PEGASYSTEMS INC (PEGA) — Institutional Holders, Q2 2026 (page 5)
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 401 to 438. 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 401–438 of 438
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Pinnacle Wealth Planning Services#401 · 39 sh | 39 | $1.2K | <0.01% | +85.7% |
| 402 | CULLEN/FROST BANKERS#402 · 35 sh | 35 | $1.0K | 0.00% | -91.6% |
| 403 | Wealth Enhancement Services#403 · 34 sh | 34 | $1.0K | — | New |
| 404 | Avion Wealth#404 · 50 sh | 50 | $1.0K | <0.01% | +354.5% |
| 405 | Bare Financial Services#405 · 33 sh | 33 | $989.00 | <0.01% | +175.0% |
| 406 | Larson Financial Group#406 · 32 sh | 32 | $959.00 | 0.00% | -84.0% |
| 407 | SouthState Bank#407 · 23 sh | 23 | $690.00 | 0.00% | +76.9% |
| 408 | Park Place Capital#408 · 22 sh | 22 | $659.00 | <0.01% | 0.0% |
| 409 | Rialto Wealth Management#409 · 21 sh | 21 | $630.00 | <0.01% | +162.5% |
| 410 | BARRETT & COMPANY#410 · 20 sh | 20 | $600.00 | — | New |
| 411 | Keating Financial Advisory Services#411 · 20 sh | 20 | $599.00 | <0.01% | -37.5% |
| 412 | Manchester Capital Management#412 · 18 sh | 18 | $540.00 | — | 0.0% |
| 413 | AMERIFLEX GROUP#413 · 18 sh | 18 | $539.00 | <0.01% | New |
| 414 | Cornerstone Financial Management#414 · 17 sh | 17 | $509.00 | <0.01% | -34.6% |
| 415 | Bruce G. Allen Investments#415 · 13 sh | 13 | $390.00 | <0.01% | 0.0% |
| 416 | Raleigh Capital Management#416 · 12 sh | 12 | $364.00 | <0.01% | -99.3% |
| 417 | Creative Capital Management Investments#417 · 12 sh | 12 | $360.00 | <0.01% | New |
| 418 | DiNuzzo Private Wealth#418 · 12 sh | 12 | $360.00 | — | -25.0% |
| 419 | WPG Advisers#419 · 12 sh | 12 | $360.00 | <0.01% | New |
| 420 | JFS WEALTH ADVISORS#420 · 11 sh | 11 | $330.00 | 0.00% | -42.1% |
| 421 | American Capital Advisory#421 · 11 sh | 11 | $330.00 | <0.01% | +10.0% |
| 422 | Asset Dedication#422 · 10 sh | 10 | $300.00 | 0.00% | 0.0% |
| 423 | Cromwell#423 · 10 sh | 10 | $300.00 | <0.01% | 0.0% |
| 424 | THURSTON, SPRINGER, MILLER, HERD & TITAK#424 · 10 sh | 10 | $298.00 | — | 0.0% |
| 425 | Bay Harbor Wealth Management#425 · 8 sh | 8 | $240.00 | <0.01% | -61.9% |
| 426 | NBT BANK N A#426 · 8 sh | 8 | $240.00 | — | 0.0% |
| 427 | Fortitude Family Office#427 · 7 sh | 7 | $210.00 | — | -76.7% |
| 428 | Valued Wealth Advisors#428 · 6 sh | 6 | $180.00 | <0.01% | -79.3% |
| 429 | HFM Investment Advisors#429 · 6 sh | 6 | $180.00 | <0.01% | 0.0% |
| 430 | MV CAPITAL MANAGEMENT#430 · 5 sh | 5 | $150.00 | 0.00% | +25.0% |
| 431 | Activest Wealth Management#431 · 4 sh | 4 | $120.00 | — | New |
| 432 | Hughes Financial Services#432 · 4 sh | 4 | $120.00 | 0.00% | +33.3% |
| 433 | DecisionPoint Financial#433 · 3 sh | 3 | $94.00 | 0.00% | New |
| 434 | Planning Strategies#434 · 2 sh | 2 | $60.00 | — | — |
| 435 | MARYLAND CAPITAL ADVISORS#435 · 1 sh | 1 | $30.00 | — | — |
| 436 | Inspire Investing#436 · 0 sh | 0 | $6.00 | — | New |
| 437 | Navigoe#437 · 1 sh | 1 | $0.00 | 0.00% | New |
| 438 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#438 · 105,584 sh | 105,584 | — | — | -2.9% |
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.