PegasystemsPEGA
13F holders, Q3 2024 (September 30)301holders +21
65new positions
43sold out
8famous investors
$73.12avg. 13F price*
At the end of Q3 2024, 301 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 21 from Q2 2024. 65 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($435.9M), Capital Research Global Investors ($225.0M) and BlackRock, Inc. ($212.7M). 8 famous investors held it, including Joel Greenblatt (0.2% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $206.7M |
| Exits | 43 | $141.9M |
All 13F filers, Q2 2024 → Q3 2024: 8,303,908 shares bought and 8,366,280 shares sold, net −62,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 301 holders
| Vanguard Group Inc. | 0.01% | Add +9.2% | 5,963,902 | $435.9M |
| Capital Research Global Investors | 0.05% | Add +1.1% | 3,078,917 | $225.0M |
| BlackRock, Inc. | 0.00% | — | 2,910,059 | $212.7M |
| Bares Capital Management, Inc. | 17.67% | Reduce -51.3% | 2,655,352 | $194.1M |
| TPG GP A, LLC | 2.90% | Reduce -7.7% | 2,328,248 | $170.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.19% | Reduce -7.5% | 1,125,042 | $82.2M |
| Acadian Asset Management LLC | 0.21% | Add +74.3% | 930,879 | $68.0M |
| State Street Corp. | 0.00% | Reduce -1.4% | 875,273 | $64.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.3% | 819,282 | $59.9M |
| Invesco Ltd. | 0.01% | Add +1659.1% | 817,961 | $59.8M |
| Fuller & Thaler Asset Management, Inc. | 0.23% | Add +17.6% | 802,682 | $58.7M |
| Shannon River Fund Management LLC | 8.71% | New | 788,367 | $57.6M |
| Ranger Investment Management, L.P. | 3.59% | Add +43.6% | 765,880 | $56.0M |
| AQR Capital Management | 0.07% | Add +33.8% | 742,003 | $54.1M |
| Citadel Advisors | 0.05% | Add +316.0% | 696,432 | $50.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +78.0% | 695,375 | $50.8M |
| Cadian Capital Management, LP | 2.05% | New | 546,506 | $39.9M |
| Norges Bank | 0.01% | No change | 520,111 | $38.0M |
| Federated Hermes, Inc. | 0.08% | Reduce -17.9% | 520,005 | $38.0M |
| Fisher Asset Management | 0.01% | Add +0.6% | 484,296 | $35.4M |
| First Trust Advisors LP | 0.03% | Reduce -26.9% | 400,639 | $29.3M |
| Allianz Asset Management GmbH | 0.04% | Add +16.8% | 348,954 | $25.5M |
| FMR LLC | 0.00% | Reduce -12.3% | 347,558 | $25.4M |
| HERALD INVESTMENT MANAGEMENT Ltd | 4.37% | No change | 347,500 | $25.4M |
| Luxor Capital Group, LP | 3.33% | Reduce -50.3% | 339,869 | $24.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.6% | 322,424 | $23.6M |
| Crawford Investment Counsel Inc. | 0.40% | Add +535.2% | 316,218 | $23.1M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -19.3% | 304,242 | $22.2M |
| Morgan Stanley | 0.00% | Add +6.2% | 301,169 | $22.0M |
| Harber Asset Management LLC | 6.42% | Reduce -38.3% | 290,787 | $21.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -20.6% | 287,356 | $21.0M |
| JPMorgan Chase & Co. | 0.00% | Add +43.9% | 264,370 | $19.3M |
| Susquehanna International Group, LLP | 0.03% | Add +639.3% | 253,493 | $18.5M |
| D. E. Shaw & Co. | 0.03% | Add +21.7% | 247,252 | $18.1M |
| Nuveen Asset Management, LLC | 0.00% | Add +21.7% | 227,462 | $16.6M |
| Northern Trust Corp. | 0.00% | Add +0.7% | 223,546 | $16.3M |
| Gotham Asset Management | 0.16% | Add +34.0% | 216,632 | $15.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -20.0% | 214,065 | $15.6M |
| Sei Investments Co. | 0.02% | Add +142.7% | 207,890 | $15.2M |
