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Disclosery

PEGA PEGASYSTEMS INC

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Stock (common), issuer CIK 1013857

470 managers (486 13F filers) reported a position in PEGA shares at 2026-03-31, 92,757,554 shares in all. 92 filers opened a position and 83 filers sold out during the quarter.

Managers
470
13F filers
486
New
92
Added
210
Reduced
131
Sold out
83
Shares held by filers
92,757,554

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COMMONWEALTH EQUITY SERVICES, LLC23,316$992K<0.01%+12,11313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,224$988K0.01%+17,09913F-HRTimelineGroup
Fieldview Capital Management, LLC23,036$980K0.29%+14,01613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…22,872$973K<0.01%-6313F-HRTimeline
Integrated Wealth Concepts LLC22,449$955K0.01%+9,74713F-HRTimeline
State of Tennessee, Department of Treas…22,012$937K<0.01%013F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM22,000$936K<0.01%+30013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO21,993$936K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC21,845$930K0.01%-6,19013F-HRTimeline
BOKF, NAin group BOKF, NA21,381$910K0.01%+12,16913F-HRTimelineGroup
Entropy Technologies, LP21,262$905K0.04%new13F-HRTimeline
Penn Capital Management Company, LLC20,503$889K0.07%+88013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP20,172$859K0.01%new13F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC19,986$851K0.09%+7,36713F-HRTimeline
Pallas Capital Advisors LLC19,350$824K0.03%-7,39613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,313$822K0.02%new13F-HR/ATimeline
NewEdge Advisors, LLC19,145$815K<0.01%-24713F-HR/ATimeline
Buckland Partners Management Co LLC19,000$809K0.49%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,820$801K<0.01%-36,88513F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND18,700$796K0.01%+40013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,092$770K<0.01%+10,44313F-HRTimelineGroup
Merit Financial Group, LLC18,081$770K0.01%+49713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD18,000$766K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP19,944$729K0.01%+97813F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…16,797$715K0.02%013F-HRTimelineGroup
SG Americas Securities, LLC16,763$713K<0.01%-4,59813F-HRTimeline
Atria Investments, Inc16,662$709K0.01%+10513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,536$707K<0.01%+13,55013F-HRTimelineGroup
Lisanti Capital Growth, LLC16,415$699K0.18%-77,11113F-HRTimeline
Snowden Capital Advisors LLC16,351$696K0.02%+7,90513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC16,317$694K0.01%+11,53113F-HRTimelineGroup
Odyssean, LLC16,285$693K0.25%+4,11013F-HRTimeline
WCG Wealth Advisors LLC16,033$682K0.02%-31013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…15,753$670K<0.01%+89213F-HRTimelineGroup
Horizon Investments, LLC15,648$666K0.01%+12,55613F-HRTimeline
XPONANCE LLC15,427$657K<0.01%+3,19313F-HRTimeline
INCEPTIONR LLC14,525$618K0.15%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC14,410$613K0.18%-16,39413F-HRTimeline
Y-Intercept (Hong Kong) Ltd14,115$601K0.01%new13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding14,006$596K-40,529Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC13,994$596K<0.01%+11813F-HRTimeline
Impact Partnership Wealth, LLC13,627$580K0.07%+5,26713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,465$573K<0.01%-5,78913F-HRTimelineGroup
NorthRock Partners, LLC13,427$571K0.01%new13F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding13,155$560K-71,689Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,875$548K<0.01%-18,21313F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC12,865$548K0.01%new13F-HRTimeline
State of Wyoming12,709$541K0.06%+42313F-HRTimeline
PEAK6 LLCin group PEAK6 LLC12,060$513K0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC12,056$513K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC11,884$506K0.01%-3,72113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11,882$506K0.04%new13F-HRTimeline
Inscription Capital, LLC11,618$494K0.05%+6,46713F-HRTimeline
Schonfeld Strategic Advisors LLC11,605$494K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,507$490K<0.01%+7,70613F-HRTimelineGroup
DIVERSIFIED TRUST CO11,364$484K0.01%+35013F-HRTimeline
Unique Wealth Strategies, LLC11,318$482K0.2%+44713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…11,214$477K<0.01%+3,18713F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd11,186$476K0.01%-72113F-HRTimelineGroup
