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Pegasystems shares owned by Private Client Services

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Private Client Services from 13F filings

Historical chart of Private Client Services investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by Private Client Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pegasystems by Private Client Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 31k 59.72
2025-09-30 $1.8M 32k 57.50
2025-06-30 $1.7M 31k 54.13

More positions owned by Private Client Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr S&p 100 Etf (OEF)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ssga Active Etf Tr State Street Mul (RLY)
Ishares Tr Ibonds 2026 Term (IBHF)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Ishares Tr 1 3 Yr Treas Bd (SHY)

View all positions for Private Client Services

Top funds holding Pegasystems

Vanguard Group
BlackRock
Massachusetts Financial Services
AQR Capital Management
Bares Capital Management
Invesco
State Street Corporation
Dimensional Fund Advisors
North Peak Capital Management
Mirae Asset Global Etfs Holdings
Geode Capital Management
Wellington Management Company
UBS Group
Capital Research Global Investors
American Century Companies

View all funds holding Pegasystems