Pegasystems Inc

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Lynrock Lake LP

UNCHANGED

Shares104,099,000 from 104,099,000

Change0 (0%)

Value$103.5M (+$1.2M)

Filed 2025-02-14

Osterweis Capital Management Inc

UNCHANGED

Shares74,500,000 from 74,500,000

Change0 (0%)

Value$74.1M (+$894.0K)

Filed 2025-06-05

Lazard Asset Management LLC

INCREASED

Shares55,713,000 from 54,230,000

Change+1,483,000 (+3%)

Value$55.4K (+$2.1K)

Filed 2025-02-14

Steelhead Partners LLC

UNCHANGED

Shares34,496,000 from 34,496,000

Change0 (0%)

Value$34.2M (+$373.2K)

Filed 2025-02-18

Calamos Advisors LLC

DECREASED

Shares24,625,000 from 24,870,000

Change-245,000 (-1%)

Value$24.4M (+$26.2K)

Filed 2025-01-24

BNP Paribas Financial Markets

INCREASED

Shares22,399,000 from 1,810,000

Change+20,589,000 (+1138%)

Value$22.2M (+$20.4M)

Filed 2025-02-14

Piper Sandler & Co.

UNCHANGED

Shares10,885,000 from 10,885,000

Change0 (0%)

Value$10.8M (+$151.0K)

Filed 2025-02-10

State Street Corp

DECREASED

Shares10,505,000 from 11,005,000

Change-500,000 (-5%)

Value$10.4M (-$370.6K)

Filed 2025-02-14

Opti Capital Management, LP

UNCHANGED

Shares10,000,000 from 10,000,000

Change0 (0%)

Value$9.9M (+$107.5K)

Filed 2025-02-14

BNP Paribas Asset Management Holding S.A.

INCREASED

Shares9,500,000 from 6,500,000

Change+3,000,000 (+46%)

Value$9.3K (+$3.0K)

Filed 2025-02-12

Wells Fargo & Company

INCREASED

Shares9,230,000 from 6,633,000

Change+2,597,000 (+39%)

Value$9.2M (+$2.7M)

Filed 2025-02-13

Truist Financial Corp

INCREASED

Shares8,712,000 from 6,081,000

Change+2,631,000 (+43%)

Value$8.6M (+$2.7M)

Filed 2025-01-31

Moore Capital Management, LP

NEW

Shares8,000,000

Change+8,000,000

Value$7.9M

Filed 2025-02-14

FMR LLC

INCREASED

Shares5,002,000 from 4,272,000

Change+730,000 (+17%)

Value$4.9M (+$773.6K)

Filed 2026-11-05

Aequim Alternative Investments LP

NEW

Shares5,000,000

Change+5,000,000

Value$5.0M

Filed 2025-02-14

Oaktree Capital Management LP

DECREASED

Shares3,787,000 from 7,315,000

Change-3,528,000 (-48%)

Value$3.8M (-$3.4M)

Filed 2025-02-12

Lord, Abbett & Co. LLC

UNCHANGED

Shares3,000,000 from 3,000,000

Change0 (0%)

Value$3.0K (+$36)

Filed 2025-02-14

Wellesley Asset Management

DECREASED

Shares2,718,000 from 9,249,000

Change-6,531,000 (-71%)

Value$2.7M (-$6.4M)

Filed 2025-01-27

SSI Investment Management LLC

UNCHANGED

Shares2,500,000 from 2,500,000

Change0 (0%)

Value$2.5M (+$30.0K)

Filed 2025-02-10

Royal Bank of Canada

DECREASED

Shares1,839,000 from 2,904,000

Change-1,065,000 (-37%)

Value$1.8M (-$1.0M)

Filed 2025-02-14

Russell Investments Group, Ltd.

DECREASED

Shares1,713,000 from 3,433,000

Change-1,720,000 (-50%)

Value$1.7M (-$1.7M)

Filed 2025-02-13

Quarry LP

UNCHANGED

Shares1,700,000 from 1,700,000

Change0 (0%)

Value$1.7M (+$13.1K)

Filed 2025-02-14

Financial Sense Advisors, Inc.

