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 |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 48,721 | $1.46M | 0.03% | +48,721 | New |
| NewEdge Wealth, LLC | 50,503 | $1.51M | 0.02% | +9,179+22.2% | Added |
| CSM Advisors, LLC | 50,685 | $1.52M | 0.03% | +3,578+7.6% | Added |
| Amundi | 50,704 | $1.52M | 0.00% | +3,445+7.3% | Added |
| Edgestream Partners, L.P. | 51,144 | $1.53M | 0.05% | +51,144 | New |
| XTX Topco Ltd | 53,817 | $1.61M | 0.02% | +44,987+509.5% | Added |
| Paralel Advisors LLC | 54,274 | $1.63M | 0.06% | −22,686−29.5% | Reduced |
| Janney Montgomery Scott LLC | 55,210 | $1.66M | 0.00% | +20,560+59.3% | Added |
| Lifestyle Asset Management, Inc. | 55,750 | $1.67M | 0.45% | +20,944+60.2% | Added |
| LMR Partners LLP | 55,975 | $1.68M | 0.01% | +55,975 | New |
| Vanguard Global Advisers, LLC | 56,111 | $1.68M | 0.00% | +19,137+51.8% | Added |
| Virginia Retirement Systems Et Al | 59,050 | $1.77M | 0.01% | +16,300+38.1% | Added |
| Icon Advisers Inc | 65,493 | $1.96M | 0.37% | +24,000+57.8% | Added |
| Essex Investment Management Co LLC | 65,597 | $1.97M | 0.26% | −8,848−11.9% | Reduced |
| Treasurer of the State of North Carolina | 66,255 | $1.99M | 0.01% | −118,010−64.0% | Reduced |
| Kestra Investment Management, LLC | 66,491 | $1.99M | 0.04% | +7,273+12.3% | Added |
| Manufacturers Life Insurance Company, The | 67,114 | $2.01M | 0.00% | −939−1.4% | Reduced |
| Cetera Investment Advisers | 69,413 | $2.08M | 0.00% | +21,081+43.6% | Added |
| Bokf, NA | 70,785 | $2.12M | 0.03% | +49,404+231.1% | Added |
| LSV Asset Management | 72,100 | $2.16M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 74,646 | $2.23M | 0.01% | +18,218+32.3% | Added |
| State Board of Administration of Florida Retirement System | 77,562 | $2.32M | 0.00% | −1,080−1.4% | Reduced |
| Ironwood Investment Management LLC | 78,843 | $2.36M | 0.82% | +478+0.6% | Added |
| Vanguard Asset Management, Ltd | 81,499 | $2.44M | 0.00% | −5,445−6.3% | Reduced |
| Summit Creek Advisors LLC | 82,928 | $2.49M | 0.85% | −88,873−51.7% | Reduced |
| Assenagon Asset Management S.A. | 88,180 | $2.64M | 0.00% | +5,525+6.7% | Added |
| ExodusPoint Capital Management, LP | 88,976 | $2.67M | 0.02% | +539+0.6% | Added |
| Stifel Financial Corp | 91,973 | $2.76M | 0.00% | +8,535+10.2% | Added |
| 1492 Capital Management LLC | 92,045 | $2.76M | 0.81% | −6,527−6.6% | Reduced |
| Citigroup Inc | 92,676 | $2.78M | 0.00% | −53,549−36.6% | Reduced |
| Retirement Systems of Alabama | 93,336 | $2.80M | 0.01% | −18,574−16.6% | Reduced |
| Walleye Capital LLC | 94,696 | $2.84M | 0.01% | +88,548+1,440.3% | Added |
| Campbell & CO Investment Adviser LLC | 94,856 | $2.84M | 0.15% | +94,856 | New |
| Kornitzer Capital Management Inc | 95,185 | $2.85M | 0.06% | 00.0% | Unchanged |
| Creative Planning | 96,179 | $2.88M | 0.00% | +5,316+5.9% | Added |
| Harber Asset Management LLC | 104,579 | $3.13M | 1.88% | +1,020+1.0% | Added |
| California State Teachers Retirement System | 105,584 | $3.16M | 0.00% | −3,159−2.9% | Reduced |
| BNP Paribas Arbitrage, SA | 107,201 | $3.21M | 0.00% | −104,996−49.5% | Reduced |
| Vestcor Inc | 108,535 | $3.25M | 0.08% | +51,008+88.7% | Added |
| Schonfeld Strategic Advisors LLC | 112,354 | $3.37M | 0.02% | +100,749+868.2% | Added |
| Legal & General Group Plc | 114,341 | $3.43M | 0.00% | −4,363−3.7% | Reduced |
| Vident Advisory, LLC | 115,610 | $3.46M | 0.03% | +11,727+11.3% | Added |
| Lazard Asset Management LLC | 115,900 | $3.47M | 0.01% | −1,199−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 121,766 | $3.65M | 0.04% | +30,265+33.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 123,020 | $3.69M | 0.01% | +21,693+21.4% | Added |
| JB Capital LLC | 128,651 | $3.86M | 0.13% | +16,413+14.6% | Added |
| Capital Fund Management S.A. | 134,261 | $4.02M | 0.03% | −41,864−23.8% | Reduced |
| Macquarie Group Ltd | 134,423 | $4.03M | 0.02% | +134,423 | New |
| Pier Capital, LLC | 137,080 | $4.11M | 0.54% | +137,080 | New |
| Quantinno Capital Management LP | 140,661 | $4.22M | 0.01% | −333,236−70.3% | Reduced |
