PegasystemsPEGA
13F holders, Q3 2025 (September 30)426holders +11
78new positions
61sold out
8famous investors
$57.50avg. 13F price*
At the end of Q3 2025, 426 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 11 from Q2 2025. 78 opened new positions and 61 sold out. The largest holders were Vanguard Group Inc. ($648.2M), BlackRock, Inc. ($519.2M) and Massachusetts Financial Services Co. ($286.8M). 8 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 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $162.4M |
| Exits | 61 | $101.8M |
All 13F filers, Q2 2025 → Q3 2025: 12,126,088 shares bought and 8,841,504 shares sold, net +3,284,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 426 holders
| Vanguard Group Inc. | 0.01% | Add +2.0% | 11,272,359 | $648.2M |
| BlackRock, Inc. | 0.01% | Reduce -0.3% | 9,028,985 | $519.2M |
| Massachusetts Financial Services Co. | 0.09% | Add +23.1% | 4,987,291 | $286.8M |
| AQR Capital Management | 0.13% | Reduce -16.0% | 3,391,801 | $195.0M |
| Bares Capital Management, Inc. | 17.93% | Reduce -4.6% | 3,380,345 | $194.4M |
| State Street Corp. | 0.01% | Reduce -4.7% | 2,770,096 | $159.3M |
| Invesco Ltd. | 0.02% | Add +11.5% | 2,725,008 | $156.7M |
| Capital Research Global Investors | 0.03% | Reduce -36.6% | 2,517,587 | $144.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.9% | 2,468,516 | $142.0M |
| North Peak Capital Management, LLC | 15.32% | Add +122.0% | 2,346,501 | $134.9M |
| Jacobs Levy Equity Management, Inc. | 0.53% | Reduce -9.6% | 2,318,723 | $133.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.21% | Add +3.8% | 2,270,762 | $130.6M |
| Wellington Management Group LLP | 0.02% | Add +29.9% | 2,122,168 | $122.0M |
| Thrivent Financial for Lutherans | 0.22% | Add +1.4% | 1,927,576 | $110.8M |
| Geode Capital Management, LLC | 0.01% | Add +4.1% | 1,851,506 | $106.5M |
| UBS Group AG | 0.02% | Add +24.1% | 1,833,126 | $105.4M |
| American Century Companies Inc. | 0.05% | Add +357.6% | 1,586,793 | $91.2M |
| Hood River Capital Management LLC | 1.07% | New | 1,578,448 | $90.8M |
| Teacher Retirement System of Texas | 0.35% | Add +0.2% | 1,520,005 | $87.4M |
| Morgan Stanley | 0.01% | Reduce -16.4% | 1,477,196 | $84.9M |
| Shannon River Fund Management LLC | 12.81% | Add +0.8% | 1,384,219 | $79.6M |
| Fisher Asset Management | 0.02% | Reduce -4.7% | 1,136,734 | $65.4M |
| First Trust Advisors LP | 0.05% | Add +271.7% | 1,111,736 | $63.9M |
| Franklin Resources Inc. | 0.02% | Reduce -6.0% | 1,094,552 | $62.9M |
| Northern Trust Corp. | 0.01% | Add +14.8% | 1,057,379 | $60.8M |
| Ranger Investment Management, L.P. | 3.91% | Reduce -13.0% | 975,485 | $56.1M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -5.1% | 961,789 | $55.3M |
| Raymond James Financial Inc. | 0.02% | Add +12.5% | 916,039 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +48.7% | 853,742 | $49.1M |
| Pacer Advisors, Inc. | 0.13% | Add +3771.3% | 850,904 | $48.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -8.1% | 849,743 | $48.9M |
| Fiera Capital Corp | 0.16% | Reduce -2.1% | 838,952 | $48.2M |
| FMR LLC | 0.00% | Reduce -19.0% | 784,973 | $45.1M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.39% | No change | 703,600 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.1% | 620,716 | $35.7M |
| Gotham Asset Management | 0.14% | Reduce -16.9% | 551,535 | $31.7M |
| Crawford Investment Counsel Inc. | 0.50% | Reduce -2.5% | 526,049 | $30.2M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 494,272 | $28.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.0% | 467,983 | $26.9M |