DECREASED

Shares1,105,000 from 1,115,000

Change-10,000 (-1%)

Value$1.1M (+$5.6K)

Filed 2025-02-03

Penn Mutual Asset Management

INCREASED

Shares1,000,000 from 500,000

Change+500,000 (+100%)

Value$992.0K (+$502.9K)

Filed 2025-02-14

Westwood Holdings Group Inc

UNCHANGED

Shares1,000,000 from 1,000,000

Change0 (0%)

Value$994.0K (-$96.8M)

Filed 2025-02-14

Morgan Stanley

NEW

Shares886,000

Change+886,000

Value$876.7K

Filed 2025-05-15

Jane Street Group, LLC

NEW

Shares729,000

Change+729,000

Value$720.6K

Filed 2025-02-14

American Century Companies Inc

INCREASED

Shares374,000 from 152,000

Change+222,000 (+146%)

Value$371.9K (+$222.6K)

Filed 2025-02-11

Balyasny Asset Management L.P.

CLOSED

Shares0 from 47,861,000

Change-47,861,000 (-100%)

Value$0 (-$47.0M)

Filed 2025-02-14

Schroder Investment Management Group

CLOSED

Shares0 from 4,200,000

Change-4,200,000 (-100%)

Value$0 (-$4.1M)

Filed 2025-02-12

JPMorgan Chase & Co

CLOSED

Shares0 from 2,266,000

Change-2,266,000 (-100%)

Value$0 (-$2.2M)

Filed 2025-02-12

Shenkman Capital Management Inc

CLOSED

Shares0 from 2,015,000

Change-2,015,000 (-100%)

Value$0 (-$2.0M)

Filed 2025-02-10

Wellington Management Group LLP

CLOSED

Shares0 from 1,655,000

Change-1,655,000 (-100%)

Value$0 (-$1.6M)

Filed 2025-03-24

Edmond de Rothschild Holding S.A.

CLOSED

Shares0 from 615,000

Change-615,000 (-100%)

Value$0 (-$603.0K)

Filed 2025-02-12

Citigroup Inc

CLOSED

Shares0 from 183,000

Change-183,000 (-100%)

Value$0 (-$178.9K)

Filed 2025-02-12

Bank of Montreal

CLOSED

Shares0 from 44,000

Change-44,000 (-100%)

Value$0 (-$42.7K)

Filed 2025-02-13

Context Capital Management, LLC

CLOSED

Shares0 from 18,406

Change-18,406 (-100%)

Value$0 (-$18.1M)

