PegasystemsPEGA
13F holders, Q1 2026 (March 31)484holders +11
92new positions
80sold out
7famous investors
$42.55avg. 13F price*
At the end of Q1 2026, 484 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, up 11 from Q4 2025. 92 opened new positions and 80 sold out. The largest holders were BlackRock, Inc. ($410.2M), Vanguard Portfolio Management LLC ($270.8M) and AQR Capital Management ($190.9M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $210.2M |
| Exits | 80 | $408.9M |
All 13F filers, Q4 2025 → Q1 2026: 16,162,567 shares bought and 20,590,244 shares sold, net −4,427,677 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 484 holders
| BlackRock, Inc. | 0.01% | Add +7.3% | 9,637,018 | $410.2M |
| Vanguard Portfolio Management LLC | 0.01% | — | 6,361,923 | $270.8M |
| AQR Capital Management | 0.09% | Add +62.1% | 4,539,552 | $190.9M |
| Vanguard Capital Management LLC | 0.00% | — | 4,160,456 | $177.1M |
| State Street Corp. | 0.00% | Add +3.7% | 2,856,028 | $121.6M |
| Wellington Management Group LLP | 0.02% | Reduce -1.2% | 2,689,125 | $114.4M |
| Geode Capital Management, LLC | 0.01% | Add +7.5% | 2,518,813 | $107.2M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -0.4% | 2,519,022 | $107.2M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -51.8% | 2,377,052 | $101.4M |
| First Trust Advisors LP | 0.06% | Add +44.4% | 2,048,599 | $87.2M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -11.7% | 1,513,255 | $64.4M |
| Jacobs Levy Equity Management, Inc. | 0.26% | Reduce -3.0% | 1,478,875 | $62.9M |
| Boston Partners | 0.06% | Add +683.1% | 1,456,684 | $62.0M |
| Teacher Retirement System of Texas | 0.25% | Reduce -0.3% | 1,396,021 | $59.4M |
| UBS Group AG | 0.01% | Reduce -30.5% | 1,284,019 | $54.6M |
| American Century Companies Inc. | 0.03% | Reduce -32.1% | 1,210,562 | $51.5M |
| Fiera Capital Corp | 0.17% | Add +3.0% | 1,146,653 | $48.8M |
| Copeland Capital Management, LLC | 1.06% | New | 1,123,518 | $47.8M |
| Fisher Asset Management | 0.02% | Reduce -5.3% | 1,108,232 | $47.2M |
| Russell Investments Group, Ltd. | 0.05% | Add +29.7% | 1,071,594 | $45.6M |
| Fuller & Thaler Asset Management, Inc. | 0.15% | New | 1,069,134 | $45.5M |
| Ranger Investment Management, L.P. | 3.24% | Add +15.6% | 1,052,849 | $44.8M |
| Sei Investments Co. | 0.04% | Add +52.9% | 1,052,205 | $44.8M |
| Invesco Ltd. | 0.00% | Reduce -66.4% | 1,052,019 | $44.8M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 1,026,121 | $43.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +31.6% | 987,747 | $42.0M |
| Hood River Capital Management LLC | 0.42% | Reduce -38.6% | 975,621 | $41.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.5% | 940,147 | $40.0M |
| JPMorgan Chase & Co. | 0.00% | Add +33.9% | 913,181 | $37.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.9% | 872,704 | $37.1M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +117.3% | 814,062 | $34.4M |
| Morgan Stanley | 0.00% | Reduce -33.3% | 800,562 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -7.7% | 764,961 | $32.6M |
| Los Angeles Capital Management LLC | 0.12% | Add +70.4% | 700,647 | $29.8M |
| HERALD INVESTMENT MANAGEMENT Ltd | 4.07% | Reduce -2.4% | 686,600 | $29.2M |
| Canada Pension Plan Investment Board | 0.02% | Add +52.5% | 667,100 | $28.4M |
| Ameriprise Financial Inc. | 0.01% | Add +33.9% | 643,634 | $27.1M |
| Bank of America Corp. | 0.00% | Add +55.6% | 628,100 | $26.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +663.2% | 618,753 | $26.3M |
| Gotham Asset Management | 0.08% | Add +3.3% | 585,263 | $24.9M |
| Crawford Investment Counsel Inc. | 0.42% | Add +11.2% | 580,234 | $24.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 573,793 | $24.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -76.2% | 570,335 | $24.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.4% | 538,963 | $22.7M |
| Renaissance Group LLC | 0.90% | Reduce -6.1% | 507,439 | $21.6M |
| Westwood Holdings Group Inc. | 0.16% | Add +40.9% | 504,478 | $21.5M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 500,000 | $21.3M |
| Quantinno Capital Management LP | 0.03% | Add +95.7% | 473,897 | $20.2M |
