$PEGA is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.18%, with an average of 0.20% of portfolio. Largest holder: Summit Creek Advisors LLC at 2.18%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
PEGASYSTEMS INC
13F holders
472
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 472 · Source: 13F-HR01
Bahl & Gaynor Inc.
—
—
02
Banyan Capital Management, Inc.
—
—
03
Marshall & Sullivan Inc.
—
—
04
Axa S.a.
—
—
05
State Street
—
—
06
Gladwyn Financial Advisors, Inc.
—
—
07
Independent Investors Inc.
—
—
08
Donaldson Capital Management, LLC
—
—
09
CVS HEALTH Corp
—
—
10
Laird Norton Wetherby Wealth Management, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
12 holders · Q1 202601
Summit Creek Advisors LLC
2.18% NEW
α +11.6pts
02
Impact Partnership Wealth, LLC
0.07% held
α +10.3pts
03
WINTON GROUP Ltd
0.04% held
α +27.0pts
04
Wellington Management Group LLP
0.02% held
α +10.5pts
05
RiverPark Advisors, LLC
0.02% held
α +21.5pts
06
Voloridge Investment Management, LLC
0.01% held
α +15.5pts
07
Connor, Clark & Lunn Investment Management Ltd.
0.01% held
α +12.3pts
08
Quarry LP
0.01% held
α +10.6pts
09
Principal Securities, Inc.
0.00% held
α +21.3pts
10
Citigroup Inc.
0.00% held
α +26.3pts
11
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
12
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 6 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $PEGA in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PEGA lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PEGA — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 11:38 UTC.