Filing Research | PEGA - Pegasystems Inc Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	HERALD INVESTMENT MANAGEMENT Ltd	Shares	554.5KSH	$16.6M
2	Y-Intercept (Hong Kong) Ltd	Shares	211.3KSH	$6.3M
3	Vest Financial, LLC	Shares	160.5KSH	$4.8M
4	Assenagon Asset Management S.A.	Shares	88.2KSH	$2.6M
5	Lifestyle Asset Management, Inc.	Shares	55.8KSH	$1.7M
6	Police & Firemen's Retirement System of New Jersey	Shares	41.6KSH	$1.2M
7	L. Roy Papp & Associates, LLP	Shares	40.4KSH	$1.2M
8	Curbstone Financial Management Corp	Shares	35.9KSH	$1.1M
9	FIRST CITIZENS BANK & TRUST CO	Shares	35.9KSH	$1.1M
10	Envestnet Portfolio Solutions, Inc.	Shares	35.7KSH	$1.1M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	29.9KSH	$933.8K
12	Marshall Financial Group, LLC	Shares	28.8KSH	$864.4K
13	Louisiana State Employees Retirement System	Shares	26.4KSH	$791.2K
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	25.1KSH	$750.8K
15	Fluent Financial, LLC	Shares	24.7KSH	$739.3K
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	21.6KSH	$647.5K
17	Diversified Trust Co	Shares	17.6KSH	$528.5K
18	PRIVATE CLIENT SERVICES, LLC	Shares	14.5KSH	$433.8K
19	Burns Matteson Capital Management, LLC	Shares	12.7KSH	$382.1K
20	Gallacher Capital Management LLC	Shares	10.4KSH	$312.6K
21	Merit Financial Group, LLC	Shares	9.7KSH	$291.7K
22	Kings Path Partners LLC	Shares	9.6KSH	$287.7K
23	Sequoia Financial Advisors, LLC	Shares	9.4KSH	$281.9K
24	Farther Finance Advisors, LLC	Shares	8.7KSH	$261.0K
25	FLAGSHIP HARBOR ADVISORS, LLC	Shares	7.5KSH	$223.4K
26	SECURIAN ASSET MANAGEMENT, INC	Shares	6.7KSH	$215.3K
27	IFP Advisors, Inc	Shares	3.2KSH	$96.0K
28	Blue Trust, Inc.	Shares	2.9KSH	$88.1K
29	LANARK FINANCIAL, INC.	Shares	2.7KSH	$81.3K
30	Atlatl Advisers LLC	Shares	2.6KSH	$77.7K
31	SIGNATUREFD, LLC	Shares	2.2KSH	$66.1K
32	EverSource Wealth Advisors, LLC	Shares	1.7KSH	$51.4K
33	GAMMA Investing LLC	Shares	1.3KSH	$39.4K
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.2KSH	$37.0K
35	Versant Capital Management, Inc	Shares	1.1KSH	$32.2K
36	SBI Securities Co., Ltd.	Shares	569SH	$17.1K
37	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	462SH	$14.4K
38	SJS Investment Consulting Inc.	Shares	326SH	$9.8K
39	HIGHLINE WEALTH PARTNERS LLC	Shares	322SH	$9.7K
40	Spire Wealth Management	Shares	300SH	$9.0K
41	Bogart Wealth, LLC	Shares	284SH	$8.5K
42	CoreCap Advisors, LLC	Shares	243SH	$7.3K
43	PFS Partners, LLC	Shares	193SH	$5.8K
44	LRI Investments, LLC	Shares	158SH	$4.7K
45	Beaird Harris Wealth Management, LLC	Shares	157SH	$4.7K
46	FIRST HORIZON CORP	Shares	148SH	$4.4K
47	Marquette Asset Management, LLC	Shares	140SH	$4.2K
48	Sachetta, LLC	Shares	133SH	$4.0K
49	MassMutual Private Wealth & Trust, FSB	Shares	114SH	$3.4K
50	WEBSTER BANK, N. A.	Shares	108SH	$3.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 93 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+197.2K	+$5.7M	$6.3M
2	Marshall Financial Group, LLC new	Shares	+28.8K	+$864.4K	$864.4K
