PegasystemsPEGA
13F holders, Q4 2025 (December 31)473holders +47
75new positions
40sold out
7famous investors
$59.73avg. 13F price*
At the end of Q4 2025, 473 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 47 from Q3 2025. 75 opened new positions and 40 sold out. The largest holders were Vanguard Group Inc. ($654.5M), BlackRock, Inc. ($536.2M) and Massachusetts Financial Services Co. ($294.3M). 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $160.4M |
| Exits | 40 | $33.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,851,595 shares bought and 7,129,516 shares sold, net +2,722,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 473 holders
| Vanguard Group Inc. | 0.01% | Reduce -2.8% | 10,959,704 | $654.5M |
| BlackRock, Inc. | 0.01% | Reduce -0.6% | 8,977,984 | $536.2M |
| Massachusetts Financial Services Co. | 0.10% | Reduce -1.2% | 4,928,146 | $294.3M |
| Invesco Ltd. | 0.02% | Add +14.8% | 3,127,771 | $186.8M |
| AQR Capital Management | 0.09% | Reduce -17.4% | 2,800,493 | $167.2M |
| State Street Corp. | 0.01% | Reduce -0.6% | 2,753,627 | $164.4M |
| Wellington Management Group LLP | 0.03% | Add +28.3% | 2,721,958 | $162.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.5% | 2,529,767 | $151.1M |
| North Peak Capital Management, LLC | 15.69% | Add +2.3% | 2,400,065 | $143.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.22% | Add +5.5% | 2,394,839 | $143.0M |
| Geode Capital Management, LLC | 0.01% | Add +26.6% | 2,344,266 | $140.0M |
| UBS Group AG | 0.02% | Add +0.8% | 1,847,713 | $110.3M |
| Capital Research Global Investors | 0.02% | Reduce -28.6% | 1,796,189 | $107.3M |
| American Century Companies Inc. | 0.05% | Add +12.3% | 1,782,082 | $106.4M |
| Thrivent Financial for Lutherans | 0.19% | Reduce -11.1% | 1,713,825 | $102.3M |
| Hood River Capital Management LLC | 1.04% | Add +0.6% | 1,588,403 | $94.9M |
| Jacobs Levy Equity Management, Inc. | 0.35% | Reduce -34.3% | 1,524,348 | $91.0M |
| First Trust Advisors LP | 0.06% | Add +27.6% | 1,418,576 | $84.7M |
| Teacher Retirement System of Texas | 0.29% | Reduce -7.9% | 1,400,086 | $83.6M |
| Franklin Resources Inc. | 0.02% | Add +21.2% | 1,326,926 | $79.2M |
| Morgan Stanley | 0.00% | Reduce -18.8% | 1,200,213 | $71.7M |
| Fisher Asset Management | 0.02% | Add +3.0% | 1,170,377 | $69.9M |
| Fiera Capital Corp | 0.21% | Add +32.7% | 1,113,171 | $66.5M |
| Shannon River Fund Management LLC | 9.73% | Reduce -24.9% | 1,038,832 | $62.0M |
| Northern Trust Corp. | 0.01% | Reduce -3.1% | 1,024,182 | $61.2M |
| Ranger Investment Management, L.P. | 3.73% | Reduce -6.6% | 910,976 | $54.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +88.6% | 882,800 | $52.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.7% | 847,933 | $50.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.5% | 828,839 | $49.5M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -14.1% | 826,016 | $49.3M |
| Capital Impact Advisors, LLC | 3.58% | New | 765,317 | $45.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +70.7% | 750,369 | $44.8M |
| HERALD INVESTMENT MANAGEMENT Ltd | 5.49% | No change | 703,600 | $42.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -25.1% | 686,081 | $41.6M |
| Sei Investments Co. | 0.04% | Add +50.8% | 688,309 | $41.1M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 682,137 | $40.7M |
| Gotham Asset Management | 0.12% | Add +2.7% | 566,469 | $33.8M |
| Renaissance Group LLC | 1.30% | New | 540,430 | $32.3M |
| Norges Bank | 0.00% | — | 534,244 | $31.9M |
| Crawford Investment Counsel Inc. | 0.52% | Reduce -0.8% | 521,631 | $31.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +160.5% | 498,713 | $30.0M |
| Ameriprise Financial Inc. | 0.01% | Add +134.8% | 480,824 | $28.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +65.1% | 438,378 | $26.2M |
| Los Angeles Capital Management LLC | 0.09% | Add +259.7% | 411,262 | $26.1M |
| Canada Pension Plan Investment Board | 0.02% | Add +21.6% | 437,400 | $26.1M |
| Pacer Advisors, Inc. | 0.07% | Reduce -48.7% | 436,816 | $26.1M |
