PegasystemsPEGA
13F holders, Q4 2024 (December 31)321holders +20
53new positions
42sold out
9famous investors
$93.20avg. 13F price*
At the end of Q4 2024, 321 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 20 from Q3 2024. 53 opened new positions and 42 sold out. The largest holders were Vanguard Group Inc. ($539.8M), Capital Research Global Investors ($287.0M) and BlackRock, Inc. ($275.5M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $149.8M |
| Exits | 42 | $122.7M |
All 13F filers, Q3 2024 → Q4 2024: 6,830,692 shares bought and 5,677,766 shares sold, net +1,152,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.9% | 5,791,681 | $539.8M |
| Capital Research Global Investors | 0.06% | No change | 3,078,917 | $287.0M |
| BlackRock, Inc. | 0.01% | Add +1.6% | 2,956,170 | $275.5M |
| Bares Capital Management, Inc. | 19.84% | Reduce -10.9% | 2,364,949 | $220.4M |
| Invesco Ltd. | 0.04% | Add +189.0% | 2,364,242 | $220.3M |
| TPG GP A, LLC | 2.92% | Reduce -16.7% | 1,939,888 | $180.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Reduce -0.2% | 1,123,153 | $104.7M |
| Dimensional Fund Advisors LP | 0.02% | Add +23.7% | 860,361 | $80.2M |
| State Street Corp. | 0.00% | Reduce -1.9% | 858,429 | $80.0M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 825,762 | $77.0M |
| Fuller & Thaler Asset Management, Inc. | 0.29% | Add +0.6% | 807,671 | $75.3M |
| Shannon River Fund Management LLC | 13.15% | Add +1.3% | 798,356 | $74.4M |
| AQR Capital Management | 0.09% | Add +1.1% | 749,868 | $69.9M |
| Wellington Management Group LLP | 0.01% | Add +5411.2% | 739,606 | $68.9M |
| Thrivent Financial for Lutherans | 0.13% | New | 713,976 | $66.5M |
| Franklin Resources Inc. | 0.02% | Add +398.4% | 702,838 | $65.5M |
| Ranger Investment Management, L.P. | 4.11% | Reduce -8.9% | 697,990 | $65.1M |
| Acadian Asset Management LLC | 0.18% | Reduce -26.5% | 684,032 | $63.7M |
| Fisher Asset Management | 0.02% | Add +31.7% | 637,999 | $59.5M |
| First Trust Advisors LP | 0.04% | Add +21.2% | 485,463 | $45.2M |
| Norges Bank | 0.01% | Reduce -8.5% | 475,787 | $44.3M |
| Allianz Asset Management GmbH | 0.06% | Add +34.2% | 468,393 | $43.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +210.8% | 407,321 | $38.0M |
| Luxor Capital Group, LP | 4.83% | Add +16.6% | 396,413 | $36.9M |
| Morgan Stanley | 0.00% | Add +24.8% | 375,925 | $35.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.30% | No change | 347,500 | $32.4M |
| Bank of New York Mellon Corp | 0.01% | Add +12.7% | 323,735 | $30.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -3.5% | 311,298 | $29.0M |
| Crawford Investment Counsel Inc. | 0.51% | Reduce -4.1% | 303,300 | $28.3M |
| Raymond James Financial Inc. | 0.01% | — | 296,385 | $27.6M |
| Northern Trust Corp. | 0.00% | Add +15.8% | 258,974 | $24.1M |
| Millennium Management | 0.02% | Add +227.8% | 250,964 | $23.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.0% | 243,260 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.0% | 235,093 | $21.9M |
| Jupiter Asset Management Ltd. | 0.21% | Add +40.7% | 227,560 | $21.2M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.1% | 222,709 | $20.8M |
| Qube Research & Technologies Ltd | 0.03% | Reduce -28.0% | 218,977 | $20.4M |
| Federated Hermes, Inc. | 0.04% | Reduce -58.1% | 217,662 | $20.3M |
| Citadel Advisors | 0.02% | Reduce -69.7% | 211,084 | $19.7M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -8.1% | 196,663 | $18.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +85.9% | 196,553 | $18.3M |
| Gotham Asset Management | 0.17% | Reduce -10.9% | 193,071 | $18.0M |