| Oberweis Asset Management Inc./ | 0.57% | Add +7.2% | 455,290 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +118.7% | 445,986 | $19.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Add +34.5% | 415,813 | $17.7M |
| Freestone Grove Partners LP | 0.12% | New | 404,467 | $17.2M |
| Royal Bank of Canada | 0.00% | Add +22.6% | 381,787 | $16.2M |
| Franklin Resources Inc. | 0.00% | Reduce -72.2% | 369,096 | $15.7M |
| Deutsche Bank AG | 0.01% | Add +63.6% | 363,917 | $15.5M |
| Pacer Advisors, Inc. | 0.04% | Reduce -20.7% | 346,267 | $14.7M |
| Federated Hermes, Inc. | 0.02% | Add +7.7% | 334,841 | $14.3M |
| Trexquant Investment LP | 0.10% | Add +121.4% | 333,516 | $14.2M |
| Millennium Management | 0.01% | Add +21.9% | 302,750 | $12.9M |
| Point72 Asset Management | 0.02% | New | 302,660 | $12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -37.2% | 275,179 | $11.7M |
| Wedbush Fund Advisers, LLC | 1.34% | Add +19.4% | 271,752 | $11.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -2.5% | 266,515 | $11.3M |
| Mackenzie Financial Corp. | 0.01% | Add +31.2% | 259,253 | $11.0M |
| Lord, Abbett & Co. LLC | 0.04% | Add +39.4% | 258,090 | $11.0M |
| Wells Fargo & Company | 0.00% | Add +32.1% | 254,766 | $10.8M |
| Luxor Capital Group, LP | 1.67% | No change | 245,983 | $10.5M |
| Alliancebernstein L.P. | 0.00% | Add +69.4% | 174,342 | $10.4M |
| Rhumbline Advisers | 0.01% | Add +1.8% | 237,418 | $10.1M |
| BNP Paribas Financial Markets | 0.01% | Add +242.2% | 212,197 | $9.0M |
| Armistice Capital, LLC | 0.30% | Add +59.4% | 210,429 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.2% | 206,772 | $8.8M |
| Victory Capital Management Inc. | 0.01% | Add +97.7% | 205,243 | $8.7M |
| Principal Financial Group Inc. | 0.00% | Add +3.9% | 204,522 | $8.7M |
| State of Wisconsin Investment Board | 0.02% | Add +14.7% | 201,201 | $8.6M |
| Swiss National Bank | 0.00% | Reduce -0.5% | 184,600 | $7.9M |
| Treasurer of the State of North Carolina | 0.02% | Add +10.3% | 184,265 | $7.8M |
| Tidal Investments LLC | 0.02% | Reduce -25.2% | 181,669 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -23.9% | 180,565 | $7.7M |
| Bridgewater Associates | 0.03% | Add +20.4% | 176,703 | $7.5M |
| Capital Fund Management S.A. | 0.07% | Add +8.9% | 176,125 | $7.5M |
| Cerity Partners LLC | 0.01% | Add +28.3% | 173,376 | $7.4M |
| Summit Creek Advisors LLC | 1.50% | Reduce -41.0% | 171,801 | $7.3M |
| Cwm, LLC | 0.02% | Add +3.1% | 169,206 | $7.2M |
| Nordea Investment Management AB | 0.01% | Reduce -4.6% | 165,839 | $6.9M |
| Susquehanna Portfolio Strategies, LLC | 0.10% | Reduce -1.1% | 157,782 | $6.7M |
| Nuveen, LLC | 0.00% | Reduce -38.1% | 149,541 | $6.4M |
| Citigroup Inc. | 0.00% | Reduce -46.1% | 146,225 | $6.2M |
| Weiss Asset Management LP | 0.16% | New | 145,950 | $6.2M |
| Acadian Asset Management LLC | 0.01% | Reduce -57.8% | 140,810 | $6.0M |
| Harel Insurance Investments & Financial Services Ltd. | 0.04% | Add +58.6% | 137,302 | $5.8M |
| Barclays PLC | 0.00% | Add +18.4% | 128,886 | $5.5M |
| Man Group plc | 0.01% | Add +11.6% | 128,871 | $5.5M |
| Susquehanna Fundamental Investments, LLC | 0.20% | New | 126,786 | $5.4M |
| Capital Impact Advisors, LLC | 2.16% | Reduce -83.6% | 125,843 | $5.4M |
| Zacks Investment Management | 0.04% | Add +3.8% | 123,795 | $5.3M |
| Cadian Capital Management, LP | 0.62% | New | 119,683 | $5.1M |
| Legal & General Group Plc | 0.00% | Reduce -12.6% | 118,704 | $5.1M |
| Engineers Gate Manager LP | 0.06% | New | 117,515 | $5.0M |
| Lazard Asset Management LLC | 0.01% | Reduce -56.6% | 117,099 | $5.0M |
| Nomura Asset Management International Inc. | 0.01% | Reduce -5.6% | 114,456 | $4.9M |
| JB Capital LLC | 0.19% | Add +81.5% | 112,238 | $4.8M |
| Retirement Systems of Alabama | 0.02% | Add +1.7% | 111,910 | $4.8M |
| OP Asset Management Ltd | 0.05% | Add +468.9% | 111,305 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +23.8% | 108,743 | $4.6M |
| Vest Financial, LLC | 0.05% | Add +85.0% | 106,435 | $4.5M |
| Vident Advisory, LLC | 0.04% | Add +26.4% | 103,883 | $4.4M |
