Public record / Tickers / PEGA

PEGA — PEGASYSTEMS INC†

Both disclosure regimes on one name: who in Congress filed about PEGA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
6
all PTR rows naming PEGA
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-14
filed 2022-02-14
13F holders
470
top-470 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $500K–$1.0M

BUY · traded 2019-10-11 → filed 2019-11-27. Ranked over every PEGA row by the provable lower bound, never a point estimate.

No member disclosed PEGA in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated PEGA rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PEGA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PEGA
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-14Tommy Tuberville R–ALSELL JT (jointly owned)Traded 01-13 +32d$15K–$50K
2021-08-13Tommy Tuberville R–ALBUY JT (jointly owned)Traded 07-16 +28d$15K–$50K
2020-11-09Greg Gianforte R–MT-ALSELL partial · JT (partial sale, jointly owned)Traded 10-13 +27d$1K–$15K
2019-11-27Greg Gianforte R–MT-ALBUY JT (jointly owned)Traded 10-11 LATE·47d$500K–$1M
2019-10-20Greg Gianforte R–MT-ALSELL JT (jointly owned)Traded 09-10 +40d$100K–$250K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 6 ↗

Members active in PEGA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed PEGA in the trailing 12 months.

Congress ↔ notable managers · PEGA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PEGASYSTEMS INC

Merged timeline of congressional filings and notable-manager moves on PEGA
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+18,794 sh
2026-05-15Bridgewater Associates 13FADD+29,878 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PEGA for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$410M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$271M1
3AQR CAPITAL MANAGEMENT LLC$191M1
4VANGUARD CAPITAL MANAGEMENT LLC$177M1
5STATE STREET CORP$122M1
6WELLINGTON MANAGEMENT GROUP LLP$114M1
7GEODE CAPITAL MANAGEMENT, LLC$107M1
8DIMENSIONAL FUND ADVISORS LP$107M1
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/$101M1
10FIRST TRUST ADVISORS LP$87.2M1
11JACOBS LEVY EQUITY MANAGEMENT, INC$62.9M1
12Boston Partners$62.0M1
13TEACHER RETIREMENT SYSTEM OF TEXAS$59.4M1
14UBS Group AG$54.6M1
15AMERICAN CENTURY COMPANIES INC$51.5M1
16Fiera Capital Corp$48.8M1
17Copeland Capital Management, LLC$47.8M1
18Fisher Asset Management, LLC$47.2M1
19FULLER & THALER ASSET MANAGEMENT, INC.$45.5M1
20Ranger Investment Management, L.P.$44.8M1
21SEI INVESTMENTS CO$44.8M1
22Invesco Ltd.$44.8M1
23NORTHERN TRUST CORP$43.7M1
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$37.1M1
25Allspring Global Investments Holdings, LLC$34.4M1
26MORGAN STANLEY$34.1M1
27Bank of New York Mellon Corp$32.6M1
28HERALD INVESTMENT MANAGEMENT Ltd$29.2M1
29CANADA PENSION PLAN INVESTMENT BOARD$28.4M1
30AMERIPRISE FINANCIAL INC$27.1M1
31BANK OF AMERICA CORP /DE/$26.7M1
32ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26.3M1
33Gotham Asset Management, LLC$24.9M1
