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Disclosery

PEGA PEGASYSTEMS INC

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Stock (common), issuer CIK 1013857

315 managers (322 13F filers) reported a position in PEGA shares at 2024-12-31, 42,408,055 shares in all. 53 filers opened a position and 42 filers sold out during the quarter.

Managers
315
13F filers
322
New
53
Added
116
Reduced
97
Sold out
42
Shares held by filers
42,408,055

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,498$326K<0.01%+1,30213F-HRTimelineGroup
Teza Capital Management LLC3,412$318K0.05%-11,37013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP3,280$306K0.12%new13F-HRTimeline
Optimist Retirement Group LLC3,137$292K0.14%-33513F-HRTimeline
Janney Montgomery Scott LLC3,105$289K<0.01%013F-HRTimeline
MAVERICK CAPITAL LTD3,047$284K0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,992$280K0.01%+1,12013F-HR/ATimeline
Upper Left Wealth Management, LLC3,000$280K0.24%013F-HRTimeline
GSA CAPITAL PARTNERS LLP2,994$279K0.02%-37,07213F-HRTimeline
Twin Tree Management, LP2,949$275K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC2,931$273K0.02%-11713F-HRTimeline
AMALGAMATED BANK2,907$271K<0.01%-1713F-HRTimeline
OPTIMIZE FINANCIAL INC.2,876$268K0.2%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,870$267K0.08%new13F-HRTimeline
CIBC WORLD MARKET INC.2,858$266K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,788$260K<0.01%new13F-HRTimelineGroup
State of Tennessee, Department of Treas…2,772$258K<0.01%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…2,747$256K<0.01%-6213F-HRTimelineGroup
CIBC Asset Management Inc2,598$242K<0.01%new13F-HRTimeline
Cable Hill Partners, LLC2,551$238K0.02%new13F-HRTimeline
Maryland State Retirement & Pension Sys…2,467$230K<0.01%-68013F-HRTimeline
CHOREO, LLC2,455$229K<0.01%new13F-HRTimeline
Callan Family Office, LLC2,452$229K0.01%new13F-HRTimeline
Impact Partnership Wealth, LLC2,451$228K0.05%-38213F-HRTimeline
WOLVERINE TRADING, LLC2,425$226K0.01%new13F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,424$226K0.03%-24,01713F-HRTimeline
EP Wealth Advisors, LLC2,369$221K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,365$220K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,360$220K<0.01%new13F-HRTimelineGroup
Freestone Grove Partners LP2,345$219K<0.01%13F-HRTimeline
Frank, Rimerman Advisors LLC2,339$218K0.02%new13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP2,321$216K0.04%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,317$216K<0.01%new13F-HRTimeline
Utah Retirement Systems2,300$214K<0.01%new13F-HRTimeline
Merit Financial Group, LLC2,184$204K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC2,174$202K0.01%new13F-HRTimeline
EASTERN BANK2,000$186K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,963$183K0.02%+1,60513F-HRTimeline
Farther Finance Advisors, LLC1,915$178K0.01%-39113F-HRTimeline
KBC Group NVin group KBC Group NV1,791$167K<0.01%+39813F-HRTimelineGroup
GROUP ONE TRADING LLC1,507$140K<0.01%-76213F-HR/ATimeline
Covestor Ltd1,493$140K0.09%+64013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,235$115K<0.01%+47213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…887$94.5K0.01%+58213F-HRTimeline
Parallel Advisors, LLC991$92.4K<0.01%+1913F-HRTimeline
Asset Management One Co., Ltd.842$79.5K<0.01%+713F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.822$76.6K<0.01%-3413F-HRTimelineGroup
Global Retirement Partners, LLC789$73.5K<0.01%+25613F-HRTimeline
Financial Management Professionals, Inc.780$72.7K0.01%-513F-HRTimeline
Quent Capital, LLC725$67.6K0.01%-12,17913F-HRTimeline
Sterling Capital Management LLC720$67.1K<0.01%-9013F-HRTimeline
Steward Partners Investment Advisory, L…700$65.2K<0.01%013F-HRTimeline
Versant Capital Management, Inc583$54.3K0.01%-20713F-HRTimeline
SIGNATUREFD, LLC574$53.5K<0.01%-4813F-HRTimeline
Householder Group Estate & Retirement S…532$49K0.04%-1013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.476$44K<0.01%+5213F-HRTimelineGroup
Arax Advisory Partners454$42.3K<0.01%-20713F-HRTimeline
Venturi Wealth Management, LLC415$38.7K<0.01%-24113F-HRTimeline
GAMMA Investing LLC398$37.1K<0.01%+7213F-HRTimeline
WPG Advisers, LLC377$35.1K0.03%13F-HRTimeline
True Wealth Design, LLC376$35K0.01%+613F-HRTimeline
QUADRANT CAPITAL GROUP LLC362$33.7K<0.01%013F-HRTimeline
MAI Capital Management351$32.7K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP335$31.2K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…323$30.1K<0.01%+14913F-HRTimelineGroup
Clearstead Advisors, LLC313$29.2K<0.01%+13013F-HRTimeline
MATHER GROUP, LLC.283$26.4K<0.01%013F-HRTimeline
UMB Bank, n.a.281$26.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.260$25K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC247$23K<0.01%+313F-HRTimeline
SBI Securities Co., Ltd.229$21.3K<0.01%13F-HRTimeline
PFS Partners, LLC200$18.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA180$16.8K<0.01%new13F-HRTimeline
Brooklyn Investment Group156$14.5K<0.01%+313F-HRTimeline
Parkside Financial Bank & Trust153$14.3K<0.01%-47113F-HRTimeline
MCF Advisors LLC115$10.7K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC111$10.3K<0.01%new13F-HRTimeline
Aspect Partners, LLC109$10.2K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC104$9.69K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC100$9K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC83$7.74K<0.01%-4013F-HRTimeline
LRI Investments, LLC78$7.31K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc77$7.18K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC67$6K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC59$5.5K<0.01%+313F-HRTimeline
Missouri Trust & Investment Co52$4.85K<0.01%013F-HRTimeline
HM PAYSON & CO50$4.66K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC48$4.47K<0.01%013F-HRTimeline
Hemington Wealth Management49$4K<0.01%+1613F-HRTimeline
Sound Income Strategies, LLC41$3.82K<0.01%+3713F-HRTimeline
Private Wealth Management Group, LLC37$3.45K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors37$3.45K<0.01%013F-HRTimelineGroup
Allworth Financial LP30$3.2K<0.01%+2613F-HRTimeline
Avior Wealth Management, LLC31$2.89K<0.01%+713F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$2.8K<0.01%013F-HRTimeline
Sachetta, LLC29$2.7K<0.01%013F-HRTimeline
IFP Advisors, Inc22$2.05K<0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P22$2.05K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC20$1.86K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC19$1.77K<0.01%+513F-HRTimeline
Blue Trust, Inc.19$1.77K<0.01%-6113F-HR/ATimeline
Geneos Wealth Management Inc.18$1.68K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.10$932<0.01%013F-HRTimeline
SJS Investment Consulting Inc.8$746<0.01%+113F-HRTimeline
New Millennium Group LLC7$652<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$560<0.01%013F-HRTimeline
Transce3nd, LLC6$559<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$373<0.01%new13F-HRTimeline
NewEdge Advisors, LLC3$280<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2$187<0.01%013F-HRTimeline
Elequin Capital, LP2$186<0.01%new13F-HRTimeline
Global Financial Private Client, LLC2$186<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1$93<0.01%013F-HRTimelineGroup
Parkworth Wealth Management, Inc.1$93<0.01%13F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.