| Harber Asset Management LLC | 2.82% | Reduce -35.8% | 103,559 | $4.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -49.0% | 101,327 | $4.3M |
| 1492 Capital Management LLC | 1.60% | Reduce -0.2% | 98,572 | $4.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -59.7% | 95,586 | $4.1M |
| Kornitzer Capital Management Inc. | 0.09% | No change | 95,185 | $4.1M |
| Illinois Municipal Retirement Fund | 0.05% | Add +24.5% | 91,501 | $3.9M |
| Creative Planning | 0.00% | Add +204.9% | 90,863 | $3.9M |
| ExodusPoint Capital Management, LP | 0.04% | New | 88,437 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 86,944 | $3.7M |
| Natixis | 0.01% | New | 85,731 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +89.1% | 83,438 | $3.6M |
| Assenagon Asset Management S.A. | 0.01% | Add +53.9% | 82,655 | $3.5M |
| Next Century Growth Investors LLC | 0.25% | Reduce -29.6% | 82,077 | $3.5M |
| Elo Mutual Pension Insurance Co | 0.06% | Add +156.9% | 80,127 | $3.4M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 78,642 | $3.3M |
| Panagora Asset Management Inc. | 0.01% | Reduce -27.6% | 78,493 | $3.3M |
| Ironwood Investment Management LLC | 1.39% | Reduce -1.3% | 78,365 | $3.3M |
| Paralel Advisors LLC | 0.14% | No change | 76,960 | $3.3M |
| Ieq Capital, LLC | 0.01% | Reduce -43.5% | 75,775 | $3.2M |
| Essex Investment Management Co. LLC | 0.50% | Reduce -6.3% | 74,445 | $3.2M |
| Van Eck Associates Corp. | 0.00% | Add +3.6% | 74,407 | $3.2M |
| LSV Asset Management | 0.01% | New | 72,100 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -85.0% | 74,668 | $3.0M |
| Prudential Financial Inc. | 0.00% | Add +1245.1% | 68,184 | $2.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 68,053 | $2.9M |
| Wilson Asset Management (international) PTY Ltd. | 0.81% | Add +3.7% | 67,404 | $2.9M |
| Schroder Investment Management Group | 0.00% | New | 67,407 | $2.8M |
| Voloridge Investment Management, LLC | 0.01% | New | 64,404 | $2.7M |
| Boothbay Fund Management, LLC | 0.06% | Add +100.7% | 59,683 | $2.5M |
| Kestra Investment Management, LLC | 0.04% | Reduce -17.5% | 59,218 | $2.5M |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +1.1% | 59,176 | $2.5M |
| Vestcor Inc | 0.07% | Add +80.5% | 57,527 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | Add +2.2% | 57,492 | $2.4M |
| Empowered Funds, LLC | 0.02% | New | 56,428 | $2.4M |
| Crossmark Global Holdings, Inc. | 0.03% | Reduce -25.8% | 54,713 | $2.3M |
| Marietta Investment Partners LLC | 0.46% | Reduce -37.1% | 53,966 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | Add +114.2% | 53,848 | $2.3M |
| Qube Research & Technologies Ltd | 0.00% | New | 52,637 | $2.2M |
| Vinva Investment Management Ltd | 0.03% | Add +784.9% | 35,820 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +26.4% | 50,244 | $2.1M |
| Convergence Investment Partners, LLC | 0.35% | Reduce -9.7% | 50,113 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +81.6% | 48,332 | $2.1M |
| Amundi | 0.00% | Add +18.5% | 47,259 | $2.0M |
| CSM Advisors, LLC | 0.05% | Reduce -41.1% | 47,107 | $2.0M |
| MetLife Investment Management, LLC | 0.01% | Add +0.5% | 46,302 | $2.0M |
| Night Squared LP | 0.28% | New | 45,209 | $1.9M |
| L. Roy Papp & Associates, LLP | 0.22% | Reduce -0.8% | 44,073 | $1.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -5.7% | 43,240 | $1.8M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | No change | 42,750 | $1.8M |
| Oak Associates Ltd. | 0.12% | New | 42,478 | $1.8M |
| Amalgamated Bank | 0.01% | Add +0.9% | 42,101 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +27.6% | 41,875 | $1.8M |
| Icon Advisers Inc. | 0.42% | No change | 41,493 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +61.0% | 41,324 | $1.8M |
| FMR LLC | 0.00% | Reduce -71.6% | 40,738 | $1.7M |
| Janus Henderson Group PLC | 0.00% | Reduce -64.5% | 40,615 | $1.7M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +11.0% | 40,414 | $1.7M |
| New York State Teachers Retirement System | 0.00% | Reduce -7.2% | 39,914 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +22.1% | 39,798 | $1.7M |
| Aquatic Capital Management LLC | 0.05% | Add +234.7% | 39,073 | $1.7M |
