PegasystemsPEGA
13F holders, Q1 2025 (March 31)328holders +7
80new positions
71sold out
7famous investors
$69.47avg. 13F price*
At the end of Q1 2025, 328 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 7 from Q4 2024. 80 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($383.8M), BlackRock, Inc. ($183.4M) and Massachusetts Financial Services Co. ($151.1M). 7 famous investors held it, including Joel Greenblatt (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $304.8M |
| Exits | 71 | $100.0M |
All 13F filers, Q4 2024 → Q1 2025: 9,284,180 shares bought and 7,104,917 shares sold, net +2,179,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 328 holders
| Vanguard Group Inc. | 0.01% | Reduce -4.7% | 5,520,417 | $383.8M |
| BlackRock, Inc. | 0.00% | Reduce -10.8% | 2,638,238 | $183.4M |
| Massachusetts Financial Services Co. | 0.05% | New | 2,174,179 | $151.1M |
| TPG GP A, LLC | 2.84% | Add +4.3% | 2,022,733 | $140.6M |
| Bares Capital Management, Inc. | 16.37% | Reduce -15.2% | 2,005,990 | $139.5M |
| Capital Research Global Investors | 0.03% | Reduce -35.5% | 1,986,580 | $138.1M |
| Invesco Ltd. | 0.02% | Reduce -22.9% | 1,823,783 | $126.8M |
| AQR Capital Management | 0.08% | Add +60.1% | 1,200,819 | $81.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.16% | Reduce -3.2% | 1,086,825 | $75.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +19.4% | 1,027,504 | $71.4M |
| Thrivent Financial for Lutherans | 0.16% | Add +43.9% | 1,027,292 | $71.4M |
| Jacobs Levy Equity Management, Inc. | 0.27% | New | 981,433 | $68.2M |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 871,867 | $60.6M |
| State Street Corp. | 0.00% | Reduce -4.7% | 818,302 | $56.9M |
| Wellington Management Group LLP | 0.01% | Add +6.2% | 785,516 | $54.6M |
| Franklin Resources Inc. | 0.02% | Add +11.6% | 784,136 | $54.5M |
| Ranger Investment Management, L.P. | 3.17% | Reduce -8.7% | 637,605 | $44.3M |
| Shannon River Fund Management LLC | 11.51% | Reduce -20.5% | 634,751 | $44.1M |
| Fisher Asset Management | 0.02% | Reduce -2.5% | 621,783 | $43.2M |
| Norges Bank | 0.01% | Add +29.6% | 616,650 | $42.9M |
| Teacher Retirement System of Texas | 0.17% | Add +275.3% | 603,183 | $41.9M |
| Squarepoint Ops LLC | 0.10% | Add +561.6% | 568,020 | $39.5M |
| UBS Group AG | 0.01% | Add +548.5% | 502,027 | $34.9M |
| First Trust Advisors LP | 0.03% | Reduce -12.2% | 426,178 | $29.6M |
| Raymond James Financial Inc. | 0.01% | Add +33.6% | 396,100 | $27.5M |
| Russell Investments Group, Ltd. | 0.04% | Add +104.3% | 387,966 | $27.0M |
| JPMorgan Chase & Co. | 0.00% | Add +57.3% | 382,688 | $26.6M |
| HERALD INVESTMENT MANAGEMENT Ltd | 4.58% | Add +1.2% | 351,800 | $24.4M |
| Bank of New York Mellon Corp | 0.00% | Add +6.0% | 343,220 | $23.9M |
| Acadian Asset Management LLC | 0.07% | Reduce -51.6% | 331,331 | $23.0M |
| Crawford Investment Counsel Inc. | 0.39% | Add +3.3% | 313,217 | $21.8M |
| Morgan Stanley | 0.00% | Reduce -16.9% | 312,460 | $21.7M |
| Broad Bay Capital Management, LP | 3.24% | New | 309,730 | $21.5M |
| Susquehanna International Group, LLP | 0.03% | Add +92.3% | 302,323 | $21.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.4% | 288,158 | $20.0M |
| Northern Trust Corp. | 0.00% | Add +5.8% | 274,130 | $19.1M |
| Qube Research & Technologies Ltd | 0.03% | Add +23.5% | 270,510 | $18.8M |
| Fiera Capital Corp | 0.07% | New | 269,199 | $18.7M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | Add +117.4% | 250,000 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 248,168 | $17.3M |
| Gotham Asset Management | 0.14% | Add +25.8% | 242,844 | $16.9M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -43.5% | 229,952 | $16.0M |
