PegasystemsPEGA
13F holders, Q2 2025 (June 30)415holders +87
142new positions
55sold out
9famous investors
$54.12avg. 13F price*
At the end of Q2 2025, 415 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 87 from Q1 2025. 142 opened new positions and 55 sold out. The largest holders were Vanguard Group Inc. ($598.2M), BlackRock, Inc. ($490.1M) and Massachusetts Financial Services Co. ($219.2M). 9 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $246.5M |
| Exits | 55 | $234.6M |
All 13F filers, Q1 2025 → Q2 2025: 54,364,764 shares bought and 4,167,907 shares sold, net +50,196,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| Vanguard Group Inc. | 0.01% | Add +100.2% | 11,050,568 | $598.2M |
| BlackRock, Inc. | 0.01% | Add +243.2% | 9,054,520 | $490.1M |
| Massachusetts Financial Services Co. | 0.07% | Add +86.3% | 4,050,075 | $219.2M |
| AQR Capital Management | 0.18% | Add +236.2% | 4,037,552 | $217.6M |
| Capital Research Global Investors | 0.04% | Add +100.0% | 3,973,160 | $215.1M |
| Bares Capital Management, Inc. | 18.62% | Add +76.6% | 3,542,716 | $191.8M |
| State Street Corp. | 0.01% | Add +255.3% | 2,907,677 | $157.4M |
| Jacobs Levy Equity Management, Inc. | 0.54% | Add +161.3% | 2,564,459 | $138.8M |
| Invesco Ltd. | 0.02% | Add +34.0% | 2,444,661 | $132.3M |
| Dimensional Fund Advisors LP | 0.03% | Add +122.6% | 2,286,889 | $123.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.23% | Add +101.3% | 2,187,558 | $118.4M |
| Thrivent Financial for Lutherans | 0.23% | Add +85.1% | 1,901,978 | $102.9M |
| Geode Capital Management, LLC | 0.01% | Add +104.1% | 1,779,093 | $96.3M |
| Morgan Stanley | 0.01% | Add +465.6% | 1,767,439 | $95.7M |
| Wellington Management Group LLP | 0.02% | Add +108.0% | 1,633,601 | $88.4M |
| Teacher Retirement System of Texas | 0.34% | Add +151.4% | 1,516,532 | $82.1M |
| UBS Group AG | 0.02% | Add +194.2% | 1,477,025 | $80.0M |
| Shannon River Fund Management LLC | 11.44% | Add +116.2% | 1,372,565 | $74.3M |
| Fisher Asset Management | 0.03% | Add +91.9% | 1,193,235 | $64.6M |
| Acadian Asset Management LLC | 0.13% | Add +253.4% | 1,171,012 | $63.4M |
| Franklin Resources Inc. | 0.02% | Add +48.5% | 1,164,063 | $63.0M |
| Ranger Investment Management, L.P. | 4.24% | Add +75.9% | 1,121,350 | $60.7M |
| North Peak Capital Management, LLC | 4.49% | New | 1,056,961 | $57.2M |
| Russell Investments Group, Ltd. | 0.07% | Add +161.2% | 1,013,522 | $54.8M |
| FMR LLC | 0.00% | Add +1086.3% | 968,715 | $52.4M |
| Bank of New York Mellon Corp | 0.01% | Add +169.3% | 924,458 | $50.0M |
| Northern Trust Corp. | 0.01% | Add +236.0% | 921,178 | $49.9M |
| Fiera Capital Corp | 0.16% | Add +218.4% | 857,265 | $46.4M |
| Raymond James Financial Inc. | 0.02% | Add +105.6% | 814,539 | $44.1M |
| Norges Bank | 0.01% | Add +28.8% | 794,160 | $43.0M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.65% | Add +100.0% | 703,600 | $38.1M |
| Gotham Asset Management | 0.21% | Add +173.3% | 663,749 | $35.9M |
| JPMorgan Chase & Co. | 0.00% | Add +64.1% | 627,843 | $34.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +99.3% | 574,195 | $31.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +123.0% | 553,375 | $30.0M |
| Crawford Investment Counsel Inc. | 0.51% | Add +72.2% | 539,470 | $29.2M |
| Bank of America Corp. | 0.00% | Add +152.1% | 521,539 | $28.2M |
| Squarepoint Ops LLC | 0.06% | Reduce -17.6% | 468,344 | $25.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +101.5% | 463,319 | $25.1M |
| Sei Investments Co. | 0.03% | Add +175.7% | 462,489 | $25.0M |