3	Fluent Financial, LLC new	Shares	+24.7K	+$739.3K	$739.3K
4	Burns Matteson Capital Management, LLC new	Shares	+12.7K	+$382.1K	$382.1K
5	Gallacher Capital Management LLC new	Shares	+10.4K	+$312.6K	$312.6K
6	Kings Path Partners LLC new	Shares	+9.6K	+$287.7K	$287.7K
7	Vest Financial, LLC added	Shares	+54.0K	+$278.8K	$4.8M
8	Lifestyle Asset Management, Inc. added	Shares	+20.9K	+$189.5K	$1.7M
9	FIRST CITIZENS BANK & TRUST CO added	Shares	+13.9K	+$138.8K	$1.1M
10	Envestnet Portfolio Solutions, Inc. added	Shares	+13.3K	+$115.2K	$1.1M
11	Atlatl Advisers LLC new	Shares	+2.6K	+$77.7K	$77.7K
12	Diversified Trust Co added	Shares	+6.3K	+$44.8K	$528.5K
13	SJS Investment Consulting Inc. added	Shares	+255	+$6.7K	$9.8K
14	Bogart Wealth, LLC added	Shares	+239	+$6.6K	$8.5K
15	Beaird Harris Wealth Management, LLC new	Shares	+157	+$4.7K	$4.7K
16	WEBSTER BANK, N. A. new	Shares	+108	+$3.2K	$3.2K
17	Marquette Asset Management, LLC added	Shares	+106	+$2.7K	$4.2K
18	HIGHLINE WEALTH PARTNERS LLC added	Shares	+159	+$2.7K	$9.7K
19	Spire Wealth Management added	Shares	+144	+$2.4K	$9.0K
20	Owl Creek Wealth Partners LLC new	Shares	+60	+$1.8K	$1.8K
21	Cape Investment Advisory, Inc. new	Shares	+60	+$1.8K	$1.8K
22	Wealth Enhancement Trust Services, Inc. new	Shares	+34	+$1.0K	$1.0K
23	Physician Wealth Advisors, Inc. added	Shares	+39	+$653	$2.4K
24	BARRETT & COMPANY, INC. new	Shares	+20	+$600	$600
25	Creative Capital Management Investments LLC new	Shares	+12	+$360	$360
26	Activest Wealth Management new	Shares	+4	+$120	$120
27	Capital Advisors, Ltd. LLC trimmed	Shares	-11	-$2	$4
28	Hughes Financial Services, LLC added	Shares	+1	-$8	$120
29	PARK AVENUE SECURITIES LLC added	Shares	+1.4K	-$38	$232
30	Quaker Wealth Management, LLC exited	Shares	-2	-$86	$0
31	State of Alaska, Department of Revenue added	Shares	+117	-$106	$265
32	Cromwell Holdings LLC unchanged	Shares	0	-$126	$300
33	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$126	$298
34	Handelsbanken Fonder AB added	Shares	+300	-$307	$761
35	DiNuzzo Private Wealth, Inc. trimmed	Shares	-4	-$321	$360
36	AdvisorNet Financial, Inc exited	Shares	-8	-$340	$0
37	JFS WEALTH ADVISORS, LLC trimmed	Shares	-8	-$479	$330
38	Vermillion Wealth Management, Inc. exited	Shares	-12	-$511	$0
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.1K	-$535	$1.2K
40	AMALGAMATED BANK trimmed	Shares	-1.1K	-$563	$1.2K
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$982	$2.3K
42	Valued Wealth Advisors LLC trimmed	Shares	-23	-$1.1K	$180
43	Fortitude Family Office, LLC trimmed	Shares	-23	-$1.1K	$210
44	HM PAYSON & CO unchanged	Shares	0	-$1.3K	$3.0K
45	LRI Investments, LLC added	Shares	+2	-$1.9K	$4.7K
46	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-49	-$2.1K	$0
47	IFM Investors Pty Ltd exited	Shares	-53	-$2.3K	$0
48	Sachetta, LLC trimmed	Shares	-17	-$2.4K	$4.0K
49	PFS Partners, LLC unchanged	Shares	0	-$2.4K	$5.8K
50	HHM Wealth Advisors, LLC exited	Shares	-100	-$4.3K	$0

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