| Strategic Global Advisors, LLC | 0.26% | Reduce -1.1% | 37,951 | $1.6M |
| Vanguard Global Advisers, LLC | 0.00% | — | 36,974 | $1.6M |
| Jefferies Financial Group Inc. | 0.02% | Add +509.9% | 36,499 | $1.6M |
| Curbstone Financial Management Corp | 0.29% | No change | 35,904 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -8.3% | 34,982 | $1.5M |
| Lifestyle Asset Management, Inc. | 0.48% | Add +28.7% | 34,806 | $1.5M |
| Hillsdale Investment Management Inc. | 0.04% | No change | 34,700 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 34,650 | $1.5M |
| Brooklyn Investment Group | 0.05% | Add +893.1% | 34,281 | $1.5M |
| Summit Trail Advisors, LLC | 0.02% | Add +73.8% | 34,069 | $1.4M |
| Catalyst Funds Management Pty Ltd | 0.24% | New | 32,800 | $1.4M |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +44.6% | 32,538 | $1.4M |
| LPL Financial LLC | 0.00% | Add +2.5% | 32,497 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +5116.2% | 32,184 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Add +13.2% | 32,079 | $1.4M |
| Worldquant Millennium Advisors LLC | 0.01% | Reduce -45.1% | 31,883 | $1.4M |
| Bank of Montreal | 0.00% | Add +115.9% | 29,883 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +155.5% | 29,719 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +19.7% | 29,661 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +26.1% | 28,622 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | Add +1.8% | 28,400 | $1.2M |
| &partners | 0.01% | Add +41.3% | 28,322 | $1.2M |
| TIG Advisors, LLC | 0.06% | New | 27,845 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 27,800 | $1.2M |
| Smith Group Asset Management, LLC | 0.06% | Reduce -5.5% | 27,033 | $1.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.5% | 26,698 | $1.1M |
| Point Nemo Capital, LLC | 0.75% | New | 26,594 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Add +5.4% | 26,536 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Add +4.3% | 26,500 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -15.0% | 26,240 | $1.1M |
| Commerce Bank | 0.01% | Reduce -0.2% | 25,964 | $1.1M |
| Brevan Howard Capital Management LP | 0.01% | Add +37.3% | 25,770 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +262.3% | 25,763 | $1.1M |
| WINTON GROUP Ltd | 0.04% | Add +66.0% | 25,644 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.7% | 25,640 | $1.1M |
| Quent Capital, LLC | 0.08% | Add +0.8% | 25,269 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | No change | 25,088 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Add +495.8% | 23,480 | $999K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 23,462 | $999K |
| Commonwealth Equity Services, LLC | 0.00% | Add +108.1% | 23,316 | $992K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +279.2% | 23,224 | $988K |
| Fieldview Capital Management, LLC | 0.29% | Add +155.4% | 23,036 | $980K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.3% | 22,872 | $973K |
| Integrated Wealth Concepts LLC | 0.01% | Add +76.7% | 22,449 | $955K |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 22,427 | $954K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 22,012 | $937K |
| State of Michigan Retirement System | 0.00% | Add +1.4% | 22,000 | $936K |
| First Citizens Bank & Trust Co. | 0.02% | New | 21,993 | $936K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -22.1% | 21,845 | $930K |
| Bokf, NA | 0.01% | Add +132.1% | 21,381 | $910K |
| Entropy Technologies, LP | 0.04% | New | 21,262 | $905K |
| Penn Capital Management Company, LLC | 0.07% | Add +4.5% | 20,503 | $889K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.3% | 20,451 | $870K |
| Allstate Corp. | 0.01% | New | 20,172 | $859K |
| Greenwood Capital Associates LLC | 0.09% | Add +58.4% | 19,986 | $851K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -27.6% | 19,350 | $824K |
| Independent Financial Group, LLC | 0.02% | New | 19,313 | $822K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.3% | 19,145 | $815K |
| Buckland Partners Management Co LLC | 0.49% | No change | 19,000 | $809K |
| Squarepoint Ops LLC | 0.00% | Reduce -66.2% | 18,820 | $801K |
