% | Added |
| Oak Associates, Ltd | 45,725 | $1.37M | 0.08% | +3,247+7.6% | Added |
| Natixis | 46,783 | $1.40M | 0.01% | −38,948−45.4% | Reduced |
| Summit Trail Advisors, LLC | 47,205 | $1.41M | 0.02% | +13,136+38.6% | Added |
| Susquehanna Fundamental Investments, LLC | 47,574 | $1.43M | 0.03% | −79,212−62.5% | Reduced |
| HSBC Holdings PLC | 49,030 | $1.46M | 0.00% | +36,155+280.8% | Added |