Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,507
shares
|
$104,766
0.01% of portfolio
|
Q4 2024
Reduced 33.58%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,493
shares
|
$103,793
0.09% of portfolio
|
Q4 2024
Added 75.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,235
shares
|
$85,857
0.0% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
991
shares
|
$68,894
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
887
shares
|
$61,664
0.0% of portfolio
|
Q4 2024
Added 190.82%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
842
shares
|
$58,535
0.0% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
789
shares
|
$54,851
0.0% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
780
shares
|
$54,225
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
777
shares
|
$54,017
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Virtus Fund Advisers, LLC
Hartford, CT |
Feb 14, 2025 Q4 2024 |
765
shares
|
$53,182
0.26% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
725
shares
|
$50,402
0.01% of portfolio
|
Q4 2024
Reduced 94.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
720
shares
|
$50,054
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
700
shares
|
$48,664
0.0% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
583
shares
|
$40,530
0.01% of portfolio
|
Q4 2024
Reduced 26.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
574
shares
|
$39,904
0.0% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
532
shares
|
$36,984
0.04% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
476
shares
|
$33,091
0.0% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
454
shares
|
$31,562
0.0% of portfolio
|
Q4 2024
Reduced 31.32%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
415
shares
|
$28,850
0.0% of portfolio
|
Q4 2024
Reduced 36.74%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
398
shares
|
$27,668
0.0% of portfolio
|
Q4 2024
Added 22.09%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
376
shares
|
$26,139
0.01% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
362
shares
|
$25,166
0.0% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
351
shares
|
$24,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
335
shares
|
$23,289
0.0% of portfolio
|
Q3 2024
Added 48.89%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
323
shares
|
$22,454
0.0% of portfolio
|
Q4 2024
Added 85.63%
|