PegasystemsPEGA
13F holders, Q2 2026 (June 30)436holders −48
61new positions
111sold out
7famous investors
$30.01avg. 13F price*
At the end of Q2 2026, 436 institutions reported holding Pegasystems Inc. (PEGA) in their 13F filings, down 48 from Q1 2026. 61 opened new positions and 111 sold out. The largest holders were BlackRock, Inc. ($286.9M), Vanguard Portfolio Management LLC ($193.5M) and AQR Capital Management ($147.4M). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Pegasystems Inc.
- CUSIP
- 705573103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $100.4M |
| Exits | 111 | $189.1M |
All 13F filers, Q1 2026 → Q2 2026: 16,679,475 shares bought and 14,925,941 shares sold, net +1,753,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 9,573,688 | $286.9M |
| Vanguard Portfolio Management LLC | 0.01% | Add +1.5% | 6,455,250 | $193.5M |
| AQR Capital Management | 0.05% | Add +8.4% | 4,919,642 | $147.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.8% | 4,128,720 | $123.7M |
| Massachusetts Financial Services Co. | 0.03% | Add +27.5% | 3,031,497 | $91.4M |
| First Trust Advisors LP | 0.05% | Add +44.4% | 2,958,357 | $88.7M |
| State Street Corp. | 0.00% | Add +2.7% | 2,933,479 | $87.9M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.5% | 2,683,002 | $80.4M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 2,585,227 | $77.5M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Add +226.2% | 2,018,528 | $60.5M |
| Lynrock Lake LP | 8.49% | New | 1,782,640 | $53.4M |
| Invesco Ltd. | 0.00% | Add +51.6% | 1,594,388 | $47.8M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -0.5% | 1,505,739 | $45.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +53.6% | 1,444,522 | $43.3M |
| Copeland Capital Management, LLC | 0.87% | Add +25.2% | 1,406,961 | $42.2M |
| Boston Partners | 0.04% | Reduce -7.5% | 1,347,755 | $40.4M |
| Morgan Stanley | 0.00% | Add +46.4% | 1,171,814 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Add +22.0% | 1,113,949 | $34.1M |
| Capital Impact Advisors, LLC | 1.90% | Add +800.6% | 1,133,361 | $34.0M |
| Federated Hermes, Inc. | 0.05% | Add +237.6% | 1,130,567 | $33.9M |
| Jacobs Levy Equity Management, Inc. | 0.12% | Reduce -24.4% | 1,117,570 | $33.5M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +32.3% | 1,076,830 | $33.5M |
| Millennium Management | 0.02% | Add +268.6% | 1,115,987 | $33.4M |
| Fuller & Thaler Asset Management, Inc. | 0.09% | Add +3.7% | 1,109,158 | $33.2M |
| Fisher Asset Management | 0.01% | Reduce -0.8% | 1,099,069 | $32.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.4% | 954,210 | $28.6M |
| Wellington Management Group LLP | 0.00% | Reduce -64.7% | 950,495 | $28.5M |
| Northern Trust Corp. | 0.00% | Reduce -8.8% | 935,823 | $28.0M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -17.9% | 879,949 | $26.4M |
| Ranger Investment Management, L.P. | 1.66% | Reduce -17.1% | 873,139 | $26.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -2.8% | 848,744 | $25.4M |
| Pacer Advisors, Inc. | 0.07% | Add +143.3% | 842,480 | $25.2M |
| Crawford Investment Counsel Inc. | 0.39% | Add +33.7% | 775,875 | $23.3M |
| Norges Bank | 0.00% | — | 772,513 | $23.2M |
| Los Angeles Capital Management LLC | 0.08% | Add +8.7% | 761,229 | $22.8M |
| Two Sigma Investments, LP | 0.02% | Add +1504.6% | 693,835 | $20.8M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 699,929 | $20.7M |
| Fiera Capital Corp | 0.07% | Reduce -42.6% | 657,650 | $19.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.5% | 646,700 | $19.4M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 608,330 | $18.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.8% | 601,330 | $18.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +4.9% | 598,223 | $17.9M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 597,327 | $17.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.3% | 575,471 | $17.2M |
