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Pegasystems shares owned by Kaufman Rossin Wealth

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Kaufman Rossin Wealth from 13F filings

Historical chart of Kaufman Rossin Wealth investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by Kaufman Rossin Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pegasystems by Kaufman Rossin Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 4.3k 57.50
2025-06-30 $234k 4.3k 54.13

More positions owned by Kaufman Rossin Wealth

Ea Series Trust Ea Bridgeway Omn (BSVO)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Internatnal Val (DFIV)
NVIDIA Corporation (NVDA)
Adobe Systems Incorporated (ADBE)

View all positions for Kaufman Rossin Wealth

Top funds holding Pegasystems

Vanguard Group
BlackRock
Massachusetts Financial Services
AQR Capital Management
Bares Capital Management
State Street Corporation
Invesco
Capital Research Global Investors
Dimensional Fund Advisors
North Peak Capital Management
Jacobs Levy Equity Management
Mirae Asset Global Etfs Holdings
Wellington Management Company
Thrivent Financial for Lutherans
Geode Capital Management

View all funds holding Pegasystems