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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 24,141 | $723.5K | 0.01% | +917+3.9% | Added |
| Brinker Capital Investments, LLC | 24,076 | $721.6K | 0.01% | +2,231+10.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 23,590 | $707.0K | 0.00% | +23,590 | New |
| Vanguard Investments Australia, Ltd. | 23,462 | $703.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,322 | $699.0K | 0.00% | −2,318−9.0% | Reduced |
| Assetmark, Inc | 22,990 | $689.0K | 0.00% | −3,250−12.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,604 | $647.5K | 0.00% | −1,268−5.5% | Reduced |
| CSS LLC | 21,406 | $641.5K | 0.03% | +21,406 | New |
| Vinva Investment Management Ltd | 14,482 | $640.9K | 0.00% | −21,338−59.6% | Reduced |
| State of Michigan Retirement System | 21,100 | $632.4K | 0.00% | −900−4.1% | Reduced |
| Truist Financial Corp | 20,491 | $614.1K | 0.00% | +2,399+13.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 20,300 | $608.4K | 0.01% | −151−0.7% | Reduced |
| Hancock Whitney Corp | 20,063 | $601.3K | 0.01% | +119+0.6% | Added |
| GWM Advisors LLC | 20,032 | $600.4K | 0.00% | +887+4.6% | Added |
| Harbor Capital Advisors, Inc. | 19,452 | $583.0K | 0.04% | +7,570+63.7% | Added |
| Greenwood Capital Associates LLC | 19,349 | $579.9K | 0.06% | −637−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 18,700 | $560.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 18,529 | $555.3K | 0.02% | +18,529 | New |
| FMR LLC | 18,078 | $541.8K | 0.00% | −22,660−55.6% | Reduced |
| New Mexico Educational Retirement Board | 18,000 | $539.0K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,789 | $533.1K | 0.00% | −22,009−55.3% | Reduced |
| Toroso Investments, LLC | 17,783 | $532.4K | 0.00% | −163,886−90.2% | Reduced |
| Diversified Trust Co | 17,634 | $528.5K | 0.01% | +6,270+55.2% | Added |
| Gsa Capital Partners LLP | 17,608 | $528.0K | 0.03% | +9,364+113.6% | Added |
| Brevan Howard Capital Management LP | 17,529 | $525.3K | 0.01% | −8,241−32.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,358 | $520.2K | 0.00% | +7,680+79.4% | Added |
| Teacher Retirement System of Texas | 17,117 | $513.0K | 0.00% | −1,378,904−98.8% | Reduced |
| Buckland Partners Management Co LLC | 17,000 | $509.5K | 0.25% | −2,000−10.5% | Reduced |
| Ameritas Investment Partners, Inc. | 16,608 | $497.7K | 0.01% | −189−1.1% | Reduced |
| Impact Partnership Wealth, LLC | 16,538 | $495.7K | 0.05% | +2,911+21.4% | Added |
| AlphaGrep UK Ltd | 16,526 | $495.3K | 0.15% | +16,526 | New |
| Bridgefront Capital, LLC | 16,257 | $487.2K | 0.13% | +16,257 | New |
| Advisory Services Network, LLC | 16,114 | $482.9K | 0.01% | −10,422−39.3% | Reduced |
| Snowden Capital Advisors LLC | 15,391 | $461.3K | 0.01% | −960−5.9% | Reduced |
| Dakota Wealth Management | 15,289 | $458.2K | 0.01% | +10,264+204.3% | Added |
| Xponance, Inc. | 14,920 | $447.2K | 0.00% | −507−3.3% | Reduced |
| Private Client Services, LLC | 14,476 | $433.8K | 0.11% | +66+0.5% | Added |
| Pictet Asset Management Holding SA | 14,387 | $431.2K | 0.00% | −1,366−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 14,350 | $430.1K | 0.00% | +885+6.6% | Added |
| Allstate Corp | 14,328 | $429.4K | 0.00% | −5,844−29.0% | Reduced |
| Captrust Financial Advisors | 13,729 | $411.5K | 0.00% | −14,893−52.0% | Reduced |
| denkapparat Operations GmbH | 13,696 | $410.5K | 0.13% | +3,606+35.7% | Added |
| Aviva PLC | 13,690 | $410.3K | 0.00% | +3,649+36.3% | Added |
| Ensign Peak Advisors, Inc | 13,549 | $406.1K | 0.00% | −40,299−74.8% | Reduced |
| Caitlin John, LLC | 13,323 | $399.3K | 0.22% | +13,323 | New |
| Rothschild Investment LLC | 13,295 | $398.5K | 0.01% | +11,232+544.4% | Added |
| Burns Matteson Capital Management, LLC | 12,749 | $382.1K | 0.12% | +12,749 | New |
| State of Wyoming | 12,213 | $366.0K | 0.04% | −496−3.9% | Reduced |
| New York Life Investment Management LLC | 12,096 | $362.5K | 0.00% | +882+7.9% | Added |