34CRAWFORD INVESTMENT COUNSEL INC$24.7M1
35VANGUARD FIDUCIARY TRUST CO$24.4M1
36MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$24.3M1
37RAYMOND JAMES FINANCIAL INC$22.7M1
38RENAISSANCE GROUP LLC$21.6M1
39WESTWOOD HOLDINGS GROUP INC$21.5M1
40ADAGE CAPITAL PARTNERS GP, L.L.C.$21.3M1
41Quantinno Capital Management LP$20.2M1
42OBERWEIS ASSET MANAGEMENT INC/$19.4M1
43ENVESTNET ASSET MANAGEMENT INC$19.0M1
44Freestone Grove Partners LP$17.2M1
45ROYAL BANK OF CANADA$16.2M1
46FRANKLIN RESOURCES INC$15.7M1
47DEUTSCHE BANK AG\$15.5M1
48FEDERATED HERMES, INC.$14.3M1
49Trexquant Investment LP$14.2M1
50MILLENNIUM MANAGEMENT LLC$12.9M1
51Point72 Asset Management, L.P.$12.9M1
52UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.7M1
53NEW YORK STATE COMMON RETIREMENT FUND$11.3M1
54MACKENZIE FINANCIAL CORP$11.0M1
55WELLS FARGO & COMPANY/MN$10.8M1
56Luxor Capital Group, LP$10.5M1
57ALLIANCEBERNSTEIN L.P.$10.4M1
58ARMISTICE CAPITAL, LLC$9.0M1
59Rockefeller Capital Management L.P.$8.8M1
60VICTORY CAPITAL MANAGEMENT INC$8.7M1
61PRINCIPAL FINANCIAL GROUP INC$8.7M1
62STATE OF WISCONSIN INVESTMENT BOARD$8.6M1
63Swiss National Bank$7.9M1
64Tidal Investments LLC$7.7M1
65CITADEL ADVISORS LLC$7.7M1
66Bridgewater Associates, LP$7.5M1
67Cerity Partners LLC$7.4M1
68Summit Creek Advisors LLC$7.3M1
69CWM, LLC$7.2M1
70NORDEA INVESTMENT MANAGEMENT AB$6.9M1
71Susquehanna Portfolio Strategies, LLC$6.7M1
72Nuveen, LLC$6.4M1
73CITIGROUP INC$6.2M1
74Weiss Asset Management LP$6.2M1
75BARCLAYS PLC$5.5M1
76Man Group plc$5.5M1
77SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$5.4M1
78ZACKS INVESTMENT MANAGEMENT$5.3M1
79CADIAN CAPITAL MANAGEMENT, LP$5.1M1
80Legal & General Group Plc$5.1M1
81Engineers Gate Manager LP$5.0M1
82LAZARD ASSET MANAGEMENT LLC$5.0M1
83NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.9M1
84JB Capital LLC$4.8M1
85Retirement Systems of Alabama$4.8M1
86OP Asset Management Ltd$4.7M1
87Vest Financial, LLC$4.5M1
88Vident Advisory, LLC$4.4M1
89HARBER ASSET MANAGEMENT LLC$4.4M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$4.3M1
911492 Capital Management LLC$4.2M1
92Connor, Clark & Lunn Investment Management Ltd.$4.1M1
93KORNITZER CAPITAL MANAGEMENT INC /KS$4.1M1
94Illinois Municipal Retirement Fund$3.9M1
95Creative Planning$3.9M1
96ExodusPoint Capital Management, LP$3.8M1
97VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
98NATIXIS$3.6M1
99STIFEL FINANCIAL CORP$3.6M1
100Assenagon Asset Management S.A.$3.5M1
101NEXT CENTURY GROWTH INVESTORS LLC$3.5M1
102Elo Mutual Pension Insurance Co$3.4M1
103STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.3M1
104PANAGORA ASSET MANAGEMENT INC$3.3M1
105IRONWOOD INVESTMENT MANAGEMENT LLC$3.3M1
106Paralel Advisors LLC$3.3M1
107IEQ CAPITAL, LLC$3.2M1
108ESSEX INVESTMENT MANAGEMENT CO LLC$3.2M1
109WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3.0M1
110PRUDENTIAL FINANCIAL INC$2.9M1
111MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.9M1
112WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD$2.9M1