| Russell Investments Group, Ltd. | 0.02% | Add +4.0% | 189,940 | $17.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +82.5% | 178,058 | $16.6M |
| Westwood Holdings Group Inc. | 0.12% | Reduce -11.3% | 166,630 | $15.5M |
| Harber Asset Management LLC | 4.59% | Reduce -44.1% | 162,635 | $15.2M |
| Teacher Retirement System of Texas | 0.05% | Add +259.1% | 160,721 | $15.0M |
| Sei Investments Co. | 0.02% | Reduce -23.4% | 159,174 | $14.8M |
| Susquehanna International Group, LLP | 0.02% | Reduce -38.0% | 157,174 | $14.6M |
| Mesirow Institutional Investment Management, Inc. | 1.06% | New | 148,081 | $13.8M |
| Oberweis Asset Management Inc./ | 0.64% | New | 145,500 | $13.6M |
| Penn Capital Management Company, LLC | 1.29% | Add +17.2% | 141,481 | $13.2M |
| New York State Common Retirement Fund | 0.02% | Add +48.8% | 137,966 | $12.9M |
| G2 Investment Partners Management LLC | 3.31% | Add +190.1% | 137,485 | $12.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +19.5% | 132,070 | $12.3M |
| Summit Creek Advisors LLC | 1.50% | Add +19.5% | 122,806 | $11.4M |
| FMR LLC | 0.00% | Reduce -65.3% | 120,531 | $11.2M |
| American Century Companies Inc. | 0.01% | Add +48.4% | 119,652 | $11.2M |
| Next Century Growth Investors LLC | 0.81% | New | 116,439 | $10.9M |
| Trexquant Investment LP | 0.13% | Add +143.9% | 116,308 | $10.8M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 115,000 | $10.7M |
| Bank of America Corp. | 0.00% | Reduce -27.1% | 114,049 | $10.6M |
| Lazard Asset Management LLC | 0.02% | Reduce -7.7% | 107,703 | $10.0M |
| Panagora Asset Management Inc. | 0.05% | Reduce -2.7% | 106,377 | $9.9M |
| Kornitzer Capital Management Inc. | 0.19% | Add +12.3% | 102,730 | $9.6M |
| Royal Bank of Canada | 0.00% | Add +19.6% | 100,289 | $9.3M |
| FIL Ltd | 0.01% | Add +6.0% | 98,929 | $9.2M |
| Renaissance Technologies | 0.01% | Reduce -13.2% | 96,024 | $8.9M |
| Castleark Management LLC | 0.31% | Add +14.7% | 95,630 | $8.9M |
| Mackenzie Financial Corp. | 0.01% | Reduce -29.1% | 92,554 | $8.6M |
| Nordea Investment Management AB | 0.01% | Add +9.9% | 88,554 | $8.4M |
| State of Wisconsin Investment Board | 0.02% | Add +238.5% | 87,588 | $8.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -64.8% | 87,091 | $8.1M |
| Squarepoint Ops LLC | 0.02% | Reduce -49.3% | 85,851 | $8.0M |
| Martingale Asset Management L P | 0.19% | Add +54.7% | 85,344 | $8.0M |
| Swiss National Bank | 0.01% | Add +1.2% | 84,000 | $7.8M |
| Wells Fargo & Company | 0.00% | Add +65.2% | 82,065 | $7.6M |
| UBS Group AG | 0.00% | Add +108.6% | 77,415 | $7.2M |
| Susquehanna Fundamental Investments, LLC | 0.11% | — | 69,797 | $6.5M |
| Crestline Management, L.P. | 0.22% | Add +0.7% | 68,523 | $6.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.1% | 60,315 | $5.6M |
| Marshall Wace, LLP | 0.01% | New | 55,136 | $5.1M |
| Rhumbline Advisers | 0.00% | Add +0.1% | 54,935 | $5.1M |
| Hodges Capital Management Inc. | 0.29% | Reduce -16.9% | 51,195 | $4.8M |
| Danske Bank A/S | 0.01% | Reduce -35.6% | 50,590 | $4.7M |
| Informed Momentum Co LLC | 0.66% | New | 50,125 | $4.7M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 46,620 | $4.3M |
| Essex Investment Management Co. LLC | 0.77% | Add +27.1% | 45,881 | $4.3M |
| Legal & General Group Plc | 0.00% | Reduce -0.1% | 45,374 | $4.2M |
| Global IMC LLC | 0.76% | New | 45,301 | $4.2M |
| Barclays PLC | 0.00% | Reduce -15.7% | 44,219 | $4.1M |
| Crossmark Global Holdings, Inc. | 0.08% | Add +74.6% | 43,995 | $4.1M |
| Ieq Capital, LLC | 0.04% | Add +82.9% | 43,141 | $4.0M |
| Foundry Partners, LLC | 0.20% | Reduce -67.9% | 41,982 | $3.9M |