Sanctuary Advisors, LLC10,893$464K<0.01%+2,69913F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P10,718$456K0.01%-40,89113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…10,716$456K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.10,464$445K0.05%-1,64313F-HRTimeline
EP Wealth Advisors, LLC10,417$443K<0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…10,377$442K<0.01%+2,47513F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT10,324$439K<0.01%+4,05413F-HRTimeline
denkapparat Operations GmbH10,090$429K0.18%+6,03013F-HRTimeline
AVIVA PLCin group AVIVA PLC10,041$427K<0.01%-8,85113F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC9,992$425K0.01%+9,13213F-HR/ATimeline
Essential Partners LLC9,882$421K0.14%-76413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC9,871$420K<0.01%+1,93013F-HRTimelineGroup
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD9,715$413K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9,678$412K<0.01%+2,52013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …9,631$410K<0.01%-813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp9,599$409K<0.01%+56813F-HR/ATimelineGroup
Kings Path Partners LLC9,601$409K0.14%new13F-HR/ATimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…9,590$408K0.19%+18413F-HRTimelineGroup
Farther Finance Advisors, LLC9,458$400K<0.01%+61313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,373$399K<0.01%+5,62913F-HRTimelineGroup
Sowell Financial Services LLC9,242$393K0.01%-22613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\9,174$390K<0.01%+94613F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd8,830$376K0.01%new13F-HRTimelineGroup
State of Alaska, Department of Revenue8,726$371K<0.01%-28013F-HRTimeline
EntryPoint Capital, LLC8,588$366K0.11%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP8,551$364K<0.01%new13F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP8,359$356K0.03%-13,20913F-HRTimeline
GSA CAPITAL PARTNERS LLP8,244$351K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,206$349K<0.01%+7,33213F-HRTimelineGroup
PRINCETON CAPITAL MANAGEMENT LLC8,000$340K0.09%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,901$336K<0.01%-47713F-HRTimelineGroup
Sequoia Financial Advisors, LLC7,823$333K<0.01%-39513F-HRTimeline
COOKSON PEIRCE & CO INC7,806$332K0.01%-222,58513F-HRTimeline
BRIGHTON JONES LLC7,525$320K0.01%new13F-HR/ATimeline
HighTower Advisors, LLC7,520$320K<0.01%+25713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,292$310K0.01%+6,54813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC7,251$309K0.02%+11513F-HRTimeline
Krilogy Financial LLC6,955$301K0.01%-2,04213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …6,998$298K<0.01%+5,61013F-HRTimelineGroup
Advisor Resource Council6,795$289K0.11%+1,01013F-HRTimeline
Callan Family Office, LLC6,730$286K0.01%+31713F-HRTimeline
Kera Capital Partners, Inc.6,705$285K0.04%+1,16513F-HRTimeline
Private Advisor Group, LLC6,691$285K<0.01%-4,17213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,679$284K0.01%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC6,635$282K<0.01%-40,84713F-HRTimeline
Chicago Partners Investment Group LLC7,382$277K0.01%+2,89513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,338$270K<0.01%+2,39913F-HRTimelineGroup
CHOREO, LLC6,298$268K<0.01%+2,20113F-HRTimeline
Vise Technologies, Inc.4,404$263K0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.6,110$260K<0.01%+2,96813F-HRTimelineGroup
Baker Avenue Asset Management, LP6,047$257K0.01%new13F-HRTimeline
HB Wealth Management, LLC6,026$256K<0.01%new13F-HRTimeline
Bull Harbor Capital LLC5,974$254K0.07%13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,866$250K0.05%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC5,836$248K0.01%new13F-HRTimeline
American Trust5,734$244K0.02%-78613F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS5,502$234K<0.01%new13F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC5,496$234K<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC5,434$230K<0.01%+1,90813F-HRTimeline
CIBC Asset Management Inc5,286$225K<0.01%013F-HRTimeline
Parallel Advisors, LLC5,228$223K<0.01%+1,54013F-HR/ATimeline
Foundations Investment Advisors, LLC5,218$222K<0.01%+1,50913F-HRTimeline
RETIREMENT GUYS FORMULA LLC5,205$222K0.1%+1,51313F-HRTimeline
Mariner, LLCin group Mariner, LLC5,200$221K<0.01%new13F-HRTimelineGroup
Bayforest Capital Ltd5,115$218K0.24%+4,41113F-HRTimeline
NorthCrest Asset Manangement, LLC5,102$217K0.01%-6,29613F-HRTimeline
Frank, Rimerman Advisors LLC5,062$215K0.01%+1913F-HRTimeline
Dakota Wealth Management5,025$214K<0.01%-27013F-HR/ATimeline