113SCHRODER INVESTMENT MANAGEMENT GROUP$2.8M1
114VOLORIDGE INVESTMENT MANAGEMENT, LLC$2.7M1
115BOOTHBAY FUND MANAGEMENT, LLC$2.5M1
116Kestra Investment Management, LLC$2.5M1
117Robeco Institutional Asset Management B.V.$2.5M1
118Vontobel Holding Ltd.$2.4M1
119Empowered Funds, LLC$2.4M1
120Crossmark Global Holdings, Inc.$2.3M1
121MARIETTA INVESTMENT PARTNERS LLC$2.3M1
122Ensign Peak Advisors, Inc$2.3M1
123Qube Research & Technologies Ltd$2.2M1
124Vinva Investment Management Ltd$2.2M1
125State of New Jersey Common Pension Fund D$2.1M1
126Convergence Investment Partners, LLC$2.1M1
127Cetera Investment Advisers$2.1M1
128Amundi$2.0M1
129MetLife Investment Management, LLC$2.0M1
130Night Squared LP$1.9M1
131L. Roy Papp & Associates, LLP$1.9M1
132TWO SIGMA INVESTMENTS, LP$1.8M1
133OAK ASSOCIATES LTD /OH/$1.8M1
134Zurcher Kantonalbank (Zurich Cantonalbank)$1.8M1
135ICON ADVISERS INC/CO$1.8M1
136NewEdge Wealth, LLC$1.8M1
137FMR LLC$1.7M1
138Janus Henderson Group Ltd.$1.7M1
139Corient Private Wealth LLC$1.7M1
140Aquatic Capital Management LLC$1.7M1
141Strategic Global Advisors, LLC$1.6M1
142Vanguard Global Advisers, LLC$1.6M1
143Jefferies Financial Group Inc.$1.6M1
144MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$1.5M1
145Lifestyle Asset Management, Inc.$1.5M1
146Hillsdale Investment Management Inc.$1.5M1
147Brooklyn Investment Group$1.5M1
148Summit Trail Advisors, LLC$1.4M1
149Vanguard Personalized Indexing Management, LLC$1.4M1
150LPL Financial LLC$1.4M1
151FIFTH THIRD BANCORP$1.4M1
152PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$1.4M1
153WORLDQUANT MILLENNIUM ADVISORS LLC$1.4M1
154BANK OF MONTREAL /CAN/$1.3M1
155MML INVESTORS SERVICES, LLC$1.3M1
156MERCER GLOBAL ADVISORS INC /ADV$1.3M1
157KLP KAPITALFORVALTNING AS$1.2M1
158&PARTNERS$1.2M1
159TIG Advisors, LLC$1.2M1
160Smith Group Asset Management, LLC$1.2M1
161Point Nemo Capital, LLC$1.1M1
162ASSETMARK, INC$1.1M1
163COMMERCE BANK$1.1M1
164Brevan Howard Capital Management LP$1.1M1
165VOYA INVESTMENT MANAGEMENT LLC$1.1M1
166WINTON GROUP Ltd$1.1M1
167Arizona State Retirement System$1.1M1
168Vanguard Investments Australia, Ltd.$999K1
169COMMONWEALTH EQUITY SERVICES, LLC$992K1
170Concurrent Investment Advisors, LLC$988K1
171Fieldview Capital Management, LLC$980K1
172COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$973K1
173Envestnet Portfolio Solutions, Inc.$954K1
174STATE OF MICHIGAN RETIREMENT SYSTEM$936K1
175FIRST CITIZENS BANK & TRUST CO$936K1
176Orion Porfolio Solutions, LLC$930K1
177Penn Capital Management Company, LLC$889K1
178NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$870K1
179GREENWOOD CAPITAL ASSOCIATES LLC$851K1
180Pallas Capital Advisors LLC$824K1
181INDEPENDENT FINANCIAL GROUP, LLC$822K1
182NewEdge Advisors, LLC$815K1
183Buckland Partners Management Co LLC$809K1
184Squarepoint Ops LLC$801K1
185Focus Partners Wealth$798K1
186OREGON PUBLIC EMPLOYEES RETIREMENT FUND$796K1
187TRUIST FINANCIAL CORP$770K1
188Merit Financial Group, LLC$770K1