| Sei Investments Co. | 0.03% | Reduce -1.3% | 456,550 | $26.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.6% | 439,674 | $25.3M |
| Oberweis Asset Management Inc./ | 0.86% | Reduce -0.1% | 389,400 | $22.4M |
| Westwood Holdings Group Inc. | 0.15% | Add +0.3% | 365,263 | $21.0M |
| Nuveen, LLC | 0.01% | Reduce -16.3% | 364,941 | $21.0M |
| Canada Pension Plan Investment Board | 0.01% | Add +41.2% | 359,600 | $20.7M |
| Acadian Asset Management LLC | 0.04% | Reduce -70.0% | 351,755 | $20.2M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -14.2% | 334,146 | $19.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.06% | Add +8.4% | 333,467 | $19.2M |
| Federated Hermes, Inc. | 0.03% | Add +4.0% | 303,483 | $17.5M |
| Summit Creek Advisors LLC | 2.54% | Reduce -7.4% | 303,075 | $17.4M |
| Millennium Management | 0.01% | Add +689.5% | 279,509 | $16.1M |
| Luxor Capital Group, LP | 2.15% | Reduce -0.6% | 268,278 | $15.4M |
| Lazard Asset Management LLC | 0.02% | Reduce -10.3% | 267,635 | $15.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -36.5% | 265,568 | $15.3M |
| New York State Common Retirement Fund | 0.02% | Reduce -33.5% | 257,533 | $14.8M |
| Citigroup Inc. | 0.01% | Reduce -13.2% | 242,269 | $13.9M |
| Rhumbline Advisers | 0.01% | Add +1.0% | 241,431 | $13.9M |
| Royal Bank of Canada | 0.00% | Add +70.4% | 220,418 | $12.7M |
| Bridgewater Associates | 0.05% | Add +32.8% | 218,492 | $12.6M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +40.6% | 218,917 | $12.5M |
| Janus Henderson Group PLC | 0.01% | Reduce -4.5% | 215,373 | $12.4M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 214,922 | $12.4M |
| Quantinno Capital Management LP | 0.03% | Add +5.7% | 212,705 | $12.2M |
| Cookson Peirce & Co. Inc. | 0.49% | New | 209,267 | $12.0M |
| Boston Partners | 0.01% | Add +46.5% | 208,870 | $12.0M |
| Ieq Capital, LLC | 0.04% | Reduce -15.0% | 205,055 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Add +1.6% | 204,927 | $11.8M |
| Ameriprise Financial Inc. | 0.00% | Add +20.8% | 204,792 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.4% | 204,718 | $11.8M |
| Nordea Investment Management AB | 0.01% | Add +2.4% | 200,664 | $11.5M |
| Intrinsic Edge Capital Management LLC | 1.66% | New | 190,261 | $10.9M |
| Harber Asset Management LLC | 4.04% | Reduce -16.7% | 190,239 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +221.6% | 191,429 | $10.5M |
| Swiss National Bank | 0.01% | Add +1.5% | 182,500 | $10.5M |
| Mackenzie Financial Corp. | 0.01% | Reduce -12.1% | 174,389 | $10.0M |
| State of Wisconsin Investment Board | 0.02% | Reduce -0.6% | 172,655 | $9.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +65.1% | 171,452 | $9.9M |
| Cwm, LLC | 0.03% | Add +28.9% | 170,756 | $9.8M |
| Victory Capital Management Inc. | 0.01% | Add +0.1% | 170,089 | $9.8M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | Reduce -12.9% | 159,482 | $9.2M |
| Barclays PLC | 0.00% | Add +13.4% | 155,255 | $8.9M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 148,350 | $8.5M |
| Cerity Partners LLC | 0.01% | Add +61.5% | 142,497 | $8.2M |
| Allianz Asset Management GmbH | 0.01% | Reduce -43.9% | 134,871 | $7.8M |
| Castleark Management LLC | 0.21% | Reduce -7.7% | 129,117 | $7.4M |
| Arax Advisory Partners | 0.10% | Add +12995.4% | 125,978 | $7.2M |
| Abacus FCF Advisors LLC | 0.96% | Add +33.6% | 125,838 | $7.2M |
| Zacks Investment Management | 0.05% | Add +15.9% | 118,282 | $6.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.06% | Reduce -18.5% | 118,354 | $6.8M |
| Los Angeles Capital Management LLC | 0.02% | Add +72.2% | 114,346 | $6.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -24.9% | 113,666 | $6.5M |