| Nuveen, LLC | 143,151 | $4.29M | 0.00% | −6,390−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 144,614 | $4.33M | 0.00% | +144,614 | New |
| Barclays PLC | 148,210 | $4.44M | 0.00% | +19,324+15.0% | Added |
| CBOE Vest Financial, LLC | 160,451 | $4.81M | 0.05% | +54,016+50.8% | Added |
| State of Wisconsin Investment Board | 162,545 | $4.87M | 0.01% | −38,656−19.2% | Reduced |
| Nordea Investment Management AB | 166,170 | $4.89M | 0.00% | +331+0.2% | Added |
| Baird Financial Group, Inc. | 167,055 | $5.01M | 0.01% | +167,055 | New |
| Bridgewater Associates, LP | 169,146 | $5.07M | 0.02% | −7,557−4.3% | Reduced |
| Swiss National Bank | 169,600 | $5.08M | 0.00% | −15,000−8.1% | Reduced |
| Mawer Investment Management Ltd. | 170,958 | $5.12M | 0.03% | +170,958 | New |
| Marshall Wace, LLP | 171,396 | $5.14M | 0.00% | +162,845+1,904.4% | Added |
| Alliancebernstein L.P. | 121,509 | $5.17M | 0.00% | −52,833−30.3% | Reduced |
| Axq Capital, LP | 197,535 | $5.92M | 0.64% | +197,535 | New |
| Principal Financial Group Inc | 204,635 | $6.13M | 0.00% | +113+0.1% | Added |
| Freestone Grove Partners LP | 209,089 | $6.27M | 0.04% | −195,378−48.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 211,348 | $6.33M | 0.13% | +197,233+1,397.3% | Added |
| Nomura Asset Management International Inc. | 218,979 | $6.56M | 0.01% | +104,523+91.3% | Added |
| Trexquant Investment LP | 223,682 | $6.70M | 0.04% | −109,834−32.9% | Reduced |
| Rhumbline Advisers | 233,887 | $7.01M | 0.01% | −3,531−1.5% | Reduced |
| Victory Capital Management Inc | 242,126 | $7.26M | 0.00% | +36,883+18.0% | Added |
| OP Asset Management Ltd | 242,772 | $7.28M | 0.08% | +131,467+118.1% | Added |
| UBS Asset Management Americas Inc | 244,905 | $7.34M | 0.00% | −30,274−11.0% | Reduced |
| New York State Common Retirement Fund | 250,508 | $7.51M | 0.01% | −16,007−6.0% | Reduced |
| Deutsche Bank AG | 252,410 | $7.56M | 0.00% | −111,507−30.6% | Reduced |
| Luxor Capital Group, LP | 256,513 | $7.69M | 0.84% | +10,530+4.3% | Added |
| Armistice Capital, LLC | 274,359 | $8.22M | 0.23% | +63,930+30.4% | Added |
| Wells Fargo & Company | 291,984 | $8.75M | 0.00% | +37,218+14.6% | Added |
| Franklin Resources Inc | 298,334 | $8.94M | 0.00% | −70,762−19.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 300,000 | $8.99M | 0.01% | −200,000−40.0% | Reduced |
| Acadian Asset Management LLC | 324,852 | $9.73M | 0.01% | +184,042+130.7% | Added |
| Canada Pension Plan Investment Board | 350,500 | $10.5M | 0.01% | −316,600−47.5% | Reduced |
| Mackenzie Financial Corp | 367,294 | $11.0M | 0.01% | +108,041+41.7% | Added |
| Point72 Asset Management, L.P. | 370,188 | $11.1M | 0.02% | +67,528+22.3% | Added |
| Wedbush Fund Advisers, LLC | 394,797 | $11.8M | 1.05% | +123,045+45.3% | Added |
| Royal Bank of Canada | 418,099 | $12.5M | 0.00% | +36,312+9.5% | Added |
| Great West Life Assurance Co | 435,712 | $13.0M | 0.02% | +19,899+4.8% | Added |
| UBS Group AG | 466,933 | $14.0M | 0.00% | −817,086−63.6% | Reduced |
| American Century Companies Inc | 494,389 | $14.8M | 0.01% | −716,173−59.2% | Reduced |
| SEI Investments Co | 513,129 | $15.4M | 0.01% | −539,076−51.2% | Reduced |
| Gotham Asset Management, LLC | 548,434 | $16.4M | 0.04% | −36,829−6.3% | Reduced |
| Herald Investment Management Ltd | 554,450 | $16.6M | 2.25% | −132,150−19.2% | Reduced |
| Qube Research & Technologies Ltd | 559,898 | $16.8M | 0.02% | +507,261+963.7% | Added |
| Renaissance Group LLC | 567,729 | $17.0M | 0.69% | +60,290+11.9% | Added |
| Vanguard Fiduciary Trust Co | 575,471 | $17.2M | 0.00% | +1,678+0.3% | Added |
| Raymond James Financial Inc | 597,327 | $17.9M | 0.00% | +58,364+10.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 598,223 | $17.9M | 0.02% | +27,888+4.9% | Added |
| Envestnet Asset Management Inc | 601,330 | $18.0M | 0.00% | +155,344+34.8% | Added |
| Bank of America Corp | 608,330 | $18.2M | 0.00% | −19,770−3.1% | Reduced |
| Bank of New York Mellon Corp | 646,700 | $19.4M | 0.00% | −118,261−15.5% | Reduced |
| Fiera Capital Corp | 657,650 | $19.7M | 0.07% | −489,003−42.6% | Reduced |