9 institutions reported holding $3.2M of PEGASYSTEMS INC (PEGA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($2.6M), PRIVATE CLIENT SERVICES, LLC ($433,846), GAMMA Investing LLC ($39,351), Versant Capital Management, Inc ($32,188), CoreCap Advisors, LLC ($7,283). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $2.6M | 88,180 | Added |
| 2 | PRIVATE CLIENT SERVICES, LLC | $433,846 | 14,476 | Added |
| 3 | GAMMA Investing LLC | $39,351 | 1,313 | Trimmed |
| 4 | Versant Capital Management, Inc | $32,188 | 1,074 | Trimmed |
| 5 | CoreCap Advisors, LLC | $7,283 | 243 | Trimmed |
| 6 | Beaird Harris Wealth Management, LLC | $4,706 | 157 | New |
| 7 | MassMutual Private Wealth & Trust, FSB | $3,417 | 114 | Trimmed |
| 8 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $298 | 10 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30