| Woodline Partners LP | 11,606 | $347.8K | 0.00% | +11,606 | New |
| Atria Investments LLC | 11,390 | $341.4K | 0.00% | −5,272−31.6% | Reduced |
| WCG Wealth Advisors LLC | 11,213 | $336.1K | 0.01% | −4,820−30.1% | Reduced |
| Stephens Inc | 11,140 | $333.9K | 0.00% | +1,767+18.9% | Added |
| Advisor Resource Council | 10,285 | $321.7K | 0.11% | +3,490+51.4% | Added |
| Martingale Asset Management L P | 10,645 | $319.0K | 0.01% | −73−0.7% | Reduced |
| Gallacher Capital Management LLC | 10,431 | $312.6K | 0.18% | +10,431 | New |
| Jupiter Asset Management Ltd | 10,347 | $310.1K | 0.00% | +632+6.5% | Added |
| Swiss Life Asset Management Ltd | 10,276 | $308.0K | 0.00% | −101−1.0% | Reduced |
| Bessemer Group Inc | 10,261 | $307.0K | 0.00% | +2,055+25.0% | Added |
| SRS Capital Advisors, Inc. | 10,240 | $306.9K | 0.00% | +7,992+355.5% | Added |
| Tower Research Capital LLC (TRC) | 10,211 | $306.0K | 0.01% | +6,739+194.1% | Added |
| Virtus ETF Advisers LLC | 10,071 | $301.8K | 0.12% | +481+5.0% | Added |
| Smith Group Asset Management, LLC | 10,045 | $301.0K | 0.01% | −16,988−62.8% | Reduced |
| Public Employees Retirement Association of Colorado | 9,956 | $298.0K | 0.00% | −760−7.1% | Reduced |
| NorthRock Partners, LLC | 9,915 | $297.2K | 0.00% | −3,512−26.2% | Reduced |
| Merit Financial Group, LLC | 9,733 | $291.7K | 0.00% | −8,348−46.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,712 | $291.0K | 0.07% | +9,712 | New |
| Kings Path Partners LLC | 9,601 | $287.7K | 0.08% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 9,534 | $285.7K | 0.05% | −44,432−82.3% | Reduced |
| Sequoia Financial Advisors, LLC | 9,406 | $281.9K | 0.00% | +1,583+20.2% | Added |
| Walleye Trading LLC | 9,318 | $279.3K | 0.00% | +2,311+33.0% | Added |
| Marex Group plc | 9,260 | $277.5K | 0.00% | +9,260 | New |
| Wedbush Securities Inc | 9,232 | $277.0K | 0.01% | −2,652−22.3% | Reduced |
| Atlas Capital Advisors LLC | 9,242 | $277.0K | 0.03% | −1,222−11.7% | Reduced |
| Susquehanna International Group, LLP | 9,138 | $273.9K | 0.00% | +9,138 | New |
| State of Alaska, Department of Revenue | 8,843 | $265.0K | 0.00% | +117+1.3% | Added |
| Farther Finance Advisors, LLC | 8,703 | $261.0K | 0.00% | −755−8.0% | Reduced |
| Principal Securities, Inc. | 8,705 | $260.9K | 0.00% | +3,192+57.9% | Added |
| M&T Bank Corp | 8,310 | $249.3K | 0.00% | −1,289−13.4% | Reduced |
| Private Advisor Group, LLC | 8,253 | $247.3K | 0.00% | +1,562+23.3% | Added |
| EFG International AG | 8,208 | $246.0K | 0.00% | +8,208 | New |
| Princeton Capital Management LLC | 8,000 | $239.8K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 7,926 | $237.5K | 0.00% | −1,248−13.6% | Reduced |
| Neo Ivy Capital Management | 7,909 | $236.8K | 0.05% | +3,694+87.6% | Added |
| Inscription Capital, LLC | 7,877 | $236.1K | 0.02% | −3,741−32.2% | Reduced |
| IMC-Chicago, LLC | 7,866 | $235.7K | 0.00% | +7,866 | New |
| Pinebridge Investments LLC | 7,857 | $235.5K | 0.00% | +1,222+18.4% | Added |
| Park Avenue Securities LLC | 7,746 | $232.0K | 0.00% | +1,408+22.2% | Added |
| Aster Capital Management (DIFC) Ltd | 7,705 | $230.9K | 0.05% | +7,232+1,529.0% | Added |
| Mirabella Financial Services LLP | 7,601 | $227.8K | 0.02% | +7,601 | New |
| Sanctuary Advisors, LLC | 7,486 | $224.4K | 0.00% | −3,407−31.3% | Reduced |
| Flagship Harbor Advisors, LLC | 7,454 | $223.4K | 0.01% | +162+2.2% | Added |
| Claret Asset Management Corp | 7,410 | $222.0K | 0.02% | +7,410 | New |
| Lighthouse Investment Partners, LLC | 7,353 | $220.4K | 0.01% | +7,353 | New |
| Vontobel Holding Ltd. | 7,284 | $218.3K | 0.00% | −50,208−87.3% | Reduced |
| Kestra Advisory Services, LLC | 7,186 | $215.4K | 0.00% | +7,186 | New |
| Securian Asset Management, Inc | 6,694 | $215.3K | 0.01% | +15+0.2% | Added |
| Oppenheimer Asset Management Inc. | 7,172 | $214.9K | 0.00% | −2,459−25.5% | Reduced |
| Vise Technologies, Inc. | 7,008 | $210.0K | 0.00% | +2,604+59.1% | Added |
| Fieldview Capital Management, LLC | 6,844 | $205.1K | 0.06% | −16,192−70.3% | Reduced |