13F

Stock

Pegasystems Inc

PEGA · held by 17 managers

Reported value

$127.1M

Holders

17

+2 new · −0 exited

Holders’ est. mark

$682K

Price effect on 6 books still in the name

Largest holder

$84.9M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY1.48M$84.9MHeld
BANK OF AMERICA CORP /DE/494.3K$28.4MHeld
BARCLAYS PLC155.3K$8.93M$461.5KAdded$1.51M
OP Asset Management Ltd38.7K$2.23M$130.5KAdded$53.9K
Essential Partners LLC11.2K$643.7K$37.7KAdded$23.2K
VIRTUS ADVISERS, LLC9.41K$540.8K$31.7KAdded$31.7K
Sanctuary Advisors, LLC6.03K$346.9K$20.3KAdded$12K
IFP Advisors, Inc5.44K$313KHeld
Lindenwold Advisors, INC5.36K$308.1KHeld
Swiss Life Asset Management Ltd4.27K$245.8KNew
Leonteq Securities AG2K$115KNew
Allworth Financial LP1.71K$98.3KHeld
Cape Investment Advisory, Inc.57$3.28KHeld
Medallion Wealth Advisors, LLC40$2.3K$201Added$201
NEW MEXICO EDUCATIONAL RETIREMENT BOARD18K$1.03KHeld
MV CAPITAL MANAGEMENT, INC.4$230Held
KBC Group NV2.4K$138Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.