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 |
|---|---|---|---|---|---|
| RHS Financial, LLC | 6,832 | $204.8K | 0.08% | +6,832 | New |
| Hantz Financial Services, Inc. | 6,752 | $202.0K | 0.00% | +2,470+57.7% | Added |
| DekaBank Deutsche Girozentrale | 4,634 | $194.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5,540 | $166.0K | 0.02% | +5,540 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,350 | $160.0K | 0.00% | −131,952−96.1% | Reduced |
| Globeflex Capital L P | 4,900 | $146.9K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,322 | $129.5K | 0.01% | +4,322 | New |
| Parallel Advisors, LLC | 3,980 | $119.3K | 0.00% | −1,248−23.9% | Reduced |
| iA Global Asset Management Inc. | 3,986 | $119.0K | 0.00% | +3,986 | New |
| STRS Ohio | 3,834 | $114.9K | 0.00% | +1,626+73.6% | Added |
| Truvestments Capital LLC | 3,759 | $112.7K | 0.02% | −231−5.8% | Reduced |
| TD Waterhouse Canada Inc. | 3,380 | $105.1K | 0.00% | +1,052+45.2% | Added |
| IFP Advisors, Inc | 3,204 | $96.0K | 0.00% | −796−19.9% | Reduced |
| Daiwa Securities Group Inc. | 3,172 | $95.1K | 0.00% | −2,938−48.1% | Reduced |
| Nykredit A/S | 3,029 | $90.8K | 0.00% | +3,029 | New |
| KBC Group NV | 2,990 | $90.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,939 | $88.1K | 0.00% | +711+31.9% | Added |
| The PNC Financial Services Group, Inc. | 2,879 | $86.3K | 0.00% | −5,022−63.6% | Reduced |
| NBC Securities, Inc. | 2,711 | $81.3K | 0.01% | −206−7.1% | Reduced |
| Simplex Trading, LLC | 2,678 | $80.3K | 0.00% | +2,678 | New |
| Fedenia Advisers LLC | 2,592 | $77.7K | 0.02% | +2,592 | New |
| Rockefeller Capital Management L.P. | 2,561 | $76.8K | 0.00% | −204,211−98.8% | Reduced |
| Huntington National Bank | 2,537 | $76.0K | 0.00% | +1,044+69.9% | Added |
| Signaturefd, LLC | 2,204 | $66.1K | 0.00% | +451+25.7% | Added |
| Transamerica Financial Advisors, Inc. | 2,091 | $62.7K | 0.01% | −851−28.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,063 | $61.8K | 0.00% | −1,969−48.8% | Reduced |
| Sterling Capital Management LLC | 2,056 | $61.6K | 0.00% | −233−10.2% | Reduced |
| Harbour Investments, Inc. | 2,040 | $61.1K | 0.00% | +1,812+794.7% | Added |
| Parkside Financial Bank & Trust | 1,723 | $51.6K | 0.00% | −34−1.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,716 | $51.4K | 0.00% | −1,538−47.3% | Reduced |
| TD Private Client Wealth LLC | 1,703 | $51.0K | 0.00% | +18+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,623 | $48.6K | 0.00% | −2,705−62.5% | Reduced |
| Asset Management One Co.,Ltd. | 1,467 | $44.0K | 0.00% | +388+36.0% | Added |
| Allworth Financial LP | 1,412 | $42.3K | 0.00% | −146−9.4% | Reduced |
| Global Retirement Partners, LLC | 1,361 | $40.8K | 0.00% | +1,361 | New |
| Umb Bank N A | 1,324 | $39.7K | 0.00% | −294−18.2% | Reduced |
| GAMMA Investing LLC | 1,313 | $39.4K | 0.00% | −2,959−69.3% | Reduced |
| Exchange Traded Concepts, LLC | 1,233 | $37.0K | 0.00% | −45−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 1,224 | $36.7K | 0.00% | +819+202.2% | Added |
| Eurizon Capital SGR S.p.A. | 1,114 | $34.0K | 0.00% | −1,178−51.4% | Reduced |
| Graticule Asia Macro Advisors LLC | 1,103 | $33.1K | 0.00% | +1,103 | New |
| Versant Capital Management, Inc | 1,074 | $32.2K | 0.00% | −2,108−66.2% | Reduced |
| Signature Equity Partners, LLC | 924 | $27.7K | 0.01% | −5−0.5% | Reduced |
| Strategic Advocates LLC | 868 | $26.0K | 0.10% | +376+76.4% | Added |
| Covestor Ltd | 879 | $26.0K | 0.02% | +507+136.3% | Added |
| Caldwell Sutter Capital, Inc. | 786 | $23.6K | 0.01% | +786 | New |
| Smartleaf Asset Management LLC | 773 | $23.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 679 | $20.4K | 0.00% | +557+456.6% | Added |