| Bank of America Corp. | 0.00% | Add +81.4% | 206,897 | $14.4M |
| Harber Asset Management LLC | 5.17% | Add +26.8% | 206,247 | $14.3M |
| Oberweis Asset Management Inc./ | 0.68% | Add +34.3% | 195,400 | $13.6M |
| Luxor Capital Group, LP | 1.74% | Reduce -50.8% | 194,874 | $13.5M |
| Federated Hermes, Inc. | 0.03% | Reduce -14.6% | 186,003 | $12.9M |
| New York State Common Retirement Fund | 0.02% | Add +32.8% | 183,250 | $12.7M |
| Mackenzie Financial Corp. | 0.02% | Add +87.6% | 173,609 | $12.1M |
| Summit Creek Advisors LLC | 1.73% | Add +39.0% | 170,688 | $11.9M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -13.5% | 170,190 | $11.8M |
| MetLife Investment Management, LLC | 0.06% | Add +6077.8% | 169,704 | $11.8M |
| Westwood Holdings Group Inc. | 0.09% | Add +1.1% | 168,538 | $11.7M |
| Sei Investments Co. | 0.01% | Add +5.4% | 167,762 | $11.7M |
| Nuveen, LLC | 0.00% | — | 162,243 | $11.3M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -10.7% | 158,951 | $11.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.9% | 155,783 | $10.8M |
| Penn Capital Management Company, LLC | 1.05% | Add +9.3% | 154,684 | $10.8M |
| Allianz Asset Management GmbH | 0.02% | Reduce -68.0% | 149,821 | $10.4M |
| Trexquant Investment LP | 0.12% | Add +25.4% | 145,872 | $10.1M |
| Kornitzer Capital Management Inc. | 0.17% | Add +16.5% | 119,670 | $8.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -42.4% | 113,181 | $7.9M |
| Two Sigma Investments, LP | 0.02% | Add +633.4% | 113,110 | $7.9M |
| Jane Street Group, LLC | 0.01% | Add +631.1% | 109,948 | $7.6M |
| Pinebridge Investments, L.P. | 0.06% | New | 108,824 | $7.6M |
| Castleark Management LLC | 0.26% | Add +13.6% | 108,650 | $7.6M |
| Jupiter Asset Management Ltd. | 0.07% | Reduce -53.1% | 106,715 | $7.4M |
| Panagora Asset Management Inc. | 0.04% | Reduce -1.3% | 105,029 | $7.3M |
| Lazard Asset Management LLC | 0.01% | Reduce -5.7% | 101,567 | $7.1M |
| FIL Ltd | 0.01% | Reduce -1.9% | 97,010 | $6.7M |
| Nordea Investment Management AB | 0.01% | Add +10.2% | 97,597 | $6.6M |
| State of Wisconsin Investment Board | 0.02% | Add +6.4% | 93,162 | $6.5M |
| American Century Companies Inc. | 0.00% | Reduce -22.7% | 92,502 | $6.4M |
| Swiss National Bank | 0.00% | Add +8.8% | 91,400 | $6.4M |
| Martingale Asset Management L P | 0.16% | Add +5.0% | 89,639 | $6.2M |
| Victory Capital Management Inc. | 0.01% | Add +48.6% | 89,627 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +5.5% | 86,565 | $6.0M |
| FMR LLC | 0.00% | Reduce -32.3% | 81,660 | $5.7M |
| Harel Insurance Investments & Financial Services Ltd. | 0.07% | New | 81,470 | $5.7M |
| Citigroup Inc. | 0.00% | Add +594.0% | 76,910 | $5.3M |
| SummitTX Capital, L.P. | 0.22% | — | 72,036 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +108.2% | 69,600 | $4.8M |
| Quantinno Capital Management LP | 0.03% | Add +55.7% | 62,130 | $4.3M |
| Crossmark Global Holdings, Inc. | 0.07% | Add +31.9% | 58,008 | $4.0M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Reduce -18.0% | 57,223 | $4.0M |
| Barclays PLC | 0.00% | Add +27.5% | 56,367 | $3.9M |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 54,048 | $3.8M |
| Capital Fund Management S.A. | 0.05% | Add +191.7% | 52,062 | $3.6M |
| Legal & General Group Plc | 0.00% | Add +14.2% | 51,823 | $3.6M |
| Ieq Capital, LLC | 0.03% | Add +13.2% | 48,830 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -52.2% | 47,904 | $3.3M |
| 1492 Capital Management LLC | 1.77% | Add +98.2% | 47,111 | $3.3M |
| Cwm, LLC | 0.01% | Add +33.0% | 46,957 | $3.3M |
| Abacus FCF Advisors LLC | 0.51% | Add +107.0% | 46,299 | $3.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.0% | 46,150 | $3.2M |