189HANCOCK WHITNEY CORP$729K1
190Ameritas Investment Partners, Inc.$715K1
191Atria Investments, Inc$709K1
192Lisanti Capital Growth, LLC$699K1
193Snowden Capital Advisors LLC$696K1
194GUGGENHEIM CAPITAL LLC$694K1
195Odyssean, LLC$693K1
196WCG Wealth Advisors LLC$682K1
197Pictet Asset Management Holding SA$670K1
198XPONANCE LLC$657K1
199INCEPTIONR LLC$618K1
200PRIVATE CLIENT SERVICES, LLC$613K1
201Y-Intercept (Hong Kong) Ltd$601K1
202Impact Partnership Wealth, LLC$580K1
203OSAIC HOLDINGS, INC.$573K1
204NorthRock Partners, LLC$571K1
205HSBC HOLDINGS PLC$548K1
206INTECH INVESTMENT MANAGEMENT LLC$548K1
207State of Wyoming$541K1
208PEAK6 LLC$513K1
209EVERGREEN CAPITAL MANAGEMENT LLC$513K1
210Inscription Capital, LLC$494K1
211Schonfeld Strategic Advisors LLC$494K1
212UNITED CAPITAL FINANCIAL ADVISORS, LLC$490K1
213Diversified Trust Co$484K1
214NEW YORK LIFE INVESTMENT MANAGEMENT LLC$477K1
215Perpetual Ltd$476K1
216Sanctuary Advisors, LLC$464K1
217MARTINGALE ASSET MANAGEMENT L P$456K1
218EP Wealth Advisors, LLC$443K1
219Swiss Life Asset Management Ltd$442K1
220PICTON MAHONEY ASSET MANAGEMENT$439K1
221denkapparat Operations GmbH$429K1
222AVIVA PLC$427K1
223QUADRANT CAPITAL GROUP LLC$425K1
224Pathstone Holdings, LLC$420K1
225Focus Partners Advisor Solutions, LLC$416K1
226JUPITER ASSET MANAGEMENT LTD$413K1
227O'SHAUGHNESSY ASSET MANAGEMENT, LLC$412K1
228OPPENHEIMER ASSET MANAGEMENT INC.$410K1
229VIRTUS ADVISERS, LLC$408K1
230STEPHENS INC /AR/$399K1
231M&T BANK CORP$395K1
232Sowell Financial Services LLC$393K1
233US BANCORP \DE\$390K1
234XTX Topco Ltd$376K1
235EntryPoint Capital, LLC$366K1
236PRINCETON CAPITAL MANAGEMENT LLC$340K1
237Sequoia Financial Advisors, LLC$333K1
238COOKSON PEIRCE & CO INC$332K1
239HighTower Advisors, LLC$320K1
240FLAGSHIP HARBOR ADVISORS, LLC$310K1
241EVOLVE PRIVATE WEALTH, LLC$309K1
242Krilogy Financial LLC$301K1
243Walleye Trading LLC$298K1
244Calamos Advisors LLC$298K1
245Calamos Wealth Management LLC$298K1
246BNP Paribas Asset Management Holding S.A.$298K1
247Advisor Resource Council$289K1
248Callan Family Office, LLC$286K1
249Kera Capital Partners, Inc.$285K1
250Private Advisor Group, LLC$285K1
251SECURIAN ASSET MANAGEMENT, INC$284K1
252Chicago Partners Investment Group LLC$277K1
253CHOREO, LLC$268K1
254Vise Technologies, Inc.$263K1
255Walleye Capital LLC$262K1
256Daiwa Securities Group Inc.$260K1
257Baker Avenue Asset Management, LP$257K1
258HB Wealth Management, LLC$256K1
259Bull Harbor Capital LLC$254K1
260CHILDRESS CAPITAL ADVISORS, LLC$250K1
261WADDELL & ASSOCIATES, LLC$248K1
262PRINCIPAL SECURITIES, INC.$235K1
263DnB Asset Management AS$234K1
264Magnetar Financial LLC$234K1
265Modern Wealth Management, LLC$230K1
266CIBC Asset Management Inc$225K1
267FOUNDATIONS INVESTMENT ADVISORS, LLC$222K1
268RETIREMENT GUYS FORMULA LLC$222K1
269Mariner, LLC$221K1
270Bayforest Capital Ltd$218K1
271NorthCrest Asset Manangement, LLC$217K1
272Frank, Rimerman Advisors LLC$215K1
273Dakota Wealth Management$214K1
274Sagewood Asset Management LP$213K1