| Danske Bank A/S | 0.02% | Add +304.9% | 113,108 | $6.5M |
| Retirement Systems of Alabama | 0.02% | Add +2.7% | 111,697 | $6.4M |
| Capital Fund Management S.A. | 0.06% | Add +313.3% | 98,384 | $5.7M |
| 1492 Capital Management LLC | 2.27% | Add +4.7% | 97,365 | $5.6M |
| Martingale Asset Management L P | 0.14% | Reduce -41.0% | 96,103 | $5.5M |
| Kornitzer Capital Management Inc. | 0.11% | Reduce -20.6% | 95,185 | $5.5M |
| Citadel Advisors | 0.00% | Reduce -33.2% | 89,610 | $5.2M |
| California State Teachers Retirement System | 0.01% | Add +0.0% | 87,954 | $5.1M |
| Armistice Capital, LLC | 0.16% | New | 86,826 | $5.0M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -12.4% | 81,492 | $4.7M |
| Marietta Investment Partners LLC | 0.90% | Add +221.8% | 81,206 | $4.7M |
| Essex Investment Management Co. LLC | 0.71% | Reduce -1.6% | 80,660 | $4.6M |
| Illinois Municipal Retirement Fund | 0.06% | Add +56.1% | 79,619 | $4.6M |
| Ironwood Investment Management LLC | 1.99% | Reduce -0.7% | 79,516 | $4.6M |
| Paralel Advisors LLC | 0.17% | Add +0.3% | 76,960 | $4.4M |
| CSM Advisors, LLC | 0.12% | Add +11.7% | 76,031 | $4.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 71,545 | $4.1M |
| Man Group plc | 0.01% | Add +18.5% | 69,768 | $4.0M |
| Lisanti Capital Growth, LLC | 0.96% | Add +57.8% | 68,566 | $3.9M |
| Kennedy Capital Management LLC | 0.09% | New | 68,255 | $3.9M |
| Vident Advisory, LLC | 0.04% | New | 67,744 | $3.9M |
| Kestra Investment Management, LLC | 0.10% | Add +78.8% | 66,660 | $3.8M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +25.5% | 65,573 | $3.8M |
| Verition Fund Management LLC | 0.02% | Reduce -5.4% | 64,950 | $3.7M |
| Informed Momentum Co LLC | 0.40% | New | 61,454 | $3.5M |
| Assenagon Asset Management S.A. | 0.01% | Add +14.1% | 58,630 | $3.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -9.6% | 57,108 | $3.3M |
| Monument Capital Management | 0.81% | Reduce -0.5% | 56,612 | $3.3M |
| JB Capital LLC | 0.14% | New | 56,361 | $3.2M |
| Hillsdale Investment Management Inc. | 0.09% | Add +24.0% | 52,700 | $3.0M |
| BNP Paribas Financial Markets | 0.00% | Add +28.1% | 52,694 | $3.0M |
| Trexquant Investment LP | 0.03% | Reduce -79.3% | 52,286 | $3.0M |
| Prescott Group Capital Management, L.L.C. | 0.32% | No change | 52,000 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +28.4% | 51,876 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -22.1% | 50,034 | $2.9M |
| Weiss Asset Management LP | 0.05% | New | 48,990 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.9% | 48,756 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -2.5% | 47,540 | $2.7M |
| Convergence Investment Partners, LLC | 0.61% | Reduce -3.8% | 47,151 | $2.7M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -8.1% | 45,600 | $2.6M |
| L. Roy Papp & Associates, LLP | 0.29% | Reduce -2.5% | 44,443 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Add +2.0% | 44,354 | $2.5M |
| Amalgamated Bank | 0.02% | Add +3.4% | 42,729 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.6% | 42,665 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +9.8% | 41,609 | $2.4M |
| Icon Advisers Inc. | 0.53% | Reduce -9.5% | 41,493 | $2.4M |
| Calamos Advisors LLC | 0.01% | Reduce -22.8% | 40,928 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Add +45.6% | 40,895 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -13.3% | 40,388 | $2.3M |
| Handelsbanken Fonder AB | 0.01% | Add +45.3% | 40,388 | $2.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -3.8% | 39,091 | $2.2M |
| Strategic Global Advisors, LLC | 0.34% | New | 38,962 | $2.2M |