| Oberweis Asset Management Inc./ | 0.93% | Add +9.1% | 424,840 | $25.4M |
| Bank of America Corp. | 0.00% | Reduce -18.4% | 403,594 | $24.1M |
| Westwood Holdings Group Inc. | 0.18% | Reduce -2.0% | 357,995 | $21.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +71.1% | 374,645 | $21.0M |
| Acadian Asset Management LLC | 0.03% | Reduce -5.2% | 333,521 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +41.3% | 311,541 | $18.6M |
| Federated Hermes, Inc. | 0.03% | Add +2.4% | 310,818 | $18.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -7.5% | 309,219 | $18.5M |
| Summit Creek Advisors LLC | 2.73% | Reduce -4.0% | 291,042 | $17.4M |
| New York State Common Retirement Fund | 0.02% | Add +6.1% | 273,321 | $16.3M |
| Citigroup Inc. | 0.01% | Add +12.1% | 271,543 | $16.2M |
| Lazard Asset Management LLC | 0.03% | Add +0.8% | 269,744 | $16.1M |
| Millennium Management | 0.01% | Reduce -11.2% | 248,250 | $14.8M |
| Luxor Capital Group, LP | 2.23% | Reduce -8.3% | 245,983 | $14.7M |
| Tidal Investments LLC | 0.06% | Add +1201.7% | 242,915 | $14.5M |
| Quantinno Capital Management LP | 0.03% | Add +13.9% | 242,206 | $14.5M |
| Nuveen, LLC | 0.00% | Reduce -33.8% | 241,791 | $14.4M |
| Citadel Advisors | 0.01% | Add +164.6% | 237,102 | $14.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.04% | Reduce -28.9% | 237,037 | $14.2M |
| Rhumbline Advisers | 0.01% | Reduce -3.4% | 233,158 | $13.9M |
| Cookson Peirce & Co. Inc. | 0.57% | Add +10.1% | 230,391 | $13.8M |
| Wedbush Fund Advisers, LLC | 1.41% | — | 227,503 | $13.6M |
| Deutsche Bank AG | 0.00% | Add +1782.6% | 222,413 | $13.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.4% | 203,970 | $12.2M |
| Mackenzie Financial Corp. | 0.01% | Add +13.3% | 197,542 | $12.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +44255.5% | 202,261 | $12.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +15.8% | 198,621 | $12.0M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.9% | 196,948 | $11.8M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 192,916 | $11.5M |
| Boston Partners | 0.01% | Reduce -10.9% | 186,024 | $11.1M |
| Swiss National Bank | 0.01% | Add +1.6% | 185,500 | $11.1M |
| Lord, Abbett & Co. LLC | 0.04% | New | 185,119 | $11.1M |
| Intrinsic Edge Capital Management LLC | 2.09% | Reduce -5.4% | 180,000 | $10.7M |
| State of Wisconsin Investment Board | 0.02% | Add +1.6% | 175,459 | $10.5M |
| Nordea Investment Management AB | 0.01% | Reduce -13.3% | 173,892 | $10.4M |
| Treasurer of the State of North Carolina | 0.03% | Add +327.4% | 167,081 | $10.0M |
| Cwm, LLC | 0.03% | Reduce -3.9% | 164,150 | $9.8M |
| Capital Fund Management S.A. | 0.09% | Add +64.4% | 161,729 | $9.7M |
| Harber Asset Management LLC | 4.04% | Reduce -15.2% | 161,402 | $9.6M |
| Susquehanna Portfolio Strategies, LLC | 0.15% | No change | 159,482 | $9.5M |
| SG Capital Management LLC | 1.03% | New | 157,288 | $9.4M |
| Trexquant Investment LP | 0.08% | Add +188.1% | 150,626 | $9.0M |
| Bridgewater Associates | 0.03% | Reduce -32.8% | 146,825 | $8.8M |
| FMR LLC | 0.00% | Reduce -81.7% | 143,608 | $8.6M |
| Legal & General Group Plc | 0.00% | Reduce -8.5% | 135,790 | $8.1M |
| Cerity Partners LLC | 0.01% | Reduce -5.1% | 135,188 | $8.1M |
| Ieq Capital, LLC | 0.02% | Reduce -34.5% | 134,221 | $8.0M |
| Castleark Management LLC | 0.23% | Add +3.1% | 133,167 | $8.0M |
| Armistice Capital, LLC | 0.19% | Add +52.0% | 131,994 | $7.9M |
| G2 Investment Partners Management LLC | 1.79% | New | 125,594 | $7.5M |
| Nomura Asset Management International Inc. | 0.01% | — | 121,197 | $7.2M |
| Zacks Investment Management | 0.06% | Add +0.8% | 119,239 | $7.1M |
| Next Century Growth Investors LLC | 0.48% | New | 116,666 | $7.0M |
| Man Group plc | 0.01% | Add +65.5% | 115,501 | $6.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -46.8% | 114,567 | $6.8M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.5% | 109,996 | $6.6M |
| Barclays PLC | 0.00% | Reduce -29.9% | 108,838 | $6.5M |
