PegasystemsPEGA
13F holders, Q1 2024 (March 31)266holders
10famous investors
$64.28avg. 13F price*
At the end of Q1 2024, 266 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings. The largest holders were Bares Capital Management, Inc. ($360.5M), Vanguard Group Inc. ($347.1M) and Capital Research Global Investors ($232.9M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $103.6M |
| Exits | 24 | $10.9M |
Ownership 266 holders
| Bares Capital Management, Inc. | 14.31% | Reduce -4.9% | 5,576,826 | $360.5M |
| Vanguard Group Inc. | 0.01% | Add +4.9% | 5,369,237 | $347.1M |
| Capital Research Global Investors | 0.05% | Reduce -17.5% | 3,602,856 | $232.9M |
| TPG GP A, LLC | 3.49% | Reduce -14.4% | 2,819,653 | $182.3M |
| BlackRock Inc. | 0.00% | Add +5.9% | 2,606,630 | $168.5M |
| Cadian Capital Management, LP | 2.02% | Reduce -40.5% | 880,000 | $56.9M |
| State Street Corp. | 0.00% | Add +3.4% | 859,977 | $55.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 750,128 | $48.5M |
| Federated Hermes, Inc. | 0.11% | Reduce -8.6% | 720,990 | $46.6M |
| Luxor Capital Group, LP | 6.28% | Reduce -49.9% | 634,078 | $41.0M |
| Ranger Investment Management, L.P. | 2.25% | Reduce -13.6% | 540,412 | $34.9M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | New | 538,370 | $34.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Reduce -24.5% | 714,409 | $33.0M |
| Acadian Asset Management LLC | 0.11% | Add +77.8% | 499,532 | $32.3M |
| Norges Bank | 0.00% | Add +2.7% | 479,020 | $31.0M |
| Fisher Asset Management | 0.01% | Reduce -0.8% | 477,791 | $30.9M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +165.3% | 463,874 | $30.0M |
| Harber Asset Management LLC | 6.72% | Add +1.8% | 423,249 | $27.4M |
| Morgan Stanley | 0.00% | Add +11.0% | 388,281 | $25.1M |
| Millennium Management | 0.02% | Add +30.3% | 360,436 | $23.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 3.64% | Add +6.4% | 347,500 | $22.5M |
| Woodline Partners LP | 0.20% | Reduce -19.8% | 333,354 | $21.5M |
| Los Angeles Capital Management LLC | 0.07% | Add +0.6% | 327,107 | $21.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 323,842 | $20.9M |
| First Trust Advisors LP | 0.02% | Add +82.2% | 306,346 | $19.8M |
| Walleye Capital LLC | 0.23% | Add +2961.0% | 304,382 | $19.7M |
| AQR Capital Management | 0.03% | Add +24.2% | 271,269 | $17.5M |
| Qube Research & Technologies Ltd | 0.03% | Add +33.7% | 265,476 | $17.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -6.0% | 256,254 | $16.6M |
| Scopia Capital Management LP | 2.01% | Reduce -14.3% | 242,741 | $15.7M |
| Cubist Systematic Strategies, LLC | 0.18% | Add +3.9% | 241,632 | $15.6M |
| Boston Partners | 0.02% | Reduce -2.1% | 240,205 | $15.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 214,574 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 209,906 | $13.6M |
| Bank of America Corp. | 0.00% | Add +107.8% | 202,011 | $13.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +79.9% | 188,103 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.8% | 186,177 | $12.0M |
| FMR LLC | 0.00% | Add +262.6% | 182,567 | $11.8M |
| Allianz Asset Management GmbH | 0.02% | Add +451.7% | 154,193 | $10.0M |
| Algert Global LLC | 0.34% | Add +364.1% | 135,942 | $8.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +309.5% | 130,281 | $8.4M |
| Squarepoint Ops LLC | 0.03% | Reduce -0.0% | 129,325 | $8.4M |
| Twin Tree Management, LP | 0.19% | New | 127,660 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Add +43.6% | 125,394 | $8.1M |
