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 |
|---|---|---|---|---|---|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
109
shares
|
$5,549
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
104
shares
|
$5,294
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
104
shares
|
$5,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
97
shares
|
$4,938
0.01% of portfolio
|
Q1 2025
Reduced 74.27%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
90
shares
|
$4,581
0.0% of portfolio
|
Q1 2025
Added 8900.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
78
shares
|
$3,970
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
77
shares
|
$3,920
0.0% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74
shares
|
$3,767
0.0% of portfolio
|
Q2 2018
Added 175.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
70
shares
|
$3,563
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
70
shares
|
$3,563
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
68
shares
|
$3,461
0.0% of portfolio
|
Q1 2025
Added 83.78%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
67
shares
|
$3,410
0.0% of portfolio
|
Q4 2022
Reduced 22.09%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
66
shares
|
$3,360
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
64
shares
|
$3,258
0.0% of portfolio
|
Q1 2025
Added 113.33%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
58
shares
|
$2,952
0.0% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
54
shares
|
$2,749
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
52
shares
|
$2,647
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
50
shares
|
$2,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$2,545
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
48
shares
|
$2,443
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
48
shares
|
$2,443
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
46
shares
|
$2,341
0.0% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$2,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
38
shares
|
$1,934
0.01% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
37
shares
|
$1,883
0.0% of portfolio
|
Q4 2023
New holding
|