| Panagora Asset Management Inc. | 0.02% | Add +243.0% | 108,380 | $6.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -39.0% | 103,833 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -9.4% | 102,944 | $6.1M |
| 1492 Capital Management LLC | 2.32% | Add +1.5% | 98,790 | $5.9M |
| Kornitzer Capital Management Inc. | 0.12% | No change | 95,185 | $5.7M |
| Lisanti Capital Growth, LLC | 1.32% | Add +36.4% | 93,526 | $5.6M |
| Edgestream Partners, L.P. | 0.16% | New | 92,505 | $5.5M |
| California State Teachers Retirement System | 0.01% | Reduce -0.1% | 87,869 | $5.2M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Reduce -26.8% | 86,586 | $5.2M |
| Marietta Investment Partners LLC | 1.02% | Add +5.7% | 85,799 | $5.1M |
| Robinhood Asset Management, LLC | 0.40% | — | 84,943 | $5.1M |
| Vident Advisory, LLC | 0.05% | Add +21.4% | 82,206 | $4.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 81,070 | $4.8M |
| CSM Advisors, LLC | 0.13% | Add +5.3% | 80,028 | $4.8M |
| Essex Investment Management Co. LLC | 0.72% | Reduce -1.5% | 79,424 | $4.7M |
| Ironwood Investment Management LLC | 1.99% | Reduce -0.2% | 79,387 | $4.7M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -3.2% | 78,852 | $4.7M |
| Paralel Advisors LLC | 0.18% | No change | 76,960 | $4.6M |
| Crossmark Global Holdings, Inc. | 0.06% | Add +12.4% | 73,713 | $4.4M |
| Illinois Municipal Retirement Fund | 0.06% | Reduce -7.7% | 73,504 | $4.4M |
| Prescott Group Capital Management, L.L.C. | 0.40% | Add +38.6% | 72,071 | $4.3M |
| Kestra Investment Management, LLC | 0.10% | Add +7.7% | 71,815 | $4.3M |
| Van Eck Associates Corp. | 0.00% | New | 71,792 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.7% | 71,070 | $4.2M |
| Kennedy Capital Management LLC | 0.09% | Reduce -0.4% | 67,988 | $4.1M |
| Wilson Asset Management (international) PTY Ltd. | 1.00% | Add +225.0% | 65,000 | $3.9M |
| D. E. Shaw & Co. | 0.00% | Add +26.7% | 63,403 | $3.8M |
| BNP Paribas Financial Markets | 0.00% | Add +17.7% | 62,007 | $3.7M |
| JB Capital LLC | 0.15% | Add +9.7% | 61,852 | $3.7M |
| Verition Fund Management LLC | 0.02% | Reduce -9.5% | 58,783 | $3.5M |
| Robeco Institutional Asset Management B.V. | 0.01% | New | 58,505 | $3.5M |
| Worldquant Millennium Advisors LLC | 0.01% | Add +1183.8% | 58,028 | $3.5M |
| Vest Financial, LLC | 0.04% | Add +118.3% | 57,527 | $3.4M |
| Monument Capital Management | 0.84% | Reduce -0.4% | 56,370 | $3.4M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.5% | 56,243 | $3.4M |
| Squarepoint Ops LLC | 0.01% | New | 55,705 | $3.3M |
| Convergence Investment Partners, LLC | 0.66% | Add +17.7% | 55,505 | $3.3M |
| Walleye Trading LLC | 0.05% | Add +53.0% | 55,024 | $3.3M |
| Assenagon Asset Management S.A. | 0.00% | Reduce -8.4% | 53,696 | $3.2M |
| Martingale Asset Management L P | 0.08% | Reduce -46.3% | 51,609 | $3.1M |
| Calamos Advisors LLC | 0.02% | Add +24.2% | 50,829 | $3.0M |
| Pinebridge Investments LLC | 0.02% | — | 47,482 | $2.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -5.5% | 46,095 | $2.8M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.6% | 45,840 | $2.7M |
| L. Roy Papp & Associates, LLP | 0.29% | No change | 44,443 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -14.9% | 44,134 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.0% | 43,001 | $2.6M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.02% | Reduce -6.3% | 42,750 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -2.4% | 41,718 | $2.5M |
| Icon Advisers Inc. | 0.55% | No change | 41,493 | $2.5M |
| Amundi | 0.00% | Add +0.6% | 39,881 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -4.4% | 39,765 | $2.4M |
| Robocap Asset Management Ltd | 2.11% | New | 39,493 | $2.4M |
| Strategic Global Advisors, LLC | 0.35% | Reduce -1.5% | 38,362 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -10.6% | 38,143 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Reduce -5.9% | 36,404 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +66.9% | 36,370 | $2.2M |
| Curbstone Financial Management Corp | 0.41% | New | 35,904 | $2.1M |