| Focus Partners Wealth | 0.00% | Add +35.2% | 18,743 | $798K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +2.2% | 18,700 | $796K |
| Truist Financial Corp. | 0.00% | Add +136.5% | 18,092 | $770K |
| Merit Financial Group, LLC | 0.01% | Add +2.8% | 18,081 | $770K |
| New Mexico Educational Retirement Board | 0.02% | No change | 18,000 | $766K |
| Natixis Advisors, LLC | 0.00% | New | 17,604 | $749K |
| Hancock Whitney Corp. | 0.01% | Add +5.2% | 19,944 | $729K |
| Ameritas Investment Partners, Inc. | 0.02% | No change | 16,797 | $715K |
| SG Americas Securities, LLC | 0.00% | Reduce -21.5% | 16,763 | $713K |
| Atria Investments, Inc | 0.01% | Add +0.6% | 16,662 | $709K |
| Jones Financial Companies LLLP | 0.00% | Add +339.9% | 17,536 | $707K |
| Lisanti Capital Growth, LLC | 0.18% | Reduce -82.5% | 16,415 | $699K |
| Snowden Capital Advisors LLC | 0.02% | Add +93.6% | 16,351 | $696K |
| Guggenheim Capital LLC | 0.01% | Add +240.9% | 16,317 | $694K |
| Odyssean, LLC | 0.25% | Add +33.8% | 16,285 | $693K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -1.9% | 16,033 | $682K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.0% | 15,753 | $670K |
| Horizon Investments, LLC | 0.01% | Add +406.1% | 15,648 | $666K |
| Xponance LLC | 0.00% | Add +26.1% | 15,427 | $657K |
| Inceptionr LLC | 0.15% | New | 14,525 | $618K |
| Private Client Services, LLC | 0.18% | Reduce -53.2% | 14,410 | $613K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 14,115 | $601K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.8% | 13,994 | $596K |
| Impact Partnership Wealth, LLC | 0.07% | Add +63.0% | 13,627 | $580K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.1% | 13,465 | $573K |
| NorthRock Partners, LLC | 0.01% | New | 13,427 | $571K |
| HSBC Holdings PLC | 0.00% | Reduce -58.6% | 12,875 | $548K |
| Intech Investment Management LLC | 0.01% | New | 12,865 | $548K |
| State of Wyoming | 0.06% | Add +3.4% | 12,709 | $541K |
| PEAK6 LLC | 0.01% | New | 12,060 | $513K |
| Evergreen Capital Management LLC | 0.01% | New | 12,056 | $513K |
| Harbor Capital Advisors, Inc. | 0.04% | New | 11,882 | $506K |
| Wedbush Securities Inc. | 0.01% | Reduce -23.8% | 11,884 | $506K |
| Inscription Capital, LLC | 0.05% | Add +125.5% | 11,618 | $494K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 11,605 | $494K |
| United Capital Financial Advisors, LLC | 0.00% | Add +202.7% | 11,507 | $490K |
| Diversified Trust Co. | 0.01% | Add +3.2% | 11,364 | $484K |
| Unique Wealth Strategies, LLC | 0.20% | Add +4.1% | 11,318 | $482K |
| New York Life Investment Management LLC | 0.00% | Add +39.7% | 11,214 | $477K |
| Perpetual Ltd | 0.01% | Reduce -6.1% | 11,186 | $476K |
| Sanctuary Advisors, LLC | 0.00% | Add +32.9% | 10,893 | $464K |
| Martingale Asset Management L P | 0.01% | Reduce -79.2% | 10,718 | $456K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,716 | $456K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -13.6% | 10,464 | $445K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,417 | $443K |
| Swiss Life Asset Management Ltd | 0.00% | Add +31.3% | 10,377 | $442K |
| Picton Mahoney Asset Management | 0.00% | Add +64.7% | 10,324 | $439K |
| denkapparat Operations GmbH | 0.18% | Add +148.5% | 10,090 | $429K |
| Aviva PLC | 0.00% | Reduce -46.9% | 10,041 | $427K |
| Quadrant Capital Group LLC | 0.01% | Add +1061.9% | 9,992 | $425K |
| Essential Partners LLC | 0.14% | Reduce -7.2% | 9,882 | $421K |
| Pathstone Holdings, LLC | 0.00% | Add +24.3% | 9,871 | $420K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -31.1% | 9,770 | $416K |
| Jupiter Asset Management Ltd. | 0.00% | New | 9,715 | $413K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.2% | 9,678 | $412K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.1% | 9,631 | $410K |
| M&T Bank Corp | 0.00% | Add +6.3% | 9,599 | $409K |
| Kings Path Partners LLC | 0.14% | New | 9,601 | $409K |
| Virtus Advisers, LLC | 0.19% | Add +2.0% | 9,590 | $408K |
| Farther Finance Advisors, LLC | 0.00% | Add +6.9% | 9,458 | $400K |
| Stephens Inc. | 0.01% | Add +150.3% | 9,373 | $399K |
| Sowell Financial Services LLC | 0.01% | Reduce -2.4% | 9,242 | $393K |
| US Bancorp \de | 0.00% | Add +11.5% | 9,174 | $390K |
| XTX Topco Ltd | 0.01% | New | 8,830 | $376K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -3.1% | 8,726 | $371K |
| EntryPoint Capital, LLC | 0.11% | New | 8,588 | $366K |
| Marshall Wace, LLP | 0.00% | New | 8,551 | $364K |
| Dark Forest Capital Management LP | 0.03% | Reduce -61.2% | 8,359 | $356K |
| Gsa Capital Partners LLP | 0.02% | New | 8,244 | $351K |
| Bessemer Group Inc. | 0.00% | Add +838.9% | 8,206 | $349K |
| Princeton Capital Management LLC | 0.09% | No change | 8,000 | $340K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 7,901 | $336K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -4.8% | 7,823 | $333K |
| Cookson Peirce & Co. Inc. | 0.01% | Reduce -96.6% | 7,806 | $332K |
| Brighton Jones LLC | 0.01% | New | 7,525 | $320K |
| HighTower Advisors, LLC | 0.00% | Add +3.5% | 7,520 | $320K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +880.1% | 7,292 | $310K |
| Evolve Private Wealth, LLC | 0.02% | Add +1.6% | 7,251 | $309K |
| Krilogy Financial LLC | 0.01% | Reduce -22.7% | 6,955 | $301K |
| Walleye Trading LLC | 0.01% | Reduce -87.3% | 7,007 | $298K |
| Calamos Wealth Management LLC | 0.01% | Add +89.0% | 7,003 | $298K |
| Calamos Advisors LLC | 0.00% | Reduce -86.2% | 7,003 | $298K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +404.2% | 6,998 | $298K |
| Advisor Resource Council | 0.11% | Add +17.5% | 6,795 | $289K |
| Callan Family Office, LLC | 0.01% | Add +4.9% | 6,730 | $286K |
| Kera Capital Partners, Inc. | 0.04% | Add +21.0% | 6,705 | $285K |
| Private Advisor Group, LLC | 0.00% | Reduce -38.4% | 6,691 | $285K |
| Securian Asset Management, Inc. | 0.01% | No change | 6,679 | $284K |
| Pinebridge Investments LLC | 0.00% | Reduce -86.0% | 6,635 | $282K |
| Chicago Partners Investment Group LLC | 0.01% | Add +64.5% | 7,382 | $277K |
| Park Avenue Securities LLC | 0.00% | Add +60.9% | 6,338 | $270K |
| Choreo, LLC | 0.00% | Add +53.7% | 6,298 | $268K |
| Vise Technologies, Inc. | 0.01% | No change | 4,404 | $263K |
| Walleye Capital LLC | 0.00% | Reduce -79.4% | 6,148 | $262K |
| Daiwa Securities Group Inc. | 0.00% | Add +94.5% | 6,110 | $260K |
| Baker Avenue Asset Management, LP | 0.01% | New | 6,047 | $257K |
| HB Wealth Management, LLC | 0.00% | New | 6,026 | $256K |
| Bull Harbor Capital LLC | 0.07% | — | 5,974 | $254K |
| Childress Capital Advisors, LLC | 0.04% | New | 5,866 | $250K |
| Waddell & Associates, LLC | 0.01% | New | 5,836 | $248K |
| American Trust | 0.02% | Reduce -12.1% | 5,734 | $244K |
| Principal Securities, Inc. | 0.00% | New | 5,513 | $235K |
| DNB Asset Management AS | 0.00% | New | 5,502 | $234K |
| Magnetar Financial LLC | 0.00% | New | 5,496 | $234K |
| Modern Wealth Management, LLC | 0.00% | Add +54.1% | 5,434 | $230K |
| CIBC Asset Management Inc | 0.00% | No change | 5,286 | $225K |
| Parallel Advisors, LLC | 0.00% | Add +41.8% | 5,228 | $223K |
| Foundations Investment Advisors, LLC | 0.00% | Add +40.7% | 5,218 | $222K |
| Retirement Guys Formula LLC | 0.10% | Add +41.0% | 5,205 | $222K |
| Mariner, LLC | 0.00% | New | 5,200 | $221K |
| Bayforest Capital Ltd | 0.24% | Add +626.6% | 5,115 | $218K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -55.2% | 5,102 | $217K |
| Frank, Rimerman Advisors LLC | 0.01% | Add +0.4% | 5,062 | $215K |
| Dakota Wealth Management | 0.00% | Reduce -5.1% | 5,025 | $214K |
| Sagewood Asset Management LP | 0.07% | New | 5,014 | $213K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.3% | 4,937 | $210K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,903 | $209K |
| Utah Retirement Systems | 0.00% | Add +6.6% | 4,902 | $209K |
| Globeflex Capital L P | 0.03% | No change | 4,900 | $209K |
| Personal Cfo Solutions, LLC | 0.03% | New | 4,844 | $206K |
| Fred Alger Management, LLC | 0.00% | New | 4,740 | $202K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $198K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.6% | 4,328 | $184K |
| Hantz Financial Services, Inc. | 0.00% | Add +97.3% | 4,282 | $182K |
| GAMMA Investing LLC | 0.01% | Add +85.0% | 4,272 | $182K |