| Nuveen, LLC | 0.01% | Add +168.6% | 435,790 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +168.7% | 418,518 | $22.7M |
| Oberweis Asset Management Inc./ | 0.92% | Add +99.5% | 389,800 | $21.1M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +128.8% | 389,355 | $21.1M |
| New York State Common Retirement Fund | 0.03% | Add +111.5% | 387,584 | $21.0M |
| Westwood Holdings Group Inc. | 0.14% | Add +116.0% | 363,988 | $19.7M |
| American Century Companies Inc. | 0.01% | Add +274.9% | 346,795 | $18.8M |
| Summit Creek Advisors LLC | 2.47% | Add +91.8% | 327,410 | $17.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | New | 307,579 | $16.6M |
| First Trust Advisors LP | 0.01% | Reduce -29.8% | 299,102 | $16.2M |
| Lazard Asset Management LLC | 0.02% | Add +193.6% | 298,191 | $16.1M |
| Federated Hermes, Inc. | 0.03% | Add +56.9% | 291,785 | $15.8M |
| Citigroup Inc. | 0.01% | Add +262.8% | 279,041 | $15.1M |
| Luxor Capital Group, LP | 1.93% | Add +38.5% | 269,823 | $14.6M |
| Canada Pension Plan Investment Board | 0.01% | New | 254,700 | $13.8M |
| Trexquant Investment LP | 0.15% | Add +73.1% | 252,458 | $13.7M |
| Ieq Capital, LLC | 0.08% | Add +394.0% | 241,207 | $13.1M |
| Allianz Asset Management GmbH | 0.02% | Add +60.3% | 240,225 | $13.0M |
| Rhumbline Advisers | 0.01% | Add +342.4% | 239,135 | $12.9M |
| Pinebridge Investments, L.P. | 0.10% | Add +116.3% | 235,443 | $12.7M |
| Harber Asset Management LLC | 4.03% | Add +10.7% | 228,297 | $12.4M |
| Janus Henderson Group PLC | 0.01% | Add +1033.0% | 225,514 | $12.2M |
| Penn Capital Management Company, LLC | 1.04% | Add +43.2% | 221,577 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +143.4% | 210,684 | $11.4M |
| Principal Financial Group Inc. | 0.01% | Add +6550.8% | 201,784 | $10.9M |
| Quantinno Capital Management LP | 0.05% | Add +223.8% | 201,152 | $10.9M |
| Mackenzie Financial Corp. | 0.01% | Add +14.3% | 198,467 | $10.7M |
| Nordea Investment Management AB | 0.01% | Add +100.9% | 196,065 | $10.5M |
| FIL Ltd | 0.01% | Add +99.6% | 193,620 | $10.5M |
| Susquehanna Portfolio Strategies, LLC | 0.22% | New | 183,182 | $9.9M |
| Swiss National Bank | 0.01% | Add +96.7% | 179,800 | $9.7M |
| Panagora Asset Management Inc. | 0.04% | Add +70.9% | 179,468 | $9.7M |
| State of Wisconsin Investment Board | 0.02% | Add +86.5% | 173,734 | $9.4M |
| Victory Capital Management Inc. | 0.01% | Add +89.6% | 169,926 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +544.8% | 169,542 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +142.3% | 168,624 | $9.1M |
| Bridgewater Associates | 0.04% | New | 164,560 | $8.9M |
| Martingale Asset Management L P | 0.22% | Add +81.6% | 162,745 | $8.8M |
| Empowered Funds, LLC | 0.10% | New | 157,157 | $8.5M |
| Alliancebernstein L.P. | 0.00% | Add +518.6% | 151,456 | $8.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.1% | 155,650 | $8.2M |
| Legal & General Group Plc | 0.00% | Add +189.7% | 150,151 | $8.1M |
| LMR Partners LLP | 0.19% | New | 150,000 | $8.1M |
| Harel Insurance Investments & Financial Services Ltd. | 0.09% | Add +78.2% | 145,206 | $7.9M |
| Boston Partners | 0.01% | New | 142,610 | $7.7M |
| Castleark Management LLC | 0.23% | Add +28.8% | 139,952 | $7.6M |
| Barclays PLC | 0.00% | Add +142.9% | 136,941 | $7.4M |
| Citadel Advisors | 0.01% | Add +13420600.0% | 134,207 | $7.3M |
| Cwm, LLC | 0.03% | Add +182.1% | 132,441 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +170.1% | 129,368 | $7.0M |
