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Disclosery

PEGA PEGASYSTEMS INC

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Stock (common), issuer CIK 1013857

464 managers (475 13F filers) reported a position in PEGA shares at 2025-12-31, 97,487,917 shares in all. 76 filers opened a position and 40 filers sold out during the quarter.

Managers
464
13F filers
475
New
76
Added
164
Reduced
166
Sold out
40
Shares held by filers
97,487,917

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SG Americas Securities, LLC21,361$1.28M<0.01%-1,87413F-HRTimeline
&PARTNERS20,042$1.2M0.01%-75313F-HRTimeline
Penn Capital Management Company, LLC19,623$1.19M0.1%-50813F-HRTimeline
Summit Trail Advisors, LLC19,597$1.17M0.02%-2,45413F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…19,575$1.17M0.04%+20013F-HRTimelineGroup
OP Asset Management Ltd19,564$1.17M0.01%-19,16813F-HR/ATimeline
NewEdge Advisors, LLC19,392$1.16M<0.01%+5,74013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,254$1.15M<0.01%+5,07613F-HRTimelineGroup
Buckland Partners Management Co LLC19,000$1.13M0.63%13F-HRTimeline
HANCOCK WHITNEY CORP18,966$1.13M0.02%+20913F-HRTimeline
AVIVA PLCin group AVIVA PLC18,892$1.13M<0.01%+3,45613F-HRTimelineGroup
NFSG Corp18,845$1.13M0.17%-49313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,765$1.12M0.02%-17,57813F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC18,464$1.1M0.01%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND18,300$1.09M0.01%-30013F-HRTimeline
Voleon Capital Management LP18,154$1.08M0.02%new13F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD18,000$1.07M0.03%013F-HRTimeline
Merit Financial Group, LLC17,584$1.05M0.01%-52313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,797$1M-608Timeline
Atria Investments, Inc16,557$989K0.01%+8,10613F-HRTimeline
Vestmark Advisory Solutions, Inc.16,470$984K0.01%new13F-HRTimeline
WCG Wealth Advisors LLC16,343$976K0.03%new13F-HRTimeline
State of Tennessee, Department of Treas…22,012$962K<0.01%-94213F-HRTimeline
Integrated Quantitative Investments LLC15,660$935K0.2%+2,11213F-HRTimeline
WEDBUSH SECURITIES INC15,605$932K0.03%+82613F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd15,450$923K0.03%new13F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…14,861$887K<0.01%+91913F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC13,876$829K0.01%-5,40913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,841$827K<0.01%-22413F-HRTimelineGroup
Integrated Wealth Concepts LLC12,702$759K0.01%-6,67213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC12,619$754K0.08%-1,02213F-HRTimeline
State of Wyoming12,286$734K0.08%+3,07213F-HRTimeline
XPONANCE LLC12,234$731K0.01%-1,04713F-HRTimeline
Odyssean, LLC12,175$727K0.52%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.12,107$723K0.08%13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd11,907$711K0.01%+2,82913F-HRTimelineGroup
Aquatic Capital Management LLC11,675$697K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC11,632$695K<0.01%+77113F-HRTimeline
Graham Capital Management, L.P.11,365$679K0.02%new13F-HRTimeline
NorthCrest Asset Manangement, LLC11,398$669K0.01%+3,19613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,203$669K<0.01%+3,51113F-HRTimeline
DIVERSIFIED TRUST CO11,014$658K0.01%+1813F-HRTimeline
Unique Wealth Strategies, LLC10,871$649K0.25%new13F-HRTimeline
Private Advisor Group, LLC10,863$649K<0.01%-2,80013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…10,716$640K<0.01%013F-HRTimeline
Essential Partners LLC10,646$636K0.2%-54813F-HRTimeline
CSS LLC/IL10,440$623K0.04%+5,57013F-HRTimeline
Veracity Capital LLC10,258$613K0.18%+68513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,639$576K0.01%-24313F-HRTimelineGroup
Sowell Financial Services LLC9,468$565K0.02%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…9,406$562K0.27%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA9,212$550K0.01%-1,60313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp9,031$540K<0.01%+3,26413F-HR/ATimelineGroup
Fieldview Capital Management, LLC9,020$539K0.09%-4,75313F-HRTimeline
State of Alaska, Department of Revenue9,006$537K0.01%-1,09513F-HRTimeline
Farther Finance Advisors, LLC8,845$528K0.01%+1,10013F-HRTimeline
Blackhawk Capital Partners, LLC8,806$526K0.2%-10913F-HRTimeline
Snowden Capital Advisors LLC8,446$504K0.01%-65113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,378$500K<0.01%+27213F-HRTimelineGroup
Impact Partnership Wealth, LLC8,360$499K0.06%+1,41613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,228$491K<0.01%-15713F-HRTimelineGroup