| Neo Ivy Capital Management | 0.05% | New | 4,215 | $179K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +96.7% | 4,032 | $172K |
| IFP Advisors, Inc | 0.00% | Reduce -24.9% | 4,000 | $170K |
| Truvestments Capital LLC | 0.03% | Add +9.2% | 3,990 | $170K |
| MAI Capital Management | 0.00% | Add +218.0% | 3,498 | $149K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -13.6% | 3,472 | $148K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -30.3% | 3,254 | $138K |
| Versant Capital Management, Inc | 0.01% | Add +50.5% | 3,182 | $135K |
| KBC Group NV | 0.00% | No change | 2,990 | $127K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +99.7% | 2,942 | $125K |
| Lanark Financial, Inc. | 0.01% | Add +44.1% | 2,917 | $124K |
| TD Waterhouse Canada Inc. | 0.00% | Add +51.1% | 2,328 | $98K |
| Sterling Capital Management LLC | 0.00% | Reduce -37.2% | 2,289 | $97K |
| Arax Advisory Partners | 0.00% | Reduce -48.7% | 2,248 | $96K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 2,292 | $95K |
| Blue Trust, Inc. | 0.00% | Add +103.3% | 2,228 | $95K |
| STRS Ohio | 0.00% | Add +6.0% | 2,208 | $94K |
| Rothschild Investment LLC | 0.00% | Add +60.4% | 2,063 | $88K |
| Parkside Financial Bank & Trust | 0.01% | Add +355.2% | 1,757 | $75K |
| Signaturefd, LLC | 0.00% | Add +39.4% | 1,753 | $75K |
| Raleigh Capital Management Inc. | 0.03% | Add +5.6% | 1,719 | $73K |
| TD Private Client Wealth LLC | 0.00% | Add +8325.0% | 1,685 | $72K |
| UMB Bank, n.a. | 0.00% | Add +46.4% | 1,618 | $69K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 1,558 | $66K |
| Huntington National Bank | 0.00% | Add +215.0% | 1,493 | $64K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -73.2% | 1,278 | $54K |
| Innovative Asset Advisors Group, LLC | 0.03% | — | 1,079 | $46K |
| Asset Management One Co., Ltd. | 0.00% | Reduce -21.0% | 1,079 | $46K |
| True Wealth Design, LLC | 0.01% | Reduce -5.0% | 1,057 | $45K |
| RiverPark Advisors, LLC | 0.02% | Reduce -28.9% | 1,016 | $43K |
| Signature Equity Partners, LLC | 0.02% | Add +302.2% | 929 | $40K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -71.9% | 473 | $33K |
| Smartleaf Asset Management LLC | 0.00% | No change | 773 | $32K |
| Quarry LP | 0.01% | New | 683 | $29K |
| Mather Group, Llc. | 0.00% | New | 590 | $25K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -47.1% | 583 | $25K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 490 | $21K |
| Strategic Advocates LLC | 0.09% | Add +67.9% | 492 | $21K |
| International Assets Investment Management, LLC | 0.00% | No change | 462 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 442 | $19K |
| CoreCap Advisors, LLC | 0.00% | Reduce -68.0% | 429 | $18K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +98.6% | 419 | $18K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -0.9% | 416 | $18K |
| Nisa Investment Advisors, LLC | 0.00% | Add +406.3% | 405 | $17K |
| Cornerstone Planning Group LLC | 0.00% | New | 455 | $17K |
| Covestor Ltd | 0.01% | Reduce -23.8% | 372 | $16K |
| Summit Securities Group LLC | 0.01% | New | 375 | $16K |
| Centerpoint Advisors, LLC | 0.00% | New | 304 | $13K |
| Root Financial Partners, LLC | 0.00% | Reduce -29.4% | 279 | $12K |
| Leonteq Securities AG | 0.00% | Reduce -72.9% | 262 | $11K |
| Colonial Trust Co / SC | 0.00% | Add +138.9% | 258 | $11K |
| Proffitt & Goodson Inc. | 0.00% | New | 250 | $11K |
| WealthCollab, LLC | 0.00% | New | 247 | $11K |
| Bell Investment Advisors, Inc | 0.00% | Add +45.8% | 245 | $10K |
| First Horizon Corp. | 0.00% | New | 233 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +58.3% | 228 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +723.1% | 214 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -69.9% | 214 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +290.7% | 211 | $9K |
| Larson Financial Group LLC | 0.00% | Add +8.7% | 200 | $9K |
| PFS Partners, LLC | 0.00% | Reduce -51.8% | 193 | $8K |
| CVA Family Office, LLC | 0.00% | Add +739.1% | 193 | $8K |
| JPL Wealth Management, LLC | 0.00% | New | 179 | $8K |
