PegasystemsPEGA
13F holders, Q2 2024 (June 30)280holders +14
53new positions
39sold out
10famous investors
$60.52avg. 13F price*
At the end of Q2 2024, 280 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 14 from Q1 2024. 53 opened new positions and 39 sold out. The largest holders were Vanguard Group Inc. ($330.5M), Bares Capital Management, Inc. ($329.8M) and Capital Research Global Investors ($184.4M). 10 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.1% 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $108.4M |
| Exits | 39 | $94.4M |
All 13F filers, Q1 2024 → Q2 2024: 5,807,096 shares bought and 5,261,039 shares sold, net +546,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Vanguard Group Inc. | 0.01% | Add +1.7% | 5,460,632 | $330.5M |
| Bares Capital Management, Inc. | 15.86% | Reduce -2.3% | 5,447,866 | $329.8M |
| Capital Research Global Investors | 0.04% | Reduce -15.4% | 3,046,646 | $184.4M |
| BlackRock Inc. | 0.00% | Add +3.3% | 2,692,329 | $163.0M |
| TPG GP A, LLC | 2.38% | Reduce -10.5% | 2,522,349 | $152.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.18% | — | 1,216,117 | $73.6M |
| Pacer Advisors, Inc. | 0.16% | New | 1,122,882 | $68.0M |
| State Street Corp. | 0.00% | Add +3.3% | 888,073 | $53.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 793,381 | $48.0M |
| Luxor Capital Group, LP | 6.72% | Add +7.9% | 683,939 | $41.4M |
| Fuller & Thaler Asset Management, Inc. | 0.18% | Add +26.8% | 682,871 | $41.3M |
| Federated Hermes, Inc. | 0.09% | Reduce -12.2% | 633,407 | $38.3M |
| Woodline Partners LP | 0.36% | Add +86.7% | 622,356 | $37.7M |
| AQR Capital Management | 0.05% | Add +104.5% | 554,777 | $33.4M |
| First Trust Advisors LP | 0.03% | Add +78.9% | 548,123 | $33.2M |
| Acadian Asset Management LLC | 0.10% | Add +6.9% | 533,948 | $32.3M |
| Ranger Investment Management, L.P. | 2.20% | Reduce -1.3% | 533,507 | $32.3M |
| Norges Bank | 0.00% | Add +8.6% | 520,111 | $31.5M |
| Fisher Asset Management | 0.01% | Add +0.7% | 481,296 | $29.1M |
| Millennium Management | 0.02% | Add +31.9% | 475,610 | $28.8M |
| Harber Asset Management LLC | 7.68% | Add +11.3% | 471,188 | $28.5M |
| Scopia Capital Management LP | 3.57% | Add +64.0% | 398,122 | $24.1M |
| FMR LLC | 0.00% | Add +117.1% | 396,348 | $24.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +266.8% | 390,580 | $23.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +41.9% | 376,809 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Add +72.5% | 361,982 | $21.9M |
| Walleye Capital LLC | 0.24% | Add +15.5% | 351,516 | $21.3M |
| HERALD INVESTMENT MANAGEMENT Ltd | 3.44% | No change | 347,500 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.9% | 311,322 | $18.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.8% | 299,342 | $18.1M |
| Allianz Asset Management GmbH | 0.03% | Add +93.8% | 298,885 | $18.1M |
| Morgan Stanley | 0.00% | Reduce -27.0% | 283,475 | $17.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +4.4% | 267,525 | $16.2M |
| Boston Partners | 0.02% | Reduce -4.1% | 230,355 | $13.9M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 221,958 | $13.4M |
| D. E. Shaw & Co. | 0.02% | Add +243.8% | 203,170 | $12.3M |
| Trexquant Investment LP | 0.19% | Add +159.5% | 200,845 | $12.2M |
| Los Angeles Capital Management LLC | 0.04% | Reduce -41.9% | 190,033 | $11.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.6% | 186,897 | $11.3M |
| JPMorgan Chase & Co. | 0.00% | Add +46.5% | 183,746 | $11.1M |
| Cubist Systematic Strategies, LLC | 0.19% | Reduce -25.8% | 179,238 | $10.8M |
| Citadel Advisors | 0.01% | Add +323.8% | 167,395 | $10.1M |
| Gotham Asset Management | 0.13% | Add +85.0% | 161,721 | $9.8M |
| Tudor Investment Corporation | 0.10% | Add +240.5% | 150,490 | $9.1M |