Sagewood Asset Management LP5,014$213K0.07%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,937$210K<0.01%-1,49613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,903$209K<0.01%new13F-HRTimeline
Utah Retirement Systems4,902$209K<0.01%+30213F-HRTimeline
GLOBEFLEX CAPITAL L P4,900$209K0.03%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,844$206K0.03%new13F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC4,740$202K<0.01%new13F-HRTimelineGroup
DekaBank Deutsche Girozentrale4,634$198K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,328$184K<0.01%-80213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4,282$182K<0.01%+2,11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GAMMA Investing LLC4,272$182K0.01%+1,96313F-HRTimeline
Neo Ivy Capital Management4,215$179K0.05%new13F-HRTimeline
IFP Advisors, Inc4,000$170K<0.01%-1,32613F-HRTimeline
Truvestments Capital LLC3,990$170K0.03%+33613F-HRTimeline
MAI Capital Management3,498$149K<0.01%+2,39813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,472$148K<0.01%-54513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,254$138K<0.01%-1,41413F-HR/ATimelineGroup
Versant Capital Management, Inc3,182$135K0.01%+1,06713F-HRTimeline
KBC Group NVin group KBC Group NV2,990$127K<0.01%013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,942$125K0.01%+1,46913F-HRTimelineGroup
LANARK FINANCIAL, INC.2,917$124K0.01%+89313F-HRTimeline
TD Waterhouse Canada Inc.2,328$98.4K<0.01%+78713F-HRTimeline
Sterling Capital Management LLC2,289$97.4K<0.01%-1,35513F-HRTimeline
Arax Advisory Partners2,248$95.7K<0.01%-2,13613F-HRTimeline
Eurizon Capital SGR S.p.A.2,292$95K<0.01%013F-HRTimeline
Blue Trust, Inc.2,228$94.8K<0.01%+1,13213F-HRTimeline
STRS OHIO2,208$94K<0.01%+12513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,063$87.8K<0.01%+77713F-HRTimeline
Parkside Financial Bank & Trust1,757$74.8K0.01%+1,37113F-HRTimeline
SIGNATUREFD, LLC1,753$74.6K<0.01%+49513F-HRTimeline
Raleigh Capital Management Inc.1,719$73.2K0.03%+9113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,685$71.7K<0.01%+1,66513F-HRTimeline
UMB Bank, n.a.1,618$68.9K<0.01%+51313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP1,558$66.3K<0.01%-4913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,493$63.5K<0.01%+1,01913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,278$54.4K<0.01%-3,48613F-HRTimeline
Asset Management One Co., Ltd.1,079$45.9K<0.01%-28713F-HRTimeline
Innovative Asset Advisors Group, LLC1,079$45.9K0.03%13F-HRTimeline
True Wealth Design, LLC1,057$45K0.01%-5613F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC1,016$43.2K0.02%-41413F-HRTimelineGroup
Signature Equity Partners, LLC929$39.5K0.02%+69813F-HRTimeline
Aster Capital Management (DIFC) Ltd473$32.9K0.01%-1,20913F-HRTimeline
Smartleaf Asset Management LLC773$32.1K<0.01%013F-HRTimeline
Quarry LP683$29.1K0.01%new13F-HRTimeline
MATHER GROUP, LLC.590$25.1K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.583$24.8K<0.01%-51913F-HRTimeline
HAZLETT, BURT & WATSON, INC.490$21K0.01%013F-HRTimeline
Strategic Advocates LLC492$20.9K0.09%+19913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…462$19.5K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…442$18.8K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC429$18.3K<0.01%-91313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.419$17.8K<0.01%+20813F-HRTimelineGroup
Financial Management Professionals, Inc.416$17.7K<0.01%-413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC405$17.2K<0.01%+32513F-HRTimeline
Cornerstone Planning Group LLC455$16.8K<0.01%new13F-HRTimeline
Covestor Ltd372$16K0.01%-11613F-HRTimeline
SUMMIT SECURITIES GROUP LLC375$16K0.01%new13F-HRTimeline
Centerpoint Advisors, LLC304$13K<0.01%new13F-HRTimeline
Root Financial Partners, LLC279$11.9K<0.01%-11613F-HRTimeline
Leonteq Securities AG262$11.2K<0.01%-70513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors258$11K<0.01%+15013F-HRTimelineGroup
PROFFITT & GOODSON INC250$10.6K<0.01%new13F-HRTimeline
WealthCollab, LLC247$10.5K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc245$10.4K<0.01%+7713F-HRTimeline
FIRST HORIZON CORP233$9.92K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.228$9.7K<0.01%+8413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO214$9.11K<0.01%-49613F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB214$9.11K<0.01%+18813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC211$8.96K<0.01%+15713F-HRTimeline
Larson Financial Group LLC200$8.51K<0.01%+1613F-HRTimeline
PFS Partners, LLC193$8.21K<0.01%-20713F-HRTimeline
CVA Family Office, LLC193$8.21K<0.01%+17013F-HRTimeline
JPL Wealth Management, LLC179$7.62K<0.01%new13F-HR/ATimeline