| Bessemer Group Inc. | 0.01% | No change | 123,320 | $8.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +37.5% | 120,088 | $7.8M |
| Crestline Management, L.P. | 0.72% | Add +154.4% | 117,043 | $7.6M |
| Deutsche Bank AG | 0.00% | Add +8.5% | 116,049 | $7.5M |
| Sei Investments Co. | 0.01% | Reduce -15.5% | 110,934 | $7.2M |
| Dimensional Fund Advisors LP | 0.00% | New | 106,485 | $6.9M |
| Jupiter Asset Management Ltd. | 0.07% | Add +95.6% | 106,416 | $6.9M |
| Lazard Asset Management LLC | 0.01% | Add +620.5% | 105,087 | $6.8M |
| Renaissance Technologies | 0.01% | Add +131.3% | 103,224 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1005.5% | 101,296 | $6.5M |
| Royal Bank of Canada | 0.00% | Reduce -8.3% | 99,330 | $6.4M |
| Man Group plc | 0.02% | Add +5.5% | 99,253 | $6.4M |
| Natixis | 0.03% | Add +200.1% | 97,093 | $6.3M |
| Marshall Wace, LLP | 0.01% | New | 95,574 | $6.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +26.3% | 91,334 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 91,544 | $5.9M |
| Barclays PLC | 0.00% | Add +233.2% | 90,721 | $5.9M |
| Gotham Asset Management | 0.09% | Add +48.1% | 87,414 | $5.7M |
| FIL Ltd | 0.01% | Reduce -79.3% | 85,083 | $5.5M |
| Swiss National Bank | 0.00% | Add +0.5% | 82,500 | $5.3M |
| Trexquant Investment LP | 0.10% | Add +2.8% | 77,406 | $5.0M |
| Schroder Investment Management Group | 0.01% | New | 66,372 | $4.3M |
| Credit Suisse AG/ | 0.00% | Add +2.6% | 64,618 | $4.2M |
| Danske Bank A/S | 0.01% | — | 64,025 | $4.1M |
| Quadrature Capital Ltd | 0.07% | Add +770.5% | 61,702 | $4.0M |
| Global IMC LLC | 0.90% | New | 60,095 | $3.9M |
| D. E. Shaw & Co. | 0.01% | Add +94.1% | 59,103 | $3.8M |
| Vontobel Holding Ltd. | 0.03% | Add +4.7% | 58,125 | $3.8M |
| Franklin Resources Inc. | 0.00% | New | 57,907 | $3.7M |
| Informed Momentum Co LLC | 0.56% | New | 56,038 | $3.6M |
| American Century Companies Inc. | 0.00% | New | 54,053 | $3.5M |
| CenterBook Partners LP | 0.24% | Reduce -18.0% | 53,955 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -23.3% | 53,790 | $3.5M |
| Bank of Nova Scotia | 0.01% | Add +137.0% | 52,219 | $3.4M |
| Rhumbline Advisers | 0.00% | Reduce -7.0% | 50,935 | $3.3M |
| Macquarie Group Ltd. | 0.00% | No change | 50,662 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.6% | 50,619 | $3.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | New | 48,698 | $3.1M |
| Holocene Advisors, LP | 0.01% | New | 47,356 | $3.1M |
| Crawford Investment Counsel Inc. | 0.06% | New | 46,030 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +604.9% | 45,832 | $3.0M |
| Prelude Capital Management, LLC | 0.20% | Reduce -26.2% | 44,527 | $2.9M |
| Tudor Investment Corporation | 0.04% | Add +18.6% | 44,201 | $2.9M |
| Mackenzie Financial Corp. | 0.00% | Add +5.2% | 43,369 | $2.8M |
| Legal & General Group Plc | 0.00% | Add +6.5% | 42,438 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.5% | 42,295 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -4.8% | 41,909 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -6.7% | 41,585 | $2.7M |
| Citigroup Inc. | 0.00% | Add +17.0% | 41,322 | $2.7M |
| Ironwood Investment Management LLC | 1.30% | Reduce -2.8% | 41,309 | $2.7M |
| National Bank of Canada | 0.00% | New | 42,300 | $2.6M |
| ClariVest Asset Management LLC | 0.27% | Add +113.2% | 39,569 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -87.5% | 39,496 | $2.6M |
| Martingale Asset Management L P | 0.05% | Add +25.4% | 38,783 | $2.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -11.6% | 38,704 | $2.5M |
| UBS Group AG | 0.00% | Reduce -14.4% | 37,548 | $2.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +6.1% | 49,541 | $2.4M |