| Kornitzer Capital Management Inc. | 0.13% | Add +0.1% | 119,810 | $6.5M |
| Jupiter Asset Management Ltd. | 0.05% | Add +8.0% | 115,212 | $6.2M |
| Beacon Harbor Wealth Advisors, Inc. | 1.55% | New | 114,952 | $6.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -2.7% | 110,164 | $6.0M |
| Retirement Systems of Alabama | 0.02% | New | 108,785 | $5.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +179.5% | 103,864 | $5.6M |
| Susquehanna Fundamental Investments, LLC | 0.15% | Add +81.5% | 103,846 | $5.6M |
| Zacks Investment Management | 0.05% | New | 102,046 | $5.5M |
| Abacus FCF Advisors LLC | 0.71% | Add +103.5% | 94,208 | $5.1M |
| 1492 Capital Management LLC | 2.33% | Add +97.5% | 93,028 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +101.5% | 92,980 | $5.0M |
| Cerity Partners LLC | 0.01% | Add +208.7% | 88,213 | $4.8M |
| California State Teachers Retirement System | 0.01% | Add +100.0% | 87,950 | $4.8M |
| Fieldview Capital Management, LLC | 0.68% | Add +961.2% | 82,945 | $4.5M |
| Essex Investment Management Co. LLC | 0.81% | Add +95.9% | 81,973 | $4.4M |
| Ironwood Investment Management LLC | 2.11% | Add +94.3% | 80,098 | $4.3M |
| Paralel Advisors LLC | 0.17% | New | 76,736 | $4.2M |
| Walleye Capital LLC | 0.04% | Add +67527.4% | 76,419 | $4.1M |
| Algert Global LLC | 0.08% | New | 72,716 | $3.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +444.8% | 71,990 | $3.9M |
| Verition Fund Management LLC | 0.02% | Add +1021.7% | 68,671 | $3.7M |
| CSM Advisors, LLC | 0.11% | New | 68,088 | $3.7M |
| Los Angeles Capital Management LLC | 0.01% | New | 66,412 | $3.6M |
| D. E. Shaw & Co. | 0.00% | Add +202.7% | 64,258 | $3.5M |
| ExodusPoint Capital Management, LP | 0.04% | New | 63,483 | $3.4M |
| Vontobel Holding Ltd. | 0.01% | Add +53.9% | 63,200 | $3.4M |
| Teachers Retirement System of the State of Kentucky | 0.03% | Add +204.6% | 62,672 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +256.0% | 59,528 | $3.2M |
| Man Group plc | 0.01% | New | 58,875 | $3.2M |
| Monument Capital Management | 0.80% | New | 56,878 | $3.1M |
| Amundi | 0.00% | Add +192.9% | 57,654 | $3.0M |
| Calamos Advisors LLC | 0.02% | Add +120.6% | 52,997 | $2.9M |
| Crossmark Global Holdings, Inc. | 0.05% | Reduce -9.9% | 52,241 | $2.8M |
| Prescott Group Capital Management, L.L.C. | 0.33% | Add +100.0% | 52,000 | $2.8M |
| Assenagon Asset Management S.A. | 0.00% | New | 51,404 | $2.8M |
| Illinois Municipal Retirement Fund | 0.04% | New | 50,990 | $2.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Add +162.4% | 49,600 | $2.7M |
| MetLife Investment Management, LLC | 0.02% | Reduce -71.0% | 49,206 | $2.7M |
| Convergence Investment Partners, LLC | 0.67% | New | 49,018 | $2.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -56.9% | 48,740 | $2.6M |
| Dark Forest Capital Management LP | 0.10% | New | 47,219 | $2.6M |
| Mariner, LLC | 0.00% | Add +240.2% | 46,598 | $2.5M |
| Icon Advisers Inc. | 0.57% | Add +63.7% | 45,848 | $2.5M |
| L. Roy Papp & Associates, LLP | 0.29% | Add +104.0% | 45,578 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | New | 44,261 | $2.4M |
| Vestcor Inc | 0.07% | Add +4814.8% | 44,233 | $2.4M |
| New York State Teachers Retirement System | 0.00% | Add +961.0% | 43,490 | $2.4M |
| Lisanti Capital Growth, LLC | 0.65% | New | 43,445 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.7% | 43,216 | $2.3M |
| Hillsdale Investment Management Inc. | 0.08% | New | 42,500 | $2.3M |
| Amalgamated Bank | 0.02% | Add +1250.2% | 41,316 | $2.2M |
| BNP Paribas Financial Markets | 0.00% | Add +403.7% | 41,136 | $2.2M |
