Pegasystems shares owned by Creative Planning
Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Pegasystems
Tip: Access up to 7 years of quarterly data
All positions including Pegasystems held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Pegasystems by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.9M | 91k | 42.56 |
| 2025-12-31 | $1.8M | 30k | 59.72 |
| 2025-09-30 | $1.6M | 28k | 57.50 |
| 2025-06-30 | $949k | 18k | 54.14 |
| 2025-03-31 | $451k | 6.5k | 69.52 |
| 2024-12-31 | $438k | 4.7k | 93.18 |
| 2024-09-30 | $275k | 3.8k | 73.09 |
| 2024-06-30 | $222k | 3.7k | 60.53 |
| 2023-06-30 | $303k | 6.1k | 49.30 |
| 2023-03-31 | $262k | 5.4k | 48.48 |
| 2022-12-31 | $221k | 6.5k | 34.24 |
| 2021-06-30 | $213k | 1.5k | 139.40 |
| 2020-09-30 | $318k | 2.6k | 121.10 |
| 2017-03-31 | $999 | 30 | 33.33 |
| 2015-03-31 | $0 | 18 | 0.00 |
| 2014-12-31 | $0 | 18 | 0.00 |
| 2014-09-30 | $0 | 18 | 0.00 |
| 2014-06-30 | $0 | 18 | 0.00 |
| 2014-03-31 | $0 | 9 | 0.00 |
| 2013-12-31 | $0 | 9 | 0.00 |
| 2013-09-30 | $0 | 9 | 0.00 |
| 2013-06-30 | $7.0k | 209 | 33.49 |