| California State Teachers Retirement System | 0.00% | Add +9.7% | 43,975 | $3.1M |
| Foundry Partners, LLC | 0.16% | Add +1.4% | 42,555 | $3.0M |
| Essex Investment Management Co. LLC | 0.61% | Reduce -8.8% | 41,847 | $2.9M |
| Ironwood Investment Management LLC | 1.56% | Reduce -0.8% | 41,230 | $2.9M |
| Vontobel Holding Ltd. | 0.01% | Add +8.7% | 41,076 | $2.9M |
| Capula Management Ltd | 0.02% | New | 39,672 | $2.8M |
| Balyasny Asset Management L.P. | 0.01% | New | 38,850 | $2.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 37,162 | $2.6M |
| Agf Management Ltd. | 0.01% | Add +24.6% | 34,253 | $2.4M |
| XTX Topco Ltd | 0.12% | Add +603.9% | 33,752 | $2.3M |
| Cerity Partners LLC | 0.00% | Add +49.8% | 28,574 | $2.0M |
| CenterBook Partners LP | 0.13% | New | 28,427 | $2.0M |
| Icon Advisers Inc. | 0.46% | No change | 28,000 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +57.4% | 26,293 | $1.8M |
| Prescott Group Capital Management, L.L.C. | 0.26% | Add +44.4% | 26,000 | $1.8M |
| Twinbeech Capital LP | 0.03% | New | 25,833 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +1.2% | 24,747 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -29.2% | 24,484 | $1.7M |
| Calamos Advisors LLC | 0.01% | Reduce -24.2% | 24,025 | $1.7M |
| Lecap Asset Management Ltd. | 0.38% | New | 23,320 | $1.6M |
| OP Asset Management Ltd | 0.03% | — | 22,897 | $1.6M |
| L. Roy Papp & Associates, LLP | 0.19% | Reduce -4.5% | 22,340 | $1.6M |
| D. E. Shaw & Co. | 0.00% | Reduce -75.6% | 21,228 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -7.6% | 20,573 | $1.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +4.1% | 20,397 | $1.4M |
| Janus Henderson Group PLC | 0.00% | Reduce -7.7% | 19,905 | $1.4M |
| Amundi | 0.00% | Add +18.2% | 19,681 | $1.3M |
| Voya Investment Management LLC | 0.00% | Reduce -3.6% | 19,136 | $1.3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 18,900 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +18.5% | 18,567 | $1.3M |
| Woodline Partners LP | 0.01% | Reduce -9.2% | 17,947 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -24.6% | 17,650 | $1.2M |
| Occudo Quantitative Strategies LP | 0.16% | Add +646.5% | 17,327 | $1.2M |
| State of Wyoming | 0.16% | Add +23.2% | 16,956 | $1.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 16,941 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +50.7% | 16,723 | $1.2M |
| Gsa Capital Partners LLP | 0.10% | Add +454.4% | 16,599 | $1.2M |
| Siren, L.L.C. | 0.06% | New | 16,500 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.09% | New | 16,172 | $1.1M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 16,004 | $1.1M |
| HSBC Holdings PLC | 0.00% | New | 15,572 | $1.1M |
| STRS Ohio | 0.00% | Add +9.2% | 15,156 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +72.3% | 14,717 | $1.0M |
| LPL Financial LLC | 0.00% | Add +27.6% | 14,028 | $975K |
| KLP Kapitalforvaltning As | 0.00% | Add +12.0% | 14,000 | $973K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.8% | 13,756 | $956K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -11.5% | 13,726 | $954K |
| Mariner, LLC | 0.00% | Add +38.7% | 13,697 | $952K |
| Arizona State Retirement System | 0.01% | Add +9.0% | 13,510 | $939K |
| Engineers Gate Manager LP | 0.02% | Add +44.9% | 13,419 | $933K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.0% | 13,214 | $919K |
| Commerce Bank | 0.01% | No change | 12,992 | $903K |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 12,587 | $875K |
| Kestra Investment Management, LLC | 0.02% | Reduce -24.8% | 12,210 | $849K |
| Millennium Management | 0.00% | Reduce -95.5% | 11,398 | $792K |