| Treasurer of the State of North Carolina | 0.01% | Add +99.1% | 40,612 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +174.6% | 40,417 | $2.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +117.1% | 40,312 | $2.2M |
| OP Asset Management Ltd | 0.03% | Add +75.3% | 40,148 | $2.2M |
| Bayesian Capital Management, LP | 0.34% | Add +414.2% | 40,094 | $2.2M |
| Brevan Howard Capital Management LP | 0.02% | New | 38,515 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +53.1% | 37,892 | $2.1M |
| Kestra Investment Management, LLC | 0.06% | Add +205.3% | 37,278 | $2.0M |
| Comerica Bank | 0.01% | Add +548.5% | 36,445 | $2.0M |
| Millennium Management | 0.00% | Add +210.6% | 35,404 | $1.9M |
| Renaissance Technologies | 0.00% | New | 33,648 | $1.8M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +107.6% | 33,219 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +215.9% | 32,472 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.45% | New | 31,112 | $1.7M |
| Private Client Services, LLC | 0.65% | New | 30,891 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | New | 29,977 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +114.7% | 29,540 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +112.5% | 29,173 | $1.6M |
| Engineers Gate Manager LP | 0.02% | Add +116.2% | 29,009 | $1.6M |
| LPL Financial LLC | 0.00% | Add +101.8% | 28,312 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | New | 28,085 | $1.5M |
| Pallas Capital Advisors LLC | 0.06% | Add +205.5% | 28,070 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +58.7% | 28,008 | $1.5M |
| Danske Bank A/S | 0.00% | New | 27,936 | $1.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +64.7% | 27,893 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +163.5% | 27,788 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +103.1% | 27,444 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | Add +94.3% | 27,200 | $1.5M |
| Commerce Bank | 0.01% | Add +100.0% | 25,984 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 25,914 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +174.5% | 25,377 | $1.4M |
| Marietta Investment Partners LLC | 0.30% | New | 25,238 | $1.4M |
| Louisiana State Employees Retirement System | 0.02% | New | 25,000 | $1.4M |
| Aquatic Capital Management LLC | 0.03% | Add +185.2% | 24,255 | $1.3M |
| AMH Equity Ltd | 1.91% | New | 24,000 | $1.3M |
| Capital Fund Management S.A. | 0.01% | Reduce -54.3% | 23,804 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | New | 22,954 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 22,868 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +196.5% | 22,637 | $1.2M |
| STRS Ohio | 0.00% | Add +45.3% | 22,020 | $1.2M |
| Silvercrest Asset Management Group LLC | 0.01% | Add +96.5% | 22,006 | $1.2M |
| Pacer Advisors, Inc. | 0.00% | New | 21,980 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +184.8% | 21,621 | $1.2M |
| State of Michigan Retirement System | 0.01% | New | 21,400 | $1.2M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 20,832 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | New | 19,873 | $1.1M |
| Aviva PLC | 0.00% | New | 19,233 | $1.0M |
| Scientech Research LLC | 0.25% | Add +223.3% | 19,144 | $1.0M |
| Vinva Investment Management Ltd | 0.03% | New | 12,628 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -0.6% | 19,018 | $1.0M |
| Hancock Whitney Corp. | 0.02% | Add +210.6% | 18,686 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +164.7% | 18,302 | $991K |