| Boston Partners | 0.02% | Reduce -13.2% | 199,880 | $14.5M |
| Scopia Capital Management LP | 2.98% | Reduce -50.3% | 197,841 | $14.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -34.5% | 195,982 | $14.3M |
| Westwood Holdings Group Inc. | 0.11% | New | 187,872 | $13.7M |
| Russell Investments Group, Ltd. | 0.02% | Add +242.1% | 182,578 | $13.3M |
| Tudor Investment Corporation | 0.14% | Add +17.6% | 176,950 | $12.9M |
| Eagle Asset Management Inc. | 0.07% | Add +440.5% | 147,350 | $12.8M |
| Squarepoint Ops LLC | 0.04% | Add +46.1% | 169,278 | $12.4M |
| Balyasny Asset Management L.P. | 0.03% | New | 164,243 | $12.0M |
| Jupiter Asset Management Ltd. | 0.10% | Add +41.4% | 161,747 | $11.8M |
| Bank of America Corp. | 0.00% | Add +42.9% | 156,451 | $11.4M |
| Burgundy Asset Management Ltd. | 0.11% | Add +149.5% | 146,941 | $10.7M |
| Franklin Resources Inc. | 0.00% | Add +54.0% | 141,031 | $10.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +386.2% | 131,048 | $9.6M |
| Foundry Partners, LLC | 0.47% | New | 130,891 | $9.6M |
| Mackenzie Financial Corp. | 0.01% | Add +34.0% | 130,604 | $9.5M |
| Penn Capital Management Company, LLC | 0.82% | New | 120,686 | $8.9M |
| Voya Investment Management LLC | 0.01% | Add +427.3% | 116,613 | $8.5M |
| Lazard Asset Management LLC | 0.01% | Add +11.6% | 116,631 | $8.5M |
| Renaissance Technologies | 0.01% | Add +2.6% | 110,624 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +0.8% | 110,535 | $8.1M |
| Panagora Asset Management Inc. | 0.04% | Reduce -12.9% | 109,334 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +74.4% | 105,709 | $7.7M |
| Summit Creek Advisors LLC | 1.02% | New | 102,735 | $7.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +709.1% | 97,563 | $7.1M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.03% | Add +9.2% | 96,911 | $7.1M |
| FIL Ltd | 0.01% | No change | 93,284 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Add +182.4% | 92,733 | $6.8M |
| Kornitzer Capital Management Inc. | 0.12% | New | 91,505 | $6.7M |
| HRT Financial LP | 0.03% | New | 89,333 | $6.5M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -54.6% | 86,305 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 83,836 | $6.1M |
| Castleark Management LLC | 0.25% | New | 83,410 | $6.1M |
| Swiss National Bank | 0.00% | Add +0.6% | 83,000 | $6.1M |
| American Century Companies Inc. | 0.00% | Add +14.6% | 80,654 | $5.9M |
| Nordea Investment Management AB | 0.01% | Reduce -5.4% | 80,607 | $5.9M |
| Danske Bank A/S | 0.02% | Add +303.5% | 78,530 | $5.7M |
| Millennium Management | 0.01% | Reduce -83.9% | 76,564 | $5.6M |
| Raymond James & Associates | 0.00% | Add +166.8% | 70,432 | $5.1M |
| Crestline Management, L.P. | 0.28% | Reduce -2.6% | 68,017 | $5.0M |
| Hodges Capital Management Inc. | 0.29% | New | 61,605 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +0.9% | 60,383 | $4.4M |
| Totem Point Management, LLC | 4.40% | New | 57,003 | $4.2M |
| Martingale Asset Management L P | 0.09% | Add +43.0% | 55,153 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +5.5% | 54,884 | $4.0M |
| Barclays PLC | 0.00% | Reduce -21.9% | 52,469 | $3.8M |
| Quantinno Capital Management LP | 0.05% | Add +74.3% | 52,442 | $3.8M |
| Vontobel Holding Ltd. | 0.01% | Reduce -12.6% | 50,867 | $3.7M |
| Wells Fargo & Company | 0.00% | Add +1129.3% | 49,675 | $3.6M |
| Trexquant Investment LP | 0.04% | Reduce -76.3% | 47,685 | $3.5M |
