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Pegasystems shares owned by Upper Left Wealth Management

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by Upper Left Wealth Management from 13F filings

Historical chart of Upper Left Wealth Management investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pegasystems by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $345k 6.0k 57.50
2025-06-30 $325k 6.0k 54.13
2025-03-31 $209k 3.0k 69.52
2024-12-31 $280k 3.0k 93.20
2024-09-30 $213k 3.0k 70.88

More positions owned by Upper Left Wealth Management

Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust Portfolio S&p500 (SPLG)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Msci China Etf (MCHI)
Spdr Series Trust Bloomberg Intl T (BWX)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Upper Left Wealth Management

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