| OP Asset Management Ltd | 0.03% | Reduce -3.5% | 38,732 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +16.5% | 38,700 | $2.2M |
| Amundi | 0.00% | Reduce -31.3% | 39,632 | $2.2M |
| Brevan Howard Capital Management LP | 0.03% | Reduce -5.6% | 36,343 | $2.1M |
| Walleye Trading LLC | 0.03% | Add +177.2% | 35,961 | $2.1M |
| Comerica Bank | 0.01% | Reduce -4.8% | 34,698 | $2.0M |
| LPL Financial LLC | 0.00% | Add +20.6% | 34,133 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -17.6% | 33,201 | $1.9M |
| Empowered Funds, LLC | 0.02% | Reduce -78.9% | 33,217 | $1.9M |
| HSBC Holdings PLC | 0.00% | New | 32,622 | $1.9M |
| Private Client Services, LLC | 0.62% | Add +3.9% | 32,084 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -1.2% | 32,074 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | Reduce -82.4% | 31,595 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.52% | No change | 31,112 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +2.4% | 30,241 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 29,339 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | New | 28,899 | $1.7M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.7% | 28,866 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +96.4% | 28,361 | $1.6M |
| Vestcor Inc | 0.05% | Reduce -36.2% | 28,225 | $1.6M |
| Creative Planning | 0.00% | Add +59.6% | 27,983 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 27,844 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -55.6% | 27,800 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +155.1% | 27,437 | $1.6M |
| Pallas Capital Advisors LLC | 0.06% | Reduce -2.6% | 27,345 | $1.6M |
| KLP Kapitalforvaltning As | 0.01% | No change | 27,200 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +26.9% | 26,433 | $1.5M |
| Vest Financial, LLC | 0.02% | New | 26,348 | $1.5M |
| Commerce Bank | 0.01% | Add +0.2% | 26,031 | $1.5M |
| Louisiana State Employees Retirement System | 0.02% | Add +2.8% | 25,700 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.5% | 24,989 | $1.4M |
| Advisory Services Network, LLC | 0.02% | Add +81.8% | 24,771 | $1.4M |
| Captrust Financial Advisors | 0.00% | Add +5.6% | 23,911 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +3.7% | 23,710 | $1.4M |
| SG Americas Securities, LLC | 0.01% | Add +613.2% | 23,235 | $1.3M |
| NewEdge Wealth, LLC | 0.02% | Add +21.9% | 22,320 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -17.6% | 23,084 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 22,954 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +5.9% | 22,898 | $1.3M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -90.5% | 22,352 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | New | 22,051 | $1.3M |
| State of Michigan Retirement System | 0.01% | Add +2.8% | 22,000 | $1.3M |
| Smith Group Asset Management, LLC | 0.07% | New | 21,810 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -49.6% | 21,793 | $1.3M |
| &partners | 0.01% | Add +207.3% | 20,795 | $1.2M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +3.6% | 20,591 | $1.2M |
| Penn Capital Management Company, LLC | 0.09% | Reduce -90.9% | 20,131 | $1.2M |
| Wilson Asset Management (international) PTY Ltd. | 0.28% | New | 20,000 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +209.2% | 19,374 | $1.1M |
| Main Management ETF Advisors, LLC | 0.04% | New | 19,375 | $1.1M |
| NFSG Corp | 0.17% | Add +175.6% | 19,338 | $1.1M |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -12.4% | 19,285 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 19,220 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Add +5.6% | 19,000 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +0.4% | 18,757 | $1.1M |
