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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
Wiser Advisor Group LLC177$7.54K0.01%+15113F-HRTimeline
Basecamp Wealth Advisors LLC171$7.28K<0.01%+8813F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC163$6.94K<0.01%new13F-HRTimeline
LRI Investments, LLC156$6.66K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management156$6.64K<0.01%-913F-HRTimelineGroup
Sachetta, LLC150$6.38K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC145$6K<0.01%+1113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.122$5.19K<0.01%-1013F-HRTimelineGroup
North Star Investment Management Corp.105$4.47K<0.01%+9613F-HRTimeline
Missouri Trust & Investment Co104$4.43K<0.01%013F-HRTimeline
HM PAYSON & CO100$4.26K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC100$4.26K<0.01%013F-HRTimeline
MCF Advisors LLC86$3.66K<0.01%-3413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…78$3.32K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC72$3.06K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.71$3.02K<0.01%+5913F-HRTimeline
Investors Portfolio Services LLC65$2.75K<0.01%+1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV60$2.55K<0.01%+1813F-HRTimeline
Sunbelt Securities, Inc.58$2.47K<0.01%013F-HRTimeline
IFM Investors Pty Ltd53$2.26K<0.01%new13F-HRTimeline
SHP Wealth Management52$2.21K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC49$2.09K<0.01%new13F-HRTimeline
Bogart Wealth, LLC45$1.92K<0.01%+3613F-HRTimeline
Clearstead Trust, LLC42$1.79K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.41$1.75K<0.01%+313F-HRTimeline
Medallion Wealth Advisors, LLC40$1.71K<0.01%013F-HRTimeline
2UniFi Bank35$1.49K<0.01%-6913F-HRTimeline
Marquette Asset Management, LLC34$1.45K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.34$1.45K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC34$1.45K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…32$1.36K<0.01%-213F-HRTimeline
Clearstead Advisors, LLC30$1.28K<0.01%-31413F-HRTimeline
Fortitude Family Office, LLC30$1.28K<0.01%+813F-HRTimeline
Valued Wealth Advisors LLC29$1.24K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC26$1.11K<0.01%+1613F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…22$936<0.01%new13F-HRTimeline
Park Place Capital Corp22$936<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.21$894<0.01%+513F-HRTimeline
Bay Harbor Wealth Management, LLC21$893<0.01%+1213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20$851<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC19$809<0.01%-5613F-HRTimeline
Manchester Capital Management LLC18$767<0.01%013F-HRTimeline
Salomon & Ludwin, LLC18$767<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.18$766<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.18$766<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.16$681<0.01%-613F-HRTimeline
Principia Wealth Advisory, LLC15$638<0.01%+1413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13$554<0.01%new13F-HRTimelineGroup
Bruce G. Allen Investments, LLC13$553<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.12$511<0.01%new13F-HRTimeline
Bare Financial Services, Inc12$511<0.01%new13F-HRTimeline
Kilter Group LLC11$469<0.01%new13F-HRTimeline
Asset Dedication, LLC10$426<0.01%013F-HRTimeline
Cromwell Holdings LLC10$426<0.01%new13F-HRTimeline
American Capital Advisory, LLC10$426<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$424<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS9$383<0.01%013F-HRTimeline
Rialto Wealth Management, LLC8$341<0.01%-313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8$340<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc8$340<0.01%013F-HRTimeline
Operose Advisors LLC8$340<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC6$255<0.01%-313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$171<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$128<0.01%new13F-HRTimeline
Hughes Financial Services, LLC3$128<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC2$86<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$79<0.01%-113F-HRTimeline
CURIO WEALTH, LLC1$43<0.01%new13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC0$9<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
Avion Wealth11$00%new13F-HRTimelineValue filed as zero, left out of ratios.