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PEGA

PEGA

Pegasystems Inc.• Technology

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
177
Partial Q3 2026
Total 13F value
$189.6M
Filed positions so far
New positions
41
This quarter
Sold positions
49
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Copeland Capital Management, Llc

$59.2M1.78M1.12%+26.4%

Hennessy Advisors Inc

$21.7M4.35M0.82%-3.1%

Principal Financial Group Inc

$16.8M2.23M0.01%+0.3%

Mackenzie Financial Corp

$15.3M2.21M0.01%-58.8%

Vest Financial, Llc

$6.2M186.6K0.07%+16.3%

Creative Planning

$5.3M346.4K0.00%+29.7%

Jb Capital Llc

$4.5M135.6K0.15%+5.4%

Assenagon Asset Management S.A.

$4.4M393.2K0.00%+632.5%

State Of Michigan Retirement System

$3.7M616.9K0.01%Unchanged

Calamos Wealth Management Llc

$3.6M725.3K0.10%Unchanged

Virginia Retirement Systems Et Al

$3.5M155.3K0.01%-40.1%

Y-Intercept (Hong Kong) Ltd

$2.6M77.3K0.06%Exited

Kirr Marbach & Co Llc /In/

$2.5M491.6K0.46%+1.4%

Commonwealth Equity Services, Llc

$2.3M419.2K0.00%+3.5%

Bokf, Na

$2.2M67.3K0.03%-4.9%

Lifestyle Asset Management, Inc.

$2M59.6K0.48%+7.0%

Amalgamated Bank

$1.9M149.4K0.01%-2.3%

Louisiana State Employees Retirement System

$1.8M206.1K0.01%New Position

New York State Teachers Retirement System

$1.5M84.0K0.00%Unchanged

L. Roy Papp & Associates, Llp

$1.3M40.1K0.14%-0.7%

Mutual Of America Capital Management Llc

$1.3M80.0K0.01%+1.0%

Yousif Capital Management, Llc

$1.3M129.9K0.01%-2.9%

Wealth Enhancement Advisory Services, Llc

$1.2M129.0K0.00%-16.8%

Curbstone Financial Management Corp

$1.2M35.9K0.21%Unchanged

Garde Capital, Inc.

$1.1M229.5K0.06%Unchanged

Dekabank Deutsche Girozentrale

$1.1M64.1K0.00%New Position

Oregon Public Employees Retirement Fund

$1.1M112.9K0.01%+1.0%

Kestra Advisory Services, Llc

$1M66.6K0.00%+3.4%

Paypay Securities Corp

$943K1890.03%+17.4%

State Of Wyoming

$856K139.2K0.05%-53.3%

Harbor Capital Advisors, Inc.

$828K24.9K0.06%+27.9%

Assetmark, Inc

$769K23.2K0.00%+6900.0%

State Of Alaska, Department Of Revenue

$728K99.5K0.00%-42.2%

Albion Financial Group /Ut

$724K145.0K0.04%Unchanged

Procyon Advisors, Llc

$629K29.5K0.02%New Position

Concurrent Investment Advisors, Llc

$623K124.9K0.00%Exited

Greenwood Capital Associates Llc

$610K18.3K0.06%-5.2%

Vise Technologies, Inc.

$563K16.9K0.00%+141.4%

Angeles Wealth Management, Llc

$535K107.2K0.02%-0.4%

Vontobel Holding Ltd.

$517K26.4K0.00%-31.5%

First Citizens Bank & Trust Co

$487K14.6K0.01%-59.2%

Ia Global Asset Management Inc.

$461K92.4K0.01%Exited

Mirae Asset Global Investments Co., Ltd.

$437K13.1K0.00%New Position

Oak Thistle Llc

$404K31.5K0.03%+46.3%

Hb Wealth Management, Llc

$338K31.4K0.00%-26.2%

Smith Group Asset Management, Llc

$334K10.0K0.02%Unchanged

Atria Investments, Inc

$329K9.9K0.00%-13.1%

Childress Capital Advisors, Llc

$322K9.7K0.05%New Position

Proshare Advisors Llc

$321K64.3K0.00%-4.7%

Signaturefd, Llc

$318K41.7K0.00%Unchanged

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