| Renaissance Group LLC | 0.69% | Add +11.9% | 567,729 | $17.0M |
| Qube Research & Technologies Ltd | 0.02% | Add +963.7% | 559,898 | $16.8M |
| HERALD INVESTMENT MANAGEMENT Ltd | 2.25% | Reduce -19.3% | 554,450 | $16.6M |
| Gotham Asset Management | 0.04% | Reduce -6.3% | 548,434 | $16.4M |
| Sei Investments Co. | 0.01% | Reduce -51.2% | 513,129 | $15.4M |
| American Century Companies Inc. | 0.01% | Reduce -59.2% | 494,389 | $14.8M |
| UBS Group AG | 0.00% | Reduce -63.6% | 466,933 | $14.0M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +4.8% | 435,712 | $13.0M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 418,099 | $12.5M |
| Wedbush Fund Advisers, LLC | 1.05% | Add +45.3% | 394,797 | $11.8M |
| Point72 Asset Management | 0.02% | Add +22.3% | 370,188 | $11.1M |
| Mackenzie Financial Corp. | 0.01% | Add +41.7% | 367,294 | $11.0M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -47.5% | 350,500 | $10.5M |
| Acadian Asset Management LLC | 0.01% | Add +130.7% | 324,852 | $9.7M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -40.0% | 300,000 | $9.0M |
| Franklin Resources Inc. | 0.00% | Reduce -19.2% | 298,334 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +14.6% | 291,984 | $8.8M |
| Armistice Capital, LLC | 0.23% | Add +30.4% | 274,359 | $8.2M |
| Luxor Capital Group, LP | 0.85% | Add +4.3% | 256,513 | $7.7M |
| Deutsche Bank AG | 0.00% | Reduce -30.6% | 252,410 | $7.6M |
| New York State Common Retirement Fund | 0.01% | Reduce -6.0% | 250,508 | $7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -11.0% | 244,905 | $7.3M |
| OP Asset Management Ltd | 0.08% | Add +118.1% | 242,772 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Add +18.0% | 242,126 | $7.3M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 233,887 | $7.0M |
| Trexquant Investment LP | 0.04% | Reduce -32.9% | 223,682 | $6.7M |
| Nomura Asset Management International Inc. | 0.01% | Add +91.3% | 218,979 | $6.6M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +1397.3% | 211,348 | $6.3M |
| Freestone Grove Partners LP | 0.04% | Reduce -48.3% | 209,089 | $6.3M |
| Principal Financial Group Inc. | 0.00% | Add +0.1% | 204,635 | $6.1M |
| Axq Capital, LP | 0.64% | New | 197,535 | $5.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -30.3% | 121,509 | $5.2M |
| Marshall Wace, LLP | 0.00% | Add +1904.4% | 171,396 | $5.1M |
| Mawer Investment Management Ltd. | 0.03% | New | 170,958 | $5.1M |
| Swiss National Bank | 0.00% | Reduce -8.1% | 169,600 | $5.1M |
| Bridgewater Associates | 0.02% | Reduce -4.3% | 169,146 | $5.1M |
| Baird Financial Group, Inc. | 0.01% | New | 167,055 | $5.0M |
| Nordea Investment Management AB | 0.00% | Add +0.2% | 166,170 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -19.2% | 162,545 | $4.9M |
| Vest Financial, LLC | 0.05% | Add +50.8% | 160,451 | $4.8M |
| Barclays PLC | 0.00% | Add +15.0% | 148,210 | $4.4M |
| D. E. Shaw & Co. | 0.00% | New | 144,614 | $4.3M |
| Nuveen, LLC | 0.00% | Reduce -4.3% | 143,151 | $4.3M |
| Quantinno Capital Management LP | 0.01% | Reduce -70.3% | 140,661 | $4.2M |
| Pier Capital, LLC | 0.54% | New | 137,080 | $4.1M |
| Macquarie Group Ltd. | 0.02% | New | 134,423 | $4.0M |
| Capital Fund Management S.A. | 0.03% | Reduce -23.8% | 134,261 | $4.0M |
| JB Capital LLC | 0.13% | Add +14.6% | 128,651 | $3.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +21.4% | 123,020 | $3.7M |
| Illinois Municipal Retirement Fund | 0.04% | Add +33.1% | 121,766 | $3.6M |
| Lazard Asset Management LLC | 0.01% | Reduce -1.0% | 115,900 | $3.5M |
