Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 315 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
533
shares
|
$50,666
0.0% of portfolio
|
Q3 2024
Added 124.89%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
424
shares
|
$40,305
0.0% of portfolio
|
Q3 2024
Added 51.97%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
395
shares
|
$37,548
0.01% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
370
shares
|
$35,172
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
362
shares
|
$34,411
0.0% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
358
shares
|
$34,031
0.0% of portfolio
|
Q3 2024
Added 55.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
335
shares
|
$31,845
0.0% of portfolio
|
Q3 2024
Added 48.89%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
326
shares
|
$30,989
0.0% of portfolio
|
Q3 2024
Added 103.75%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
305
shares
|
$28,993
0.0% of portfolio
|
Q3 2024
Added 824.24%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
283
shares
|
$26,901
0.0% of portfolio
|
Q2 2024
Added 11.42%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
281
shares
|
$26,711
0.0% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
260
shares
|
$24,715
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
244
shares
|
$23,194
0.01% of portfolio
|
Q1 2021
Added 378.43%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
244
shares
|
$23,194
0.0% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
200
shares
|
$19,012
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
183
shares
|
$17,395
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
174
shares
|
$16,540
0.0% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
153
shares
|
$14,544
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
123
shares
|
$11,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
111
shares
|
$10,551
0.0% of portfolio
|
Q3 2024
Added 909.09%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
109
shares
|
$10,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
100
shares
|
$9,506
0.0% of portfolio
|
Q3 2024
Reduced 70.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
80
shares
|
$7,604
0.0% of portfolio
|
Q3 2024
Added 196.3%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
78
shares
|
$7,414
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
77
shares
|
$7,319
0.0% of portfolio
|
Q2 2024
Reduced 20.62%
|