Sequoia Financial Advisors, LLC8,218$491K<0.01%+3,34513F-HRTimeline
Sanctuary Advisors, LLC8,194$489K<0.01%+2,16113F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…8,027$479K<0.01%-31813F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC8,000$478K0.12%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,941$474K<0.01%+2513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC7,918$473K<0.01%+6813F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…7,902$472K<0.01%+3,62813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,649$457K<0.01%-2,65313F-HRTimelineGroup
Krilogy Financial LLC8,997$457K0.02%-77313F-HRTimeline
HighTower Advisors, LLC7,263$434K<0.01%+94813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,158$427K<0.01%+2,09713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC7,136$426K0.03%13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC7,111$425K<0.01%-82913F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC6,679$399K0.02%-23913F-HRTimeline
American Trust6,520$389K0.03%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,446$385K0.01%+6,31713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…6,433$384K<0.01%+99213F-HRTimeline
Callan Family Office, LLC6,413$383K0.01%+85213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT6,270$374K<0.01%+6,23613F-HRTimeline
Vinva Investment Management Ltd4,048$370K<0.01%+31413F-HRTimeline
Optimist Retirement Group LLC6,189$370K0.17%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,125$366K<0.01%new13F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC6,045$361K0.02%new13F-HRTimeline
Upper Left Wealth Management, LLC6,000$358K0.22%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,984$357K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc5,326$318K0.01%-11813F-HRTimeline
Dakota Wealth Management5,295$316K0.01%new13F-HR/ATimeline
CIBC Asset Management Inc5,286$316K<0.01%013F-HRTimeline
Sivia Capital Partners, LLC5,167$309K0.06%-14113F-HRTimeline
DekaBank Deutsche Girozentrale4,634$308K<0.01%013F-HRTimeline
Inscription Capital, LLC5,151$308K0.03%+58113F-HRTimeline
Steward Partners Investment Advisory, L…5,130$306K<0.01%+2,14813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC5,069$303K<0.01%-2,39913F-HRTimelineGroup
Frank, Rimerman Advisors LLC5,043$301K0.02%+1913F-HRTimeline
Cambridge Investment Research Advisors,…4,924$294K<0.01%-49313F-HRTimeline
GLOBEFLEX CAPITAL L P4,900$293K0.04%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC4,786$286K<0.01%-1,18613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC4,764$285K<0.01%+3,15013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,668$279K0.01%-13013F-HRTimelineGroup
Ethic Inc.4,644$277K<0.01%+58813F-HRTimeline
Utah Retirement Systems4,600$275K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,555$272K<0.01%+23813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,417$264K<0.01%+91713F-HRTimelineGroup
Vise Technologies, Inc.4,404$263K0.01%new13F-HRTimeline
Arax Advisory Partners4,384$262K0.01%-121,59413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,361$260K0.01%+10113F-HRTimelineGroup
Kaufman Rossin Wealth, LLC4,227$252K0.13%-7313F-HRTimeline
Occidental Asset Management, LLC4,226$252K0.03%new13F-HRTimeline
Maryland State Retirement & Pension Sys…4,226$252K0.01%013F-HRTimeline
Advisor Resource Council5,785$252K0.09%new13F-HRTimeline
CHOREO, LLC4,097$251K<0.01%-46213F-HRTimeline
Gallacher Capital Management LLC4,093$244K0.09%-51713F-HRTimeline
denkapparat Operations GmbH4,060$242K0.13%013F-HRTimeline
Kera Capital Partners, Inc.5,540$242K0.03%+1,23213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,017$240K0.01%-1,15613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,986$238K<0.01%+1,33113F-HRTimelineGroup
Forum Financial Management, LPin group Forum Financial Management, LP3,968$237K<0.01%-34613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,941$235K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,939$235K<0.01%+16213F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd3,933$235K<0.01%new13F-HRTimelineGroup
Optas, LLC3,886$232K0.04%-25413F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP3,867$231K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,801$227K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC4,487$226K0.01%+9013F-HRTimeline
First Bank & Trust3,751$224K0.04%+11713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,744$224K<0.01%-68313F-HRTimelineGroup