| Vident Advisory, LLC | 0.03% | Add +11.3% | 115,610 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.7% | 114,341 | $3.4M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +868.1% | 112,354 | $3.4M |
| Vestcor Inc | 0.08% | Add +88.7% | 108,535 | $3.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.5% | 107,201 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.9% | 105,584 | $3.2M |
| Harber Asset Management LLC | 1.88% | Add +1.0% | 104,579 | $3.1M |
| Creative Planning | 0.00% | Add +5.8% | 96,179 | $2.9M |
| Kornitzer Capital Management Inc. | 0.06% | No change | 95,185 | $2.9M |
| Campbell & CO Investment Adviser LLC | 0.15% | New | 94,856 | $2.8M |
| Walleye Capital LLC | 0.01% | Add +1440.3% | 94,696 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -16.6% | 93,336 | $2.8M |
| Citigroup Inc. | 0.00% | Reduce -36.6% | 92,676 | $2.8M |
| 1492 Capital Management LLC | 0.82% | Reduce -6.6% | 92,045 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +10.2% | 91,973 | $2.8M |
| ExodusPoint Capital Management, LP | 0.02% | Add +0.6% | 88,976 | $2.7M |
| Assenagon Asset Management S.A. | 0.00% | Add +6.7% | 88,180 | $2.6M |
| Summit Creek Advisors LLC | 0.85% | Reduce -51.7% | 82,928 | $2.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -6.3% | 81,499 | $2.4M |
| Ironwood Investment Management LLC | 0.82% | Add +0.6% | 78,843 | $2.4M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -1.4% | 77,562 | $2.3M |
| Empowered Funds, LLC | 0.01% | Add +32.3% | 74,646 | $2.2M |
| LSV Asset Management | 0.00% | No change | 72,100 | $2.2M |
| Bokf, NA | 0.03% | Add +231.1% | 70,785 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +43.6% | 69,413 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.4% | 67,114 | $2.0M |
| Kestra Investment Management, LLC | 0.04% | Add +12.3% | 66,491 | $2.0M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -64.0% | 66,255 | $2.0M |
| Essex Investment Management Co. LLC | 0.26% | Reduce -11.9% | 65,597 | $2.0M |
| Icon Advisers Inc. | 0.37% | Add +57.8% | 65,493 | $2.0M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +38.1% | 59,050 | $1.8M |
| Vanguard Global Advisers, LLC | 0.00% | Add +51.8% | 56,111 | $1.7M |
| LMR Partners LLP | 0.02% | New | 55,975 | $1.7M |
| Lifestyle Asset Management, Inc. | 0.45% | Add +60.2% | 55,750 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +59.3% | 55,210 | $1.7M |
| Paralel Advisors LLC | 0.06% | Reduce -29.5% | 54,274 | $1.6M |
| XTX Topco Ltd | 0.02% | Add +509.5% | 53,817 | $1.6M |
| Edgestream Partners, L.P. | 0.05% | New | 51,144 | $1.5M |
| Amundi | 0.00% | Add +7.3% | 50,704 | $1.5M |
| CSM Advisors, LLC | 0.03% | Add +7.6% | 50,685 | $1.5M |
| NewEdge Wealth, LLC | 0.02% | Add +22.2% | 50,503 | $1.5M |
| NorthCoast Asset Management LLC | 0.03% | New | 48,721 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +280.8% | 49,030 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -62.5% | 47,574 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +38.6% | 47,205 | $1.4M |
| Natixis | 0.01% | Reduce -45.4% | 46,783 | $1.4M |
| Oak Associates Ltd. | 0.08% | Add +7.6% | 45,725 | $1.4M |
| Bank of Montreal | 0.00% | Add +52.0% | 45,412 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Add +170.2% | 45,285 | $1.4M |
| KLP Kapitalforvaltning As | 0.00% | Add +59.1% | 45,200 | $1.4M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 44,449 | $1.3M |
| Worldquant Millennium Advisors LLC | 0.00% | Add +38.8% | 44,245 | $1.3M |
| &partners | 0.01% | Add +49.3% | 42,295 | $1.3M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 41,875 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +3.0% | 41,642 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -2.6% | 41,015 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +59.8% | 40,987 | $1.2M |
| Boothbay Fund Management, LLC | 0.02% | Reduce -31.5% | 40,879 | $1.2M |
