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Disclosery

PEGA PEGASYSTEMS INC

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Stock (common), issuer CIK 1013857

405 managers (416 13F filers) reported a position in PEGA shares at 2025-06-30, 94,643,026 shares in all. 142 filers opened a position and 55 filers sold out during the quarter.

Managers
405
13F filers
416
New
142
Added
244
Reduced
25
Sold out
55
Shares held by filers
94,643,026

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Advisory Services Network, LLC13,627$800K0.01%new13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC14,775$800K0.1%+4,34713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,663$794K<0.01%+11,04613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,442$782K<0.01%+10,44613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,382$778K0.06%new13F-HRTimelineGroup
BRIGHTON JONES LLC14,334$776K0.02%new13F-HRTimeline
State of Wyoming14,218$770K0.09%-2,73813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…13,942$755K<0.01%+6,67213F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD13,824$748K<0.01%new13F-HRTimelineGroup
Rafferty Asset Management, LLC13,641$738K<0.01%+7,09013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD13,566$734K0.01%+6,16113F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\13,542$733K<0.01%+5,52113F-HRTimelineGroup
NewEdge Advisors, LLC13,463$729K<0.01%+9,20313F-HRTimeline
XPONANCE LLC12,572$681K0.01%+6,34313F-HRTimeline
Polymer Capital Management (US) LLC12,432$673K0.11%new13F-HRTimeline
Bayforest Capital Ltd12,345$668K0.29%+8,75613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12,328$667K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,766$637K0.08%+4,42913F-HRTimeline
Essential Partners LLC11,462$620K0.25%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…11,246$609K<0.01%+5,62313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,237$608K<0.01%+6,92913F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd11,228$608K0.03%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO10,996$595K0.01%+3,98913F-HRTimeline
Cetera Investment Advisers10,754$582K<0.01%+6,42213F-HRTimeline
State of Alaska, Department of Revenue10,025$542K0.01%new13F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,977$540K0.01%+5,82713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,754$528K0.01%+9,73013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC9,625$521K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…9,406$509K0.31%+4,70313F-HR/ATimelineGroup
Catalyst Funds Management Pty Ltd9,400$509K0.14%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC9,385$508K0.03%new13F-HRTimelineGroup
Atria Investments, Inc8,988$486K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC8,962$485K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,761$481K<0.01%+5,79513F-HR/ATimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…8,543$462K<0.01%+4,19513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,484$459K<0.01%+2,73313F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP8,369$453K0.03%-8,23013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC8,343$452K<0.01%new13F-HRTimelineGroup
Legato Capital Management LLC8,230$445K0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,172$442K<0.01%+4,32913F-HRTimeline
Veracity Capital LLC8,031$435K0.15%+4,33513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC8,000$433K0.13%+4,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,880$427K<0.01%new13F-HRTimelineGroup
Counterpoint Mutual Funds LLC7,847$425K0.04%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,599$411K<0.01%+1,82513F-HRTimelineGroup
Neo Ivy Capital Management7,401$400K0.13%new13F-HRTimeline
NFSG Corp7,018$380K0.06%new13F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.6,988$378K0.02%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,963$377K<0.01%+3,67313F-HRTimelineGroup
DRW Securities, LLC6,942$376K0.03%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,788$367K0.01%new13F-HRTimeline
&PARTNERS6,768$366K<0.01%+3,54113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,394$347K<0.01%new13F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT6,272$340K<0.01%+6,25513F-HRTimeline
Integrated Wealth Concepts LLC6,266$339K<0.01%new13F-HRTimeline
Integrated Quantitative Investments LLC6,200$336K0.1%new13F-HRTimeline
Sanctuary Advisors, LLC6,186$335K<0.01%new13F-HRTimeline
Optimist Retirement Group LLC6,164$334K0.16%new13F-HRTimeline