| Silvercrest Asset Management Group LLC | 0.01% | Add +139.7% | 11,198 | $778K |
| SG Americas Securities, LLC | 0.00% | New | 10,941 | $761K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,544 | $733K |
| Greenwood Capital Associates LLC | 0.10% | Add +87.9% | 10,428 | $725K |
| Assetmark, Inc. | 0.00% | New | 10,280 | $715K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 9,244 | $643K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 9,244 | $643K |
| Pallas Capital Advisors LLC | 0.03% | Add +91.8% | 9,187 | $639K |
| Jain Global LLC | 0.01% | New | 9,150 | $636K |
| Aquatic Capital Management LLC | 0.02% | New | 8,504 | $591K |
| Group One Trading LLC | 0.02% | Add +457.2% | 8,397 | $584K |
| NewEdge Wealth, LLC | 0.01% | New | 8,193 | $570K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.7% | 8,167 | $568K |
| US Bancorp \de | 0.00% | Add +75.3% | 8,021 | $558K |
| Fieldview Capital Management, LLC | 0.08% | Add +15.5% | 7,816 | $543K |
| Marshall Wace, LLP | 0.00% | Reduce -85.8% | 7,803 | $542K |
| Bayesian Capital Management, LP | 0.09% | New | 7,797 | $542K |
| MRA Advisory Group | 0.29% | New | 7,717 | $536K |
| Maverick Capital | 0.01% | Add +151.0% | 7,649 | $532K |
| Captrust Financial Advisors | 0.00% | Add +43.2% | 7,635 | $531K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +25.0% | 7,591 | $528K |
| Nomura Holdings Inc. | 0.00% | New | 7,405 | $515K |
| Atlas Capital Advisors Inc. | 0.06% | Reduce -5.1% | 7,337 | $510K |
| Pictet Asset Management Holding SA | 0.00% | Add +35.8% | 7,270 | $505K |
| Wedbush Securities Inc. | 0.02% | Add +9.6% | 7,195 | $500K |
| Diversified Trust Co. | 0.01% | Add +0.3% | 7,007 | $487K |
| Merit Financial Group, LLC | 0.01% | Add +216.6% | 6,915 | $481K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -19.1% | 6,551 | $455K |
| Creative Planning | 0.00% | Add +37.8% | 6,481 | $451K |
| EntryPoint Capital, LLC | 0.21% | New | 6,456 | $449K |
| Xponance LLC | 0.00% | Add +1.8% | 6,229 | $433K |
| Verition Fund Management LLC | 0.00% | Reduce -72.0% | 6,122 | $426K |
| Sherbrooke Park Advisers LLC | 0.20% | New | 6,078 | $423K |
| Hancock Whitney Corp. | 0.01% | Add +25.3% | 6,017 | $418K |
| Scientech Research LLC | 0.11% | New | 5,921 | $412K |
| Pathstone Holdings, LLC | 0.00% | Add +6.5% | 5,774 | $402K |
| Deutsche Bank AG | 0.00% | Add +2.1% | 5,751 | $400K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,623 | $391K |
| Comerica Bank | 0.00% | Reduce -78.5% | 5,620 | $391K |
| PEAK6 LLC | 0.02% | New | 5,536 | $385K |
| Focus Partners Wealth | 0.00% | Add +55.0% | 5,476 | $381K |
| Two Sigma Advisers, LP | 0.00% | New | 5,200 | $362K |
| Prelude Capital Management, LLC | 0.03% | New | 4,783 | $333K |
| Virtus Advisers, LLC | 0.22% | New | 4,703 | $327K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $318K |
| Wolverine Trading, LLC | 0.01% | Add +85.4% | 4,495 | $312K |
| CSS LLC | 0.06% | New | 4,480 | $311K |
| New York Life Investment Management LLC | 0.00% | New | 4,348 | $302K |
| Cetera Investment Advisers | 0.00% | Reduce -35.9% | 4,332 | $301K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.1% | 4,308 | $300K |
| NewEdge Advisors, LLC | 0.00% | Add +141900.0% | 4,260 | $296K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 4,150 | $289K |
| New York State Teachers Retirement System | 0.00% | No change | 4,099 | $285K |
| Jefferies Financial Group Inc. | 0.01% | New | 4,045 | $281K |
| Nebula Research & Development LLC | 0.03% | Reduce -85.7% | 4,040 | $281K |
| Cannon Global Investment Management, LLC | 0.77% | New | 4,000 | $278K |
| Princeton Capital Management LLC | 0.10% | No change | 4,000 | $278K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,996 | $278K |
