PEGASYSTEMS INC (PEGA) — Institutional Holders, Q2 2026 (page 4)
438 institutional investment managers reported a PEGA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PEGA 13F holders ranked 301–400 of 438
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | HANTZ FINANCIAL SERVICES#301 · 6,752 sh | 6,752 | $202.0K | <0.01% | +57.7% |
| 302 | DekaBank Deutsche Girozentrale#302 · 4,634 sh | 4,634 | $194.0K | <0.01% | 0.0% |
| 303 | Caitong International Asset Management , Ltd#303 · 5,540 sh | 5,540 | $166.0K | 0.02% | New |
| 304 | Harel Insurance Investments & Financial Services Ltd.#304 · 5,350 sh | 5,350 | $160.0K | <0.01% | -96.1% |
| 305 | GLOBEFLEX CAPITAL L P#305 · 4,900 sh | 4,900 | $146.9K | 0.02% | 0.0% |
| 306 | MEEDER ASSET MANAGEMENT#306 · 4,322 sh | 4,322 | $129.5K | <0.01% | New |
| 307 | Parallel Advisors#307 · 3,980 sh | 3,980 | $119.3K | <0.01% | -23.9% |
| 308 | iA Global Asset Management#308 · 3,986 sh | 3,986 | $119.0K | <0.01% | New |
| 309 | STRS OHIO#309 · 3,834 sh | 3,834 | $114.9K | <0.01% | +73.6% |
| 310 | Truvestments Capital#310 · 3,759 sh | 3,759 | $112.7K | 0.02% | -5.8% |
| 311 | TD Waterhouse Canada#311 · 3,380 sh | 3,380 | $105.1K | — | +45.2% |
| 312 | Parkside Financial Bank#312 · 3,446 sh | 3,446 | $103.3K | <0.01% | +96.1% |
| 313 | IFP Advisors#313 · 3,204 sh | 3,204 | $96.0K | — | -19.9% |
| 314 | Daiwa Securities Group#314 · 3,172 sh | 3,172 | $95.1K | <0.01% | -48.1% |
| 315 | Nykredit A/S#315 · 3,029 sh | 3,029 | $90.8K | <0.01% | — |
| 316 | KBC Group NV#316 · 2,990 sh | 2,990 | $90.0K | — | 0.0% |
| 317 | Ronald Blue#317 · 2,939 sh | 2,939 | $88.1K | — | +31.9% |
| 318 | PNC FINANCIAL SERVICES GROUP#318 · 2,879 sh | 2,879 | $86.3K | 0.00% | -63.6% |
| 319 | NBC SECURITIES#319 · 2,711 sh | 2,711 | $81.3K | — | -7.1% |
| 320 | SIMPLEX TRADING#320 · 2,678 sh | 2,678 | $80.3K | 0.00% | New |
| 321 | Fedenia Advisers#321 · 2,592 sh | 2,592 | $77.7K | — | New |
| 322 | Integrated Wealth Concepts#322 · 2,580 sh | 2,580 | $77.3K | <0.01% | -88.5% |
| 323 | Rockefeller Capital Management L.P.#323 · 2,561 sh | 2,561 | $76.8K | <0.01% | -98.8% |
| 324 | HUNTINGTON NATIONAL BANK#324 · 2,537 sh | 2,537 | $76.0K | <0.01% | +69.9% |
| 325 | SIGNATUREFD#325 · 2,204 sh | 2,204 | $66.1K | — | +25.7% |
| 326 | Transamerica Financial Advisors#326 · 2,091 sh | 2,091 | $62.7K | <0.01% | -28.9% |
| 327 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#327 · 2,063 sh | 2,063 | $61.8K | 0.00% | -48.8% |
| 328 | Sterling Capital Management#328 · 2,056 sh | 2,056 | $61.6K | — | -10.2% |
| 329 | HARBOUR INVESTMENTS#329 · 2,040 sh | 2,040 | $61.1K | <0.01% | +794.7% |
| 330 | EverSource Wealth Advisors#330 · 1,716 sh | 1,716 | $51.4K | <0.01% | +91.9% |
