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Pegasystems shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in Pegasystems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pegasystems by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $864k 29k 29.97

More positions owned by Marshall Financial Group

Spdr Series Trust St Str Bl 12 Etf (BILS)
Ssga Active Tr St Str Loomi Etf (OBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)
Sprott Asset Management Physical Gold An (CEF)
Janus Detroit Str Tr Hend Secu In Etf (JSI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Janus Detroit Str Tr Hend Eq Li Mode
Apple (AAPL)
Ssga Active Tr Sst Bridgewater (ALLW)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Marshall Financial Group

Top funds holding Pegasystems

BlackRock
Vanguard Portfolio Management
AQR Capital Management
Vanguard Capital Management
Massachusetts Financial Services
First Trust Advisors
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Lynrock Lake
Invesco
Thrivent Financial for Lutherans
Copeland Capital Management
Robeco Investment Management

View all funds holding Pegasystems