Institutional Ownership Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA). We have compiled data on the 472 institutions that hold shares in the stock, with a total of 90 Million shares, which have been reported (via 13F filing form) to have a value of $5.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
559
shares
|
$31,779
0.0% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
532
shares
|
$30,244
0.04% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
490
shares
|
$27,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
467
shares
|
$26,548
0.0% of portfolio
|
Q1 2025
Added 89.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
456
shares
|
$25,923
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
442
shares
|
$25,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
426
shares
|
$24,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
416
shares
|
$23,649
0.0% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
400
shares
|
$22,740
0.01% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
379
shares
|
$21,546
0.0% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
374
shares
|
$21,261
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
374
shares
|
$21,261
0.0% of portfolio
|
Q2 2025
Added 236.94%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
349
shares
|
$19,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
336
shares
|
$19,101
0.0% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
314
shares
|
$17,850
0.0% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
266
shares
|
$15,122
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
244
shares
|
$13,871
0.01% of portfolio
|
Q1 2021
Added 378.43%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
238
shares
|
$13,530
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
200
shares
|
$11,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
178
shares
|
$10,119
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
169
shares
|
$9,607
0.0% of portfolio
|
Q3 2025
Reduced 98.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
168
shares
|
$9,550
0.0% of portfolio
|
Q2 2025
Added 118.18%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
163
shares
|
$9,266
0.0% of portfolio
|
Q3 2025
Reduced 25.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
156
shares
|
$8,868
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
154
shares
|
$8,754
0.0% of portfolio
|
Q3 2025
New holding
|
|