| Ironwood Investment Management LLC | 1.93% | Add +0.7% | 41,543 | $3.9M |
| Totem Point Management, LLC | 3.98% | Reduce -29.4% | 40,252 | $3.8M |
| California State Teachers Retirement System | 0.00% | Reduce -0.7% | 40,093 | $3.7M |
| Quantinno Capital Management LP | 0.04% | Reduce -23.9% | 39,899 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -25.7% | 37,787 | $3.5M |
| Cwm, LLC | 0.01% | Add +12.8% | 35,300 | $3.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 34,578 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.8% | 33,429 | $3.1M |
| Calamos Advisors LLC | 0.02% | Add +16.9% | 31,706 | $3.0M |
| Thames Capital Management LLC | 0.77% | New | 30,450 | $2.8M |
| Scopia Capital Management LP | 0.28% | Reduce -85.5% | 28,688 | $2.7M |
| Nebula Research & Development LLC | 0.31% | Reduce -38.3% | 28,301 | $2.6M |
| Icon Advisers Inc. | 0.60% | Reduce -20.0% | 28,000 | $2.6M |
| Boothbay Fund Management, LLC | 0.08% | Reduce -24.0% | 27,631 | $2.6M |
| Agf Management Ltd. | 0.01% | New | 27,500 | $2.6M |
| Comerica Bank | 0.01% | Reduce -6.4% | 26,205 | $2.4M |
| Prudential Financial Inc. | 0.00% | Reduce -26.0% | 26,102 | $2.4M |
| Inspire Investing, LLC | 0.27% | Add +298.6% | 25,540 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -15.3% | 24,449 | $2.3M |
| Cumberland Partners Ltd | 0.16% | Add +20.0% | 24,000 | $2.2M |
| Tudor Investment Corporation | 0.02% | Reduce -86.6% | 23,781 | $2.2M |
| 1492 Capital Management LLC | 1.06% | Add +93.7% | 23,771 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -9.2% | 23,406 | $2.2M |
| L. Roy Papp & Associates, LLP | 0.25% | Reduce -2.9% | 23,400 | $2.2M |
| Harvest Fund Management Co., Ltd | 0.10% | Add +475.6% | 23,236 | $2.1M |
| Abacus FCF Advisors LLC | 0.27% | Add +46.2% | 22,361 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | New | 22,259 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +647.0% | 21,901 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -2.9% | 21,557 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -83.0% | 19,855 | $1.9M |
| Woodline Partners LP | 0.01% | New | 19,775 | $1.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 19,597 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +15.4% | 19,084 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +5.7% | 19,080 | $1.7M |
| Prescott Group Capital Management, L.L.C. | 0.23% | Add +28.6% | 18,000 | $1.7M |
| Capital Fund Management S.A. | 0.02% | Add +22.9% | 17,850 | $1.7M |
| Amundi | 0.00% | Reduce -54.2% | 16,648 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 16,700 | $1.6M |
| Kestra Investment Management, LLC | 0.06% | Add +32.8% | 16,230 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 16,004 | $1.5M |
| Blackhawk Capital Partners, LLC | 0.77% | New | 15,929 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +15.6% | 15,663 | $1.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.5% | 15,510 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -8.9% | 15,423 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +6.5% | 15,039 | $1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -85.1% | 14,399 | $1.3M |
| Savant Capital, LLC | 0.01% | Add +0.1% | 14,297 | $1.3M |
| STRS Ohio | 0.01% | Reduce -20.0% | 13,883 | $1.3M |
| State of Wyoming | 0.16% | Add +117.1% | 13,766 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +16.0% | 13,629 | $1.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -6.0% | 13,386 | $1.3M |
| Commerce Bank | 0.01% | Reduce -0.9% | 12,992 | $1.2M |
| KLP Kapitalforvaltning As | 0.01% | — | 12,500 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +1.2% | 12,394 | $1.2M |