| Oregon Public Employees Retirement Fund | 0.02% | New | 18,200 | $985K |
| NewEdge Wealth, LLC | 0.02% | Add +123.5% | 18,315 | $985K |
| Two Sigma Advisers, LP | 0.00% | Add +246.2% | 18,000 | $974K |
| New Mexico Educational Retirement Board | 0.03% | New | 18,000 | $974K |
| Creative Planning | 0.00% | Add +170.4% | 17,528 | $949K |
| Ameritas Investment Partners, Inc. | 0.03% | New | 17,285 | $936K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +309.2% | 15,587 | $843K |
| Maverick Capital | 0.01% | Add +100.0% | 15,298 | $828K |
| Wedbush Securities Inc. | 0.03% | Add +112.6% | 15,298 | $828K |
| Versor Investments LP | 0.14% | New | 15,206 | $823K |
| Intech Investment Management LLC | 0.01% | New | 14,980 | $811K |
| Centiva Capital, LP | 0.05% | New | 14,891 | $806K |
| Advisory Services Network, LLC | 0.01% | New | 13,627 | $800K |
| Greenwood Capital Associates LLC | 0.10% | Add +41.7% | 14,775 | $800K |
| Bank of Montreal | 0.00% | Add +305.4% | 14,663 | $794K |
| Mercer Global Advisors Inc. | 0.00% | Add +261.4% | 14,442 | $782K |
| Landscape Capital Management, L.L.C. | 0.06% | New | 14,382 | $778K |
| Brighton Jones LLC | 0.02% | New | 14,334 | $776K |
| Focus Partners Wealth | 0.00% | Add +161.7% | 14,330 | $776K |
| State of Wyoming | 0.09% | Reduce -16.1% | 14,218 | $770K |
| Pictet Asset Management Holding SA | 0.00% | Add +91.8% | 13,942 | $755K |
| Macquarie Group Ltd. | 0.00% | New | 13,824 | $748K |
| Rafferty Asset Management, LLC | 0.00% | Add +108.2% | 13,641 | $738K |
| Nomura Holdings Inc. | 0.01% | Add +83.2% | 13,566 | $734K |
| US Bancorp \de | 0.00% | Add +68.8% | 13,542 | $733K |
| NewEdge Advisors, LLC | 0.00% | Add +216.0% | 13,463 | $729K |
| Walleye Trading LLC | 0.02% | Add +395.6% | 12,974 | $702K |
| Xponance LLC | 0.01% | Add +101.8% | 12,572 | $681K |
| Polymer Capital Management (US) LLC | 0.11% | New | 12,432 | $673K |
| Bayforest Capital Ltd | 0.29% | Add +244.0% | 12,345 | $668K |
| Nisa Investment Advisors, LLC | 0.00% | New | 12,328 | $667K |
| Atlas Capital Advisors Inc. | 0.08% | Add +60.4% | 11,766 | $637K |
| Essential Partners LLC | 0.25% | — | 11,462 | $620K |
| Public Employees Retirement Association of Colorado | 0.00% | Add +100.0% | 11,246 | $609K |
| Avantax Advisory Services, Inc. | 0.00% | Add +160.8% | 11,237 | $608K |
| WINTON GROUP Ltd | 0.03% | New | 11,228 | $608K |
| Diversified Trust Co. | 0.01% | Add +56.9% | 10,996 | $595K |
| Cetera Investment Advisers | 0.00% | Add +148.3% | 10,754 | $582K |
| State of Alaska, Department of Revenue | 0.01% | New | 10,025 | $542K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +140.4% | 9,977 | $540K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +40541.7% | 9,754 | $528K |
| MML Investors Services, LLC | 0.00% | New | 9,625 | $521K |
| Virtus Advisers, LLC | 0.32% | Add +100.0% | 9,406 | $509K |
| Catalyst Funds Management Pty Ltd | 0.14% | New | 9,400 | $509K |
| Virtu Financial LLC | 0.03% | New | 9,385 | $508K |
| Atria Investments, Inc | 0.01% | New | 8,988 | $486K |
| Snowden Capital Advisors LLC | 0.01% | New | 8,962 | $485K |
| Osaic Holdings, Inc. | 0.00% | Add +195.4% | 8,761 | $481K |
| New York Life Investment Management LLC | 0.00% | Add +96.5% | 8,543 | $462K |
| Deutsche Bank AG | 0.00% | Add +47.5% | 8,484 | $459K |
| Gsa Capital Partners LLP | 0.03% | Reduce -49.6% | 8,369 | $453K |
| Prudential Financial Inc. | 0.00% | New | 8,343 | $452K |
| Legato Capital Management LLC | 0.05% | New | 8,230 | $445K |
