Latest Institutional Purchases of Pegasystems Inc (PEGA)
This list provides information on the latest institutional transactions involving Pegasystems Inc (PEGA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
539+ 31.34% |
$26.8K - $32.6K
|
2.26K
$128K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
490New |
$24.4K - $29.6K
|
490
$27.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
475+ 10.36% |
$23.6K - $28.7K
|
5.06K
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
462+ 11.99% |
$23K - $27.9K
|
4.31K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
456New |
$22.7K - $27.5K
|
456
$25.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
450+ 11.64% |
$22.4K - $27.2K
|
4.32K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
431+ 321.64% |
$21.4K - $26K
|
565
$32.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
426New |
$21.2K - $25.7K
|
426
$24.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
400+ 1.46% |
$19.9K - $24.2K
|
27.8K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 2.2% |
$19.9K - $24.2K
|
18.6K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
386+ 124.52% |
$19.2K - $23.3K
|
696
$39.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
374New |
$18.6K - $22.6K
|
374
$21.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
349New |
$17.4K - $21.1K
|
349
$19.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
317+ 4.17% |
$15.8K - $19.1K
|
7.92K
$450K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
238New |
$11.8K - $14.4K
|
238
$13.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228+ 4.99% |
$11.3K - $13.8K
|
4.8K
$273K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
226+ 20.45% |
$11.2K - $13.6K
|
1.33K
$75.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Paralel Advisors LLC
|
BUY
|
- |
224+ 0.29% |
$11.1K - $13.5K
|
77K
$4.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
215+ 4.13% |
$10.7K - $13K
|
5.42K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
200New |
$9.95K - $12.1K
|
200
$11.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
199+ 27.26% |
$9.9K - $12K
|
929
$52.8K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
189+ 1.4% |
$9.4K - $11.4K
|
13.7K
$776K
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
166+ 0.57% |
$8.26K - $10K
|
29.3K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
163+ 0.1% |
$8.11K - $9.84K
|
170K
$9.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Quarry LP
New York, NY |
BUY
|
- |
154New |
$7.66K - $9.3K
|
154
$8.75K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
148New |
$7.36K - $8.94K
|
148
$8.41K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
135+ 1.51% |
$6.72K - $8.15K
|
9.1K
$517K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
130+ 1.92% |
$6.47K - $7.85K
|
6.92K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
114New |
$5.67K - $6.88K
|
114
$6.48K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90+ 3.96% |
$4.48K - $5.44K
|
2.36K
$134K
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
78New |
$3.88K - $4.71K
|
78
$4.43K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
71+ 0.38% |
$3.53K - $4.29K
|
18.8K
$1.07M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
53+ 1.0% |
$2.64K - $3.2K
|
5.36K
$305K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
50+ 100.0% |
$2.49K - $3.02K
|
100
$5.69K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
47+ 0.18% |
$2.34K - $2.84K
|
26K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
47New |
$2.34K - $2.84K
|
47
$2.67K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
27+ 100.0% |
$1.34K - $1.63K
|
54
$3.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
26New |
$1.29K - $1.57K
|
26
$1.48K
|
|
|
Nov 17, 2025
Q3 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
25+ 0.41% |
$1.24K - $1.51K
|
6.19K
$352K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
24+ 2.41% |
$1.19K - $1.45K
|
1.02K
$57.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
24New |
$1.19K - $1.45K
|
24
$1.36K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
19+ 23.75% |
$945 - $1.15K
|
99
$5.63K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
19New |
$945 - $1.15K
|
19
$1.08K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18New |
$896 - $1.09K
|
18
$1.02K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
10+ 33.33% |
$498 - $604
|
40
$2.27K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 64.29% |
$448 - $544
|
23
$1.31K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9New |
$448 - $544
|
9
$512
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8+ 1.39% |
$398 - $483
|
582
$33.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
8+ 4.71% |
$398 - $483
|
178
$10.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 44.44% |
$398 - $483
|
26
$1.48K
|
|