| G2 Investment Partners Management LLC | 0.98% | New | 47,391 | $3.5M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 46,620 | $3.4M |
| Nebula Research & Development LLC | 0.40% | Add +63.3% | 45,847 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +3.2% | 45,416 | $3.3M |
| Teacher Retirement System of Texas | 0.02% | Add +10.2% | 44,759 | $3.3M |
| CenterBook Partners LP | 0.20% | Reduce -24.0% | 43,743 | $3.2M |
| Jump Financial, LLC | 0.07% | Reduce -27.7% | 43,093 | $3.1M |
| Prelude Capital Management, LLC | 0.24% | Reduce -48.4% | 42,353 | $3.1M |
| Ironwood Investment Management LLC | 1.47% | Reduce -0.4% | 41,257 | $3.0M |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 40,392 | $3.0M |
| Gsa Capital Partners LLP | 0.22% | Add +136.7% | 40,066 | $2.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -19.6% | 39,352 | $2.9M |
| UBS Group AG | 0.00% | Add +17.7% | 37,112 | $2.7M |
| Boothbay Fund Management, LLC | 0.09% | Reduce -46.4% | 36,378 | $2.7M |
| Essex Investment Management Co. LLC | 0.46% | New | 36,091 | $2.6M |
| Amundi | 0.00% | Add +125.4% | 36,316 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -66.2% | 35,252 | $2.6M |
| Icon Advisers Inc. | 0.56% | No change | 35,000 | $2.6M |
| ClariVest Asset Management LLC | 0.24% | No change | 39,346 | $2.4M |
| AXA S.A. | 0.01% | Add +1.2% | 32,272 | $2.4M |
| Cwm, LLC | 0.01% | Add +47.6% | 31,306 | $2.3M |
| BNP Paribas Financial Markets | 0.00% | Add +70.1% | 28,881 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.8% | 28,852 | $2.1M |
| Comerica Bank | 0.01% | Add +14.9% | 27,984 | $2.0M |
| Calamos Advisors LLC | 0.01% | New | 27,134 | $2.0M |
| Dark Forest Capital Management LP | 0.25% | New | 26,441 | $1.9M |
| Deutsche Bank AG | 0.00% | Add +33.0% | 26,351 | $1.9M |
| State of Wisconsin Investment Board | 0.00% | Add +92.1% | 25,874 | $1.9M |
| Corient Private Wealth LP | 0.00% | New | 25,782 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +74.3% | 25,374 | $1.9M |
| Crossmark Global Holdings, Inc. | 0.03% | Add +110.0% | 25,195 | $1.8M |
| Donoghue Forlines LLC | 0.51% | New | 24,325 | $1.8M |
| L. Roy Papp & Associates, LLP | 0.21% | Reduce -2.8% | 24,110 | $1.8M |
| Ieq Capital, LLC | 0.02% | Add +22.3% | 23,590 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Add +4.3% | 22,210 | $1.6M |
| Weiss Asset Management LP | 0.06% | New | 21,349 | $1.6M |
| Aquatic Capital Management LLC | 0.04% | Add +1745.5% | 20,300 | $1.5M |
| Cumberland Partners Ltd | 0.10% | New | 20,000 | $1.5M |
| Graham Capital Management, L.P. | 0.08% | Add +17.9% | 19,975 | $1.5M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -10.7% | 19,511 | $1.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 19,477 | $1.4M |
| Algert Global LLC | 0.04% | Reduce -53.1% | 19,244 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +149.1% | 18,056 | $1.3M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -90.2% | 17,589 | $1.3M |
| STRS Ohio | 0.00% | Add +20.3% | 17,355 | $1.3M |
| Bayesian Capital Management, LP | 0.15% | New | 17,341 | $1.3M |
| Y-Intercept (Hong Kong) Ltd | 0.08% | Add +40.9% | 17,198 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -10.8% | 16,948 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +4.0% | 16,930 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -70.0% | 16,743 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +1152.3% | 16,530 | $1.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.9% | 16,420 | $1.2M |
