Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 379 institutions that hold shares in the stock, with a total of 44 Million shares, which have been reported (via 13F filing form) to have a value of $2.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
532
shares
|
$27,084
0.04% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
529
shares
|
$26,931
0.0% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
513
shares
|
$26,116
0.0% of portfolio
|
Q1 2025
Reduced 99.94%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
467
shares
|
$23,774
0.0% of portfolio
|
Q1 2025
Added 89.07%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
462
shares
|
$23,520
0.0% of portfolio
|
Q1 2025
Reduced 36.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
451
shares
|
$22,960
0.0% of portfolio
|
Q1 2025
Reduced 77.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
410
shares
|
$20,873
0.0% of portfolio
|
Q1 2025
Added 26.93%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
400
shares
|
$20,364
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
380
shares
|
$19,345
0.01% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
370
shares
|
$18,836
0.0% of portfolio
|
Q1 2025
Added 42.31%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
355
shares
|
$18,073
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
328
shares
|
$16,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
310
shares
|
$15,782
0.0% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
278
shares
|
$14,152
0.0% of portfolio
|
Q4 2024
Added 150.45%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
268
shares
|
$13,643
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
244
shares
|
$12,422
0.01% of portfolio
|
Q1 2021
Added 378.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
212
shares
|
$10,792
0.0% of portfolio
|
Q1 2025
Reduced 53.3%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
180
shares
|
$9,163
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
172
shares
|
$8,756
0.0% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
168
shares
|
$8,552
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
153
shares
|
$7,789
0.0% of portfolio
|
Q4 2024
Reduced 75.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
151
shares
|
$7,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
146
shares
|
$7,432
0.0% of portfolio
|
Q1 2025
Reduced 79.72%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
113
shares
|
$5,752
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
111
shares
|
$5,651
0.0% of portfolio
|
Q1 2025
Added 11.0%
|