| Inceptionr LLC | 0.24% | Reduce -7.1% | 11,728 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +34.4% | 11,098 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -34.6% | 11,083 | $1.0M |
| Consolidated Portfolio Review Corp | 0.16% | New | 11,036 | $1.0M |
| LPL Financial LLC | 0.00% | Add +136.4% | 10,995 | $1.0M |
| Handelsbanken Fonder AB | 0.00% | No change | 10,544 | $983K |
| Mariner, LLC | 0.00% | Add +54.2% | 9,876 | $920K |
| Engineers Gate Manager LP | 0.01% | Reduce -14.2% | 9,263 | $863K |
| BNP Paribas Financial Markets | 0.00% | Reduce -68.7% | 9,048 | $843K |
| Stifel Financial Corp. | 0.00% | Add +33.6% | 8,541 | $796K |
| Ellsworth Advisors, LLC | 0.20% | Add +6.0% | 8,284 | $772K |
| Rafferty Asset Management, LLC | 0.00% | No change | 8,096 | $755K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -0.7% | 7,732 | $721K |
| Tidal Investments LLC | 0.01% | Add +70.5% | 7,240 | $675K |
| Fluent Financial, LLC | 0.30% | New | 7,167 | $668K |
| Unique Wealth Strategies, LLC | 0.29% | Reduce -2.4% | 7,093 | $661K |
| Diversified Trust Co. | 0.02% | Reduce -20.0% | 6,988 | $651K |
| Fieldview Capital Management, LLC | 0.10% | — | 6,765 | $630K |
| Cetera Investment Advisers | 0.00% | Add +20.6% | 6,756 | $630K |
| Wedbush Securities Inc. | 0.02% | Reduce -4.9% | 6,566 | $612K |
| Xponance LLC | 0.01% | Add +8.6% | 6,122 | $571K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.2% | 6,074 | $566K |
| Private Advisor Group, LLC | 0.00% | Add +41.8% | 6,020 | $561K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +2.4% | 5,875 | $548K |
| Deutsche Bank AG | 0.00% | Reduce -78.6% | 5,630 | $525K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,623 | $524K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -6.8% | 5,551 | $517K |
| Voleon Capital Management LP | 0.04% | — | 5,424 | $506K |
| Pathstone Holdings, LLC | 0.00% | Add +22.4% | 5,419 | $505K |
| Pictet Asset Management Holding SA | 0.00% | No change | 5,352 | $499K |
| Sanctuary Advisors, LLC | 0.00% | Add +4.9% | 4,667 | $499K |
| Captrust Financial Advisors | 0.00% | Add +42.7% | 5,333 | $497K |
| Alps Advisors Inc. | 0.00% | No change | 5,323 | $496K |
| Burns Matteson Capital Management, LLC | 0.25% | New | 4,857 | $453K |
| Hancock Whitney Corp. | 0.01% | New | 4,803 | $448K |
| XTX Topco Ltd | 0.04% | New | 4,795 | $447K |
| Pallas Capital Advisors LLC | 0.02% | Add +0.3% | 4,791 | $447K |
| Creative Planning | 0.00% | Add +24.9% | 4,702 | $438K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 4,672 | $435K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $433K |
| BayBridge Capital Group, LLC | 0.31% | New | 4,638 | $432K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.5% | 4,586 | $427K |
| US Bancorp \de | 0.00% | Reduce -10.2% | 4,575 | $426K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +16181.5% | 4,396 | $410K |
| Contravisory Investment Management, Inc. | 0.09% | No change | 4,309 | $402K |
| New York State Teachers Retirement System | 0.00% | No change | 4,099 | $382K |
| Advisory Services Network, LLC | 0.01% | New | 4,005 | $373K |
| Princeton Capital Management LLC | 0.12% | No change | 4,000 | $373K |
| Principal Financial Group Inc. | 0.00% | Add +9.7% | 3,993 | $372K |
| AXA S.A. | 0.00% | Reduce -87.8% | 3,951 | $368K |
| Bank of Montreal | 0.00% | Add +11.7% | 3,908 | $364K |
| Bank of Nova Scotia | 0.00% | New | 3,854 | $359K |
| Virtus Investment Advisers, LLC | 0.29% | No change | 3,836 | $358K |
| Caxton Associates LP | 0.01% | Add +27.1% | 3,771 | $351K |
| AlphaQuest LLC | 0.05% | Add +37.4% | 3,722 | $347K |
