Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 316 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
77
shares
|
$7,485
0.0% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74
shares
|
$7,193
0.0% of portfolio
|
Q2 2018
Added 175.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
67
shares
|
$6,513
0.0% of portfolio
|
Q4 2022
Reduced 22.09%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
61
shares
|
$5,929
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
56
shares
|
$5,443
0.0% of portfolio
|
Q3 2024
Reduced 58.21%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
52
shares
|
$5,054
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
52
shares
|
$5,054
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
50
shares
|
$4,860
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
48
shares
|
$4,666
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
38
shares
|
$3,693
0.01% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
37
shares
|
$3,596
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
37
shares
|
$3,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
33
shares
|
$3,207
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$2,916
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
29
shares
|
$2,819
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
28
shares
|
$2,721
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
27
shares
|
$2,624
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
24
shares
|
$2,333
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,138
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
14
shares
|
$1,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
14
shares
|
$1,360
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$1,166
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
10
shares
|
$972
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7
shares
|
$680
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
7
shares
|
$680
0.0% of portfolio
|
Q3 2024
New holding
|