| Jupiter Topco LLC | 0.00% | — | 40,615 | $1.2M |
| L. Roy Papp & Associates, LLP | 0.13% | Reduce -8.4% | 40,375 | $1.2M |
| Odyssean, LLC | 0.20% | Add +146.8% | 40,197 | $1.2M |
| Cerity Partners LLC | 0.00% | Reduce -76.9% | 40,075 | $1.2M |
| Strategic Global Advisors, LLC | 0.17% | Add +2.6% | 38,930 | $1.2M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.7% | 38,850 | $1.2M |
| Voloridge Investment Management, LLC | 0.00% | Reduce -41.2% | 37,874 | $1.1M |
| LPL Financial LLC | 0.00% | Add +15.3% | 37,474 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +21.9% | 36,233 | $1.1M |
| Curbstone Financial Management Corp | 0.18% | No change | 35,904 | $1.1M |
| First Citizens Bank & Trust Co. | 0.02% | Add +63.1% | 35,864 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +59.1% | 35,691 | $1.1M |
| Hillsdale Investment Management Inc. | 0.02% | No change | 34,700 | $1.0M |
| Allianz Asset Management GmbH | 0.00% | New | 34,480 | $1.0M |
| Voya Investment Management LLC | 0.00% | Add +33.8% | 34,471 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +162.4% | 33,755 | $1.0M |
| Magnetar Financial LLC | 0.01% | Add +511.0% | 33,582 | $1.0M |
| State of New Jersey Common Pension Fund D | 0.00% | Reduce -33.3% | 33,525 | $1.0M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.3% | 33,496 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -50.9% | 33,454 | $1.0M |
| State of Tennessee, Department of Treasury | 0.00% | Add +49.9% | 32,984 | $989K |
| Jones Financial Companies LLLP | 0.00% | Add +81.9% | 31,896 | $982K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.3% | 31,811 | $953K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -13.2% | 31,692 | $950K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -60.0% | 29,892 | $934K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +340.5% | 30,826 | $924K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -4.9% | 30,504 | $914K |
| Caxton Associates LLP | 0.02% | New | 30,332 | $909K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -7.9% | 29,971 | $898K |
| Natixis Advisors, LLC | 0.00% | Add +66.3% | 29,277 | $877K |
| Entropy Technologies, LP | 0.03% | Add +36.0% | 28,916 | $867K |
| Marshall Financial Group, LLC | 0.13% | New | 28,842 | $864K |
| Fifth Third Bancorp | 0.00% | Reduce -11.8% | 28,401 | $851K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 27,800 | $833K |
| Aquatic Capital Management LLC | 0.03% | Reduce -29.2% | 27,652 | $829K |
| Point Nemo Capital, LLC | 0.41% | Add +1.9% | 27,104 | $812K |
| Dark Forest Capital Management LP | 0.05% | Add +224.2% | 27,097 | $812K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 26,400 | $791K |
| Man Group plc | 0.00% | Reduce -79.5% | 26,364 | $790K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +430.3% | 26,181 | $785K |
| Commerce Bank | 0.00% | No change | 25,964 | $778K |
| Neuberger Berman Group LLC | 0.00% | Add +8.6% | 25,508 | $764K |
| Handelsbanken Fonder AB | 0.00% | Add +1.2% | 25,388 | $761K |
| Quent Capital, LLC | 0.05% | Reduce -0.7% | 25,087 | $752K |
| Yousif Capital Management, LLC | 0.01% | Reduce -6.2% | 25,051 | $751K |
| Inceptionr LLC | 0.18% | Add +72.2% | 25,005 | $749K |
| Fluent Financial, LLC | 0.26% | New | 24,668 | $739K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.0% | 24,141 | $724K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +10.2% | 24,076 | $722K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 23,590 | $707K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 23,462 | $703K |
| Arizona State Retirement System | 0.00% | Reduce -9.0% | 23,322 | $699K |
| Assetmark, Inc. | 0.00% | Reduce -12.4% | 22,990 | $689K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.5% | 21,604 | $647K |
| CSS LLC | 0.09% | New | 21,406 | $642K |
| Vinva Investment Management Ltd | 0.00% | Reduce -59.6% | 14,482 | $641K |
| State of Michigan Retirement System | 0.00% | Reduce -4.1% | 21,100 | $632K |
| Truist Financial Corp. | 0.00% | Add +13.3% | 20,491 | $614K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.7% | 20,300 | $608K |
| Hancock Whitney Corp. | 0.01% | Add +0.6% | 20,063 | $601K |
| NewEdge Advisors, LLC | 0.00% | Add +4.6% | 20,032 | $600K |
| Harbor Capital Advisors, Inc. | 0.04% | Add +63.7% | 19,452 | $583K |
| Greenwood Capital Associates LLC | 0.06% | Reduce -3.2% | 19,349 | $580K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 18,700 | $560K |
| Quantbot Technologies LP | 0.02% | New | 18,529 | $555K |
| FMR LLC | 0.00% | Reduce -55.6% | 18,078 | $542K |
| New Mexico Educational Retirement Board | 0.01% | No change | 18,000 | $539K |
| Corient Private Wealth LP | 0.00% | Reduce -55.3% | 17,789 | $533K |
| Tidal Investments LLC | 0.00% | Reduce -90.2% | 17,783 | $532K |
| Diversified Trust Co. | 0.01% | Add +55.2% | 17,634 | $528K |
| Gsa Capital Partners LLP | 0.03% | Add +113.6% | 17,608 | $528K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -32.0% | 17,529 | $525K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +79.4% | 17,358 | $520K |
| Teacher Retirement System of Texas | 0.00% | Reduce -98.8% | 17,117 | $513K |
| Buckland Partners Management Co LLC | 0.25% | Reduce -10.5% | 17,000 | $509K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.1% | 16,608 | $498K |
| Impact Partnership Wealth, LLC | 0.05% | Add +21.4% | 16,538 | $496K |
| AlphaGrep UK Ltd | 0.15% | New | 16,526 | $495K |
| Bridgefront Capital, LLC | 0.13% | New | 16,257 | $487K |
| Advisory Services Network, LLC | 0.01% | Reduce -39.3% | 16,114 | $483K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.9% | 15,391 | $461K |
| Dakota Wealth Management | 0.01% | Add +204.3% | 15,289 | $458K |
| Xponance LLC | 0.00% | Reduce -3.3% | 14,920 | $447K |
| Private Client Services, LLC | 0.11% | Add +0.5% | 14,476 | $434K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -8.7% | 14,387 | $431K |
| Osaic Holdings, Inc. | 0.00% | Add +6.6% | 14,350 | $430K |
| Allstate Corp. | 0.00% | Reduce -29.0% | 14,328 | $429K |
| Captrust Financial Advisors | 0.00% | Reduce -52.0% | 13,729 | $411K |
| denkapparat Operations GmbH | 0.13% | Add +35.7% | 13,696 | $410K |
| Aviva PLC | 0.00% | Add +36.3% | 13,690 | $410K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -74.8% | 13,549 | $406K |
| Caitlin John, LLC | 0.22% | New | 13,323 | $399K |
| Rothschild Investment LLC | 0.01% | Add +544.5% | 13,295 | $398K |
| Burns Matteson Capital Management, LLC | 0.12% | New | 12,749 | $382K |
| State of Wyoming | 0.04% | Reduce -3.9% | 12,213 | $366K |
| New York Life Investment Management LLC | 0.00% | Add +7.9% | 12,096 | $363K |
| Woodline Partners LP | 0.00% | New | 11,606 | $348K |
| Atria Investments, Inc | 0.00% | Reduce -31.6% | 11,390 | $341K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -30.1% | 11,213 | $336K |
| Stephens Inc. | 0.00% | Add +18.9% | 11,140 | $334K |
| Advisor Resource Council | 0.11% | Add +51.4% | 10,285 | $322K |
| Martingale Asset Management L P | 0.01% | Reduce -0.7% | 10,645 | $319K |
| Gallacher Capital Management LLC | 0.18% | New | 10,431 | $313K |
| Jupiter Asset Management Ltd. | 0.00% | Add +6.5% | 10,347 | $310K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -1.0% | 10,276 | $308K |
| Bessemer Group Inc. | 0.00% | Add +25.0% | 10,261 | $307K |
| Arax Advisory Partners | 0.00% | Add +355.5% | 10,240 | $307K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +194.1% | 10,211 | $306K |
| Virtus Advisers, LLC | 0.12% | Add +5.0% | 10,071 | $302K |
| Smith Group Asset Management, LLC | 0.01% | Reduce -62.8% | 10,045 | $301K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -7.1% | 9,956 | $298K |
| NorthRock Partners, LLC | 0.00% | Reduce -26.2% | 9,915 | $297K |
| Merit Financial Group, LLC | 0.00% | Reduce -46.2% | 9,733 | $292K |
| Dynamic Technology Lab Private Ltd | 0.07% | New | 9,712 | $291K |
| Kings Path Partners LLC | 0.08% | No change | 9,601 | $288K |
| Marietta Investment Partners LLC | 0.05% | Reduce -82.3% | 9,534 | $286K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +20.2% | 9,406 | $282K |
| Walleye Trading LLC | 0.00% | Add +33.0% | 9,318 | $279K |
| Marex Group Ltd | 0.00% | New | 9,260 | $278K |
| Wedbush Securities Inc. | 0.01% | Reduce -22.3% | 9,232 | $277K |
| Atlas Capital Advisors Inc. | 0.03% | Reduce -11.7% | 9,242 | $277K |
| Susquehanna International Group, LLP | 0.00% | New | 9,138 | $274K |
| State of Alaska, Department of Revenue | 0.00% | Add +1.3% | 8,843 | $265K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.0% | 8,703 | $261K |
| Principal Securities, Inc. | 0.00% | Add +57.9% | 8,705 | $261K |
| M&T Bank Corp | 0.00% | Reduce -13.4% | 8,310 | $249K |
| Private Advisor Group, LLC | 0.00% | Add +23.3% | 8,253 | $247K |
| EFG International AG | 0.00% | New | 8,208 | $246K |
| Princeton Capital Management LLC | 0.05% | No change | 8,000 | $240K |
| US Bancorp \de | 0.00% | Reduce -13.6% | 7,926 | $238K |
| Neo Ivy Capital Management | 0.05% | Add +87.6% | 7,909 | $237K |
| Inscription Capital, LLC | 0.02% | Reduce -32.2% | 7,877 | $236K |
| IMC-Chicago, LLC | 0.00% | New | 7,866 | $236K |
| Pinebridge Investments LLC | 0.00% | Add +18.4% | 7,857 | $235K |
| Park Avenue Securities LLC | 0.00% | Add +22.2% | 7,746 | $232K |
| Aster Capital Management (DIFC) Ltd | 0.05% | Add +1529.0% | 7,705 | $231K |
| Mirabella Financial Services LLP | 0.02% | New | 7,601 | $228K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -31.3% | 7,486 | $224K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +2.2% | 7,454 | $223K |
| Claret Asset Management Corp | 0.02% | New | 7,410 | $222K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 7,353 | $220K |
| Vontobel Holding Ltd. | 0.00% | Reduce -87.3% | 7,284 | $218K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,186 | $215K |
| Securian Asset Management, Inc. | 0.01% | Add +0.2% | 6,694 | $215K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -25.5% | 7,172 | $215K |
| Vise Technologies, Inc. | 0.00% | Add +59.1% | 7,008 | $210K |
| Fieldview Capital Management, LLC | 0.06% | Reduce -70.3% | 6,844 | $205K |
| RHS Financial, LLC | 0.08% | New | 6,832 | $205K |
| Hantz Financial Services, Inc. | 0.00% | Add +57.7% | 6,752 | $202K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 4,634 | $194K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 5,540 | $166K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -96.1% | 5,350 | $160K |
| Globeflex Capital L P | 0.02% | No change | 4,900 | $147K |
| Meeder Asset Management Inc. | 0.01% | New | 4,322 | $130K |
| Parallel Advisors, LLC | 0.00% | Reduce -23.9% | 3,980 | $119K |
| iA Global Asset Management Inc. | 0.00% | New | 3,986 | $119K |
| STRS Ohio | 0.00% | Add +73.6% | 3,834 | $115K |
| Truvestments Capital LLC | 0.02% | Reduce -5.8% | 3,759 | $113K |
| TD Waterhouse Canada Inc. | 0.00% | Add +45.2% | 3,380 | $105K |
| IFP Advisors, Inc | 0.00% | Reduce -19.9% | 3,204 | $96K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -48.1% | 3,172 | $95K |
| Nykredit A/S | 0.00% | — | 3,029 | $91K |
| KBC Group NV | 0.00% | No change | 2,990 | $90K |
| Blue Trust, Inc. | 0.00% | Add +31.9% | 2,939 | $88K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.6% | 2,879 | $86K |
| Lanark Financial, Inc. | 0.01% | Reduce -7.1% | 2,711 | $81K |
| Simplex Trading, LLC | 0.00% | New | 2,678 | $80K |
| Atlatl Advisers LLC | 0.02% | New | 2,592 | $78K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -98.8% | 2,561 | $77K |
| Huntington National Bank | 0.00% | Add +69.9% | 2,537 | $76K |
| Signaturefd, LLC | 0.00% | Add +25.7% | 2,204 | $66K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -28.9% | 2,091 | $63K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -48.8% | 2,063 | $62K |
| Sterling Capital Management LLC | 0.00% | Reduce -10.2% | 2,056 | $62K |
| Harbour Investments, Inc. | 0.00% | Add +794.7% | 2,040 | $61K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.9% | 1,723 | $52K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -47.3% | 1,716 | $51K |
| TD Private Client Wealth LLC | 0.00% | Add +1.1% | 1,703 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.5% | 1,623 | $49K |
| Asset Management One Co., Ltd. | 0.00% | Add +36.0% | 1,467 | $44K |
| Allworth Financial LP | 0.00% | Reduce -9.4% | 1,412 | $42K |
| Global Retirement Partners, LLC | 0.00% | — | 1,361 | $41K |
| UMB Bank, n.a. | 0.00% | Reduce -18.2% | 1,324 | $40K |
| GAMMA Investing LLC | 0.00% | Reduce -69.3% | 1,313 | $39K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -3.5% | 1,233 | $37K |
| Nisa Investment Advisors, LLC | 0.00% | Add +202.2% | 1,224 | $37K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -51.4% | 1,114 | $34K |
| Graticule Asia Macro Advisors LLC | 0.00% | New | 1,103 | $33K |
| Versant Capital Management, Inc | 0.00% | Reduce -66.3% | 1,074 | $32K |
| Signature Equity Partners, LLC | 0.01% | Reduce -0.5% | 924 | $28K |
| Strategic Advocates LLC | 0.10% | Add +76.4% | 868 | $26K |
| Covestor Ltd | 0.01% | Add +136.3% | 879 | $26K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 786 | $24K |
| Smartleaf Asset Management LLC | 0.00% | No change | 773 | $24K |
| Rakuten Securities, Inc. | 0.00% | Add +456.6% | 679 | $20K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -2.4% | 569 | $17K |
| Mather Group, Llc. | 0.00% | Reduce -4.1% | 566 | $17K |
| Centerpoint Advisors, LLC | 0.00% | Add +63.8% | 498 | $15K |
| Murphy & Mullick Capital Management Corp | 0.01% | New | 500 | $15K |
| International Assets Investment Management, LLC | 0.00% | No change | 462 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 490 | $14K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 442 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Add +4.8% | 477 | $12K |
| Clearstead Advisors, LLC | 0.00% | Add +1136.7% | 371 | $11K |
| SJS Investment Consulting Inc. | 0.00% | Add +359.1% | 326 | $10K |
| Highline Wealth Partners LLC | 0.00% | Add +97.5% | 322 | $10K |
| Spire Wealth Management | 0.00% | Add +92.3% | 300 | $9K |
| Bogart Wealth, LLC | 0.00% | Add +531.1% | 284 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +15.5% | 283 | $8K |
| Colonial Trust Co / SC | 0.00% | Add +6.6% | 275 | $8K |
| Leonteq Securities AG | 0.00% | No change | 262 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -43.4% | 243 | $7K |
| NBH Bank | 0.00% | — | 230 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 211 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -1.9% | 210 | $6K |
| MTM Investment Management, LLC | 0.00% | New | 206 | $6K |
| GW&K Investment Management, LLC | 0.00% | New | 211 | $6K |
| Institute for Wealth Management, LLC. | 0.00% | New | 198 | $6K |
| PFS Partners, LLC | 0.00% | No change | 193 | $6K |
| Wiser Advisor Group LLC | 0.01% | No change | 177 | $5K |
| Picton Mahoney Asset Management | 0.00% | Reduce -98.4% | 168 | $5K |
| LRI Investments, LLC | 0.00% | Add +1.3% | 158 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 157 | $5K |
| First Horizon Corp. | 0.00% | Reduce -36.5% | 148 | $4K |
