Skip to content
Disclosery

PEGA PEGASYSTEMS INC

Follow

Stock (common), issuer CIK 1013857

322 managers (330 13F filers) reported a position in PEGA shares at 2025-03-31, 44,485,909 shares in all. 80 filers opened a position and 71 filers sold out during the quarter.

Managers
322
13F filers
330
New
80
Added
129
Reduced
83
Sold out
71
Shares held by filers
44,485,909

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PRINCETON CAPITAL MANAGEMENT LLC4,000$278K0.1%013F-HRTimeline
Cannon Global Investment Management, LLC4,000$278K0.77%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,996$278K<0.01%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,944$274K<0.01%+9013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,843$267K<0.01%+1,47813F-HRTimeline
Veracity Capital LLC3,696$257K0.1%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,617$251K<0.01%-29113F-HRTimelineGroup
Bayforest Capital Ltd3,589$250K0.11%new13F-HR/ATimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding3,312$237K-959Timeline
Wilmington Savings Fund Society, FSB3,328$231K<0.01%-1,06813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,290$229K<0.01%-20813F-HRTimelineGroup
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC3,263$227K<0.01%new13F-HRTimelineGroup
&PARTNERS3,227$224K<0.01%new13F-HRTimeline
AMALGAMATED BANK3,060$213K<0.01%+15313F-HRTimeline
Upper Left Wealth Management, LLC3,000$209K0.15%013F-HRTimeline
Cambridge Investment Research Advisors,…2,979$207K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,966$206K<0.01%-16,11813F-HRTimelineGroup
Impact Partnership Wealth, LLC2,935$204K0.04%+48413F-HRTimeline
Farther Finance Advisors, LLC2,889$204K0.01%+97413F-HRTimeline
Blueshift Asset Management, LLC2,918$203K0.08%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,731$190KnewTimeline
FNY Investment Advisers, LLC2,530$175K0.11%new13F-HRTimeline
AlphaQuest LLC1,988$138K0.02%-1,73413F-HRTimeline
KBC Group NVin group KBC Group NV1,803$125K<0.01%+1213F-HRTimelineGroup
Asset Management One Co., Ltd.1,433$99.6K<0.01%+59113F-HRTimeline
Covestor Ltd1,302$90K0.06%-19113F-HRTimeline
SIMPLEX TRADING, LLC1,242$86K<0.01%-93213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,235$85.8K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC1,200$83.4K<0.01%new13F-HRTimeline
Caitong International Asset Management …1,158$80.5K0.06%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,149$79.9K<0.01%+81413F-HR/ATimelineGroup
Parallel Advisors, LLC984$68.4K<0.01%-713F-HRTimeline
IFP Advisors, Inc965$67.1K<0.01%+94313F-HRTimeline
New Age Alpha Advisors, LLC960$66.7K<0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…924$64.2K<0.01%new13F-HRTimelineGroup
Vestcor Inc900$63K<0.01%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.840$58.4K0.01%-3,46913F-HRTimeline
Headlands Technologies LLC822$57.1K0.01%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.791$55K<0.01%-3113F-HRTimelineGroup
Financial Management Professionals, Inc.718$49.9K0.01%-6213F-HRTimeline
Steward Partners Investment Advisory, L…700$48.7K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd601$47.2K0.01%new13F-HRTimeline
Clearstead Advisors, LLC637$44.3K<0.01%+32413F-HRTimeline
Versant Capital Management, Inc614$42.7K0.01%+3113F-HRTimeline
GAMMA Investing LLC599$41.6K<0.01%+20113F-HR/ATimeline
SIGNATUREFD, LLC551$38.3K<0.01%-2313F-HRTimeline
SBI Securities Co., Ltd.549$38.2K<0.01%+32013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.529$37K<0.01%+5313F-HRTimelineGroup
CX Institutional511$36K<0.01%new13F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.513$35.7K<0.01%-807,15813F-HRTimeline
Lindbrook Capital, LLC467$32.5K<0.01%+22013F-HRTimeline
Quent Capital, LLC462$32.1K<0.01%-26313F-HRTimeline
Smartleaf Asset Management LLC451$31.4K<0.01%-1,51213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…410$28.5K<0.01%+8713F-HRTimelineGroup
True Wealth Design, LLC380$26.4K0.01%+413F-HRTimeline
QUADRANT CAPITAL GROUP LLC355$24.7K<0.01%-713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.370$23.1K<0.01%+11013F-HRTimelineGroup
MAI Capital Management310$21.6K<0.01%-4113F-HRTimeline
MATHER GROUP, LLC.283$19.7K<0.01%013F-HRTimeline
UMB Bank, n.a.281$19.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Truvestments Capital LLC268$18.6K<0.01%new13F-HRTimeline
Arax Advisory Partners212$14.7K<0.01%-24213F-HRTimeline
PFS Partners, LLC200$13.9K0.01%013F-HRTimeline
PRIVATE TRUST CO NA180$12.5K<0.01%013F-HRTimeline
Brooklyn Investment Group172$12K<0.01%+1613F-HRTimeline
First Horizon Advisors, Inc.168$11.7K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust153$10.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management151$10.5K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC146$10.2K<0.01%-57413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC111$8K<0.01%+1113F-HRTimelineGroup
Aspect Partners, LLC109$7.6K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC104$7.23K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB100$6.95K<0.01%+9613F-HRTimeline
WPG Advisers, LLC97$6.74K0.01%-28013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK90$6.26K<0.01%+8913F-HRTimelineGroup
Allworth Financial LP64$5.85K<0.01%+3413F-HRTimeline
LRI Investments, LLC78$5.45K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc77$5.35K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC67$5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.70$4.87K<0.01%+5213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors68$4.73K<0.01%+3113F-HRTimelineGroup
Hemington Wealth Management58$4K<0.01%+913F-HRTimeline
Missouri Trust & Investment Co52$3.62K<0.01%013F-HRTimeline
HM PAYSON & CO50$3.48K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC50$3.48K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC48$3.34K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC46$3.2K<0.01%-1313F-HRTimeline
Sound Income Strategies, LLC41$2.85K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC37$2.57K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$2.09K<0.01%013F-HRTimeline
Sachetta, LLC29$2.02K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc27$1.91K<0.01%new13F-HRTimeline
Investors Research Corp25$1.74K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24$1.64K<0.01%-5,85113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21$1.46K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC20$1.41K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20$1.39K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.19$1.32K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18$1.25K<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC18$1.25K0.02%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT17$1K<0.01%-2,97513F-HRTimeline
JFS WEALTH ADVISORS, LLC14$974<0.01%-513F-HRTimeline
CVA Family Office, LLC14$973<0.01%new13F-HRTimeline
Continuum Advisory, LLC14$973<0.01%new13F-HRTimeline
Wiser Advisor Group LLC13$904<0.01%new13F-HRTimeline
Park Place Capital Corp11$765<0.01%new13F-HRTimeline
Binnacle Investments Inc8$556<0.01%13F-HRTimeline
SJS Investment Consulting Inc.6$418<0.01%-213F-HRTimeline
DiNuzzo Private Wealth, Inc.6$418<0.01%013F-HRTimeline
Asset Dedication, LLC5$348<0.01%new13F-HRTimeline
Global Financial Private Client, LLC5$348<0.01%+313F-HRTimeline
American Capital Advisory, LLC4$279<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$209<0.01%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.2$139<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC1$71<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1$70<0.01%-211,08313F-HRTimelineGroup
TFC Financial Management, Inc.1$70<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$70<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$69<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-88713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.