| Bank of Nova Scotia | 0.00% | Add +2.3% | 3,944 | $274K |
| Commonwealth Equity Services, LLC | 0.00% | Add +62.5% | 3,843 | $267K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,809 | $265K |
| Veracity Capital LLC | 0.10% | New | 3,696 | $257K |
| Bank of Montreal | 0.00% | Reduce -7.5% | 3,617 | $251K |
| Bayforest Capital Ltd | 0.11% | New | 3,589 | $250K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -24.3% | 3,328 | $231K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.0% | 3,290 | $229K |
| Fred Alger Management, LLC | 0.00% | New | 3,263 | $227K |
| &partners | 0.00% | New | 3,227 | $224K |
| Amalgamated Bank | 0.00% | Add +5.3% | 3,060 | $213K |
| Principal Financial Group Inc. | 0.00% | Reduce -24.0% | 3,034 | $211K |
| Upper Left Wealth Management, LLC | 0.15% | No change | 3,000 | $209K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 2,979 | $207K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.5% | 2,966 | $206K |
| Impact Partnership Wealth, LLC | 0.04% | Add +19.8% | 2,935 | $204K |
| Farther Finance Advisors, LLC | 0.01% | Add +50.9% | 2,889 | $204K |
| Blueshift Asset Management, LLC | 0.08% | New | 2,918 | $203K |
| Walleye Trading LLC | 0.01% | New | 2,618 | $182K |
| FNY Investment Advisers, LLC | 0.11% | New | 2,530 | $175K |
| AlphaQuest LLC | 0.01% | Reduce -46.6% | 1,988 | $138K |
| KBC Group NV | 0.00% | Add +0.7% | 1,803 | $125K |
| Asset Management One Co., Ltd. | 0.00% | Add +70.2% | 1,433 | $100K |
| Covestor Ltd | 0.06% | Reduce -12.8% | 1,302 | $90K |
| Simplex Trading, LLC | 0.00% | Reduce -42.9% | 1,242 | $86K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,235 | $86K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,200 | $83K |
| Caitong International Asset Management Co., Ltd | 0.06% | New | 1,158 | $81K |
| Jones Financial Companies LLLP | 0.00% | Add +243.0% | 1,149 | $80K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.7% | 984 | $68K |
| IFP Advisors, Inc | 0.00% | Add +4286.4% | 965 | $67K |
| New Age Alpha Advisors, LLC | 0.00% | New | 960 | $67K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 924 | $64K |
| Vestcor Inc | 0.00% | New | 900 | $63K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -80.5% | 840 | $58K |
| Headlands Technologies LLC | 0.01% | New | 822 | $57K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.8% | 791 | $55K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -8.0% | 718 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 700 | $49K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 601 | $47K |
| Clearstead Advisors, LLC | 0.00% | Add +103.5% | 637 | $44K |
| Versant Capital Management, Inc | 0.01% | Add +5.3% | 614 | $43K |
| GAMMA Investing LLC | 0.00% | Add +50.5% | 599 | $42K |
| Signaturefd, LLC | 0.00% | Reduce -4.0% | 551 | $38K |
| SBI Securities Co., Ltd. | 0.00% | Add +139.7% | 549 | $38K |
| CI Investments Inc. | 0.00% | Add +11.1% | 529 | $37K |
| CX Institutional | 0.00% | New | 511 | $36K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -99.9% | 513 | $36K |
| Lindbrook Capital, LLC | 0.00% | Add +89.1% | 467 | $32K |
| Quent Capital, LLC | 0.00% | Reduce -36.3% | 462 | $32K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -77.0% | 451 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +26.9% | 410 | $29K |
| True Wealth Design, LLC | 0.01% | Add +1.1% | 380 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 278 | $26K |
| Quadrant Capital Group LLC | 0.00% | Reduce -1.9% | 355 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Add +42.3% | 370 | $23K |
| MAI Capital Management | 0.00% | Reduce -11.7% | 310 | $22K |
