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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
30
shares
|
$1,527
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
29
shares
|
$1,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
29
shares
|
$1,476
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
28
shares
|
$1,425
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
26
shares
|
$1,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
24
shares
|
$1,221
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,120
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
21
shares
|
$1,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,018
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
20
shares
|
$1,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
19
shares
|
$967
0.0% of portfolio
|
Q4 2024
Reduced 78.41%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
18
shares
|
$916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
18
shares
|
$916
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$916
0.0% of portfolio
|
Q2 2025
Reduced 82.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
17
shares
|
$865
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
14
shares
|
$712
0.0% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
14
shares
|
$712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
14
shares
|
$712
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
13
shares
|
$661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
12
shares
|
$610
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$610
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
8
shares
|
$407
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$407
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$407
0.0% of portfolio
|
Q2 2025
New holding
|