| SBI Securities Co., Ltd. | 569 | $17.1K | 0.00% | −14−2.4% | Reduced |
| Mather Group, LLC. | 566 | $17.0K | 0.00% | −24−4.1% | Reduced |
| Centerpoint Advisors, LLC | 498 | $15.0K | 0.00% | +194+63.8% | Added |
| Murphy & Mullick Capital Management Corp | 500 | $15.0K | 0.01% | +500 | New |
| International Assets Investment Management, LLC | 462 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 490 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $13.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 477 | $12.4K | 0.00% | +22+4.8% | Added |
| Clearstead Advisors, LLC | 371 | $11.1K | 0.00% | +341+1,136.7% | Added |
| SJS Investment Consulting Inc. | 326 | $9.77K | 0.00% | +255+359.2% | Added |
| Highline Wealth Partners LLC | 322 | $9.65K | 0.00% | +159+97.5% | Added |
| Spire Wealth Management | 300 | $8.99K | 0.00% | +144+92.3% | Added |
| Bogart Wealth, LLC | 284 | $8.51K | 0.00% | +239+531.1% | Added |
| Bell Investment Advisors, Inc | 283 | $8.48K | 0.00% | +38+15.5% | Added |
| Colonial Trust Co | 275 | $8.38K | 0.00% | +17+6.6% | Added |
| Leonteq Securities AG | 262 | $7.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 243 | $7.28K | 0.00% | −186−43.4% | Reduced |
| NBH Bank | 230 | $6.89K | 0.00% | +230 | New |
| Whittier Trust Co of Nevada Inc | 211 | $6.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 210 | $6.29K | 0.00% | −4−1.9% | Reduced |
| MTM Investment Management, LLC | 206 | $6.17K | 0.00% | +206 | New |
| GW&K Investment Management, LLC | 211 | $6.00K | 0.00% | +211 | New |
| Institute for Wealth Management, LLC. | 198 | $5.93K | 0.00% | +198 | New |
| PFS Partners, LLC | 193 | $5.79K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 177 | $5.31K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 168 | $5.04K | 0.00% | −10,156−98.4% | Reduced |
| LRI Investments, LLC | 158 | $4.75K | 0.00% | +2+1.3% | Added |
| Beaird Harris Wealth Management, LLC | 157 | $4.71K | 0.00% | +157 | New |
| First Horizon Corp | 148 | $4.44K | 0.00% | −85−36.5% | Reduced |
| Marquette Asset Management, LLC | 140 | $4.20K | 0.00% | +106+311.8% | Added |
| Capital Advisors, Ltd. LLC | 134 | $4.00K | 0.00% | −11−7.6% | Reduced |
| Sachetta, LLC | 133 | $3.99K | 0.00% | −17−11.3% | Reduced |
| Essential Partners LLC | 123 | $3.69K | 0.00% | −9,759−98.8% | Reduced |
| Massmutual Trust Co FSB | 114 | $3.42K | 0.00% | −100−46.7% | Reduced |
| SHP Wealth Management | 114 | $3.42K | 0.00% | +62+119.2% | Added |
| Webster Bank, N. A. | 108 | $3.24K | 0.00% | +108 | New |
| HM Payson & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 99 | $2.97K | 0.00% | −958−90.6% | Reduced |
| JPL Wealth Management, LLC | 94 | $2.82K | 0.00% | −85−47.5% | Reduced |
| Silver Grove Financial Group, Inc. | 92 | $2.76K | 0.00% | +92 | New |
| UMA Financial Services, Inc. | 80 | $2.40K | 0.00% | +39+95.1% | Added |
| Farmers & Merchants Investments Inc | 78 | $2.34K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $2.16K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 72 | $2.16K | 0.00% | +72 | New |
| Action Point Financial Planning, LLC | 69 | $2.07K | 0.00% | +69 | New |
| Investors Portfolio Services LLC | 65 | $1.94K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 60 | $1.80K | 0.00% | +60 | New |
| Cape Investment Advisory, Inc. | 60 | $1.80K | 0.00% | +60 | New |
| Benson Wealth Management INC | 59 | $1.77K | 0.00% | +59 | New |
| CVA Family Office, LLC | 48 | $1.44K | 0.00% | −145−75.1% | Reduced |
| Medallion Wealth Advisors, LLC | 40 | $1.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $1.17K | 0.00% | +17+77.3% | Added |