Farther Finance Advisors, LLC6,022$326K0.01%+3,13313F-HRTimeline
Upper Left Wealth Management, LLC6,000$325K0.22%+3,00013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,985$324K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC5,684$308K0.06%+2,74913F-HRTimeline
NorthCrest Asset Manangement, LLC5,666$306K0.01%new13F-HRTimeline
Callan Family Office, LLC5,618$304K0.01%new13F-HRTimeline
OPTIMIZE FINANCIAL INC.5,564$301K0.18%new13F-HRTimeline
Lindenwold Advisors, INC5,306$287K0.15%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,304$287K<0.01%-33,54613F-HRTimelineGroup
CIBC Asset Management Inc5,286$286K<0.01%new13F-HRTimeline
HighTower Advisors, LLC5,258$285K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,202$282K<0.01%+2,22313F-HRTimeline
Twin Tree Management, LP5,185$281K0.01%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,087$275K<0.01%new13F-HRTimelineGroup
Frank, Rimerman Advisors LLC5,024$272K0.02%new13F-HRTimeline
CHOREO, LLC5,022$272K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC4,605$267K0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,910$266K0.03%+12713F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC4,909$266K<0.01%+1,64613F-HRTimelineGroup
GLOBEFLEX CAPITAL L P4,900$265K0.02%new13F-HRTimeline
111 Capital4,858$263K0.05%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,751$257K0.01%new13F-HRTimelineGroup
LECAP ASSET MANAGEMENT LTD4,708$255K0.09%-18,61213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV4,616$250K0.05%new13F-HRTimeline
OneDigital Investment Advisors LLC4,603$249K<0.01%new13F-HRTimeline
Utah Retirement Systems4,600$249K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,586$248K<0.01%new13F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …4,574$248K0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,570$247K0.01%+4,16013F-HRTimelineGroup
DekaBank Deutsche Girozentrale4,634$245K<0.01%013F-HRTimeline
Sivia Capital Partners, LLC4,526$245K0.08%new13F-HR/ATimeline
Diametric Capital, LP4,469$242K0.13%new13F-HRTimeline
EP Wealth Advisors, LLC4,450$241K<0.01%new13F-HRTimeline
Kaufman Rossin Wealth, LLC4,328$234K0.15%new13F-HRTimeline
Ethic Inc.4,348$232K<0.01%new13F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co4,268$231K0.01%new13F-HRTimelineGroup
Ground Swell Capital, LLC4,263$231K0.38%new13F-HRTimeline
Maryland State Retirement & Pension Sys…4,226$229K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,195$227K0.01%new13F-HRTimeline
Optas, LLC4,140$224K0.04%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,092$222K<0.01%new13F-HRTimelineGroup
denkapparat Operations GmbH4,060$220K0.18%new13F-HRTimeline
ProShare Advisors LLC3,946$214K<0.01%new13F-HRTimeline
Sterling Capital Management LLC3,912$212K<0.01%+3,76613F-HR/ATimeline
Full Sail Capital, LLC3,872$210K0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,867$209K<0.01%new13F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP3,852$209K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC3,656$198K<0.01%+2,67213F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.3,590$194K0.03%new13F-HRTimeline
IFP Advisors, Inc3,309$179K0.01%+2,34413F-HRTimeline
SG Americas Securities, LLC3,258$176K<0.01%-7,68313F-HRTimeline
HENNESSY ADVISORS INC2,964$160K0.01%new13F-HRTimeline
Asset Management One Co., Ltd.2,436$132K<0.01%+1,00313F-HRTimeline
KBC Group NVin group KBC Group NV2,403$130K<0.01%+60013F-HRTimelineGroup
Versant Capital Management, Inc1,966$106K0.02%+1,35213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,848$100K<0.01%+92413F-HRTimelineGroup
CoreCap Advisors, LLC1,762$95.4K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC1,744$94.4K<0.01%+1,10713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,668$90.3K0.01%new13F-HR/ATimeline
Covestor Ltd1,642$89K0.05%+34013F-HRTimeline
SBI Securities Co., Ltd.1,644$89K<0.01%+1,09513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,590$84.8K<0.01%+44113F-HRTimelineGroup
Raleigh Capital Management Inc.1,530$82.8K0.03%new13F-HRTimeline
CX Institutional1,406$76K<0.01%+89513F-HR/ATimeline
Steward Partners Investment Advisory, L…1,400$75.8K<0.01%+70013F-HRTimeline
GROUP ONE TRADING LLC1,394$75.5K<0.01%-7,00313F-HRTimeline
GAMMA Investing LLC1,326$71.8K<0.01%+72713F-HRTimeline
SIGNATUREFD, LLC1,262$68.3K<0.01%+71113F-HRTimeline
True Wealth Design, LLC1,128$61.1K0.02%+74813F-HRTimeline
Allworth Financial LP1,108$60K<0.01%+1,04413F-HRTimeline