| Hillsdale Investment Management Inc. | 0.06% | Reduce -34.2% | 34,700 | $2.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +19.8% | 34,609 | $2.1M |
| CWA Asset Management Group, LLC | 0.07% | New | 33,328 | $2.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.8% | 33,197 | $2.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -1.1% | 32,824 | $2.0M |
| Caisse de depot et placement du Quebec | 0.00% | New | 32,613 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +41.1% | 32,581 | $1.9M |
| Comerica Bank | 0.01% | Reduce -8.0% | 31,914 | $1.9M |
| Vestcor Inc | 0.05% | Add +12.9% | 31,877 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -7.1% | 31,714 | $1.9M |
| HSBC Holdings PLC | 0.00% | Reduce -4.7% | 31,088 | $1.9M |
| Legato Capital Management LLC | 0.16% | Add +144.6% | 31,185 | $1.9M |
| Elo Mutual Pension Insurance Co | 0.03% | Add +18.0% | 31,185 | $1.9M |
| Jackson Creek Investment Advisors LLC | 0.54% | Reduce -0.8% | 30,878 | $1.8M |
| Assetmark, Inc. | 0.00% | Reduce -3.7% | 30,875 | $1.8M |
| Private Client Services, LLC | 0.57% | Reduce -4.0% | 30,804 | $1.8M |
| Walleye Capital LLC | 0.01% | Add +905.4% | 29,820 | $1.8M |
| Creative Planning | 0.00% | Add +6.5% | 29,803 | $1.8M |
| Boothbay Fund Management, LLC | 0.05% | New | 29,742 | $1.8M |
| Smith Group Asset Management, LLC | 0.09% | Add +31.2% | 28,617 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.4% | 28,352 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +12.2% | 28,035 | $1.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.6% | 27,900 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 27,800 | $1.7M |
| Lifestyle Asset Management, Inc. | 0.53% | New | 27,035 | $1.6M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -2.2% | 26,746 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 26,617 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -6.3% | 26,084 | $1.6M |
| Commerce Bank | 0.01% | Reduce -0.1% | 26,011 | $1.6M |
| NewEdge Wealth, LLC | 0.02% | Add +15.0% | 25,672 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.2% | 25,400 | $1.5M |
| Advisory Services Network, LLC | 0.02% | Add +1.6% | 25,178 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -38.5% | 25,142 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Reduce -37.9% | 25,088 | $1.5M |
| Quent Capital, LLC | 0.11% | Add +2892.7% | 25,079 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.6% | 24,775 | $1.5M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.1% | 28,249 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -3.3% | 22,935 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -5.1% | 22,698 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -1.7% | 22,501 | $1.3M |
| State of Michigan Retirement System | 0.01% | Reduce -1.4% | 21,700 | $1.3M |
| Dark Forest Capital Management LP | 0.06% | New | 21,568 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Reduce -8.1% | 21,361 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.4% | 20,506 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Add +7.9% | 20,500 | $1.2M |
| &partners | 0.01% | Reduce -3.6% | 20,042 | $1.2M |
| Penn Capital Management Company, LLC | 0.10% | Reduce -2.5% | 19,623 | $1.2M |
| Summit Trail Advisors, LLC | 0.02% | Reduce -11.1% | 19,597 | $1.2M |
| Main Management ETF Advisors, LLC | 0.04% | Add +1.0% | 19,575 | $1.2M |
| OP Asset Management Ltd | 0.01% | Reduce -49.5% | 19,564 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +42.0% | 19,392 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +35.8% | 19,254 | $1.1M |
| Buckland Partners Management Co LLC | 0.63% | — | 19,000 | $1.1M |
| Hancock Whitney Corp. | 0.02% | Add +1.1% | 18,966 | $1.1M |
| Aviva PLC | 0.00% | Add +22.4% | 18,892 | $1.1M |
| NFSG Corp | 0.17% | Reduce -2.5% | 18,845 | $1.1M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -48.4% | 18,765 | $1.1M |
| Gateway Investment Advisers LLC | 0.01% | New | 18,464 | $1.1M |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.6% | 18,300 | $1.1M |
