Purchases and Sales Made in Q4 2025 in Pegasystems Inc (PEGA)
This table provides information about the institutional ownership of Pegasystems Inc (PEGA) during Q4 2025. The information is specifically focused on institutions that hold shares of PEGASYSTEMS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
307K+ 160.52% |
$16.4M - $20.5M
|
499K
$28.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
156K+ 71.14% |
$8.31M - $10.4M
|
375K
$21.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
84.9KNew |
$4.53M - $5.66M
|
84.9K
$4.83M
|
|
|
Jan 22, 2026
Q4 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
58.5KNew |
$3.12M - $3.9M
|
58.5K
$3.33M
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
35.9KNew |
$1.92M - $2.39M
|
35.9K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
33.3KNew |
$1.78M - $2.22M
|
33.3K
$1.89M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.47KNew |
$505K - $631K
|
9.47K
$538K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
5.49K+ 9.74% |
$293K - $366K
|
61.9K
$3.52M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.3KNew |
$283K - $353K
|
5.3K
$301K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
4.23KNew |
$226K - $282K
|
4.23K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.2K+ 38.97% |
$171K - $213K
|
11.4K
$648K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.15K+ 195.17% |
$168K - $210K
|
4.76K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.83K+ 31.16% |
$151K - $189K
|
11.9K
$677K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 14.2% |
$58.7K - $73.3K
|
8.85K
$503K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
744New |
$39.7K - $49.6K
|
744
$42.3K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
567+ 32.55% |
$30.3K - $37.8K
|
2.31K
$131K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
414+ 60.7% |
$22.1K - $27.6K
|
1.1K
$62.3K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
266New |
$14.2K - $17.7K
|
266
$15.1K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
162+ 4.29% |
$8.65K - $10.8K
|
3.94K
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
117+ 3.22% |
$6.25K - $7.8K
|
3.75K
$213K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
65+ 1.87% |
$3.47K - $4.33K
|
3.55K
$202K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
39+ 1.88% |
$2.08K - $2.6K
|
2.12K
$120K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 2.2% |
$1.87K - $2.33K
|
1.63K
$92.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
34New |
$1.81K - $2.27K
|
34
$1.93K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
33New |
$1.76K - $2.2K
|
33
$1.88K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
31+ 70.45% |
$1.65K - $2.07K
|
75
$4.26K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
19+ 0.38% |
$1.01K - $1.27K
|
5.04K
$287K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
18+ 0.16% |
$961 - $1.2K
|
11K
$626K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
16+ 25.0% |
$854 - $1.07K
|
80
$4.55K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 1.13% |
$747 - $933
|
1.26K
$71.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10New |
$534 - $666
|
10
$569
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9New |
$480 - $600
|
9
$512
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
4+ 0.11% |
$214 - $267
|
3.69K
$210K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2+ 22.22% |
$107 - $133
|
11
$625
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 2.7% |
$107 - $133
|
72
$4.09K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 26.67% |
$427 - $533
|
22
$1.25K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-53- 4.55% |
$2.83K - $3.53K
|
1.11K
$63.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-73- 1.7% |
$3.9K - $4.86K
|
4.23K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-118- 8.08% |
$6.3K - $7.86K
|
1.34K
$76.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.17% |
$16K - $20K
|
25.4K
$1.44M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-394- 70.48% |
$21K - $26.3K
|
165
$9.38K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-462- 10.13% |
$24.7K - $30.8K
|
4.1K
$233K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-493- 2.55% |
$26.3K - $32.9K
|
18.8K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-599- 2.19% |
$32K - $39.9K
|
26.7K
$1.52M
|
|
|
Jan 21, 2026
Q4 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-617- 2.14% |
$32.9K - $41.1K
|
28.2K
$1.61M
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.1K- 10.84% |
$58.5K - $73K
|
9.01K
$512K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.2K- 3.74% |
$64K - $79.9K
|
30.9K
$1.76M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.28K- 3.99% |
$68.3K - $85.3K
|
30.8K
$1.75M
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.7K- 1.52% |
$90.8K - $113K
|
110K
$6.25M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.87K- 8.07% |
$100K - $125K
|
21.4K
$1.21M
|
|