| Castlekeep Investment Advisors LLC | 0.81% | Add +1.1% | 16,168 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +72.4% | 15,569 | $1.1M |
| Abacus FCF Advisors LLC | 0.26% | Reduce -34.6% | 15,293 | $1.1M |
| Teza Capital Management LLC | 0.12% | Reduce -17.7% | 14,782 | $1.1M |
| Capital Fund Management S.A. | 0.01% | Reduce -49.0% | 14,530 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +105.2% | 14,287 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -57.3% | 14,118 | $1.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.3% | 14,237 | $1.0M |
| Prescott Group Capital Management, L.L.C. | 0.15% | New | 14,000 | $1.0M |
| Lecap Asset Management Ltd. | 0.22% | Add +0.5% | 13,852 | $1.0M |
| Seaport Global Advisors, LLC | 3.13% | Reduce -10.7% | 13,575 | $992K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.2% | 13,555 | $991K |
| Wellington Management Group LLP | 0.00% | Add +34.4% | 13,420 | $981K |
| Commerce Bank | 0.01% | Reduce -1.1% | 13,116 | $959K |
| Quent Capital, LLC | 0.10% | No change | 12,904 | $943K |
| Man Group plc | 0.00% | Reduce -75.4% | 12,801 | $936K |
| Hillsdale Investment Management Inc. | 0.07% | Add +17.7% | 12,650 | $925K |
| Inceptionr LLC | 0.23% | New | 12,629 | $923K |
| 1492 Capital Management LLC | 0.45% | New | 12,271 | $897K |
| Arizona State Retirement System | 0.01% | Add +4.2% | 12,242 | $895K |
| Kestra Investment Management, LLC | 0.04% | Add +95.7% | 12,219 | $893K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.9% | 11,749 | $859K |
| Engineers Gate Manager LP | 0.02% | Reduce -11.8% | 10,800 | $789K |
| Susquehanna Portfolio Strategies, LLC | 0.05% | No change | 10,700 | $782K |
| Cannon Global Investment Management, LLC | 1.85% | Add +103.3% | 10,570 | $773K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,544 | $771K |
| Diversified Trust Co. | 0.02% | No change | 8,733 | $638K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 8,260 | $604K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -27.2% | 8,096 | $592K |
| Walleye Capital LLC | 0.01% | Reduce -97.7% | 7,945 | $581K |
| Ellsworth Advisors, LLC | 0.15% | New | 7,819 | $571K |
| Atlas Capital Advisors Inc. | 0.09% | Add +5583.2% | 7,786 | $569K |
| Unique Wealth Strategies, LLC | 0.23% | Add +5.6% | 7,269 | $531K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.7% | 6,902 | $504K |
| Versor Investments LP | 0.08% | New | 6,794 | $497K |
| Inspire Investing, LLC | 0.05% | Reduce -3.0% | 6,408 | $468K |
| Mariner, LLC | 0.00% | No change | 6,406 | $468K |
| Stifel Financial Corp. | 0.00% | New | 6,391 | $467K |
| State of Wyoming | 0.07% | Reduce -9.8% | 6,340 | $463K |
| Aviva PLC | 0.00% | New | 6,337 | $463K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.7% | 6,146 | $449K |
| Greenwood Capital Associates LLC | 0.06% | New | 5,959 | $436K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.8% | 5,736 | $419K |
| Xponance LLC | 0.00% | Reduce -3.2% | 5,635 | $412K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,623 | $411K |
| Cetera Investment Advisers | 0.00% | Add +55.4% | 5,601 | $409K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,448 | $407K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,352 | $391K |
| Alps Advisors Inc. | 0.00% | Reduce -0.3% | 5,323 | $389K |
| Pallas Capital Advisors LLC | 0.02% | New | 4,779 | $382K |