275Federation des caisses Desjardins du Quebec$210K1
276COLDSTREAM CAPITAL MANAGEMENT INC$209K1
277Utah Retirement Systems$209K1
278GLOBEFLEX CAPITAL L P$209K1
279PERSONAL CFO SOLUTIONS, LLC$206K1
280Steward Partners Investment Advisory, LLC$184K1
281Neo Ivy Capital Management$179K1
282NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$172K1
283Truvestments Capital LLC$170K1
284MAI Capital Management$149K1
285Tower Research Capital LLC (TRC)$148K1
286Transamerica Financial Advisors, LLC$125K1
287TD Waterhouse Canada Inc.$98.4K1
288Sterling Capital Management LLC$97.4K1
289Arax Advisory Partners$95.7K1
290Eurizon Capital SGR S.p.A.$95.0K1
291Blue Trust, Inc.$94.8K1
292Parkside Financial Bank & Trust$74.8K1
293SIGNATUREFD, LLC$74.6K1
294Raleigh Capital Management Inc.$73.2K1
295UMB Bank, n.a.$68.9K1
296Allworth Financial LP$66.3K1
297THRIVENT FINANCIAL FOR LUTHERANS$64.4K1
298EXCHANGE TRADED CONCEPTS, LLC$54.4K1
299Asset Management One Co., Ltd.$45.9K1
300True Wealth Design, LLC$45.0K1
301RiverPark Advisors, LLC$43.2K1
302Signature Equity Partners, LLC$39.5K1
303Aster Capital Management (DIFC) Ltd$32.9K1
304Smartleaf Asset Management LLC$32.1K1
305Quarry LP$29.1K1
306MATHER GROUP, LLC.$25.1K1
307SBI Securities Co., Ltd.$24.8K1
308INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$19.5K1
309Mitsubishi UFJ Asset Management Co., Ltd.$18.8K1
310CANADA LIFE ASSURANCE Co$17.7K1
311NISA INVESTMENT ADVISORS, LLC$17.2K1
312SUMMIT SECURITIES GROUP LLC$16.0K1
313Leonteq Securities AG$11.2K1
314LORD, ABBETT & CO. LLC$11.0K1
315PROFFITT & GOODSON INC$10.6K1
316WealthCollab, LLC$10.5K1
317Bell Investment Advisors, Inc$10.4K1
318Larson Financial Group LLC$8.5K1
319PFS Partners, LLC$8.2K1
320CVA Family Office, LLC$8.2K1
321Treasurer of the State of North Carolina$7.8K1
322JPL Wealth Management, LLC$7.6K1
323Spire Wealth Management$6.6K1
324Sachetta, LLC$6.4K1
325ACADIAN ASSET MANAGEMENT LLC$6.0K1
326Harel Insurance Investments & Financial Services Ltd.$5.8K1
327Rakuten Securities, Inc.$5.2K1
328Missouri Trust & Investment Co$4.4K1
329HM PAYSON & CO$4.3K1
330HHM Wealth Advisors, LLC$4.3K1
331MCF Advisors LLC$3.7K1
332FARMERS & MERCHANTS INVESTMENTS INC$3.3K1
333VAN ECK ASSOCIATES CORP$3.2K1
334LSV ASSET MANAGEMENT$3.1K1
335Private Wealth Management Group, LLC$3.1K1
336SJS Investment Consulting Inc.$3.0K1
337Investors Portfolio Services LLC$2.8K1
338Vestcor Inc$2.4K1
339IFM Investors Pty Ltd$2.3K1
340SHP Wealth Management$2.2K1
341ELEVATION WEALTH PARTNERS, LLC$2.1K1
342AMALGAMATED BANK$1.8K1
343Clearstead Trust, LLC$1.8K1
344Physician Wealth Advisors, Inc.$1.7K1
345Medallion Wealth Advisors, LLC$1.7K1
346NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1.7K1
347Marquette Asset Management, LLC$1.4K1
348Westside Investment Management, Inc.$1.4K1
349Keating Financial Advisory Services, Inc.$1.4K1
350Clearstead Advisors, LLC$1.3K1
351Valued Wealth Advisors LLC$1.2K1
352TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.2K1
353ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$9361