Foundations Investment Advisors, LLC3,709$222K<0.01%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC3,692$220K0.1%+413F-HRTimeline
Parallel Advisors, LLC3,688$220K<0.01%+17713F-HRTimeline
ProShare Advisors LLC3,675$219K<0.01%-25513F-HRTimeline
OneDigital Investment Advisors LLC3,669$219K<0.01%-9413F-HRTimeline
Truvestments Capital LLC3,654$218K0.04%+2,24813F-HRTimeline
Sterling Capital Management LLC3,644$218K<0.01%+713F-HRTimeline
AlphaQuest LLC3,599$215K0.01%+1,68013F-HRTimeline
Brooklyn Investment Group3,452$215K0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…3,576$213K<0.01%new13F-HRTimelineGroup
GREENLEAF TRUST3,546$212K<0.01%+6513F-HRTimeline
Modern Wealth Management, LLC3,526$211K<0.01%new13F-HRTimeline
Everest Financial Group LLC3,526$211K0.05%13F-HRTimeline
Farringdon Capital, Ltd.3,390$202K0.05%new13F-HRTimeline
waypoint wealth counsel3,385$202K0.07%-11313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,299$197K0.01%new13F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.3,142$188K<0.01%-7,77613F-HRTimelineGroup
Horizon Investments, LLC3,092$185K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV2,990$179K<0.01%+58713F-HRTimelineGroup
GAMMA Investing LLC2,309$138K0.01%+56713F-HRTimeline
Eurizon Capital SGR S.p.A.2,292$137K<0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,170$130K<0.01%+1,60513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,151$128K<0.01%+2513F-HRTimelineGroup
Versant Capital Management, Inc2,115$126K0.02%+3913F-HRTimeline
STRS OHIO2,083$124K<0.01%+413F-HRTimeline
LANARK FINANCIAL, INC.2,024$121K0.01%-8013F-HRTimeline
Aster Capital Management (DIFC) Ltd1,682$100K0.04%new13F-HRTimeline
Raleigh Capital Management Inc.1,628$97.2K0.04%+3513F-HRTimeline
Allworth Financial LP1,607$96K<0.01%-10213F-HRTimeline
TD Waterhouse Canada Inc.1,541$92K<0.01%+1,11513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,473$87.9K0.01%+69513F-HRTimelineGroup
RiverPark Advisors, LLCin group RiverPark Advisors, LLC1,430$85.4K0.02%new13F-HRTimelineGroup
Asset Management One Co., Ltd.1,366$84.9K<0.01%-72713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,388$83K<0.01%+37013F-HRTimelineGroup
CoreCap Advisors, LLC1,342$80.1K<0.01%-11813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,286$76.8K<0.01%-38113F-HRTimeline
SIGNATUREFD, LLC1,258$75.1K<0.01%+1413F-HRTimeline
True Wealth Design, LLC1,113$66.5K0.02%-5313F-HRTimeline
UMB Bank, n.a.1,105$66K<0.01%+17613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.1,102$65.8K<0.01%-11913F-HRTimeline
MAI Capital Management1,100$65.7K<0.01%+40413F-HRTimeline
Blue Trust, Inc.1,096$65.5K<0.01%+41413F-HRTimeline
Global Retirement Partners, LLC1,046$62.5K<0.01%-28513F-HRTimeline
DANSKE BANK A/S1,000$59.7K<0.01%-112,10813F-HRTimeline
Leonteq Securities AG967$57.7K<0.01%-1,03313F-HRTimeline
Torren Management, LLC932$55.7K0.03%13F-HRTimeline
Plato Investment Management Ltd867$52K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC874$52K<0.01%+50013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC860$51.4K<0.01%+16413F-HRTimeline
Smartleaf Asset Management LLC773$47.4K<0.01%-2,02613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC744$44.5K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO710$42.4K<0.01%+56413F-HRTimelineGroup
Bayforest Capital Ltd704$42K0.03%+53513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…617$36.8K<0.01%+30313F-HRTimelineGroup
EFG International AGin group EFG International AG530$31.6K<0.01%13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.490$29K0.01%013F-HRTimeline
Covestor Ltd488$29K0.02%-1,76613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK474$28.3K<0.01%+9513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…462$27.6K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.420$25.1K<0.01%+413F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…442$24.8K<0.01%013F-HRTimelineGroup
PFS Partners, LLC400$23.9K0.01%013F-HRTimeline
Root Financial Partners, LLC395$23.6K<0.01%+4613F-HRTimeline
Parkside Financial Bank & Trust386$23.1K<0.01%+5013F-HRTimeline
Smithfield Trust Co371$22K<0.01%-313F-HRTimeline
Clearstead Advisors, LLC344$20.5K<0.01%-1,04713F-HRTimeline
Greenline Wealth Management LLC317$18.9K0.02%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.302$18K<0.01%13F-HRTimeline
Strategic Advocates LLC293$18K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC266$15.9K0.01%new13F-HRTimeline
Signature Equity Partners, LLC231$13.8K0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.211$12.6K<0.01%+11213F-HRTimelineGroup
Larson Financial Group LLC184$11K<0.01%new13F-HRTimeline