# PEGASYSTEMS INC (PEGA)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PEGA/

- Reporting holders: 8
- Reported value: $506.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $208.0K | 5,860 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $200.1K | 6,014 | 0.0% | 14 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $53.1K | 1,597 | 0.0% | 12 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $29.9K | 899 | 0.0% | 15 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $4.9K | 147 | 0.0% | 8 |
| [Marquette Asset Management, LLC](https://holderbook.com/funds/1395067-marquette-asset-management-llc/) | $4.7K | 140 | 0.0% | 3 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $4.4K | 131 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $865 | 26 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $3 | 99 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 8 | $506.0K |
| Q2 2026 | 441 | $3.0B |
| Q1 2026 | 487 | $4.0B |
| Q4 2025 | 479 | $5.9B |
| Q3 2025 | 430 | $5.7B |
| Q2 2025 | 420 | $5.3B |
| Q1 2025 | 329 | $3.1B |
| Q4 2024 | 322 | $4.0B |
| Q3 2024 | 303 | $3.0B |
| Q2 2024 | 281 | $2.5B |
| Q1 2024 | 269 | $2.7B |
| Q4 2023 | 240 | $1.9B |