| DRW Securities, LLC | 0.02% | New | 5,105 | $373K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 5,092 | $372K |
| Point72 (DIFC) Ltd | 0.03% | New | 5,034 | $368K |
| Walleye Trading LLC | 0.01% | Add +74.0% | 4,924 | $360K |
| LPL Financial LLC | 0.00% | New | 4,651 | $340K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.8% | 4,428 | $324K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $323K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.7% | 4,390 | $321K |
| Contravisory Investment Management, Inc. | 0.07% | Reduce -3.3% | 4,309 | $315K |
| Private Advisor Group, LLC | 0.00% | New | 4,247 | $310K |
| Tidal Investments LLC | 0.00% | Add +0.8% | 4,245 | $310K |
| New York State Teachers Retirement System | 0.00% | Add +5.4% | 4,099 | $300K |
| Harvest Fund Management Co., Ltd | 0.02% | New | 4,037 | $295K |
| Princeton Capital Management LLC | 0.09% | No change | 4,000 | $292K |
| Two Sigma Securities, LLC | 0.02% | New | 3,973 | $290K |
| Virtus Investment Advisers, LLC | 0.23% | No change | 3,836 | $280K |
| Creative Planning | 0.00% | Add +2.5% | 3,765 | $275K |
| Captrust Financial Advisors | 0.00% | New | 3,737 | $273K |
| Principal Financial Group Inc. | 0.00% | Reduce -6.1% | 3,639 | $266K |
| Fox Run Management, L.L.C. | 0.06% | New | 3,606 | $264K |
| Optimist Retirement Group LLC | 0.11% | Add +1.1% | 3,472 | $254K |
| Bank of Montreal | 0.00% | Reduce -2.7% | 3,498 | $253K |
| Focus Partners Wealth | 0.00% | New | 3,239 | $237K |
| Maryland State Retirement & Pension System | 0.00% | New | 3,147 | $230K |
| Inspire Advisors, LLC | 0.03% | New | 3,128 | $229K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,105 | $227K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 3,048 | $223K |
| Caxton Associates LP | 0.01% | New | 2,968 | $217K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -63.1% | 2,954 | $216K |
| Verition Fund Management LLC | 0.00% | Reduce -20.1% | 2,932 | $214K |
| Amalgamated Bank | 0.00% | No change | 2,924 | $214K |
| Upper Left Wealth Management, LLC | 0.19% | New | 3,000 | $213K |
| Impact Partnership Wealth, LLC | 0.05% | New | 2,833 | $207K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 2,809 | $205K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -24.7% | 2,772 | $203K |
| AlphaQuest LLC | 0.02% | Add +306.1% | 2,709 | $198K |
| Farther Finance Advisors, LLC | 0.01% | Add +19.4% | 2,306 | $169K |
| Group One Trading LLC | 0.01% | New | 2,269 | $166K |
| PNC Financial Services Group, Inc. | 0.00% | Add +24.4% | 2,196 | $161K |
| Eastern Bank | 0.00% | New | 2,000 | $146K |
| Picton Mahoney Asset Management | 0.01% | Reduce -8.6% | 1,872 | $137K |
| KBC Group NV | 0.00% | No change | 1,393 | $102K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 972 | $71K |
| Earned Wealth Advisors, LLC | 0.02% | New | 914 | $67K |
| Covestor Ltd | 0.04% | Reduce -34.9% | 853 | $63K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.5% | 856 | $63K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -75.5% | 835 | $61K |
| Sterling Capital Management LLC | 0.00% | — | 810 | $59K |
| Versant Capital Management, Inc | 0.01% | Add +3.8% | 790 | $58K |
| Financial Management Professionals, Inc. | 0.01% | New | 785 | $57K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 763 | $56K |
| Virtus Fund Advisers, LLC | 0.22% | No change | 739 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 700 | $51K |