| Tidal Investments LLC | 0.00% | Add +266.9% | 18,662 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.2% | 18,600 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.1% | 18,107 | $1.0M |
| New Mexico Educational Retirement Board | 0.03% | No change | 18,000 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +11.8% | 17,433 | $1.0M |
| Ameritas Investment Partners, Inc. | 0.03% | No change | 17,285 | $994K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -42.8% | 15,966 | $918K |
| Focus Partners Wealth | 0.00% | Add +10.5% | 15,838 | $911K |
| Brighton Jones LLC | 0.02% | Add +9.1% | 15,640 | $899K |
| Aviva PLC | 0.00% | Reduce -19.7% | 15,436 | $888K |
| Sierra Summit Advisors LLC | 0.13% | New | 15,003 | $863K |
| Wedbush Securities Inc. | 0.03% | Reduce -3.4% | 14,779 | $850K |
| Bank of Montreal | 0.00% | Reduce -4.1% | 14,065 | $809K |
| Fluent Financial, LLC | 0.31% | New | 13,957 | $803K |
| Pictet Asset Management Holding SA | 0.00% | No change | 13,942 | $802K |
| Fieldview Capital Management, LLC | 0.13% | Reduce -83.4% | 13,773 | $792K |
| Private Advisor Group, LLC | 0.00% | New | 13,663 | $786K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 13,652 | $785K |
| Greenwood Capital Associates LLC | 0.09% | Reduce -7.7% | 13,641 | $784K |
| Osaic Holdings, Inc. | 0.00% | Add +61.8% | 14,178 | $781K |
| Integrated Quantitative Investments LLC | 0.22% | Add +118.5% | 13,548 | $779K |
| Xponance LLC | 0.01% | Add +5.6% | 13,281 | $764K |
| Legato Capital Management LLC | 0.08% | Add +54.9% | 12,750 | $733K |
| Deutsche Bank AG | 0.00% | Add +39.3% | 11,814 | $679K |
| Essential Partners LLC | 0.21% | Reduce -2.3% | 11,194 | $644K |
| Diversified Trust Co. | 0.01% | No change | 10,996 | $632K |
| Daiwa Securities Group Inc. | 0.00% | New | 10,918 | $628K |
| MML Investors Services, LLC | 0.00% | Add +12.8% | 10,861 | $625K |
| Bokf, NA | 0.01% | New | 10,815 | $622K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -4.7% | 10,716 | $616K |
| Truist Financial Corp. | 0.00% | Add +30.7% | 10,302 | $592K |
| Krilogy Financial LLC | 0.02% | New | 9,770 | $582K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.8% | 10,101 | $580K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.9% | 9,882 | $568K |
| Veracity Capital LLC | 0.18% | Add +19.2% | 9,573 | $550K |
| Virtus Advisers, LLC | 0.30% | No change | 9,406 | $541K |
| State of Wyoming | 0.06% | Reduce -35.2% | 9,214 | $530K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.5% | 9,097 | $523K |
| Perpetual Ltd | 0.01% | New | 9,078 | $522K |
| Blackhawk Capital Partners, LLC | 0.20% | New | 8,915 | $513K |
| Atria Investments, Inc | 0.01% | Reduce -6.0% | 8,451 | $486K |
| US Bancorp \de | 0.00% | Reduce -38.1% | 8,385 | $482K |
| New York Life Investment Management LLC | 0.00% | Reduce -2.3% | 8,345 | $480K |
| Point72 Asset Management | 0.00% | New | 8,320 | $478K |
| PNC Financial Services Group, Inc. | 0.00% | Add +16.4% | 8,106 | $466K |
| Princeton Capital Management LLC | 0.12% | No change | 8,000 | $460K |
| Voya Investment Management LLC | 0.00% | Reduce -58.3% | 7,940 | $457K |
| Pathstone Holdings, LLC | 0.00% | Add +4.2% | 7,916 | $455K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +44.8% | 8,202 | $452K |
| Alps Advisors Inc. | 0.00% | New | 7,850 | $451K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -42.9% | 7,792 | $448K |
| Farther Finance Advisors, LLC | 0.01% | Add +28.6% | 7,745 | $445K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.9% | 7,692 | $442K |
| Perbak Capital Partners LLP | 0.08% | New | 7,548 | $434K |