| Panagora Asset Management Inc. | 0.04% | New | 125,547 | $7.6M |
| Squarepoint Ops LLC | 0.03% | Reduce -10.4% | 115,840 | $7.0M |
| Jupiter Asset Management Ltd. | 0.07% | Add +7.5% | 114,386 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +116.7% | 109,701 | $6.6M |
| Bank of America Corp. | 0.00% | Reduce -45.8% | 109,481 | $6.6M |
| Renaissance Technologies | 0.01% | Add +4.5% | 107,824 | $6.5M |
| Lazard Asset Management LLC | 0.01% | Reduce -0.6% | 104,501 | $6.3M |
| Prudential Financial Inc. | 0.01% | Add +127.2% | 104,132 | $6.3M |
| Mackenzie Financial Corp. | 0.01% | Add +124.7% | 97,427 | $5.9M |
| FIL Ltd | 0.01% | Add +9.6% | 93,284 | $5.6M |
| Franklin Resources Inc. | 0.00% | Add +58.2% | 91,598 | $5.5M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -26.1% | 88,741 | $5.4M |
| Sei Investments Co. | 0.01% | Reduce -22.8% | 85,661 | $5.2M |
| Nordea Investment Management AB | 0.01% | New | 85,207 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -15.6% | 83,799 | $5.1M |
| Swiss National Bank | 0.00% | No change | 82,500 | $5.0M |
| Prelude Capital Management, LLC | 0.42% | Add +84.3% | 82,087 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +30.2% | 70,371 | $4.3M |
| Crestline Management, L.P. | 0.33% | Reduce -40.3% | 69,850 | $4.2M |
| Boothbay Fund Management, LLC | 0.14% | Add +142.1% | 67,869 | $4.1M |
| Barclays PLC | 0.00% | Reduce -26.0% | 67,154 | $4.1M |
| Edgestream Partners, L.P. | 0.19% | Add +254.1% | 63,607 | $3.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -86.9% | 60,603 | $3.7M |
| Victory Capital Management Inc. | 0.00% | Add +82.0% | 59,841 | $3.6M |
| Jump Financial, LLC | 0.07% | Add +187.8% | 59,570 | $3.6M |
| Burgundy Asset Management Ltd. | 0.04% | New | 58,896 | $3.6M |
| Vontobel Holding Ltd. | 0.01% | Add +0.1% | 58,179 | $3.5M |
| Twin Tree Management, LP | 0.10% | Reduce -54.7% | 57,824 | $3.5M |
| CenterBook Partners LP | 0.22% | Add +6.7% | 57,543 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.1% | 55,719 | $3.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -41.6% | 53,365 | $3.2M |
| Man Group plc | 0.01% | Reduce -47.5% | 52,107 | $3.2M |
| Rhumbline Advisers | 0.00% | Add +2.1% | 52,022 | $3.1M |
| Crawford Investment Counsel Inc. | 0.06% | Add +8.2% | 49,784 | $3.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Add +2.7% | 50,021 | $3.0M |
| Alliancebernstein L.P. | 0.00% | Add +26.4% | 48,920 | $3.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -5.9% | 46,620 | $2.8M |
| Invesco Ltd. | 0.00% | Add +11.8% | 46,500 | $2.8M |
| Marshall Wace, LLP | 0.00% | Reduce -53.7% | 44,214 | $2.7M |
| Legal & General Group Plc | 0.00% | Add +3.7% | 44,001 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.06% | Add +38.9% | 43,790 | $2.7M |
| Ironwood Investment Management LLC | 1.34% | Add +0.3% | 41,433 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 41,148 | $2.5M |
| Algert Global LLC | 0.08% | Reduce -69.8% | 41,077 | $2.5M |
| Teacher Retirement System of Texas | 0.01% | Add +48.8% | 40,604 | $2.5M |
| ClariVest Asset Management LLC | 0.24% | Reduce -0.6% | 39,346 | $2.4M |
| Martingale Asset Management L P | 0.05% | Reduce -0.5% | 38,582 | $2.3M |
| Quadrature Capital Ltd | 0.04% | Reduce -41.6% | 36,008 | $2.2M |
| SG Americas Securities, LLC | 0.01% | New | 35,501 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.2% | 34,290 | $2.1M |
| Icon Advisers Inc. | 0.48% | No change | 35,000 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +23.0% | 33,085 | $2.0M |
| New York State Common Retirement Fund | 0.00% | Add +10.5% | 32,837 | $2.0M |
| AXA S.A. | 0.01% | New | 31,880 | $1.9M |
| UBS Group AG | 0.00% | Reduce -16.0% | 31,543 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -26.0% | 31,300 | $1.9M |
| 272 Capital LP | 0.93% | New | 30,737 | $1.9M |
| Quantinno Capital Management LP | 0.03% | New | 30,079 | $1.8M |
| Maverick Capital | 0.03% | Add +354.4% | 29,511 | $1.8M |
| Capital Fund Management S.A. | 0.02% | New | 28,510 | $1.7M |
| Nebula Research & Development LLC | 0.28% | New | 28,071 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -79.3% | 26,953 | $1.6M |
| Eagle Asset Management Inc. | 0.01% | New | 27,260 | $1.6M |
| Raymond James & Associates | 0.00% | New | 26,397 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 24,929 | $1.5M |
| L. Roy Papp & Associates, LLP | 0.18% | Reduce -1.4% | 24,810 | $1.5M |
| Comerica Bank | 0.01% | Reduce -0.9% | 24,360 | $1.5M |
| Abacus FCF Advisors LLC | 0.35% | Add +0.9% | 23,378 | $1.4M |
| Voya Investment Management LLC | 0.00% | Add +24.8% | 22,115 | $1.3M |
| Cornercap Investment Counsel Inc. | 0.22% | Reduce -0.9% | 21,859 | $1.3M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -4.7% | 21,838 | $1.3M |
| Janus Henderson Group PLC | 0.00% | Reduce -0.9% | 21,305 | $1.3M |
| Cwm, LLC | 0.01% | Add +207.0% | 21,203 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -82.9% | 19,810 | $1.2M |
| Danske Bank A/S | 0.00% | Reduce -69.6% | 19,461 | $1.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +3.6% | 19,397 | $1.2M |
| Ieq Capital, LLC | 0.02% | Reduce -0.4% | 19,293 | $1.2M |
| Sherbrooke Park Advisers LLC | 0.20% | Add +183.2% | 19,118 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -54.0% | 19,011 | $1.2M |
| Macquarie Group Ltd. | 0.00% | Reduce -63.5% | 18,491 | $1.1M |
| Capital Impact Advisors, LLC | 3.07% | Reduce -33.7% | 17,996 | $1.1M |
| Teza Capital Management LLC | 0.13% | Add +442.8% | 17,962 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.7% | 17,258 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +77.9% | 16,979 | $1.0M |
| Graham Capital Management, L.P. | 0.06% | Add +246.9% | 16,944 | $1.0M |
| Gsa Capital Partners LLP | 0.07% | Add +10.9% | 16,925 | $1.0M |
| HSBC Holdings PLC | 0.00% | Reduce -27.7% | 16,493 | $1000K |
| Two Sigma Investments, LP | 0.00% | Reduce -69.7% | 16,279 | $985K |
| Castlekeep Investment Advisors LLC | 0.75% | New | 15,995 | $968K |
| Pearl River Capital, LLC | 0.15% | Reduce -13.0% | 15,694 | $950K |
| Amundi | 0.00% | Reduce -15.1% | 16,110 | $941K |
| IMC-Chicago, LLC | 0.03% | New | 15,313 | $927K |
| Seaport Global Advisors, LLC | 3.30% | Add +83.9% | 15,200 | $920K |
| Schroder Investment Management Group | 0.00% | Reduce -76.9% | 15,336 | $916K |
| Envestnet Asset Management Inc. | 0.00% | Add +346.3% | 14,557 | $881K |
| STRS Ohio | 0.00% | Add +30.3% | 14,431 | $874K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -98.0% | 14,578 | $870K |
| Lecap Asset Management Ltd. | 0.18% | Reduce -8.6% | 13,788 | $835K |
| State of Wisconsin Investment Board | 0.00% | Add +306.6% | 13,470 | $815K |
| Commerce Bank | 0.01% | No change | 13,259 | $803K |
| Capula Management Ltd | 0.01% | New | 13,052 | $790K |
| Quent Capital, LLC | 0.09% | Add +0.5% | 12,904 | $781K |
| Engineers Gate Manager LP | 0.02% | Reduce -57.5% | 12,249 | $741K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +7.5% | 12,210 | $739K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +4.0% | 12,187 | $738K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +4.4% | 12,058 | $730K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 11,995 | $726K |
| Arizona State Retirement System | 0.00% | Add +2.3% | 11,744 | $711K |
| Artal Group S.A. | 0.02% | No change | 11,500 | $696K |
| Rafferty Asset Management, LLC | 0.00% | No change | 11,125 | $673K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.1% | 10,992 | $665K |
| Hillsdale Investment Management Inc. | 0.05% | No change | 10,750 | $651K |
| Susquehanna Portfolio Strategies, LLC | 0.03% | No change | 10,700 | $648K |
| Handelsbanken Fonder AB | 0.00% | Add +17.9% | 10,544 | $638K |
| Wellington Management Group LLP | 0.00% | Reduce -5.1% | 9,987 | $605K |
| Capstone Investment Advisors, LLC | 0.03% | New | 9,274 | $561K |
| Cresset Asset Management, LLC | 0.00% | New | 9,029 | $547K |
| Diversified Trust Co. | 0.01% | Add +0.0% | 8,733 | $529K |
| Point72 Asset Management | 0.00% | Reduce -12.5% | 8,397 | $508K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +612.5% | 8,286 | $502K |
| Brevan Howard Capital Management LP | 0.03% | Reduce -19.6% | 8,017 | $485K |
| ExodusPoint Capital Management, LP | 0.01% | New | 7,722 | $467K |
| Wedbush Securities Inc. | 0.02% | Add +64.3% | 7,642 | $463K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 7,461 | $445K |
| Unique Wealth Strategies, LLC | 0.21% | No change | 6,884 | $445K |
| Cerity Partners LLC | 0.00% | New | 7,250 | $439K |
| Magnetar Financial LLC | 0.01% | New | 7,111 | $430K |
| State of Wyoming | 0.07% | Add +20.9% | 7,026 | $425K |
| Savant Capital, LLC | 0.00% | Add +7.3% | 6,962 | $421K |
| Inspire Investing, LLC | 0.05% | Reduce -65.2% | 6,606 | $400K |
| Mariner, LLC | 0.00% | New | 6,406 | $388K |
| Kestra Investment Management, LLC | 0.03% | — | 6,245 | $378K |
| Xponance LLC | 0.00% | Add +9.6% | 5,823 | $352K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +28.4% | 5,760 | $349K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -3.0% | 5,623 | $340K |
| Diametric Capital, LP | 0.18% | New | 5,579 | $338K |
| Wolverine Trading, LLC | 0.01% | New | 5,493 | $332K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.7% | 5,352 | $324K |
| Alps Advisors Inc. | 0.00% | Reduce -0.5% | 5,341 | $323K |
| Cannon Global Investment Management, LLC | 1.47% | New | 5,200 | $315K |
| US Bancorp \de | 0.00% | Add +19.3% | 5,106 | $309K |
| XTX Topco Ltd | 0.02% | Reduce -27.8% | 4,718 | $286K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $276K |
| Pathstone Holdings, LLC | 0.00% | Add +5.1% | 4,466 | $270K |
| Contravisory Investment Management, Inc. | 0.06% | Reduce -3.5% | 4,454 | $270K |
| Olympiad Research LP | 0.19% | New | 4,246 | $257K |
| Tidal Investments LLC | 0.00% | New | 4,212 | $255K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,114 | $249K |
| Wells Fargo & Company | 0.00% | Reduce -47.6% | 4,041 | $245K |
| Princeton Capital Management LLC | 0.08% | No change | 4,000 | $242K |
| New York State Teachers Retirement System | 0.00% | Add +2.7% | 3,888 | $235K |
| Principal Financial Group Inc. | 0.00% | Reduce -7.4% | 3,876 | $235K |
| Virtus Investment Advisers, LLC | 0.21% | No change | 3,836 | $232K |
| State of Tennessee, Department of Treasury | 0.00% | Add +36.6% | 3,680 | $223K |
| Verition Fund Management LLC | 0.00% | Reduce -51.1% | 3,672 | $222K |
| Creative Planning | 0.00% | New | 3,672 | $222K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 3,659 | $221K |
| Cetera Investment Advisers | 0.00% | New | 3,604 | $218K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 3,596 | $218K |
| Dynamic Technology Lab Private Ltd | 0.02% | Reduce -65.7% | 3,591 | $217K |
| Loomis Sayles & Co. L P | 0.00% | No change | 3,530 | $214K |
| Optimist Retirement Group LLC | 0.11% | Add +5.0% | 3,434 | $208K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -21.6% | 3,415 | $207K |
| Amalgamated Bank | 0.00% | Add +4.9% | 2,924 | $177K |
| MetLife Investment Management, LLC | 0.00% | Add +12.4% | 2,865 | $173K |
| Walleye Trading LLC | 0.00% | New | 2,829 | $171K |
| Simplex Trading, LLC | 0.00% | New | 2,346 | $142K |
| Picton Mahoney Asset Management | 0.01% | New | 2,049 | $124K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.8% | 1,932 | $115K |
| EntryPoint Capital, LLC | 0.05% | Reduce -45.1% | 1,778 | $108K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -70.6% | 1,766 | $107K |
| Point72 Hong Kong Ltd | 0.01% | New | 1,718 | $104K |
| KBC Group NV | 0.00% | Add +38.2% | 1,393 | $84K |
| Quarry LP | 0.04% | Add +222.0% | 1,378 | $83K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.8% | 1,320 | $80K |
| Covestor Ltd | 0.05% | Add +6.2% | 1,310 | $79K |
| Headlands Technologies LLC | 0.01% | Add +29.9% | 1,129 | $68K |
| Aquatic Capital Management LLC | 0.00% | New | 1,100 | $67K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.6% | 961 | $58K |
| Corebridge Financial, Inc. | 0.00% | — | 887 | $54K |
| Versant Capital Management, Inc | 0.01% | Add +15120.0% | 761 | $46K |
| Virtus Fund Advisers, LLC | 0.18% | Add +3.6% | 739 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.8% | 738 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -4.4% | 700 | $42K |
| AlphaQuest LLC | 0.01% | Reduce -73.2% | 667 | $40K |
| Signaturefd, LLC | 0.00% | Reduce -11.1% | 622 | $38K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.7% | 606 | $37K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 542 | $32K |
| Venturi Wealth Management, LLC | 0.00% | Add +2344.4% | 440 | $27K |
| Guinness Atkinson Asset Management Inc | 0.01% | Reduce -16.7% | 395 | $24K |
| Quadrant Capital Group LLC | 0.00% | Add +0.8% | 373 | $23K |
| Arax Advisory Partners | 0.00% | Add +3470.0% | 357 | $22K |
| Bessemer Group Inc. | 0.00% | Reduce -99.7% | 336 | $20K |
| Mather Group, Llc. | 0.00% | Add +11.4% | 283 | $18K |
| UMB Bank, n.a. | 0.00% | Reduce -7.2% | 283 | $17K |
| CI Investments Inc. | 0.00% | Add +1.1% | 279 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 260 | $15K |
| Lindbrook Capital, LLC | 0.00% | Add +23.2% | 239 | $14K |
| Global Retirement Partners, LLC | 0.00% | Add +746.4% | 237 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +191.1% | 230 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 225 | $14K |
| PFS Partners, LLC | 0.01% | No change | 200 | $12K |
| Kelly Financial Services LLC | 0.00% | No change | 200 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.4% | 166 | $12K |
| GAMMA Investing LLC | 0.00% | Add +86.0% | 160 | $10K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -39.4% | 137 | $8K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -50.7% | 134 | $8K |
| Aspect Partners, LLC | 0.00% | No change | 109 | $7K |
| LRI Investments, LLC | 0.00% | No change | 78 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -20.6% | 77 | $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 |
| Innealta Capital, LLC | 0.00% | New | 46 | $3K |
| Abich Financial Wealth Management LLC | 0.00% | New | 43 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 33 | $2K |
| Rothschild Investment LLC | 0.00% | New | 30 | $2K |
| Blue Trust, Inc. | 0.00% | Add +42.1% | 27 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 26 | $2K |
| Globeflex Capital L P | 0.00% | No change | 22 | $1K |
| Rise Advisors, LLC | 0.00% | No change | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 13 | $787 |
| Avior Wealth Management, LLC | 0.00% | New | 13 | $786 |
| Quantbot Technologies LP | 0.00% | New | 12 | $726 |
| Principal Securities, Inc. | 0.00% | New | 11 | $666 |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $605 |
| SJS Investment Consulting Inc. | 0.00% | New | 6 | $364 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 6 | $364 |
| Sound Income Strategies, LLC | 0.00% | No change | 4 | $242 |
| Allworth Financial LP | 0.00% | Reduce -33.3% | 4 | $239 |
| Toronto Dominion Bank | 0.00% | New | 3 | $182 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $122 |
| Huntington National Bank | 0.00% | No change | 1 | $61 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.