| Arax Advisory Partners | 0.00% | Add +85.2% | 661 | $48K |
| Venturi Wealth Management, LLC | 0.00% | Add +49.1% | 656 | $48K |
| Parkside Financial Bank & Trust | 0.01% | Add +3.0% | 624 | $46K |
| Signaturefd, LLC | 0.00% | No change | 622 | $45K |
| Headlands Technologies LLC | 0.00% | Reduce -52.4% | 537 | $39K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 542 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +124.9% | 533 | $39K |
| CI Investments Inc. | 0.00% | Add +52.0% | 424 | $31K |
| Guinness Atkinson Asset Management Inc | 0.01% | No change | 395 | $29K |
| True Wealth Design, LLC | 0.01% | New | 370 | $27K |
| Quadrant Capital Group LLC | 0.00% | Reduce -3.0% | 362 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +55.6% | 358 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +48.9% | 335 | $24K |
| GAMMA Investing LLC | 0.00% | Add +103.8% | 326 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +824.2% | 305 | $22K |
| Mather Group, Llc. | 0.00% | No change | 283 | $21K |
| UMB Bank, n.a. | 0.00% | Reduce -0.7% | 281 | $21K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 260 | $19K |
| Lindbrook Capital, LLC | 0.00% | Add +2.1% | 244 | $18K |
| PFS Partners, LLC | 0.01% | No change | 200 | $15K |
| Clearstead Advisors, LLC | 0.00% | New | 183 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +4.8% | 174 | $13K |
| Brooklyn Investment Group | 0.00% | New | 153 | $11K |
| Exchange Traded Concepts, LLC | 0.00% | New | 123 | $9K |
| Principal Securities, Inc. | 0.00% | Add +909.1% | 111 | $8K |
| Aspect Partners, LLC | 0.00% | No change | 109 | $8K |
| Bessemer Group Inc. | 0.00% | Reduce -70.2% | 100 | $7K |
| LRI Investments, LLC | 0.00% | No change | 78 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 77 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 67 | $5K |
| Blue Trust, Inc. | 0.00% | Add +196.3% | 80 | $5K |
| DT Investment Partners, LLC | 0.00% | New | 61 | $4K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -58.2% | 56 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 52 | $4K |
| HM Payson & Co. | 0.00% | No change | 50 | $4K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 48 | $4K |
| Abich Financial Wealth Management LLC | 0.01% | Reduce -11.6% | 38 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $3K |
| Colonial Trust Co / SC | 0.00% | New | 37 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $2K |
| Sachetta, LLC | 0.00% | New | 29 | $2K |
| Hemington Wealth Management | 0.00% | New | 33 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 27 | $2K |
| Avior Wealth Management, LLC | 0.00% | Add +84.6% | 24 | $2K |
| Globeflex Capital L P | 0.00% | No change | 22 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +7.7% | 14 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | New | 14 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $731 |
| Voisard Asset Management Group, Inc. | 0.00% | New | 7 | $512 |
| SJS Investment Consulting Inc. | 0.00% | Add +16.7% | 7 | $512 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $439 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 5 | $365 |
| Allworth Financial LP | 0.00% | No change | 4 | $293 |
| Sound Income Strategies, LLC | 0.00% | No change | 4 | $292 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $147 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $146 |
| Huntington National Bank | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.