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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 0 | $0 | 0.00% | −5,502−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,286−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −5,218−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −5,115−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −5,102−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −5,062−100.0% | Sold out |
| Sagewood Asset Management LP | 0 | $0 | 0.00% | −5,014−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Utah Retirement Systems | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,498−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Salomon & Ludwin, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Principia Wealth Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Quaker Wealth Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |