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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
38
shares
|
$1,936
0.01% of portfolio
|
Q3 2024
Reduced 11.63%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
30
shares
|
$1,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
29
shares
|
$1,477
0.0% of portfolio
|
Q1 2025
Reduced 29.27%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
28
shares
|
$1,426
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
27
shares
|
$1,375
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
26
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
26
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
Added 30.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
26
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
22
shares
|
$1,121
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
20
shares
|
$1,019
0.0% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
18
shares
|
$917
0.0% of portfolio
|
Q2 2025
Reduced 82.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
14
shares
|
$713
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
14
shares
|
$713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12
shares
|
$611
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
12
shares
|
$611
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
12
shares
|
$611
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
10
shares
|
$509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
8
shares
|
$407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$407
0.0% of portfolio
|
Q2 2025
Reduced 80.49%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
8
shares
|
$407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6
shares
|
$305
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
6
shares
|
$305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
5
shares
|
$254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4
shares
|
$203
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$203
0.0% of portfolio
|
Q2 2025
Added 33.33%
|