| Commonwealth Equity Services, LLC | 0.00% | Add +112.7% | 8,172 | $442K |
| Veracity Capital LLC | 0.15% | Add +117.3% | 8,031 | $435K |
| Princeton Capital Management LLC | 0.13% | Add +100.0% | 8,000 | $433K |
| Truist Financial Corp. | 0.00% | New | 7,880 | $427K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 7,847 | $425K |
| Pathstone Holdings, LLC | 0.00% | Add +31.6% | 7,599 | $411K |
| Neo Ivy Capital Management | 0.13% | New | 7,401 | $400K |
| NFSG Corp | 0.06% | New | 7,018 | $380K |
| Meeder Asset Management Inc. | 0.02% | New | 6,988 | $378K |
| PNC Financial Services Group, Inc. | 0.00% | Add +111.6% | 6,963 | $377K |
| DRW Securities, LLC | 0.03% | New | 6,942 | $376K |
| Securian Asset Management, Inc. | 0.01% | New | 6,788 | $367K |
| &partners | 0.00% | Add +109.7% | 6,768 | $366K |
| M&T Bank Corp | 0.00% | New | 6,394 | $347K |
| Picton Mahoney Asset Management | 0.00% | Add +36794.1% | 6,272 | $340K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,266 | $339K |
| Integrated Quantitative Investments LLC | 0.10% | New | 6,200 | $336K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,186 | $335K |
| Optimist Retirement Group LLC | 0.16% | New | 6,164 | $334K |
| Farther Finance Advisors, LLC | 0.01% | Add +108.5% | 6,022 | $326K |
| Upper Left Wealth Management, LLC | 0.22% | Add +100.0% | 6,000 | $325K |
| Guggenheim Capital LLC | 0.00% | New | 5,985 | $324K |
| Impact Partnership Wealth, LLC | 0.06% | Add +93.7% | 5,684 | $308K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 5,666 | $306K |
| Callan Family Office, LLC | 0.01% | New | 5,618 | $304K |
| Optimize Financial Inc. | 0.18% | New | 5,564 | $301K |
| Lindenwold Advisors, INC | 0.15% | New | 5,306 | $287K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -86.3% | 5,304 | $287K |
| CIBC Asset Management Inc | 0.00% | New | 5,286 | $286K |
| HighTower Advisors, LLC | 0.00% | New | 5,258 | $285K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +74.6% | 5,202 | $282K |
| Twin Tree Management, LP | 0.01% | New | 5,185 | $281K |
| Tidal Investments LLC | 0.00% | New | 5,087 | $275K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 5,024 | $272K |
| Choreo, LLC | 0.00% | New | 5,022 | $272K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,605 | $267K |
| Prelude Capital Management, LLC | 0.03% | Add +2.7% | 4,910 | $266K |
| Fred Alger Management, LLC | 0.00% | Add +50.4% | 4,909 | $266K |
| Globeflex Capital L P | 0.02% | New | 4,900 | $265K |
| 111 Capital | 0.05% | New | 4,858 | $263K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,751 | $257K |
| Lecap Asset Management Ltd. | 0.09% | Reduce -79.8% | 4,708 | $255K |
| Eclectic Associates Inc. | 0.05% | New | 4,616 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,603 | $249K |
| Utah Retirement Systems | 0.00% | New | 4,600 | $249K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 4,586 | $248K |
| Motley Fool Asset Management LLC | 0.01% | New | 4,574 | $248K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1014.6% | 4,570 | $247K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $245K |
| Sivia Capital Partners, LLC | 0.08% | New | 4,526 | $245K |
| Diametric Capital, LP | 0.13% | New | 4,469 | $242K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,450 | $241K |
| Kaufman Rossin Wealth, LLC | 0.15% | New | 4,328 | $234K |
| Ethic Inc. | 0.00% | New | 4,348 | $232K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | New | 4,268 | $231K |
| Ground Swell Capital, LLC | 0.38% | New | 4,263 | $231K |
