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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
Bell Investment Advisors, Inc168$10K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management165$9.86K<0.01%-39413F-HRTimelineGroup
LRI Investments, LLC156$9.34K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.144$8.6K<0.01%+3213F-HRTimeline
Capital Advisors, Ltd. LLC134$8K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.132$7.88K<0.01%-3113F-HRTimelineGroup
KERR FINANCIAL PLANNING Corp200$7.71K0.01%new13F-HR/ATimeline
MCF Advisors LLC120$7.17K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors108$6.45K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co104$6.21K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC104$6.21K<0.01%13F-HRTimeline
2UniFi Bank104$6.21K<0.01%new13F-HRTimeline
HM PAYSON & CO100$5.97K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$5.97K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC83$4.96K<0.01%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC80$4.78K<0.01%+1613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…78$4.66K<0.01%+413F-HRTimelineGroup
Altshuler Shaham Ltd75$4.48K<0.01%-313F-HRTimeline
JFS WEALTH ADVISORS, LLC75$4.48K<0.01%+3113F-HRTimeline
Private Wealth Management Group, LLC72$4.3K<0.01%-213F-HRTimeline
ORG Partners LLC70$4.18K<0.01%013F-HRTimeline
Elyxium Wealth, LLC68$4.06K<0.01%new13F-HRTimeline
Motiv8 Investments LLC63$4K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.58$3.46K<0.01%-18013F-HRTimeline
Cape Investment Advisory, Inc.57$3.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC54$3.24K<0.01%013F-HRTimeline
Investors Portfolio Services LLC49$2.96K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV42$2.51K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC40$2.39K<0.01%013F-HRTimeline
Battery Global Advisors, LLC40$2.39K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.38$2.27K<0.01%-213F-HRTimeline
SageView Advisory Group, LLC35$2.09K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.34$2.03K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…34$2.03K<0.01%13F-HRTimeline
OPTIMA CAPITAL LLC33$1.97K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC27$1.61K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC26$1.55K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB26$1.55K<0.01%013F-HRTimeline
CVA Family Office, LLC23$1.37K<0.01%013F-HRTimeline
Fortitude Family Office, LLC22$1.31K<0.01%-813F-HRTimeline
Park Place Capital Corp22$1.31K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.22$1.31K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC20$1.19K<0.01%new13F-HRTimeline
Manchester Capital Management LLC18$1.07K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC18$1.06K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.16$956<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.12$717<0.01%013F-HRTimeline
Rialto Wealth Management, LLC11$657<0.01%+213F-HRTimeline
Asset Dedication, LLC10$598<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$597<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC10$597<0.01%13F-HR/ATimeline
HFM Investment Advisors, LLC9$538<0.01%013F-HRTimeline
North Star Investment Management Corp.9$537<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS9$537<0.01%new13F-HRTimeline
Bogart Wealth, LLC9$537<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC9$537<0.01%+213F-HRTimeline
AdvisorNet Financial, Inc8$478<0.01%013F-HRTimeline
United Financial Planning Group LLC6$358<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$239<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.2$119<0.01%013F-HRTimeline
Dunhill Financial, LLC2$112<0.01%new13F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1$63<0.01%new13F-HRTimelineGroup
Principia Wealth Advisory, LLC1$60<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC0$12<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.