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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 39 | $1.17K | 0.00% | +18+85.7% | Added |
| Cullen/Frost Bankers, Inc. | 35 | $1.05K | 0.00% | −384−91.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 34 | $1.02K | 0.00% | +34 | New |
| Avion Wealth | 50 | $1.00K | 0.00% | +39+354.5% | Added |
| Bare Financial Services, Inc | 33 | $989 | 0.00% | +21+175.0% | Added |
| Larson Financial Group LLC | 32 | $959 | 0.00% | −168−84.0% | Reduced |
| South State Corp. | 23 | $690 | 0.00% | +10+76.9% | Added |
| Park Place Capital Corp | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $630 | 0.00% | +13+162.5% | Added |
| Barrett & Company, Inc. | 20 | $600 | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 20 | $599 | 0.00% | −12−37.5% | Reduced |
| Manchester Capital Management LLC | 18 | $540 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $539 | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 17 | $509 | 0.00% | −9−34.6% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $390 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $364 | 0.00% | −1,707−99.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $360 | 0.00% | −4−25.0% | Reduced |
| Creative Capital Management Investments LLC | 12 | $360 | 0.00% | +12 | New |
| WPG Advisers, LLC | 12 | $360 | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 11 | $330 | 0.00% | −8−42.1% | Reduced |
| American Capital Advisory, LLC | 11 | $330 | 0.00% | +1+10.0% | Added |
| Asset Dedication, LLC | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $298 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $240 | 0.00% | −13−61.9% | Reduced |
| NBT Bank N A | 8 | $240 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $210 | 0.00% | −23−76.7% | Reduced |
| Valued Wealth Advisors LLC | 6 | $180 | 0.00% | −23−79.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $180 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $150 | 0.00% | +1+25.0% | Added |
| Hughes Financial Services, LLC | 4 | $120 | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 4 | $120 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $94 | 0.00% | +3 | New |
| Planning Strategies Inc. | 2 | $60 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $30 | 0.00% | +1 | New |
| CWM Advisors, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −975,621−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −504,478−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −455,290−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −258,090−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −180,565−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −157,782−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −145,950−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −123,795−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −119,683−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −117,515−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −95,586−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −82,077−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −80,127−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −78,493−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −75,775−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −74,407−100.0% | Sold out |
| Wilson Asset Management (International) Pty Ltd | 0 | $0 | 0.00% | −67,404−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −67,407−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −59,176−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −54,713−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −50,113−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −45,209−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −32,800−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −27,845−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −23,316−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −22,449−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −20,503−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −19,350−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −19,313−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,820−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −18,743−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −16,415−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −16,317−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −15,648−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −13,994−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −12,060−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −12,056−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −11,507−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −11,318−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −11,186−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −9,992−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −9,871−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −9,770−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −9,242−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −8,588−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −7,806−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −7,520−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −7,251−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −6,955−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −6,705−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −7,382−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −6,047−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −6,026−100.0% | Sold out |
| Bull Harbor Capital LLC | 0 | $0 | 0.00% | −5,974−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −5,866−100.0% | Sold out |
| Waddell & Associates, LLC | 0 | $0 | 0.00% | −5,836−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,734−100.0% | Sold out |