Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 448 institutions that hold shares in the stock, with a total of 84.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
156
shares
|
$7,949
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
146
shares
|
$7,440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
134
shares
|
$6,828
0.0% of portfolio
|
Q2 2025
Added 13300.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
134
shares
|
$6,828
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
120
shares
|
$6,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
112
shares
|
$5,707
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
108
shares
|
$5,503
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
104
shares
|
$5,299
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
100
shares
|
$5,096
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
96
shares
|
$4,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
96
shares
|
$4,892
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
80
shares
|
$4,076
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
74
shares
|
$3,771
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74
shares
|
$3,771
0.0% of portfolio
|
Q2 2018
Added 175.0%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
70
shares
|
$3,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
70
shares
|
$3,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
68
shares
|
$3,465
0.0% of portfolio
|
Q2 2025
Added 257.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
66
shares
|
$3,363
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
66
shares
|
$3,363
0.0% of portfolio
|
Q2 2025
Added 127.59%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
60
shares
|
$3,057
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
54
shares
|
$2,751
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
52
shares
|
$2,649
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
50
shares
|
$2,548
0.0% of portfolio
|
Q2 2020
Reduced 37.5%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
48
shares
|
$2,446
0.0% of portfolio
|
Q2 2025
Reduced 50.52%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
42
shares
|
$2,140
0.0% of portfolio
|
Q2 2025
Added 100.0%
|