| Voleon Capital Management LP | 0.02% | New | 18,154 | $1.1M |
| New Mexico Educational Retirement Board | 0.03% | No change | 18,000 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 17,584 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -2.8% | 16,797 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +95.9% | 16,557 | $989K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 16,470 | $984K |
| WCG Wealth Advisors LLC | 0.03% | New | 16,343 | $976K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.1% | 22,012 | $962K |
| Integrated Quantitative Investments LLC | 0.20% | Add +15.6% | 15,660 | $935K |
| Wedbush Securities Inc. | 0.03% | Add +5.6% | 15,605 | $932K |
| WINTON GROUP Ltd | 0.03% | New | 15,450 | $923K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 14,861 | $887K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -18.7% | 14,173 | $846K |
| Silvercrest Asset Management Group LLC | 0.01% | Reduce -28.1% | 13,876 | $829K |
| Focus Partners Wealth | 0.00% | Reduce -12.5% | 13,861 | $828K |
| Bank of Montreal | 0.00% | Reduce -1.6% | 13,841 | $827K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -34.4% | 12,702 | $759K |
| Greenwood Capital Associates LLC | 0.08% | Reduce -7.5% | 12,619 | $754K |
| State of Wyoming | 0.08% | Add +33.3% | 12,286 | $734K |
| Xponance LLC | 0.01% | Reduce -7.9% | 12,234 | $731K |
| Odyssean, LLC | 0.52% | — | 12,175 | $727K |
| Atlas Capital Advisors Inc. | 0.08% | — | 12,107 | $723K |
| Perpetual Ltd | 0.01% | Add +31.2% | 11,907 | $711K |
| Aquatic Capital Management LLC | 0.02% | New | 11,675 | $697K |
| MML Investors Services, LLC | 0.00% | Add +7.1% | 11,632 | $695K |
| Graham Capital Management, L.P. | 0.03% | New | 11,365 | $679K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +39.0% | 11,398 | $669K |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.6% | 11,203 | $669K |
| Diversified Trust Co. | 0.01% | Add +0.2% | 11,014 | $658K |
| Unique Wealth Strategies, LLC | 0.25% | New | 10,871 | $649K |
| Private Advisor Group, LLC | 0.00% | Reduce -20.5% | 10,863 | $649K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,716 | $640K |
| Essential Partners LLC | 0.20% | Reduce -4.9% | 10,646 | $636K |
| CSS LLC | 0.10% | Add +114.4% | 10,440 | $623K |
| Veracity Capital LLC | 0.18% | Add +7.2% | 10,258 | $613K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -2.5% | 9,639 | $576K |
| Sowell Financial Services LLC | 0.02% | New | 9,468 | $565K |
| Virtus Advisers, LLC | 0.27% | No change | 9,406 | $562K |
| Bokf, NA | 0.01% | Reduce -14.8% | 9,212 | $550K |
| M&T Bank Corp | 0.00% | Add +56.6% | 9,031 | $540K |
| Fieldview Capital Management, LLC | 0.09% | Reduce -34.5% | 9,020 | $539K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.8% | 9,006 | $537K |
| Farther Finance Advisors, LLC | 0.01% | Add +14.2% | 8,845 | $528K |
| Blackhawk Capital Partners, LLC | 0.20% | Reduce -1.2% | 8,806 | $526K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.2% | 8,446 | $504K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.4% | 8,378 | $500K |
| Impact Partnership Wealth, LLC | 0.06% | Add +20.4% | 8,360 | $499K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 8,228 | $491K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +68.6% | 8,218 | $491K |
| Sanctuary Advisors, LLC | 0.00% | Add +35.8% | 8,194 | $489K |
| New York Life Investment Management LLC | 0.00% | Reduce -3.8% | 8,027 | $479K |
| Princeton Capital Management LLC | 0.12% | No change | 8,000 | $478K |
| Pathstone Holdings, LLC | 0.00% | Add +0.3% | 7,941 | $474K |
| Alps Advisors Inc. | 0.00% | Add +0.9% | 7,918 | $473K |
| Swiss Life Asset Management Ltd | 0.00% | Add +84.9% | 7,902 | $472K |
| Truist Financial Corp. | 0.00% | Reduce -25.8% | 7,649 | $457K |
| Krilogy Financial LLC | 0.02% | Reduce -7.9% | 8,997 | $457K |
| HighTower Advisors, LLC | 0.00% | Add +15.0% | 7,263 | $434K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +41.4% | 7,158 | $427K |
| Evolve Private Wealth, LLC | 0.03% | — | 7,136 | $426K |
| Voya Investment Management LLC | 0.00% | Reduce -10.4% | 7,111 | $425K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.5% | 6,679 | $399K |
| American Trust | 0.03% | No change | 6,520 | $389K |
| Harvest Fund Management Co., Ltd | 0.01% | Add +4896.9% | 6,446 | $385K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +18.2% | 6,433 | $384K |
| Callan Family Office, LLC | 0.01% | Add +15.3% | 6,413 | $383K |
| Picton Mahoney Asset Management | 0.00% | Add +18341.2% | 6,270 | $374K |
| Vinva Investment Management Ltd | 0.00% | Add +8.4% | 4,048 | $370K |
| Optimist Retirement Group LLC | 0.17% | No change | 6,189 | $370K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 6,125 | $366K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | New | 6,045 | $361K |
| Upper Left Wealth Management, LLC | 0.22% | No change | 6,000 | $358K |
| Jefferies Financial Group Inc. | 0.00% | New | 5,984 | $357K |
| IFP Advisors, Inc | 0.01% | Reduce -2.2% | 5,326 | $318K |
| Dakota Wealth Management | 0.01% | New | 5,295 | $316K |
| CIBC Asset Management Inc | 0.00% | No change | 5,286 | $316K |
| Sivia Capital Partners, LLC | 0.06% | Reduce -2.7% | 5,167 | $309K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $308K |
| Inscription Capital, LLC | 0.03% | Add +12.7% | 5,151 | $308K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +72.0% | 5,130 | $306K |
| Prudential Financial Inc. | 0.00% | Reduce -32.1% | 5,069 | $303K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +0.4% | 5,043 | $301K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.1% | 4,924 | $294K |
| Globeflex Capital L P | 0.04% | No change | 4,900 | $293K |
| Guggenheim Capital LLC | 0.00% | Reduce -19.9% | 4,786 | $286K |
| Exchange Traded Concepts, LLC | 0.00% | Add +195.2% | 4,764 | $285K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.7% | 4,668 | $279K |
| Ethic Inc. | 0.00% | Add +14.5% | 4,644 | $277K |
| Utah Retirement Systems | 0.00% | No change | 4,600 | $275K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,590 | $274K |
| Baird Financial Group, Inc. | 0.00% | Add +5.5% | 4,555 | $272K |
| Jane Street Group, LLC | 0.00% | Add +26.2% | 4,417 | $264K |
| Vise Technologies, Inc. | 0.01% | New | 4,404 | $263K |
| Arax Advisory Partners | 0.01% | Reduce -96.5% | 4,384 | $262K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.4% | 4,361 | $260K |
| Kaufman Rossin Wealth, LLC | 0.13% | Reduce -1.7% | 4,227 | $252K |
| Occidental Asset Management, LLC | 0.03% | New | 4,226 | $252K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,226 | $252K |
| Advisor Resource Council | 0.09% | New | 5,785 | $252K |
| Choreo, LLC | 0.00% | Reduce -10.1% | 4,097 | $251K |
| Gallacher Capital Management LLC | 0.09% | Reduce -11.2% | 4,093 | $244K |
| denkapparat Operations GmbH | 0.13% | No change | 4,060 | $242K |
| Kera Capital Partners, Inc. | 0.03% | Add +28.6% | 5,540 | $242K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -22.4% | 4,017 | $240K |
| Jones Financial Companies LLLP | 0.00% | Add +50.1% | 3,986 | $238K |
| Forum Financial Management, LP | 0.00% | Reduce -8.0% | 3,968 | $237K |
| Neuberger Berman Group LLC | 0.00% | New | 3,941 | $235K |
| Park Avenue Securities LLC | 0.00% | Add +4.3% | 3,939 | $235K |
| Marex Group Ltd | 0.00% | New | 3,933 | $235K |
| Optas, LLC | 0.04% | Reduce -6.1% | 3,886 | $232K |
| Mirabella Financial Services LLP | 0.02% | New | 3,867 | $231K |
| United Capital Financial Advisors, LLC | 0.00% | New | 3,801 | $227K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.0% | 4,487 | $226K |
| First Bank & Trust | 0.04% | Add +3.2% | 3,751 | $224K |
| Stephens Inc. | 0.00% | Reduce -15.4% | 3,744 | $224K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,709 | $222K |
| Calamos Wealth Management LLC | 0.01% | Reduce -30.3% | 3,706 | $221K |
| Retirement Guys Formula LLC | 0.10% | Add +0.1% | 3,692 | $220K |
| Parallel Advisors, LLC | 0.00% | Add +5.0% | 3,688 | $220K |
| ProShare Advisors LLC | 0.00% | Reduce -6.5% | 3,675 | $219K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.5% | 3,669 | $219K |