| Prudential Financial Inc. | 0.00% | Reduce -10.5% | 7,468 | $429K |
| Burns Matteson Capital Management, LLC | 0.18% | New | 7,427 | $427K |
| Impact Partnership Wealth, LLC | 0.06% | Add +22.2% | 6,944 | $399K |
| Securian Asset Management, Inc. | 0.01% | Add +1.9% | 6,918 | $398K |
| American Trust | 0.03% | New | 6,520 | $375K |
| HighTower Advisors, LLC | 0.00% | Add +20.1% | 6,315 | $363K |
| Optimist Retirement Group LLC | 0.16% | Add +0.4% | 6,189 | $356K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.5% | 6,033 | $347K |
| Upper Left Wealth Management, LLC | 0.22% | No change | 6,000 | $345K |
| Guggenheim Capital LLC | 0.00% | Reduce -0.2% | 5,972 | $343K |
| Vinva Investment Management Ltd | 0.01% | Reduce -70.4% | 3,734 | $333K |
| M&T Bank Corp | 0.00% | Reduce -9.8% | 5,767 | $332K |
| Callan Family Office, LLC | 0.01% | Reduce -1.0% | 5,561 | $320K |
| IFP Advisors, Inc | 0.01% | Add +64.5% | 5,444 | $313K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 5,441 | $313K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.1% | 5,417 | $311K |
| Lindenwold Advisors, INC | 0.15% | Add +1.0% | 5,359 | $308K |
| Full Sail Capital, LLC | 0.02% | Add +37.4% | 5,320 | $306K |
| Calamos Wealth Management LLC | 0.01% | New | 5,314 | $306K |
| Sivia Capital Partners, LLC | 0.09% | Add +17.3% | 5,308 | $305K |
| Balyasny Asset Management L.P. | 0.00% | No change | 5,304 | $305K |
| CIBC Asset Management Inc | 0.00% | No change | 5,286 | $304K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -47.0% | 5,173 | $297K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +10.4% | 5,061 | $291K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 5,024 | $289K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.5% | 4,397 | $288K |
| Globeflex Capital L P | 0.04% | No change | 4,900 | $282K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,873 | $280K |
| CSS LLC | 0.05% | New | 4,870 | $280K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $278K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.0% | 4,798 | $276K |
| Requisite Capital Management, LLC | 0.05% | New | 4,760 | $274K |
| Gallacher Capital Management LLC | 0.10% | New | 4,610 | $265K |
| Utah Retirement Systems | 0.00% | No change | 4,600 | $265K |
| Inscription Capital, LLC | 0.03% | New | 4,570 | $263K |
| Choreo, LLC | 0.00% | Reduce -9.2% | 4,559 | $262K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 4,520 | $260K |
| Stephens Inc. | 0.00% | New | 4,427 | $255K |
| Baird Financial Group, Inc. | 0.00% | Add +11.6% | 4,317 | $248K |
| Forum Financial Management, LP | 0.00% | Add +12.0% | 4,314 | $248K |
| Kera Capital Partners, Inc. | 0.04% | New | 4,308 | $248K |
| Kaufman Rossin Wealth, LLC | 0.14% | Reduce -0.7% | 4,300 | $247K |
| Swiss Life Asset Management Ltd | 0.00% | New | 4,274 | $246K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -10.3% | 4,260 | $245K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,226 | $243K |
| Optas, LLC | 0.04% | No change | 4,140 | $238K |
| denkapparat Operations GmbH | 0.15% | No change | 4,060 | $233K |
| Ethic Inc. | 0.00% | Reduce -6.7% | 4,056 | $233K |
| ProShare Advisors LLC | 0.00% | Reduce -0.4% | 3,930 | $226K |
| Beirne Wealth Consulting Services, LLC | 0.05% | New | 3,788 | $218K |
| Park Avenue Securities LLC | 0.00% | New | 3,777 | $217K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -18.3% | 3,763 | $216K |
| Retirement Guys Formula LLC | 0.07% | New | 3,688 | $212K |
| Sterling Capital Management LLC | 0.00% | Reduce -7.0% | 3,637 | $209K |
| First Bank & Trust | 0.04% | New | 3,634 | $209K |
| Trust Point Inc. | 0.02% | New | 3,582 | $206K |
| HB Wealth Management, LLC | 0.00% | New | 3,549 | $204K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.0% | 3,511 | $202K |
| Jane Street Group, LLC | 0.00% | New | 3,500 | $201K |
| waypoint wealth counsel | 0.08% | New | 3,498 | $201K |
| Greenleaf Trust | 0.00% | New | 3,481 | $200K |
| Group One Trading LLC | 0.01% | Add +115.0% | 2,997 | $172K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +113.0% | 2,982 | $171K |
| Walleye Capital LLC | 0.00% | Reduce -96.1% | 2,966 | $171K |
| Smartleaf Asset Management LLC | 0.01% | Add +377.6% | 2,799 | $164K |
| Simplex Trading, LLC | 0.00% | New | 2,799 | $160K |
| Jones Financial Companies LLLP | 0.00% | Add +67.0% | 2,655 | $156K |
| KBC Group NV | 0.00% | No change | 2,403 | $138K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 2,360 | $136K |
| Principal Securities, Inc. | 0.00% | Add +31.3% | 2,259 | $130K |
| Covestor Ltd | 0.07% | Add +37.3% | 2,254 | $129K |
| Macquarie Group Ltd. | 0.00% | Reduce -84.5% | 2,141 | $123K |
| CIBC Private Wealth Group LLC | 0.00% | Add +339.3% | 2,126 | $122K |
| Lanark Financial, Inc. | 0.01% | Add +3087.9% | 2,104 | $121K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -14.1% | 2,093 | $120K |
| STRS Ohio | 0.00% | Reduce -90.6% | 2,079 | $120K |
| Versant Capital Management, Inc | 0.02% | Add +5.6% | 2,076 | $119K |
| Leonteq Securities AG | 0.01% | New | 2,000 | $115K |
| AlphaQuest LLC | 0.01% | Add +109.0% | 1,919 | $110K |
| GAMMA Investing LLC | 0.01% | Add +31.4% | 1,742 | $100K |
| Allworth Financial LP | 0.00% | Add +54.2% | 1,709 | $98K |
| Rothschild Investment LLC | 0.01% | Add +2678.3% | 1,667 | $96K |
| AXA Investment Managers S.A. | 0.00% | — | 1,630 | $94K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,614 | $93K |
| Raleigh Capital Management Inc. | 0.03% | Add +4.1% | 1,593 | $92K |
| CoreCap Advisors, LLC | 0.00% | Reduce -17.1% | 1,460 | $84K |
| Truvestments Capital LLC | 0.01% | Add +195.4% | 1,406 | $81K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.2% | 1,391 | $80K |
| Global Retirement Partners, LLC | 0.00% | Add +20.4% | 1,331 | $77K |
| Signaturefd, LLC | 0.00% | Reduce -1.4% | 1,244 | $72K |
| Summit Securities Group LLC | 0.02% | New | 1,236 | $71K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.7% | 1,221 | $70K |
| True Wealth Design, LLC | 0.02% | Add +3.4% | 1,166 | $67K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +2.4% | 1,018 | $59K |
| UMB Bank, n.a. | 0.00% | Add +27.3% | 929 | $53K |
| Quent Capital, LLC | 0.00% | New | 838 | $48K |
| Abich Financial Wealth Management LLC | 0.02% | — | 807 | $46K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 778 | $45K |
| Quadrant Capital Group LLC | 0.00% | New | 696 | $40K |
| MAI Capital Management | 0.00% | No change | 696 | $40K |
| Blue Trust, Inc. | 0.00% | Add +902.9% | 682 | $39K |
| CI Investments Inc. | 0.00% | Reduce -25.4% | 647 | $37K |
| Mather Group, Llc. | 0.00% | New | 566 | $33K |
| Spire Wealth Management | 0.00% | Reduce -1.1% | 559 | $32K |
| Hantz Financial Services, Inc. | 0.00% | Add +321.6% | 565 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 490 | $28K |
| Rockefeller Capital Management L.P. | 0.00% | New | 456 | $26K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 442 | $25K |
| TD Waterhouse Canada Inc. | 0.00% | New | 426 | $24K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -23.5% | 416 | $24K |
| PFS Partners, LLC | 0.01% | No change | 400 | $23K |
| Bessemer Group Inc. | 0.00% | No change | 374 | $22K |
| Huntington National Bank | 0.00% | Reduce -2.8% | 379 | $22K |
| Smithfield Trust Co | 0.00% | New | 374 | $21K |
| Root Financial Partners, LLC | 0.00% | New | 349 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.2% | 336 | $19K |
| Fifth Third Bancorp | 0.00% | Reduce -4.3% | 314 | $18K |
| Sunbelt Securities, Inc. | 0.00% | New | 238 | $14K |
| Hemington Wealth Management | 0.00% | Add +4.7% | 178 | $10K |
| Groupe la Francaise | 0.00% | New | 200 | $10K |
| Bayforest Capital Ltd | 0.00% | Reduce -98.6% | 169 | $10K |
| Bell Investment Advisors, Inc | 0.00% | No change | 168 | $10K |
| Rakuten Securities, Inc. | 0.00% | Reduce -25.2% | 163 | $9K |
| LRI Investments, LLC | 0.00% | No change | 156 | $9K |
| Quarry LP | 0.00% | New | 154 | $9K |
| Wealthspire Advisors, LLC | 0.00% | New | 148 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 146 | $8K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 134 | $8K |
| Harvest Fund Management Co., Ltd | 0.00% | Reduce -81.3% | 129 | $7K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 120 | $7K |
| JPL Wealth Management, LLC | 0.00% | New | 114 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 112 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 108 | $6K |
| Missouri Trust & Investment Co | 0.00% | No change | 104 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| HM Payson & Co. | 0.00% | No change | 100 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +23.8% | 99 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 96 | $6K |
| Altshuler Shaham Ltd | 0.00% | New | 78 | $4K |
| Private Wealth Management Group, LLC | 0.00% | No change | 74 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.7% | 74 | $4K |
| ORG Partners LLC | 0.00% | No change | 70 | $4K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -99.5% | 64 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -1.7% | 57 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +100.0% | 54 | $3K |
| Marquette Asset Management, LLC | 0.00% | New | 47 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +69.2% | 44 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 42 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +33.3% | 40 | $2K |
| Toth Financial Advisory Corp. | 0.00% | No change | 40 | $2K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.5% | 34 | $2K |
| Fortitude Family Office, LLC | 0.00% | Add +15.4% | 30 | $2K |
| Wiser Advisor Group LLC | 0.00% | New | 26 | $1K |
| SouthState Bank Corp | 0.00% | No change | 26 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +44.4% | 26 | $1K |
| CVA Family Office, LLC | 0.00% | Add +64.3% | 23 | $1K |
| Park Place Capital Corp | 0.00% | No change | 22 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 22 | $1K |
| Salem Investment Counselors Inc. | 0.00% | New | 19 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 24 | $1K |
| Salomon & Ludwin, LLC | 0.00% | New | 18 | $998 |
| Binnacle Investments Inc | 0.00% | No change | 12 | $690 |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $690 |
| Asset Dedication, LLC | 0.00% | No change | 10 | $575 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -10.0% | 9 | $518 |
| Rialto Wealth Management, LLC | 0.00% | Add +50.0% | 9 | $518 |
| Bogart Wealth, LLC | 0.00% | New | 9 | $518 |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $460 |
| Sound Income Strategies, LLC | 0.00% | No change | 8 | $450 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +16.7% | 7 | $402 |
| MV Capital Management, Inc. | 0.00% | No change | 4 | $230 |
| Turning Point Benefit Group, Inc. | 0.00% | New | 2 | $114 |
| Tortoise Investment Management, LLC | 0.00% | Reduce -50.0% | 1 | $58 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.