Filed 2025-02-11

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

	Status
Lynrock Lake LP	UNCHANGED	104,099,000	104,099,000	0	0%	$102.3M	$103.5M	+$1.2M	2025-02-14
Osterweis Capital Management Inc	UNCHANGED	74,500,000	74,500,000	0	0%	$73.2M	$74.1M	+$894.0K	2025-06-05
Lazard Asset Management LLC	INCREASED	55,713,000	54,230,000	+1,483,000	+3%	$53.3K	$55.4K	+$2.1K	2025-02-14
Steelhead Partners LLC	UNCHANGED	34,496,000	34,496,000	0	0%	$33.8M	$34.2M	+$373.2K	2025-02-18
Calamos Advisors LLC	DECREASED	24,625,000	24,870,000	-245,000	-1%	$24.4M	$24.4M	+$26.2K	2025-01-24
BNP Paribas Financial Markets	INCREASED	22,399,000	1,810,000	+20,589,000	+1138%	$1.8M	$22.2M	+$20.4M	2025-02-14
Piper Sandler & Co.	UNCHANGED	10,885,000	10,885,000	0	0%	$10.6M	$10.8M	+$151.0K	2025-02-10
State Street Corp	DECREASED	10,505,000	11,005,000	-500,000	-5%	$10.8M	$10.4M	-$370.6K	2025-02-14
Opti Capital Management, LP	UNCHANGED	10,000,000	10,000,000	0	0%	$9.8M	$9.9M	+$107.5K	2025-02-14
BNP Paribas Asset Management Holding S.A.	INCREASED	9,500,000	6,500,000	+3,000,000	+46%	$6.3K	$9.3K	+$3.0K	2025-02-12
Wells Fargo & Company	INCREASED	9,230,000	6,633,000	+2,597,000	+39%	$6.4M	$9.2M	+$2.7M	2025-02-13
Truist Financial Corp	INCREASED	8,712,000	6,081,000	+2,631,000	+43%	$5.9M	$8.6M	+$2.7M	2025-01-31
Moore Capital Management, LP	NEW	8,000,000	—	+8,000,000	—	—	$7.9M	—	2025-02-14
FMR LLC	INCREASED	5,002,000	4,272,000	+730,000	+17%	$4.2M	$4.9M	+$773.6K	2026-11-05
Aequim Alternative Investments LP	NEW	5,000,000	—	+5,000,000	—	—	$5.0M	—	2025-02-14
Oaktree Capital Management LP	DECREASED	3,787,000	7,315,000	-3,528,000	-48%	$7.2M	$3.8M	-$3.4M	2025-02-12
Lord, Abbett & Co. LLC	UNCHANGED	3,000,000	3,000,000	0	0%	$2.9K	$3.0K	+$36	2025-02-14
Wellesley Asset Management	DECREASED	2,718,000	9,249,000	-6,531,000	-71%	$9.1M	$2.7M	-$6.4M	2025-01-27
SSI Investment Management LLC	UNCHANGED	2,500,000	2,500,000	0	0%	$2.4M	$2.5M	+$30.0K	2025-02-10
Royal Bank of Canada	DECREASED	1,839,000	2,904,000	-1,065,000	-37%	$2.8M	$1.8M	-$1.0M	2025-02-14
Russell Investments Group, Ltd.	DECREASED	1,713,000	3,433,000	-1,720,000	-50%	$3.4M	$1.7M	-$1.7M	2025-02-13
Quarry LP	UNCHANGED	1,700,000	1,700,000	0	0%	$1.7M	$1.7M	+$13.1K	2025-02-14
Financial Sense Advisors, Inc.	DECREASED	1,105,000	1,115,000	-10,000	-1%	$1.1M	$1.1M	+$5.6K	2025-02-03
Penn Mutual Asset Management	INCREASED	1,000,000	500,000	+500,000	+100%	$489.1K	$992.0K	+$502.9K	2025-02-14
Westwood Holdings Group Inc	UNCHANGED	1,000,000	1,000,000	0	0%	$97.8M	$994.0K	-$96.8M	2025-02-14
Morgan Stanley	NEW	886,000	—	+886,000	—	—	$876.7K	—	2025-05-15
Jane Street Group, LLC	NEW	729,000	—	+729,000	—	—	$720.6K	—	2025-02-14
American Century Companies Inc	INCREASED	374,000	152,000	+222,000	+146%	$149.3K	$371.9K	+$222.6K	2025-02-11
Balyasny Asset Management L.P.	CLOSED	0	47,861,000	-47,861,000	-100%	$47.0M	$0	-$47.0M	2025-02-14
Schroder Investment Management Group	CLOSED	0	4,200,000	-4,200,000	-100%	$4.1M	$0	-$4.1M	2025-02-12
JPMorgan Chase & Co	CLOSED	0	2,266,000	-2,266,000	-100%	$2.2M	$0	-$2.2M	2025-02-12
Shenkman Capital Management Inc	CLOSED	0	2,015,000	-2,015,000	-100%	$2.0M	$0	-$2.0M	2025-02-10
Wellington Management Group LLP	CLOSED	0	1,655,000	-1,655,000	-100%	$1.6M	$0	-$1.6M	2025-03-24
Edmond de Rothschild Holding S.A.	CLOSED	0	615,000	-615,000	-100%	$603.0K	$0	-$603.0K	2025-02-12
Citigroup Inc	CLOSED	0	183,000	-183,000	-100%	$178.9K	$0	-$178.9K	2025-02-12
Bank of Montreal	CLOSED	0	44,000	-44,000	-100%	$42.7K	$0	-$42.7K	2025-02-13
Context Capital Management, LLC	CLOSED	0	18,406	-18,406	-100%	$18.1M	$0	-$18.1M	2025-02-11
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2025-02-13

Showing 38 of 38 institutions