| 331 | TD PRIVATE CLIENT WEALTH#331 · 1,703 sh | 1,703 | $51.0K | <0.01% | +1.1% |
| 332 | Steward Partners Investment Advisory#332 · 1,623 sh | 1,623 | $48.6K | <0.01% | -62.5% |
| 333 | Asset Management One , Ltd.#333 · 1,467 sh | 1,467 | $44.0K | — | +36.0% |
| 334 | Allworth Financial#334 · 1,412 sh | 1,412 | $42.3K | <0.01% | -9.4% |
| 335 | Global Retirement Partners#335 · 1,361 sh | 1,361 | $40.8K | <0.01% | — |
| 336 | UMB Bank, n.a.#336 · 1,324 sh | 1,324 | $39.7K | <0.01% | -18.2% |
| 337 | GAMMA Investing#337 · 1,313 sh | 1,313 | $39.4K | — | -69.3% |
| 338 | EXCHANGE TRADED CONCEPTS#338 · 1,233 sh | 1,233 | $37.0K | <0.01% | -3.5% |
| 339 | NISA INVESTMENT ADVISORS#339 · 1,224 sh | 1,224 | $36.7K | — | +202.2% |
| 340 | Eurizon Capital SGR S.p.A.#340 · 1,114 sh | 1,114 | $34.0K | <0.01% | -51.4% |
| 341 | Graticule Asia Macro Advisors#341 · 1,103 sh | 1,103 | $33.1K | <0.01% | New |
| 342 | Versant Capital Management#342 · 1,074 sh | 1,074 | $32.2K | — | -66.2% |
| 343 | Signature Equity Partners#343 · 924 sh | 924 | $27.7K | 0.01% | -0.5% |
| 344 | Strategic Advocates#344 · 868 sh | 868 | $26.0K | 0.10% | +76.4% |
| 345 | Covestor Ltd#345 · 879 sh | 879 | $26.0K | 0.01% | +136.3% |
| 346 | CALDWELL SUTTER CAPITAL#346 · 786 sh | 786 | $23.6K | <0.01% | New |
| 347 | Smartleaf Asset Management#347 · 773 sh | 773 | $23.5K | <0.01% | 0.0% |
| 348 | Rakuten Securities#348 · 679 sh | 679 | $20.4K | <0.01% | +456.6% |
| 349 | SBI Securities , Ltd.#349 · 569 sh | 569 | $17.1K | — | -2.4% |
| 350 | MATHER GROUP#350 · 566 sh | 566 | $17.0K | — | -4.1% |
| 351 | Centerpoint Advisors#351 · 498 sh | 498 | $15.0K | <0.01% | +63.8% |
| 352 | Murphy & Mullick Capital Management#352 · 500 sh | 500 | $15.0K | <0.01% | New |
| 353 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#353 · 462 sh | 462 | $14.4K | <0.01% | 0.0% |
| 354 | HAZLETT, BURT & WATSON#354 · 490 sh | 490 | $14.0K | <0.01% | 0.0% |
| 355 | Mitsubishi UFJ Asset Management , Ltd.#355 · 442 sh | 442 | $13.2K | 0.00% | 0.0% |
| 356 | Cornerstone Planning Group#356 · 477 sh | 477 | $12.4K | — | +4.8% |
| 357 | Clearstead Advisors#357 · 371 sh | 371 | $11.1K | <0.01% | +1136.7% |
| 358 | SJS Investment Consulting#358 · 326 sh | 326 | $9.8K | — | +359.2% |
| 359 | HIGHLINE WEALTH PARTNERS#359 · 322 sh | 322 | $9.7K | — | +97.5% |
| 360 | Spire Wealth Management#360 · 300 sh | 300 | $9.0K | <0.01% | +92.3% |
| 361 | Bogart Wealth#361 · 284 sh | 284 | $8.5K | <0.01% | +531.1% |
| 362 | Bell Investment Advisors#362 · 283 sh | 283 | $8.5K | <0.01% | +15.5% |
| 363 | Colonial / SC#363 · 275 sh | 275 | $8.4K | <0.01% | +6.6% |
| 364 | Leonteq Securities AG#364 · 262 sh | 262 | $7.9K | <0.01% | 0.0% |