| Maryland State Retirement & Pension System | 0.01% | New | 4,226 | $229K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,195 | $227K |
| Optas, LLC | 0.04% | New | 4,140 | $224K |
| Marex Group Ltd | 0.00% | New | 4,092 | $222K |
| denkapparat Operations GmbH | 0.18% | New | 4,060 | $220K |
| ProShare Advisors LLC | 0.00% | New | 3,946 | $214K |
| Sterling Capital Management LLC | 0.00% | Add +2579.4% | 3,912 | $212K |
| Full Sail Capital, LLC | 0.01% | New | 3,872 | $210K |
| Baird Financial Group, Inc. | 0.00% | New | 3,867 | $209K |
| Forum Financial Management, LP | 0.00% | New | 3,852 | $209K |
| Parallel Advisors, LLC | 0.00% | Add +271.5% | 3,656 | $198K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.03% | New | 3,590 | $194K |
| IFP Advisors, Inc | 0.01% | Add +242.9% | 3,309 | $179K |
| SG Americas Securities, LLC | 0.00% | Reduce -70.2% | 3,258 | $176K |
| Hennessy Advisors Inc. | 0.01% | New | 2,964 | $160K |
| Asset Management One Co., Ltd. | 0.00% | Add +70.0% | 2,436 | $132K |
| KBC Group NV | 0.00% | Add +33.3% | 2,403 | $130K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +83.8% | 2,270 | $123K |
| Versant Capital Management, Inc | 0.02% | Add +220.2% | 1,966 | $106K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +100.0% | 1,848 | $100K |
| CoreCap Advisors, LLC | 0.00% | New | 1,762 | $95K |
| Clearstead Advisors, LLC | 0.00% | Add +173.8% | 1,744 | $94K |
| Principal Securities, Inc. | 0.00% | Add +518.7% | 1,720 | $93K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,668 | $90K |
| Covestor Ltd | 0.05% | Add +26.1% | 1,642 | $89K |
| SBI Securities Co., Ltd. | 0.00% | Add +199.4% | 1,644 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +38.4% | 1,590 | $85K |
| Raleigh Capital Management Inc. | 0.03% | New | 1,530 | $83K |
| CX Institutional | 0.00% | Add +175.2% | 1,406 | $76K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +100.0% | 1,400 | $76K |
| Group One Trading LLC | 0.00% | Reduce -83.4% | 1,394 | $75K |
| GAMMA Investing LLC | 0.00% | Add +121.4% | 1,326 | $72K |
| Signaturefd, LLC | 0.00% | Add +129.0% | 1,262 | $68K |
| True Wealth Design, LLC | 0.02% | Add +196.8% | 1,128 | $61K |
| Allworth Financial LP | 0.00% | Add +1631.3% | 1,108 | $60K |
| Global Retirement Partners, LLC | 0.00% | — | 1,105 | $60K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 994 | $54K |
| Arax Advisory Partners | 0.00% | Add +353.8% | 962 | $52K |
| AlphaQuest LLC | 0.00% | Reduce -53.8% | 918 | $50K |
| CI Investments Inc. | 0.00% | Add +63.9% | 867 | $47K |
| Optiver Holding B.V. | 0.00% | New | 863 | $47K |
| Larson Financial Group LLC | 0.00% | New | 832 | $45K |
| Caitong International Asset Management Co., Ltd | 0.03% | Reduce -31.4% | 795 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Add +335.7% | 732 | $40K |
| UMB Bank, n.a. | 0.00% | Add +159.8% | 730 | $40K |
| MAI Capital Management | 0.00% | Add +124.5% | 696 | $38K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 688 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +29.9% | 586 | $31K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -82.8% | 574 | $31K |
| Spire Wealth Management | 0.00% | Add +274.2% | 565 | $31K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -24.2% | 544 | $29K |
| Brooklyn Investment Group | 0.00% | Add +197.7% | 512 | $28K |
| CIBC Private Wealth Group LLC | 0.00% | Add +30.8% | 484 | $26K |
| Truvestments Capital LLC | 0.01% | Add +77.6% | 476 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | New | 442 | $24K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | Reduce -16.8% | 427 | $23K |