| Marquette Asset Management, LLC | 0.00% | Add +311.8% | 140 | $4K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -7.6% | 134 | $4K |
| Sachetta, LLC | 0.00% | Reduce -11.3% | 133 | $4K |
| Essential Partners LLC | 0.00% | Reduce -98.8% | 123 | $4K |
| SHP Wealth Management | 0.00% | Add +119.2% | 114 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -46.7% | 114 | $3K |
| Webster Bank, N. A. | 0.00% | New | 108 | $3K |
| HM Payson & Co. | 0.00% | No change | 100 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -90.6% | 99 | $3K |
| JPL Wealth Management, LLC | 0.00% | Reduce -47.5% | 94 | $3K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 92 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +95.1% | 80 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 78 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 72 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 72 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 69 | $2K |
| Investors Portfolio Services LLC | 0.00% | No change | 65 | $2K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 60 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | New | 60 | $2K |
| Benson Wealth Management INC | 0.00% | New | 59 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -75.1% | 48 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 40 | $1K |
| Zions Bancorporation, National Association | 0.00% | Add +77.3% | 39 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +85.7% | 39 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -91.7% | 35 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 34 | $1K |
| Avion Wealth | 0.00% | Add +354.6% | 50 | $1K |
| Bare Financial Services, Inc | 0.00% | Add +175.0% | 33 | $989 |
| Larson Financial Group LLC | 0.00% | Reduce -84.0% | 32 | $959 |
| SouthState Bank Corp | 0.00% | Add +76.9% | 23 | $690 |
| Park Place Capital Corp | 0.00% | No change | 22 | $659 |
| Rialto Wealth Management, LLC | 0.00% | Add +162.5% | 21 | $630 |
| Barrett & Company, Inc. | 0.00% | New | 20 | $600 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -37.5% | 20 | $599 |
| Manchester Capital Management LLC | 0.00% | No change | 18 | $540 |
| Ameriflex Group, Inc. | 0.00% | New | 18 | $539 |
| Cornerstone Financial Management LLC | 0.00% | Reduce -34.6% | 17 | $509 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 13 | $390 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.3% | 12 | $364 |
| WPG Advisers, LLC | 0.00% | New | 12 | $360 |
| Creative Capital Management Investments LLC | 0.00% | New | 12 | $360 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -25.0% | 12 | $360 |
| American Capital Advisory, LLC | 0.00% | Add +10.0% | 11 | $330 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -42.1% | 11 | $330 |
| Cromwell Holdings LLC | 0.00% | No change | 10 | $300 |
| Asset Dedication, LLC | 0.00% | No change | 10 | $300 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 10 | $298 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -61.9% | 8 | $240 |
| NBT Bank, N.A. | 0.00% | No change | 8 | $240 |
| Fortitude Family Office, LLC | 0.00% | Reduce -76.7% | 7 | $210 |
| Valued Wealth Advisors LLC | 0.00% | Reduce -79.3% | 6 | $180 |
| HFM Investment Advisors, LLC | 0.00% | No change | 6 | $180 |
| MV Capital Management, Inc. | 0.00% | Add +25.0% | 5 | $150 |
| Activest Wealth Management | 0.00% | New | 4 | $120 |
| Hughes Financial Services, LLC | 0.00% | Add +33.3% | 4 | $120 |
| DecisionPoint Financial, LLC | 0.00% | New | 3 | $94 |
| Planning Strategies Inc. | 0.00% | — | 2 | $60 |
| Maryland Capital Advisors Inc. | 0.00% | — | 1 | $30 |
| Navigoe, LLC | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is PEGA's weight in each manager's 13F, not the share of Pegasystems Inc. the manager owns.