PEGA · Company research
Pegasystems Inc (PEGA): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11213 | 336059 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 679 | 20350 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 599 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cerity Partners LLC | 1566475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25487 | 763856 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VOYA INVESTMENT MANAGEMENT LLC | 1068837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34471 | 1033096 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16526 | 495284 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9260 | 277522 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHS Financial, LLC | 1766514 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6832 | 204755 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 989 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| &PARTNERS | 107136 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42295 | 1272201 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CAXTON ASSOCIATES LLP | 2051323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30332 | 909050 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HAZLETT, BURT & WATSON, INC. | 46392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240 | 7 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 761229 | 22814033 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31896 | 981755 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70745 | 2120228 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35864 | 1074844 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Paralel Advisors LLC | 1895911 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54274 | 1626592 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6455250 | 193463843 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1233 | 36953 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1412 | 42318 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| RENAISSANCE GROUP LLC | 944234 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 567729 | 17014827 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5936370 | 177913009 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59050 | 1769729 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4128720 | 123737738 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51144 | 1532786 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 240239 | 7199963 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3618 | 108431 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16608 | 497742 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61 | 1828 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233887 | 7009539 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MTM Investment Management, LLC | 1831416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 206 | 6174 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36 | 1079 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Entropy Technologies, LP | 1976151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28916 | 866613 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Manchester Capital Management LLC | 1393389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 540 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 690 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Campbell & CO Investment Adviser LLC | 1353570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94856 | 2842834 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33496 | 1003875 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Vontobel Holding Ltd. | 1588340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7284 | 218301 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WINTON GROUP Ltd | 1612063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40987 | 1228380 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19452 | 583 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 367294 | 11007801 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 601330 | 18021868 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Wiser Advisor Group LLC | 2011550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177 | 5310 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Dakota Wealth Management | 1631353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15289 | 458212 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66971 | 2005112 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| NorthRock Partners, LLC | 1632097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9915 | 297158 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7601 | 227802 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Avion Wealth | 1792704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 1 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Daiwa Securities Group Inc. | 1481045 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3172 | 95065 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7486 | 224357 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2958357 | 88661832 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| UMB Bank, n.a. | 933429 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 763 | 22867 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69413 | 2080285 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 5035 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Luxor Capital Group, LP | 1316580 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 256513 | 7687695 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41015 | 1229 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| PRIVATE CLIENT SERVICES, LLC | 1457005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14476 | 433846 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| L. Roy Papp & Associates, LLP | 809339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40375 | 1210039 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Colonial Trust Co / SC | 1954093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 275 | 8375 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17 | 509 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SHP Wealth Management | 1807060 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114 | 3417 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2063 | 61841 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 630 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GLOBEFLEX CAPITAL L P | 921531 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4900 | 146853 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Hillsdale Investment Management Inc. | 1368465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34700 | 1039959 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Strategic Advocates LLC | 1991340 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 868 | 26014 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 197535 | 5920124 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Tidal Investments LLC | 1600064 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31000 | 928140 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Wealth, LLC | 1861796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50503 | 1513572 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FLAGSHIP HARBOR ADVISORS, LLC | 1691766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7454 | 223406 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Integrated Wealth Concepts LLC | 1737109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2580 | 77325 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 140661 | 4215618 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72100 | 2161 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15275 | 457781 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Graticule Asia Macro Advisors LLC | 1619390 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1103 | 33057 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120272 | 3604552 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7377 | 221089 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1745981 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44245 | 1326023 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 640909 | 19646310 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50100 | 1501497 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.