354Pinnacle Wealth Planning Services, Inc.$8941
355JFS WEALTH ADVISORS, LLC$8091
356Manchester Capital Management LLC$7671
357Salomon & Ludwin, LLC$7671
358Kingdom Financial Group LLC.$7661
359NATIXIS ADVISORS, LLC$7491
360DiNuzzo Private Wealth, Inc.$6811
361SouthState Bank Corp$5541
362Vermillion Wealth Management, Inc.$5111
363HARBOR CAPITAL ADVISORS, INC.$5061
364WEDBUSH SECURITIES INC$5061
365Kilter Group LLC$4691
366PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4561
367Asset Dedication, LLC$4261
368Cromwell Holdings LLC$4261
369American Capital Advisory, LLC$4261
370USA FINANCIAL FORMULAS$3831
371State of Alaska, Department of Revenue$3711
372GSA CAPITAL PARTNERS LLP$3511
373Rialto Wealth Management, LLC$3411
374NBT BANK, N.A.$3401
375PARK AVENUE SECURITIES LLC$2701
376HFM Investment Advisors, LLC$2551
377DekaBank Deutsche Girozentrale$1981
378MV CAPITAL MANAGEMENT, INC.$1711
379KBC Group NV$1271
380Quaker Wealth Management, LLC$861
381HAZLETT, BURT & WATSON, INC.$211
382Centerpoint Advisors, LLC$131
383Inspire Investing, LLC$91
384Capital Advisors, Ltd. LLC$61
385NOMURA ASSET MANAGEMENT CO LTD$01
386Avion Wealth$01
387VANGUARD GROUP INC— value not disclosed1
388DANSKE BANK A/S— value not disclosed1
389HARBOUR INVESTMENTS, INC.— value not disclosed1
390KENNEDY CAPITAL MANAGEMENT LLC— value not disclosed1
391CAISSE DE DEPOT ET PLACEMENT DU QUEBEC— value not disclosed1
392COMERICA BANK— value not disclosed1
393TORONTO DOMINION BANK— value not disclosed1
394VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
395D. E. Shaw & Co., Inc.— value not disclosed1
396Smithfield Trust Co— value not disclosed1
397CHESAPEAKE ASSET MANAGEMENT LLC— value not disclosed1
398CSS LLC/IL— value not disclosed1
399CASTLEARK MANAGEMENT LLC— value not disclosed1
400GATEWAY INVESTMENT ADVISERS LLC— value not disclosed1
401GREENLEAF TRUST— value not disclosed1
402PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
403SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
404CIBC Private Wealth Group LLC— value not disclosed1
405Shannon River Fund Management LLC— value not disclosed1
406Graham Capital Management, L.P.— value not disclosed1
407Altshuler Shaham Ltd— value not disclosed1
408ProShare Advisors LLC— value not disclosed1
409NORGES BANK— value not disclosed1
410ALPS ADVISORS INC— value not disclosed1
411Capital Research Global Investors— value not disclosed1
412Legato Capital Management LLC— value not disclosed1
413SUSQUEHANNA INTERNATIONAL GROUP, LLP— value not disclosed1
414Verition Fund Management LLC— value not disclosed1
415TWO SIGMA ADVISERS, LP— value not disclosed1
416Voleon Capital Management LP— value not disclosed1
417SG Capital Management LLC— value not disclosed1
418Edgestream Partners, L.P.— value not disclosed1
419MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
420Mirae Asset Global Investments Co., Ltd.— value not disclosed1
421Battery Global Advisors, LLC— value not disclosed1
422Blackhawk Capital Partners, LLC— value not disclosed1