| Focus Partners Wealth | 0.00% | Add +9.1% | 3,533 | $329K |
| PNC Financial Services Group, Inc. | 0.00% | Add +59.3% | 3,498 | $326K |
| Teza Capital Management LLC | 0.05% | Reduce -76.9% | 3,412 | $318K |
| Stevens Capital Management LP | 0.12% | New | 3,280 | $306K |
| Optimist Retirement Group LLC | 0.14% | Reduce -9.7% | 3,137 | $292K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,105 | $289K |
| Maverick Capital | 0.01% | New | 3,047 | $284K |
| Picton Mahoney Asset Management | 0.01% | Add +59.8% | 2,992 | $280K |
| Upper Left Wealth Management, LLC | 0.24% | No change | 3,000 | $280K |
| Gsa Capital Partners LLP | 0.02% | Reduce -92.5% | 2,994 | $279K |
| Inspire Advisors, LLC | 0.03% | Reduce -4.9% | 2,974 | $277K |
| Twin Tree Management, LP | 0.01% | New | 2,949 | $275K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -3.8% | 2,931 | $273K |
| Amalgamated Bank | 0.00% | Reduce -0.6% | 2,907 | $271K |
| Optimize Financial Inc. | 0.20% | — | 2,876 | $268K |
| Eclectic Associates Inc. | 0.08% | New | 2,870 | $267K |
| Cibc World Market Inc. | 0.00% | New | 2,858 | $266K |
| Truist Financial Corp. | 0.00% | New | 2,788 | $260K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 2,772 | $258K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 2,747 | $256K |
| CIBC Asset Management Inc | 0.00% | New | 2,598 | $242K |
| Cable Hill Partners, LLC | 0.02% | New | 2,551 | $238K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -21.6% | 2,467 | $230K |
| Choreo, LLC | 0.00% | New | 2,455 | $229K |
| Callan Family Office, LLC | 0.01% | New | 2,452 | $229K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -13.5% | 2,451 | $228K |
| Wolverine Trading, LLC | 0.01% | New | 2,425 | $226K |
| Dark Forest Capital Management LP | 0.03% | Reduce -90.8% | 2,424 | $226K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,369 | $221K |
| Commonwealth Equity Services, LLC | 0.00% | New | 2,365 | $220K |
| M&T Bank Corp | 0.00% | New | 2,360 | $220K |
| Freestone Grove Partners LP | 0.00% | — | 2,345 | $219K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 2,339 | $218K |
| Occudo Quantitative Strategies LP | 0.04% | New | 2,321 | $216K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 2,317 | $216K |
| Utah Retirement Systems | 0.00% | New | 2,300 | $214K |
| Merit Financial Group, LLC | 0.00% | New | 2,184 | $204K |
| Simplex Trading, LLC | 0.01% | New | 2,174 | $202K |
| Eastern Bank | 0.00% | No change | 2,000 | $186K |
| Smartleaf Asset Management LLC | 0.02% | Add +448.3% | 1,963 | $183K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -17.0% | 1,915 | $178K |
| KBC Group NV | 0.00% | Add +28.6% | 1,791 | $167K |
| Group One Trading LLC | 0.00% | Reduce -33.6% | 1,507 | $140K |
| Covestor Ltd | 0.09% | Add +75.0% | 1,493 | $140K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +61.9% | 1,235 | $115K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +190.8% | 887 | $94K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 991 | $92K |
| Asset Management One Co., Ltd. | 0.00% | Add +0.8% | 842 | $80K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.0% | 822 | $77K |
| Global Retirement Partners, LLC | 0.00% | Add +48.0% | 789 | $74K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -0.6% | 780 | $73K |
| Virtus Fund Advisers, LLC | 0.22% | Add +3.5% | 765 | $71K |
| Quent Capital, LLC | 0.01% | Reduce -94.4% | 725 | $68K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.1% | 720 | $67K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 700 | $65K |
| Versant Capital Management, Inc | 0.01% | Reduce -26.2% | 583 | $54K |
