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Disclosery

PEGA PEGASYSTEMS INC

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Stock (common), issuer CIK 1013857

416 managers (427 13F filers) reported a position in PEGA shares at 2025-09-30, 97,107,644 shares in all. 78 filers opened a position and 62 filers sold out during the quarter.

Managers
416
13F filers
427
New
78
Added
162
Reduced
135
Sold out
62
Shares held by filers
97,107,644

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BRIGHTON JONES LLC15,640$899K0.02%+1,30613F-HRTimeline
AVIVA PLCin group AVIVA PLC15,436$888K<0.01%-3,79713F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC15,003$863K0.13%new13F-HRTimeline
WEDBUSH SECURITIES INC14,779$850K0.03%-51913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,065$809K<0.01%-59813F-HRTimelineGroup
Fluent Financial, LLC13,957$803K0.31%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…13,942$802K<0.01%013F-HRTimelineGroup
Fieldview Capital Management, LLC13,773$792K0.13%-69,17213F-HRTimeline
Private Advisor Group, LLC13,663$786K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC13,652$785K<0.01%+18913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC13,641$784K0.09%-1,13413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,178$781K<0.01%+5,41713F-HRTimelineGroup
Integrated Quantitative Investments LLC13,548$779K0.22%+7,34813F-HRTimeline
XPONANCE LLC13,281$764K0.01%+70913F-HRTimeline
Legato Capital Management LLC12,750$733K0.08%+4,52013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,814$679K<0.01%+3,33013F-HRTimelineGroup
Essential Partners LLC11,194$644K0.21%-26813F-HRTimeline
DIVERSIFIED TRUST CO10,996$632K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.10,918$628K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,861$625K<0.01%+1,23613F-HRTimeline
BOKF, NAin group BOKF, NA10,815$622K0.01%new13F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…10,716$616K<0.01%-53013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,302$592K<0.01%+2,42213F-HRTimelineGroup
Krilogy Financial LLC9,770$582K0.02%new13F-HRTimeline
State of Alaska, Department of Revenue10,101$580K0.01%+7613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,882$568K0.01%-9513F-HRTimelineGroup
Veracity Capital LLC9,573$550K0.18%+1,54213F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…9,406$541K0.3%013F-HR/ATimelineGroup
State of Wyoming9,214$530K0.06%-5,00413F-HRTimeline
Snowden Capital Advisors LLC9,097$523K0.01%+13513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd9,078$522K0.01%new13F-HRTimelineGroup
Blackhawk Capital Partners, LLC8,915$513K0.2%new13F-HRTimeline
Atria Investments, Inc8,451$486K0.01%-53713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,385$482K<0.01%-5,15713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…8,345$480K<0.01%-19813F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.8,320$478K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,106$466K<0.01%+1,14313F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC8,000$460K0.12%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,940$457K<0.01%-11,07813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,916$455K<0.01%+31713F-HRTimelineGroup
NorthCrest Asset Manangement, LLC8,202$452K0.01%+2,53613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC7,850$451K<0.01%new13F-HRTimelineGroup
Rafferty Asset Management, LLC7,792$448K<0.01%-5,84913F-HRTimeline
Farther Finance Advisors, LLC7,745$445K0.01%+1,72313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,692$442K<0.01%-48013F-HRTimeline
Perbak Capital Partners LLP7,548$434K0.08%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC7,468$429K<0.01%-87513F-HRTimelineGroup
Burns Matteson Capital Management, LLC7,427$427K0.18%new13F-HRTimeline
Impact Partnership Wealth, LLC6,944$399K0.06%+1,26013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,918$398K0.01%+13013F-HRTimeline
American Trust6,520$375K0.03%new13F-HRTimeline
HighTower Advisors, LLC6,315$363K<0.01%+1,05713F-HRTimeline
Optimist Retirement Group LLC6,189$356K0.16%+2513F-HRTimeline
Sanctuary Advisors, LLC6,033$347K<0.01%-15313F-HR/ATimeline
Upper Left Wealth Management, LLC6,000$345K0.22%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,972$343K<0.01%-1313F-HRTimelineGroup
Vinva Investment Management Ltd3,734$333K0.01%-8,89413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp5,767$332K<0.01%-62713F-HRTimelineGroup
Callan Family Office, LLC5,561$320K0.01%-5713F-HRTimeline
IFP Advisors, Inc5,444$313K0.01%+2,13513F-HR/ATimeline
Federation des caisses Desjardins du Qu…5,441$313K<0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,417$311K<0.01%+21513F-HRTimeline
Lindenwold Advisors, INC5,359$308K0.15%+5313F-HRTimeline
Full Sail Capital, LLC5,320$306K0.02%+1,44813F-HRTimeline
Sivia Capital Partners, LLC5,308$305K0.09%+78213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,304$305K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc5,286$304K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,173$297K0.01%-4,58113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,061$291K<0.01%+47513F-HRTimeline
Frank, Rimerman Advisors LLC5,024$289K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC4,397$288K0.01%-20813F-HRTimeline
GLOBEFLEX CAPITAL L P4,900$282K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC4,873$280K<0.01%new13F-HRTimeline
CSS LLC/IL4,870$280K0.02%new13F-HRTimeline
DekaBank Deutsche Girozentrale4,634$278K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,798$276K0.01%+22813F-HRTimelineGroup
Requisite Capital Management, LLC4,760$274K0.05%new13F-HRTimeline
Gallacher Capital Management LLC4,610$265K0.1%new13F-HRTimeline
Utah Retirement Systems4,600$264K<0.01%013F-HRTimeline
Inscription Capital, LLC4,570$263K0.03%new13F-HRTimeline
CHOREO, LLC4,559$262K<0.01%-46313F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC4,520$260K<0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,427$255K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,317$248K<0.01%+45013F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP4,314$248K<0.01%+46213F-HRTimelineGroup
Kera Capital Partners, Inc.4,308$248K0.04%new13F-HRTimeline
Kaufman Rossin Wealth, LLC4,300$247K0.14%-2813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…4,274$246K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,260$245K0.01%-49113F-HRTimelineGroup
Maryland State Retirement & Pension Sys…4,226$243K0.01%013F-HRTimeline
Optas, LLC4,140$238K0.04%013F-HRTimeline
denkapparat Operations GmbH4,060$233K0.15%013F-HRTimeline
Ethic Inc.4,056$233K<0.01%-29213F-HRTimeline
ProShare Advisors LLC3,930$226K<0.01%-1613F-HRTimeline
Beirne Wealth Consulting Services, LLC3,788$218K0.05%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,777$217K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC3,763$216K<0.01%-84013F-HRTimeline
RETIREMENT GUYS FORMULA LLC3,688$212K0.07%new13F-HRTimeline
Sterling Capital Management LLC3,637$209K<0.01%-27513F-HRTimeline
First Bank & Trust3,634$209K0.04%new13F-HRTimeline
TRUST POINT INC.3,582$206K0.02%new13F-HRTimeline
HB Wealth Management, LLC3,549$204K<0.01%new13F-HRTimeline
Parallel Advisors, LLC3,511$202K<0.01%-14513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,500$201K<0.01%new13F-HRTimelineGroup
waypoint wealth counsel3,498$201K0.08%new13F-HRTimeline
GREENLEAF TRUST3,481$200K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC2,997$172K0.01%+1,60313F-HRTimeline
Steward Partners Investment Advisory, L…2,982$171K<0.01%+1,58213F-HRTimeline
Smartleaf Asset Management LLC2,799$164K0.01%+2,21313F-HRTimeline
SIMPLEX TRADING, LLC2,799$160K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,655$156K<0.01%+1,06513F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,403$138K<0.01%013F-HRTimelineGroup
Covestor Ltd2,254$129K0.07%+61213F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,141$123K<0.01%-11,68313F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,126$122K<0.01%+1,64213F-HRTimelineGroup
LANARK FINANCIAL, INC.2,104$121K0.01%+2,03813F-HRTimeline
Asset Management One Co., Ltd.2,093$120K<0.01%-34313F-HRTimeline
STRS OHIO2,079$120K<0.01%-19,94113F-HRTimeline
Versant Capital Management, Inc2,076$119K0.02%+11013F-HRTimeline
Leonteq Securities AG2,000$115K0.01%new13F-HRTimeline
AlphaQuest LLC1,919$110K0.01%+1,00113F-HRTimeline
GAMMA Investing LLC1,742$100K0.01%+41613F-HRTimeline
Allworth Financial LP1,709$98.3K<0.01%+60113F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,667$95.9K0.01%+1,60713F-HRTimeline
AXA Investment Managers S.A.1,630$93.7K<0.01%13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,614$92.8K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1,593$91.6K0.03%+6313F-HRTimeline
CoreCap Advisors, LLC1,460$84K<0.01%-30213F-HRTimeline
Truvestments Capital LLC1,406$80.8K0.01%+93013F-HRTimeline
Clearstead Advisors, LLC1,391$80K<0.01%-35313F-HRTimeline
Global Retirement Partners, LLC1,331$76.5K<0.01%+22613F-HRTimeline
SIGNATUREFD, LLC1,244$71.5K<0.01%-1813F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,236$71.1K0.02%new13F-HRTimeline
SBI Securities Co., Ltd.1,221$70.2K<0.01%-42313F-HRTimeline
True Wealth Design, LLC1,166$67K0.02%+3813F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,018$59K<0.01%+2413F-HRTimelineGroup
UMB Bank, n.a.929$53.4K<0.01%+19913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC838$48.2K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC807$46.4K0.02%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…778$44.7K<0.01%new13F-HRTimelineGroup
MAI Capital Management696$40K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC696$40K<0.01%new13F-HRTimeline
Blue Trust, Inc.682$39.2K<0.01%+61413F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.647$37K<0.01%-22013F-HRTimelineGroup
MATHER GROUP, LLC.566$32.5K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management559$32.1K<0.01%-613F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.565$32K<0.01%+43113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HAZLETT, BURT & WATSON, INC.490$28K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…456$26.2K<0.01%new13F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…442$25.4K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.426$24.3K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.416$23.9K<0.01%-12813F-HRTimeline
PFS Partners, LLC400$23K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC374$22K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK379$21.8K<0.01%-1113F-HRTimelineGroup
Smithfield Trust Co374$21K<0.01%new13F-HRTimeline
Root Financial Partners, LLC349$20.1K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust336$19.3K<0.01%+413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…314$18.1K<0.01%-1413F-HRTimelineGroup
Sunbelt Securities, Inc.238$13.7K<0.01%new13F-HRTimeline
Hemington Wealth Management178$10K<0.01%+813F-HRTimeline
Groupe la Francaisein group Groupe la Francaise200$9.98K<0.01%new13F-HRTimelineGroup
Bayforest Capital Ltd169$9.72K<0.01%-12,17613F-HRTimeline
Bell Investment Advisors, Inc168$9.66K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.163$9.37K<0.01%-5513F-HRTimelineGroup
LRI Investments, LLC156$8.99K<0.01%013F-HRTimeline
Quarry LP154$8.86K<0.01%new13F-HRTimeline
Wealthspire Advisors, LLC148$8.51K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO146$8.39K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC134$8K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …129$7K<0.01%-55913F-HRTimelineGroup
JPL Wealth Management, LLC114$6.55K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.112$6.44K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors108$6.21K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co104$5.98K<0.01%013F-HRTimeline
HM PAYSON & CO100$5.75K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$5.75K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.99$5.7K<0.01%+1913F-HRTimelineGroup
Cherry Tree Wealth Management, LLC96$5.52K<0.01%013F-HRTimeline
Altshuler Shaham Ltd78$4.49K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…74$4.25K<0.01%+413F-HRTimelineGroup
Private Wealth Management Group, LLC74$4.25K<0.01%013F-HRTimeline
ORG Partners LLC70$4.03K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC64$3.68K<0.01%-12,26413F-HRTimeline
Cape Investment Advisory, Inc.57$3.28K<0.01%-113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC54$3K<0.01%+2713F-HRTimeline
Marquette Asset Management, LLC47$2.7K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC44$2.53K<0.01%+1813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42$2.42K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC40$2.3K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP40$2.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.40$2.3K<0.01%+1013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT34$2K<0.01%-6,23813F-HRTimeline
Fortitude Family Office, LLC30$1.73K<0.01%+413F-HRTimeline
Wiser Advisor Group LLC26$1.5K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26$1.5K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB26$1.5K<0.01%+813F-HRTimeline
CVA Family Office, LLC23$1.32K<0.01%+913F-HRTimeline
Park Place Capital Corp22$1.26K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.22$1.19K<0.01%+213F-HRTimeline