423Penserra Capital Management LLC— value not disclosed1
424G2 Investment Partners Management LLC— value not disclosed1
425JANE STREET GROUP, LLC— value not disclosed1
426Capital Impact Advisors, LLC— value not disclosed1
427CWA Asset Management Group, LLC— value not disclosed1
428Intrinsic Edge Capital Management LLC— value not disclosed1
429OneDigital Investment Advisors LLC— value not disclosed1
430Harvest Fund Management Co., Ltd— value not disclosed1
431Main Management ETF Advisors, LLC— value not disclosed1
432Bryn Mawr Trust Advisors, LLC— value not disclosed1
433Monument Capital Management— value not disclosed1
434Vestmark Advisory Solutions, Inc.— value not disclosed1
435CreativeOne Wealth, LLC— value not disclosed1
436North Peak Capital Management, LLC— value not disclosed1
437Global Retirement Partners, LLC— value not disclosed1
438Farringdon Capital, Ltd.— value not disclosed1
439Occidental Asset Management, LLC— value not disclosed1
440Ethic Inc.— value not disclosed1
441Maryland State Retirement & Pension System— value not disclosed1
442Optas, LLC— value not disclosed1
443waypoint wealth counsel— value not disclosed1
444Veracity Capital LLC— value not disclosed1
445Kestra Advisory Services, LLC— value not disclosed1
446Jackson Creek Investment Advisors LLC— value not disclosed1
447NFSG Corp— value not disclosed1
448AlphaQuest LLC— value not disclosed1
449POM Investment Strategies, LLC— value not disclosed1
450Upper Left Wealth Management, LLC— value not disclosed1
451Forum Financial Management, LP— value not disclosed1
452SageView Advisory Group, LLC— value not disclosed1
453Acumen Wealth Advisors, LLC— value not disclosed1
454Cape Investment Advisory, Inc.— value not disclosed1
455Dunhill Financial, LLC— value not disclosed1
456Gallacher Capital Management LLC— value not disclosed1
457Plato Investment Management Ltd— value not disclosed1
458Marex Group Ltd— value not disclosed1
459Turning Point Benefit Group, Inc.— value not disclosed1
460Optimist Retirement Group LLC— value not disclosed1
461Sivia Capital Partners, LLC— value not disclosed1
462Motiv8 Investments LLC— value not disclosed1
463Integrated Quantitative Investments LLC— value not disclosed1
464Kaufman Rossin Wealth, LLC— value not disclosed1
465Robinhood Asset Management, LLC— value not disclosed1
466Wealth Enhancement Trust Services, Inc.— value not disclosed1
467OPTIMA CAPITAL LLC— value not disclosed1
468United Financial Planning Group LLC— value not disclosed1
469EFG International AG— value not disclosed1
470Greenline Wealth Management LLC— value not disclosed1
Truncated by Public Filings. Every one of the 386 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PEGA

RETAINED WINDOW · ACTIVE HITS

Zero hits on PEGA in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PEGA · financials and macro

Financials — as filed PLANNED

PEGA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PEGA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing