Summit Trail Advisors »

Pegasystems shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Pegasystems by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 47k 29.97
2026-03-31 $1.4M 34k 42.56
2025-12-31 $1.2M 20k 59.72
2025-09-30 $1.3M 22k 57.50
2018-03-31 $121k 121k 1.00
2017-12-31 $112k 2.2k 50.38