Global Retirement Partners, LLC1,105$59.8K<0.01%13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …994$54K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners962$52.1K<0.01%+75013F-HRTimeline
AlphaQuest LLC918$49.7K<0.01%-1,07013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.867$47K<0.01%+33813F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.863$46.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC832$45K<0.01%new13F-HRTimeline
Caitong International Asset Management …795$43K0.03%-36313F-HRTimeline
First Horizon Advisors, Inc.732$39.6K<0.01%+56413F-HRTimeline
UMB Bank, n.a.730$39.5K<0.01%+44913F-HR/ATimeline
MAI Capital Management696$37.7K<0.01%+38613F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …688$37K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC586$31.2K<0.01%+13513F-HRTimeline
Wilmington Savings Fund Society, FSB574$31.1K<0.01%-2,75413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management565$30.6K<0.01%+41413F-HRTimelineGroup
Financial Management Professionals, Inc.544$29.4K<0.01%-17413F-HRTimeline
Brooklyn Investment Group512$27.7K<0.01%+34013F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.484$26.2K<0.01%+11413F-HRTimelineGroup
Truvestments Capital LLC476$25.8K0.01%+20813F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…442$23.9K<0.01%new13F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.427$23.1K<0.01%-8613F-HRTimeline
PFS Partners, LLC400$21.7K0.01%+20013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK390$21.1K<0.01%+30013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC374$21K<0.01%+26313F-HRTimelineGroup
Parkside Financial Bank & Trust332$18K<0.01%+17913F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…328$17.8K<0.01%new13F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.218$11.8K<0.01%+21613F-HR/ATimelineGroup
Bell Investment Advisors, Inc168$9.09K<0.01%+9113F-HRTimeline
Hemington Wealth Management170$9K<0.01%+11213F-HRTimeline
LRI Investments, LLC156$8.47K<0.01%+7813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO146$7.9K<0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.134$7K<0.01%+13313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC134$7K<0.01%+6713F-HRTimeline
HARBOUR INVESTMENTS, INC.112$6.06K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors108$5.85K<0.01%+4013F-HRTimelineGroup
Missouri Trust & Investment Co104$5.63K<0.01%+5213F-HRTimeline
HM PAYSON & CO100$5.41K<0.01%+5013F-HRTimeline
HHM Wealth Advisors, LLC100$5.41K<0.01%+5013F-HRTimeline
Cherry Tree Wealth Management, LLC96$5.2K<0.01%+4813F-HRTimeline
NewSquare Capital LLC96$5.2K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.80$4.33K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC74$4.01K<0.01%+3713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…70$3.79K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.68$3.68K<0.01%+4913F-HRTimeline
ORG Partners LLC70$3.67K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.66$3.57K<0.01%-413F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$3.25K<0.01%+3013F-HRTimeline
Cape Investment Advisory, Inc.58$3.14K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.66$3K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc54$2.92K<0.01%+2713F-HRTimeline
WPG Advisers, LLC48$2.6K<0.01%-4913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42$2.27K<0.01%+2113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP40$2.17K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC40$2.1K<0.01%+2013F-HRTimeline
Physician Wealth Advisors, Inc.30$1.62K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27$1.46K<0.01%+913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26$1.41K<0.01%+613F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC26$1.41K<0.01%+1213F-HRTimeline
Fortitude Family Office, LLC26$1.41K<0.01%new13F-HRTimeline
Park Place Capital Corp22$1.16K<0.01%+1113F-HRTimeline
DiNuzzo Private Wealth, Inc.20$1.08K<0.01%+1413F-HRTimeline
MassMutual Private Wealth & Trust, FSB18$974<0.01%-8213F-HRTimeline
CVA Family Office, LLC14$758<0.01%013F-HRTimeline
SWAN Capital LLC14$758<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.12$650<0.01%+613F-HRTimeline
Binnacle Investments Inc12$650<0.01%+413F-HRTimeline
Asset Dedication, LLC10$542<0.01%+513F-HRTimeline
HFM Investment Advisors, LLC10$541<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.8$434<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc8$433<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8$433<0.01%-3313F-HRTimeline
Rialto Wealth Management, LLC6$325<0.01%new13F-HRTimeline