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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Greg Gianforte · $500K–$1.0M

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-14Tommy Tuberville R–ALSale · JT (jointly owned)Traded 01-13 +32d$15K–$50K
2021-08-13Tommy Tuberville R–ALPurchase · JT (jointly owned)Traded 07-16 +28d$15K–$50K
2020-11-09Greg Gianforte R–MT-ALSale · partial · JT (partial sale, jointly owned)Traded 10-13 +27d$1K–$15K
2019-11-27Greg Gianforte R–MT-ALPurchase · JT (jointly owned)Traded 10-11 LATE·47d$500K–$1M
2019-10-20Greg Gianforte R–MT-ALSale · JT (jointly owned)Traded 09-10 +40d$100K–$250K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
388DANSKE BANK A/S$01
389HARBOUR INVESTMENTS, INC.$01
390KENNEDY CAPITAL MANAGEMENT LLC$01
391CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$01
392COMERICA BANK$01
393TORONTO DOMINION BANK$01
394VIRGINIA RETIREMENT SYSTEMS ET Al$01
395D. E. Shaw & Co., Inc.$01
396Smithfield Trust Co$01
397CHESAPEAKE ASSET MANAGEMENT LLC$01
398CSS LLC/IL$01
399CASTLEARK MANAGEMENT LLC$01
400GATEWAY INVESTMENT ADVISERS LLC$01
401GREENLEAF TRUST$01
402PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$01
403SILVERCREST ASSET MANAGEMENT GROUP LLC$01
404CIBC Private Wealth Group LLC$01
405Shannon River Fund Management LLC$01
406Graham Capital Management, L.P.$01
407Altshuler Shaham Ltd$01
408ProShare Advisors LLC$01
409NORGES BANK$01
410ALPS ADVISORS INC$01
411Capital Research Global Investors$01
412Legato Capital Management LLC$01
413SUSQUEHANNA INTERNATIONAL GROUP, LLP$01
414Verition Fund Management LLC$01
415TWO SIGMA ADVISERS, LP$01
416Voleon Capital Management LP$01
417SG Capital Management LLC$01
418Edgestream Partners, L.P.$01
419MIRABELLA FINANCIAL SERVICES LLP$01
420Mirae Asset Global Investments Co., Ltd.$01
421Battery Global Advisors, LLC$01
422Blackhawk Capital Partners, LLC$01
423Penserra Capital Management LLC$01
424G2 Investment Partners Management LLC$01
425JANE STREET GROUP, LLC$01
426Capital Impact Advisors, LLC$01
427CWA Asset Management Group, LLC$01
428Intrinsic Edge Capital Management LLC$01
429OneDigital Investment Advisors LLC$01
430Harvest Fund Management Co., Ltd$01
431Main Management ETF Advisors, LLC$01
432Bryn Mawr Trust Advisors, LLC$01
433Monument Capital Management$01
434Vestmark Advisory Solutions, Inc.$01
435CreativeOne Wealth, LLC$01
436North Peak Capital Management, LLC$01
437Global Retirement Partners, LLC$01
438Farringdon Capital, Ltd.$01
439Occidental Asset Management, LLC$01
440Ethic Inc.$01
441Maryland State Retirement & Pension System$01
442Optas, LLC$01
443waypoint wealth counsel$01
444Veracity Capital LLC$01
445Kestra Advisory Services, LLC$01
446Jackson Creek Investment Advisors LLC$01
447NFSG Corp$01
448AlphaQuest LLC$01
449POM Investment Strategies, LLC$01
450Upper Left Wealth Management, LLC$01
451Forum Financial Management, LP$01
452SageView Advisory Group, LLC$01
453Acumen Wealth Advisors, LLC$01
454Cape Investment Advisory, Inc.$01
455Dunhill Financial, LLC$01
456Gallacher Capital Management LLC$01
457Plato Investment Management Ltd$01
458Marex Group Ltd$01
459Turning Point Benefit Group, Inc.$01
460Optimist Retirement Group LLC$01
461Sivia Capital Partners, LLC$01
462Motiv8 Investments LLC$01
463Integrated Quantitative Investments LLC$01
464Kaufman Rossin Wealth, LLC$01
465Robinhood Asset Management, LLC$01
466Wealth Enhancement Trust Services, Inc.$01
467OPTIMA CAPITAL LLC$01
468United Financial Planning Group LLC$01
469EFG International AG$01
470Greenline Wealth Management LLC$01
Truncated by Public Filings. The published aggregate ranks the top 470 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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