| Truvestments Capital LLC | 0.04% | Add +159.9% | 3,654 | $218K |
| Sterling Capital Management LLC | 0.00% | Add +0.2% | 3,644 | $218K |
| AlphaQuest LLC | 0.01% | Add +87.5% | 3,599 | $215K |
| Brooklyn Investment Group | 0.01% | New | 3,452 | $215K |
| Penserra Capital Management LLC | 0.00% | New | 3,576 | $213K |
| Greenleaf Trust | 0.00% | Add +1.9% | 3,546 | $212K |
| Modern Wealth Management, LLC | 0.00% | New | 3,526 | $211K |
| Everest Financial Group LLC | 0.05% | — | 3,526 | $211K |
| Farringdon Capital, Ltd. | 0.05% | New | 3,390 | $202K |
| waypoint wealth counsel | 0.07% | Reduce -3.2% | 3,385 | $202K |
| St Germain D J Co. Inc. | 0.01% | New | 3,299 | $197K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -71.2% | 3,142 | $188K |
| Horizon Investments, LLC | 0.00% | New | 3,092 | $185K |
| KBC Group NV | 0.00% | Add +24.4% | 2,990 | $179K |
| GAMMA Investing LLC | 0.01% | Add +32.5% | 2,309 | $138K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 2,292 | $137K |
| Hantz Financial Services, Inc. | 0.00% | Add +284.1% | 2,170 | $130K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 2,151 | $128K |
| Versant Capital Management, Inc | 0.02% | Add +1.9% | 2,115 | $126K |
| STRS Ohio | 0.00% | Add +0.2% | 2,083 | $124K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.1% | 2,050 | $122K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.8% | 2,024 | $121K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 1,682 | $100K |
| Raleigh Capital Management Inc. | 0.04% | Add +2.2% | 1,628 | $97K |
| Allworth Financial LP | 0.00% | Reduce -6.0% | 1,607 | $96K |
| TD Waterhouse Canada Inc. | 0.00% | Add +261.7% | 1,541 | $92K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +89.3% | 1,473 | $88K |
| RiverPark Advisors, LLC | 0.04% | New | 1,430 | $85K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -34.7% | 1,366 | $85K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +36.4% | 1,388 | $83K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.1% | 1,342 | $80K |
| Rothschild Investment LLC | 0.00% | Reduce -22.9% | 1,286 | $77K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 1,258 | $75K |
| True Wealth Design, LLC | 0.02% | Reduce -4.5% | 1,113 | $66K |
| UMB Bank, n.a. | 0.00% | Add +18.9% | 1,105 | $66K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.8% | 1,102 | $66K |
| MAI Capital Management | 0.00% | Add +58.0% | 1,100 | $66K |
| Blue Trust, Inc. | 0.00% | Add +60.7% | 1,096 | $65K |
| Global Retirement Partners, LLC | 0.00% | Reduce -21.4% | 1,046 | $62K |
| Danske Bank A/S | 0.00% | Reduce -99.1% | 1,000 | $60K |
| Leonteq Securities AG | 0.00% | Reduce -51.6% | 967 | $58K |
| Torren Management, LLC | 0.03% | — | 932 | $56K |
| Plato Investment Management Ltd | 0.00% | New | 867 | $52K |
| Bessemer Group Inc. | 0.00% | Add +133.7% | 874 | $52K |
| Quadrant Capital Group LLC | 0.00% | Add +23.6% | 860 | $51K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -72.4% | 773 | $47K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 744 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | Add +386.3% | 710 | $42K |
| Bayforest Capital Ltd | 0.03% | Add +316.6% | 704 | $42K |
| Fifth Third Bancorp | 0.00% | Add +96.5% | 617 | $37K |
| EFG International AG | 0.00% | — | 530 | $32K |
| Covestor Ltd | 0.02% | Reduce -78.3% | 488 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 490 | $29K |
| Huntington National Bank | 0.00% | Add +25.1% | 474 | $28K |
| International Assets Investment Management, LLC | 0.00% | New | 462 | $28K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.0% | 420 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 442 | $25K |
| PFS Partners, LLC | 0.01% | No change | 400 | $24K |
| Root Financial Partners, LLC | 0.00% | Add +13.2% | 395 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +14.9% | 386 | $23K |
| Smithfield Trust Co | 0.00% | Reduce -0.8% | 371 | $22K |
| Clearstead Advisors, LLC | 0.00% | Reduce -75.3% | 344 | $21K |
| Greenline Wealth Management LLC | 0.02% | — | 317 | $19K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 302 | $18K |
| Strategic Advocates LLC | 0.00% | New | 293 | $18K |
| Chesapeake Asset Management LLC | 0.01% | New | 266 | $16K |
| Signature Equity Partners, LLC | 0.01% | — | 231 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +113.1% | 211 | $13K |
| Larson Financial Group LLC | 0.00% | New | 184 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 168 | $10K |
| Spire Wealth Management | 0.00% | Reduce -70.5% | 165 | $10K |
| LRI Investments, LLC | 0.00% | No change | 156 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +28.6% | 144 | $9K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 134 | $8K |
| Rakuten Securities, Inc. | 0.00% | Reduce -19.0% | 132 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | New | 200 | $8K |
| MCF Advisors LLC | 0.00% | New | 120 | $7K |
| Colonial Trust Co / SC | 0.00% | No change | 108 | $6K |
| 2UniFi Bank | 0.00% | New | 104 | $6K |
| Missouri Trust & Investment Co | 0.00% | No change | 104 | $6K |
| Acumen Wealth Advisors, LLC | 0.00% | — | 104 | $6K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $6K |
| HM Payson & Co. | 0.00% | No change | 100 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 83 | $5K |
| Nisa Investment Advisors, LLC | 0.00% | Add +25.0% | 80 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +5.4% | 78 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +70.5% | 75 | $4K |
| Altshuler Shaham Ltd | 0.00% | Reduce -3.9% | 75 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -2.7% | 72 | $4K |
| ORG Partners LLC | 0.00% | No change | 70 | $4K |
| Elyxium Wealth, LLC | 0.00% | New | 68 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 63 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -75.6% | 58 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 57 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 54 | $3K |
| Investors Portfolio Services LLC | 0.00% | — | 49 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 42 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| Battery Global Advisors, LLC | 0.00% | New | 40 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -5.0% | 38 | $2K |
| SageView Advisory Group, LLC | 0.00% | New | 35 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 34 | $2K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 34 | $2K |
| Optima Capital LLC | 0.00% | New | 33 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 27 | $2K |
| Wiser Advisor Group LLC | 0.00% | No change | 26 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 26 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 23 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -26.7% | 22 | $1K |
| Park Place Capital Corp | 0.00% | No change | 22 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 22 | $1K |
| TD Private Client Wealth LLC | 0.00% | New | 20 | $1K |
| Manchester Capital Management LLC | 0.00% | New | 18 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 16 | $956 |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $717 |
| Rialto Wealth Management, LLC | 0.00% | Add +22.2% | 11 | $657 |
| Asset Dedication, LLC | 0.00% | No change | 10 | $598 |
| Cornerstone Financial Management LLC | 0.00% | — | 10 | $597 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 10 | $597 |
| HFM Investment Advisors, LLC | 0.00% | No change | 9 | $538 |
| USA Financial Formulas | 0.00% | New | 9 | $537 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +28.6% | 9 | $537 |
| North Star Investment Management Corp. | 0.00% | New | 9 | $537 |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $537 |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $478 |
| United Financial Planning Group LLC | 0.00% | New | 6 | $358 |
| MV Capital Management, Inc. | 0.00% | No change | 4 | $239 |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 2 | $119 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $112 |
| Toronto Dominion Bank | 0.00% | New | 1 | $63 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.