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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
148
shares
|
$8,413
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
146
shares
|
$8,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
134
shares
|
$7,617
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
129
shares
|
$7,333
0.0% of portfolio
|
Q3 2025
Reduced 81.25%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
120
shares
|
$6,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
114
shares
|
$6,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
112
shares
|
$6,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
108
shares
|
$6,139
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
104
shares
|
$5,912
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
100
shares
|
$5,685
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
100
shares
|
$5,685
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
99
shares
|
$5,628
0.0% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
96
shares
|
$5,457
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
78
shares
|
$4,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
74
shares
|
$4,206
0.0% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
74
shares
|
$4,206
0.0% of portfolio
|
Q2 2018
Added 175.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
74
shares
|
$4,206
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
70
shares
|
$3,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
64
shares
|
$3,638
0.0% of portfolio
|
Q3 2025
Reduced 99.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
57
shares
|
$3,240
0.0% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
54
shares
|
$3,069
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
54
shares
|
$3,069
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
52
shares
|
$2,956
0.0% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
47
shares
|
$2,671
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
44
shares
|
$2,501
0.0% of portfolio
|
Q3 2025
Added 69.23%
|
|