| PFS Partners, LLC | 0.01% | Add +100.0% | 400 | $22K |
| Huntington National Bank | 0.00% | Add +333.3% | 390 | $21K |
| Bessemer Group Inc. | 0.00% | Add +236.9% | 374 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +117.0% | 332 | $18K |
| Fifth Third Bancorp | 0.00% | New | 328 | $18K |
| Rakuten Securities, Inc. | 0.00% | Add +10800.0% | 218 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Add +118.2% | 168 | $9K |
| Hemington Wealth Management | 0.00% | Add +193.1% | 170 | $9K |
| LRI Investments, LLC | 0.00% | Add +100.0% | 156 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | New | 146 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +100.0% | 134 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +13300.0% | 134 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | New | 120 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 112 | $6K |
| Colonial Trust Co / SC | 0.00% | Add +58.8% | 108 | $6K |
| Missouri Trust & Investment Co | 0.00% | Add +100.0% | 104 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | Add +100.0% | 100 | $5K |
| HM Payson & Co. | 0.00% | Add +100.0% | 100 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +100.0% | 96 | $5K |
| NewSquare Capital LLC | 0.00% | New | 96 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 80 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +100.0% | 74 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 70 | $4K |
| Blue Trust, Inc. | 0.00% | Add +257.9% | 68 | $4K |
| ORG Partners LLC | 0.00% | New | 70 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Add +127.6% | 66 | $4K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 60 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | New | 58 | $3K |
| Lanark Financial, Inc. | 0.00% | New | 66 | $3K |
| Christopher J. Hasenberg, Inc | 0.00% | Add +100.0% | 54 | $3K |
| WPG Advisers, LLC | 0.00% | Reduce -50.5% | 48 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +100.0% | 42 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 40 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +100.0% | 40 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 30 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +50.0% | 27 | $1K |
| SouthState Bank Corp | 0.00% | Add +30.0% | 26 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +85.7% | 26 | $1K |
| Fortitude Family Office, LLC | 0.00% | New | 26 | $1K |
| Park Place Capital Corp | 0.00% | Add +100.0% | 22 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +233.3% | 20 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -82.0% | 18 | $974 |
| SWAN Capital LLC | 0.00% | New | 14 | $758 |
| CVA Family Office, LLC | 0.00% | No change | 14 | $758 |
| Binnacle Investments Inc | 0.00% | Add +50.0% | 12 | $650 |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 12 | $650 |
| Asset Dedication, LLC | 0.00% | Add +100.0% | 10 | $542 |
| HFM Investment Advisors, LLC | 0.00% | New | 10 | $541 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 8 | $434 |
| AdvisorNet Financial, Inc | 0.00% | New | 8 | $433 |
| Sound Income Strategies, LLC | 0.00% | Reduce -80.5% | 8 | $433 |
| Rialto Wealth Management, LLC | 0.00% | New | 6 | $325 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +500.0% | 6 | $324 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +300.0% | 4 | $217 |
| MV Capital Management, Inc. | 0.00% | Add +33.3% | 4 | $217 |
| Tortoise Investment Management, LLC | 0.00% | New | 2 | $108 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.