| Wiser Advisor Group LLC | 0.01% | Add +580.8% | 177 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +106.0% | 171 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 163 | $7K |
| LRI Investments, LLC | 0.00% | No change | 156 | $7K |
| Spire Wealth Management | 0.00% | Reduce -5.5% | 156 | $7K |
| Sachetta, LLC | 0.00% | New | 150 | $6K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +8.2% | 145 | $6K |
| Rakuten Securities, Inc. | 0.00% | Reduce -7.6% | 122 | $5K |
| North Star Investment Management Corp. | 0.00% | Add +1066.7% | 105 | $4K |
| Missouri Trust & Investment Co | 0.00% | No change | 104 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 100 | $4K |
| HM Payson & Co. | 0.00% | No change | 100 | $4K |
| MCF Advisors LLC | 0.00% | Reduce -28.3% | 86 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 78 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 72 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +491.7% | 71 | $3K |
| Investors Portfolio Services LLC | 0.00% | Add +32.6% | 65 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +42.9% | 60 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $2K |
| IFM Investors Pty Ltd | 0.00% | New | 53 | $2K |
| SHP Wealth Management | 0.00% | New | 52 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | New | 49 | $2K |
| Bogart Wealth, LLC | 0.00% | Add +400.0% | 45 | $2K |
| Clearstead Trust, LLC | 0.00% | New | 42 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +7.9% | 41 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $2K |
| 2UniFi Bank | 0.00% | Reduce -66.3% | 35 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 34 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 34 | $1K |
| Westside Investment Management, Inc. | 0.00% | No change | 34 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -5.9% | 32 | $1K |
| Fortitude Family Office, LLC | 0.00% | Add +36.4% | 30 | $1K |
| Clearstead Advisors, LLC | 0.00% | Reduce -91.3% | 30 | $1K |
| Valued Wealth Advisors LLC | 0.00% | New | 29 | $1K |
| Cornerstone Financial Management LLC | 0.00% | Add +160.0% | 26 | $1K |
| Park Place Capital Corp | 0.00% | No change | 22 | $936 |
| Zions Bancorporation, National Association | 0.00% | New | 22 | $936 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +31.3% | 21 | $894 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +133.3% | 21 | $893 |
| Ascentis Independent Advisors | 0.00% | New | 20 | $851 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -74.7% | 19 | $809 |
| Manchester Capital Management LLC | 0.00% | No change | 18 | $767 |
| Salomon & Ludwin, LLC | 0.00% | No change | 18 | $767 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 18 | $766 |
| Kingdom Financial Group LLC. | 0.00% | New | 18 | $766 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -27.3% | 16 | $681 |
| Principia Wealth Advisory, LLC | 0.00% | Add +1400.0% | 15 | $638 |
| SouthState Bank Corp | 0.00% | New | 13 | $554 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 13 | $553 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 12 | $511 |
| Bare Financial Services, Inc | 0.00% | New | 12 | $511 |
| Kilter Group LLC | 0.00% | New | 11 | $469 |
| Cromwell Holdings LLC | 0.00% | New | 10 | $426 |
| American Capital Advisory, LLC | 0.00% | New | 10 | $426 |
| Asset Dedication, LLC | 0.00% | No change | 10 | $426 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 10 | $424 |
| USA Financial Formulas | 0.00% | No change | 9 | $383 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -27.3% | 8 | $341 |
| Operose Advisors LLC | 0.00% | New | 8 | $340 |
| NBT Bank, N.A. | 0.00% | New | 8 | $340 |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $340 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 6 | $255 |
| MV Capital Management, Inc. | 0.00% | No change | 4 | $171 |
| Raffa Wealth Management, LLC | 0.00% | New | 3 | $128 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $128 |
| Quaker Wealth Management, LLC | 0.00% | New | 2 | $86 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 1 | $79 |
| Curio Wealth, LLC | 0.00% | New | 1 | $43 |
| Avion Wealth | 0.00% | New | 11 | $0 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.