| Signaturefd, LLC | 0.00% | Reduce -7.7% | 574 | $53K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Reduce -1.9% | 532 | $49K |
| CI Investments Inc. | 0.00% | Add +12.3% | 476 | $44K |
| Arax Advisory Partners | 0.00% | Reduce -31.3% | 454 | $42K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -36.7% | 415 | $39K |
| GAMMA Investing LLC | 0.00% | Add +22.1% | 398 | $37K |
| WPG Advisers, LLC | 0.03% | — | 377 | $35K |
| True Wealth Design, LLC | 0.01% | Add +1.6% | 376 | $35K |
| Quadrant Capital Group LLC | 0.00% | No change | 362 | $34K |
| MAI Capital Management | 0.00% | New | 351 | $33K |
| Jones Financial Companies LLLP | 0.00% | No change | 335 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +85.6% | 323 | $30K |
| Clearstead Advisors, LLC | 0.00% | Add +71.0% | 313 | $29K |
| Mather Group, Llc. | 0.00% | No change | 283 | $26K |
| UMB Bank, n.a. | 0.00% | No change | 281 | $26K |
| Principal Securities, Inc. | 0.00% | Add +150.4% | 278 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 260 | $25K |
| Lindbrook Capital, LLC | 0.00% | Add +1.2% | 247 | $23K |
| SBI Securities Co., Ltd. | 0.00% | — | 229 | $21K |
| PFS Partners, LLC | 0.01% | No change | 200 | $19K |
| Private Trust Co. NA | 0.00% | New | 180 | $17K |
| Brooklyn Investment Group | 0.00% | Add +2.0% | 156 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -75.5% | 153 | $14K |
| MCF Advisors LLC | 0.00% | New | 115 | $11K |
| CoreCap Advisors, LLC | 0.00% | New | 111 | $10K |
| Aspect Partners, LLC | 0.01% | No change | 109 | $10K |
| Stonebridge Financial Group, LLC | 0.00% | — | 104 | $10K |
| Bessemer Group Inc. | 0.00% | No change | 100 | $9K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -32.5% | 83 | $8K |
| LRI Investments, LLC | 0.00% | No change | 78 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 77 | $7K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 67 | $6K |
| Hexagon Capital Partners LLC | 0.00% | Add +5.4% | 59 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 52 | $5K |
| HM Payson & Co. | 0.00% | No change | 50 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 48 | $4K |
| Hemington Wealth Management | 0.00% | Add +48.5% | 49 | $4K |
| Sound Income Strategies, LLC | 0.00% | Add +925.0% | 41 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $3K |
| Colonial Trust Co / SC | 0.00% | No change | 37 | $3K |
| Allworth Financial LP | 0.00% | Add +650.0% | 30 | $3K |
| Avior Wealth Management, LLC | 0.00% | Add +29.2% | 31 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $3K |
| Sachetta, LLC | 0.00% | No change | 29 | $3K |
| IFP Advisors, Inc | 0.00% | New | 22 | $2K |
| Globeflex Capital L P | 0.00% | No change | 22 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +35.7% | 19 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -76.3% | 19 | $2K |
| Geneos Wealth Management Inc. | 0.00% | New | 18 | $2K |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $932 |
| SJS Investment Consulting Inc. | 0.00% | Add +14.3% | 8 | $746 |
| New Millennium Group LLC | 0.00% | New | 7 | $652 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $560 |
| Transce3nd, LLC | 0.00% | — | 6 | $559 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 4 | $373 |
| NewEdge Advisors, LLC | 0.00% | New | 3 | $280 |
| MV Capital Management, Inc. | 0.00% | No change | 2 | $187 |
| Global Financial Private Client, LLC | 0.00% | New | 2 | $186 |
| Elequin Capital, LP | 0.00% | New | 2 | $186 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $93 |
| Huntington National Bank | 0.00% | No change | 1 | $93 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.