| Mather Group, Llc. | 0.00% | No change | 283 | $20K |
| UMB Bank, n.a. | 0.00% | No change | 281 | $20K |
| Truvestments Capital LLC | 0.00% | New | 268 | $19K |
| Arax Advisory Partners | 0.00% | Reduce -53.3% | 212 | $15K |
| PFS Partners, LLC | 0.01% | No change | 200 | $14K |
| Private Trust Co. NA | 0.00% | No change | 180 | $13K |
| Brooklyn Investment Group | 0.00% | Add +10.3% | 172 | $12K |
| First Horizon Advisors, Inc. | 0.00% | New | 168 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 153 | $11K |
| Spire Wealth Management | 0.00% | New | 151 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.7% | 146 | $10K |
| Bessemer Group Inc. | 0.00% | Add +11.0% | 111 | $8K |
| Walleye Capital LLC | 0.00% | New | 113 | $8K |
| Aspect Partners, LLC | 0.00% | No change | 109 | $8K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 104 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2400.0% | 100 | $7K |
| WPG Advisers, LLC | 0.01% | Reduce -74.3% | 97 | $7K |
| Huntington National Bank | 0.00% | Add +8900.0% | 90 | $6K |
| Allworth Financial LP | 0.00% | Add +113.3% | 64 | $6K |
| LRI Investments, LLC | 0.00% | No change | 78 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 77 | $5K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 67 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +83.8% | 68 | $5K |
| Hemington Wealth Management | 0.00% | Add +18.4% | 58 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 52 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | New | 50 | $3K |
| HM Payson & Co. | 0.00% | No change | 50 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 48 | $3K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -22.0% | 46 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 41 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 37 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 30 | $2K |
| Sachetta, LLC | 0.00% | No change | 29 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +61.1% | 29 | $2K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 27 | $2K |
| Investors Research Corp | 0.00% | New | 25 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.6% | 24 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 21 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 20 | $1K |
| SouthState Bank Corp | 0.00% | New | 20 | $1K |
| Blue Trust, Inc. | 0.00% | No change | 19 | $1K |
| ROSS\JOHNSON & Associates LLC | 0.02% | New | 18 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 18 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.4% | 17 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -26.3% | 14 | $974 |
| CVA Family Office, LLC | 0.00% | New | 14 | $973 |
| Continuum Advisory, LLC | 0.00% | New | 14 | $973 |
| Wiser Advisor Group LLC | 0.00% | New | 13 | $904 |
| Park Place Capital Corp | 0.00% | New | 11 | $765 |
| Binnacle Investments Inc | 0.00% | — | 8 | $556 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -25.0% | 6 | $418 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $418 |
| Global Financial Private Client, LLC | 0.00% | Add +150.0% | 5 | $348 |
| Asset Dedication, LLC | 0.00% | New | 5 | $348 |
| American Capital Advisory, LLC | 0.00% | New | 4 | $279 |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 3 | $209 |
| Rakuten Securities, Inc. | 0.00% | New | 2 | $139 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $71 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $70 |
| Citadel Advisors | 0.00% | Reduce -100.0% | 1 | $70 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $70 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $69 |
| Hantz Financial Services, Inc. | 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.