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Pegasystems shares owned by LPL Financial

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Pegasystems

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All positions including Pegasystems held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pegasystems by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 34k 57.50
2025-06-30 $1.5M 28k 54.13
2025-03-31 $975k 14k 69.52
2024-12-31 $1.0M 11k 93.20
2024-09-30 $340k 4.7k 73.10
2022-03-31 $529k 6.6k 80.60
2021-12-31 $780k 7.0k 111.83
2021-09-30 $1.0M 7.9k 127.10
2021-06-30 $1.1M 8.1k 139.14
2021-03-31 $906k 7.9k 114.39
2020-12-31 $1.0M 7.8k 133.25
2020-09-30 $962k 7.9k 121.04
2020-06-30 $718k 7.1k 101.11
2020-03-31 $460k 6.5k 71.28
2019-12-31 $485k 6.1k 79.63
2019-09-30 $378k 5.6k 67.96
2019-06-30 $305k 4.3k 71.23
2019-03-31 $239k 3.7k 65.12
2018-09-30 $240k 3.8k 62.63
2018-06-30 $280k 5.1k 54.85
2018-03-31 $310k 5.1k 60.69
2017-12-31 $226k 4.8k 47.23
2017-09-30 $300k 5.2k 57.73
2017-06-30 $620k 11k 58.32
2017-03-31 $506k 12k 43.46
2016-12-31 $238k 6.6k 35.95
2013-12-31 $3.5M 71k 49.19