| Icon Advisers Inc. | 0.49% | No change | 35,000 | $2.2M |
| HRT Financial LP | 0.01% | Add +325.6% | 33,653 | $2.2M |
| Victory Capital Management Inc. | 0.00% | Add +522.4% | 32,882 | $2.1M |
| Susquehanna Fundamental Investments, LLC | 0.10% | New | 31,521 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Reduce -11.1% | 29,728 | $1.9M |
| Engineers Gate Manager LP | 0.05% | Add +75.8% | 28,828 | $1.9M |
| Boothbay Fund Management, LLC | 0.06% | Reduce -19.6% | 28,036 | $1.8M |
| Teacher Retirement System of Texas | 0.01% | Add +128.1% | 27,281 | $1.8M |
| Capital Impact Advisors, LLC | 2.28% | Reduce -4.2% | 27,128 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -31.4% | 26,891 | $1.7M |
| Campbell & CO Investment Adviser LLC | 0.15% | Reduce -67.8% | 26,071 | $1.7M |
| L. Roy Papp & Associates, LLP | 0.19% | Reduce -2.7% | 25,155 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Add +9.8% | 24,929 | $1.6M |
| Comerica Bank | 0.01% | Add +2166.3% | 24,589 | $1.6M |
| Abacus FCF Advisors LLC | 0.37% | New | 23,164 | $1.5M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -13.7% | 22,914 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +33.8% | 22,801 | $1.5M |
| Cornercap Investment Counsel Inc. | 0.22% | Add +1.1% | 22,052 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Add +419.1% | 21,800 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 21,508 | $1.4M |
| Jump Financial, LLC | 0.04% | Add +42.5% | 20,700 | $1.3M |
| Ieq Capital, LLC | 0.02% | Reduce -0.0% | 19,372 | $1.3M |
| Inspire Investing, LLC | 0.13% | Add +141.4% | 18,990 | $1.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.7% | 18,719 | $1.2M |
| Pearl River Capital, LLC | 0.18% | Add +248.2% | 18,035 | $1.2M |
| Edgestream Partners, L.P. | 0.06% | New | 17,961 | $1.2M |
| Voya Investment Management LLC | 0.00% | Reduce -3.4% | 17,721 | $1.1M |
| Amundi | 0.00% | Add +465.1% | 18,971 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.6% | 16,323 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 15,900 | $1.0M |
| Twinbeech Capital LP | 0.02% | New | 15,591 | $1.0M |
| Gsa Capital Partners LLP | 0.08% | Reduce -57.6% | 15,254 | $986K |
| Lecap Asset Management Ltd. | 0.20% | New | 15,082 | $975K |
| Duality Advisers, LP | 0.09% | Add +2.7% | 13,690 | $885K |
| Commerce Bank | 0.01% | Reduce -0.3% | 13,259 | $857K |
| Quent Capital, LLC | 0.10% | Reduce -0.0% | 12,843 | $830K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,722 | $758K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -9.9% | 11,717 | $757K |
| Jefferies Financial Group Inc. | 0.02% | New | 11,633 | $752K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -51.1% | 11,553 | $747K |
| Artal Group S.A. | 0.02% | No change | 11,500 | $743K |
| Arizona State Retirement System | 0.01% | Reduce -1.3% | 11,482 | $742K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +13.4% | 11,355 | $734K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -18.6% | 11,125 | $719K |
| STRS Ohio | 0.00% | Reduce -30.0% | 11,072 | $715K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +74.7% | 10,951 | $708K |
| Hillsdale Investment Management Inc. | 0.06% | Reduce -1.8% | 10,750 | $695K |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -16.4% | 10,700 | $692K |
| Wellington Management Group LLP | 0.00% | New | 10,526 | $680K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +43.2% | 10,459 | $676K |
| Dynamic Technology Lab Private Ltd | 0.07% | Reduce -45.5% | 10,456 | $676K |
| Numerai GP LLC | 0.29% | New | 10,220 | $661K |
| Brevan Howard Capital Management LP | 0.06% | Add +9.3% | 9,967 | $644K |
| Point72 Asset Management | 0.00% | Add +772.7% | 9,600 | $621K |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.2% | 9,543 | $617K |
| Guggenheim Capital LLC | 0.00% | Reduce -7.9% | 9,197 | $594K |
| Handelsbanken Fonder AB | 0.00% | No change | 8,944 | $578K |
| Diversified Trust Co. | 0.02% | No change | 8,731 | $564K |
| Seaport Global Advisors, LLC | 1.08% | Reduce -56.1% | 8,265 | $534K |
| Wells Fargo & Company | 0.00% | Reduce -64.1% | 7,717 | $499K |
| Verition Fund Management LLC | 0.01% | Add +81.6% | 7,505 | $485K |
| Quantum Portfolio Management LLC | 0.27% | New | 7,332 | $474K |
| Point72 (DIFC) Ltd | 0.03% | — | 6,916 | $447K |
| Cwm, LLC | 0.00% | Add +456.6% | 6,907 | $446K |
| Unique Wealth Strategies, LLC | 0.22% | New | 6,884 | $445K |
| Sherbrooke Park Advisers LLC | 0.09% | Reduce -60.7% | 6,752 | $436K |
| Lombard Odier Asset Management (USA) Corp | 0.06% | New | 6,575 | $425K |
| XTX Topco Ltd | 0.06% | New | 6,534 | $422K |
| Maverick Capital | 0.01% | New | 6,494 | $420K |
| Savant Capital, LLC | 0.00% | New | 6,488 | $419K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 5,999 | $388K |
| Balyasny Asset Management L.P. | 0.00% | New | 5,997 | $388K |
| State of Wyoming | 0.06% | Add +58.4% | 5,812 | $376K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.7% | 5,798 | $375K |
| Vinva Investment Management Ltd | 0.02% | Add +33.7% | 3,734 | $370K |
| New York Life Investment Management LLC | 0.00% | Reduce -23.7% | 5,436 | $351K |
| Alps Advisors Inc. | 0.00% | New | 5,370 | $347K |
| Xponance LLC | 0.00% | Reduce -4.8% | 5,314 | $343K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,018 | $324K |
| Graham Capital Management, L.P. | 0.02% | New | 4,885 | $316K |
| Wedbush Securities Inc. | 0.01% | Reduce -33.5% | 4,652 | $301K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $300K |
| Contravisory Investment Management, Inc. | 0.07% | No change | 4,618 | $299K |
| Corton Capital Inc. | 0.11% | New | 4,579 | $296K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 4,487 | $290K |
| Asset Management One Co., Ltd. | 0.00% | Add +262.3% | 4,355 | $282K |
| US Bancorp \de | 0.00% | Reduce -22.4% | 4,281 | $277K |
| Pathstone Holdings, LLC | 0.00% | New | 4,251 | $275K |
| Principal Financial Group Inc. | 0.00% | Reduce -11.1% | 4,184 | $270K |
| Princeton Capital Management LLC | 0.09% | New | 4,000 | $259K |
| Virtus Investment Advisers, LLC | 0.18% | No change | 3,836 | $248K |
| New York State Teachers Retirement System | 0.00% | Add +116.8% | 3,786 | $245K |
| Bank of Montreal | 0.00% | New | 3,618 | $234K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -6.1% | 3,530 | $228K |
| State of Wisconsin Investment Board | 0.00% | Reduce -40.3% | 3,313 | $214K |
| Teza Capital Management LLC | 0.03% | Reduce -70.5% | 3,309 | $214K |
| Optimist Retirement Group LLC | 0.11% | New | 3,269 | $211K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.6% | 3,262 | $211K |
| EntryPoint Capital, LLC | 0.19% | New | 3,238 | $209K |
| Range Financial Group LLC | 0.11% | New | 3,229 | $209K |
| Advisory Services Network, LLC | 0.00% | Reduce -9.5% | 3,100 | $200K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,096 | $200K |
| Vise Technologies, Inc. | 0.04% | New | 3,096 | $200K |
| Harvest Fund Management Co., Ltd | 0.02% | Add +234.9% | 3,058 | $198K |
| Amalgamated Bank | 0.00% | Reduce -67.7% | 2,788 | $180K |
| State of Tennessee, Department of Treasury | 0.00% | Add +21.9% | 2,693 | $174K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 2,549 | $165K |
| AlphaQuest LLC | 0.03% | Reduce -68.4% | 2,485 | $161K |
| Cambridge Trust Co. | 0.00% | Reduce -50.0% | 2,000 | $129K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.1% | 1,917 | $120K |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.1% | 1,646 | $106K |
| Covestor Ltd | 0.05% | Add +633.9% | 1,233 | $80K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +80.9% | 1,163 | $75K |
| KBC Group NV | 0.00% | No change | 1,008 | $65K |
| Parallel Advisors, LLC | 0.00% | Reduce -13.9% | 977 | $63K |
| Headlands Technologies LLC | 0.01% | Add +64.0% | 869 | $56K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 744 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.6% | 732 | $47K |
| Virtus Fund Advisers, LLC | 0.16% | Add +18.8% | 713 | $46K |
| Signaturefd, LLC | 0.00% | No change | 700 | $45K |
| American International Group, Inc. | 0.00% | Reduce -1.4% | 699 | $45K |
| Parkside Financial Bank & Trust | 0.01% | Add +11.3% | 590 | $38K |
| Spire Wealth Management | 0.00% | No change | 500 | $32K |
| Guinness Atkinson Asset Management Inc | 0.01% | Reduce -25.0% | 474 | $31K |
| Quarry LP | 0.01% | Reduce -28.4% | 428 | $28K |
| Quadrant Capital Group LLC | 0.00% | Reduce -27.2% | 370 | $24K |
| Leonteq Securities AG | 0.00% | Add +16.7% | 350 | $23K |
| UMB Bank, n.a. | 0.00% | No change | 305 | $20K |
| CI Investments Inc. | 0.00% | Add +23.2% | 276 | $18K |
| Hexagon Capital Partners LLC | 0.00% | Add +180.4% | 272 | $18K |
| CIBC Private Wealth Group LLC | 0.00% | New | 260 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | New | 226 | $15K |
| PFS Partners, LLC | 0.01% | No change | 200 | $13K |
| Kelly Financial Services LLC | 0.00% | No change | 200 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.5% | 194 | $13K |
| Mather Group, Llc. | 0.00% | New | 254 | $12K |
| Meeder Asset Management Inc. | 0.00% | New | 160 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 159 | $9K |
| Aspect Partners, LLC | 0.01% | No change | 109 | $7K |
| Bell Investment Advisors, Inc | 0.00% | Add +26.0% | 97 | $6K |
| GAMMA Investing LLC | 0.00% | Add +218.5% | 86 | $6K |
| Smartleaf Asset Management LLC | 0.00% | New | 79 | $5K |
| LRI Investments, LLC | 0.00% | — | 78 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 67 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 52 | $3K |
| HM Payson & Co. | 0.00% | No change | 50 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 48 | $3K |
| Crewe Advisors LLC | 0.00% | No change | 41 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 28 | $2K |
| Globeflex Capital L P | 0.00% | No change | 22 | $1K |
| Rise Advisors, LLC | 0.00% | Reduce -42.9% | 20 | $1K |
| Transcendent Capital Group LLC | 0.00% | No change | 20 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 19 | $1K |
| Elequin Capital, LP | 0.00% | New | 18 | $1K |
| Venturi Wealth Management, LLC | 0.00% | New | 18 | $1K |
| IFP Advisors, Inc | 0.00% | New | 18 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 1 | $1K |
| Arax Advisory Partners | 0.00% | No change | 10 | $653 |
| Raleigh Capital Management Inc. | 0.00% | Add +100.0% | 10 | $646 |
| Allworth Financial LP | 0.00% | Reduce -25.0% | 6 | $388 |
| Anfield Capital Management, LLC | 0.00% | New | 5 | $323 |
| Versant Capital Management, Inc | 0.00% | No change | 5 | $323 |
| Sound Income Strategies, LLC | 0.00% | No change | 4 | $259 |
| Huntington National Bank | 0.00% | No change | 1 | $65 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.