| 365 | CoreCap Advisors#365 · 243 sh | 243 | $7.3K | — | -43.4% |
| 366 | NBH Bank#366 · 230 sh | 230 | $6.9K | <0.01% | — |
| 367 | WHITTIER OF NEVADA#367 · 211 sh | 211 | $6.8K | <0.01% | 0.0% |
| 368 | BROWN BROTHERS HARRIMAN#368 · 210 sh | 210 | $6.3K | 0.00% | -1.9% |
| 369 | MTM Investment Management#369 · 206 sh | 206 | $6.2K | <0.01% | New |
| 370 | GW&K Investment Management#370 · 211 sh | 211 | $6.0K | 0.00% | New |
| 371 | Institute for Wealth Management#371 · 198 sh | 198 | $5.9K | <0.01% | New |
| 372 | PFS Partners#372 · 193 sh | 193 | $5.8K | — | 0.0% |
| 373 | Wiser Advisor Group#373 · 177 sh | 177 | $5.3K | <0.01% | 0.0% |
| 374 | PICTON MAHONEY ASSET MANAGEMENT#374 · 168 sh | 168 | $5.0K | 0.00% | -98.4% |
| 375 | LRI Investments#375 · 158 sh | 158 | $4.7K | <0.01% | +1.3% |
| 376 | Beaird Harris Wealth Management#376 · 157 sh | 157 | $4.7K | <0.01% | New |
| 377 | FIRST HORIZON NATIONAL#377 · 148 sh | 148 | $4.4K | — | -36.5% |
| 378 | Marquette Asset Management#378 · 140 sh | 140 | $4.2K | — | +311.8% |
| 379 | Capital Advisors, Ltd.#379 · 134 sh | 134 | $4.0K | <0.01% | -7.6% |
| 380 | Sachetta#380 · 133 sh | 133 | $4.0K | <0.01% | -11.3% |
| 381 | Essential Partners#381 · 123 sh | 123 | $3.7K | — | -98.8% |
| 382 | MassMutual Private Wealth & , FSB#382 · 114 sh | 114 | $3.4K | — | -46.7% |
| 383 | SHP Wealth Management#383 · 114 sh | 114 | $3.4K | <0.01% | +119.2% |
| 384 | WEBSTER BANK, N. A.#384 · 108 sh | 108 | $3.2K | <0.01% | New |
| 385 | HM PAYSON#385 · 100 sh | 100 | $3.0K | 0.00% | 0.0% |
| 386 | True Wealth Design#386 · 99 sh | 99 | $3.0K | — | -90.6% |
| 387 | JPL Wealth Management#387 · 94 sh | 94 | $2.8K | <0.01% | -47.5% |
| 388 | Silver Grove Financial Group#388 · 92 sh | 92 | $2.8K | <0.01% | New |
| 389 | Physician Wealth Advisors#389 · 80 sh | 80 | $2.4K | — | +95.1% |
| 390 | FARMERS & MERCHANTS INVESTMENTS#390 · 78 sh | 78 | $2.3K | — | 0.0% |
| 391 | Continuum Advisory#391 · 72 sh | 72 | $2.2K | <0.01% | New |
| 392 | Private Wealth Management Group#392 · 72 sh | 72 | $2.2K | — | 0.0% |
| 393 | ACTION POINT FINANCIAL PLANNING#393 · 69 sh | 69 | $2.1K | <0.01% | New |
| 394 | Investors Portfolio Services#394 · 65 sh | 65 | $1.9K | <0.01% | 0.0% |
| 395 | Owl Creek Wealth Partners#395 · 60 sh | 60 | $1.8K | — | New |
| 396 | Cape Investment Advisory#396 · 60 sh | 60 | $1.8K | — | New |
| 397 | Benson Wealth Management#397 · 59 sh | 59 | $1.8K | <0.01% | New |
| 398 | CVA Family Office#398 · 48 sh | 48 | $1.4K | <0.01% | -75.1% |
| 399 | Medallion Wealth Advisors#399 · 40 sh | 40 | $1.2K | <0.01% | 0.0% |
| 400 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#400 · 39 sh | 39 | $1.2K | <0.01% | +77.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.