waypoint wealth counsel »

Pegasystems shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Pegasystems (PEGA) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Pegasystems

Tip: Access up to 7 years of quarterly data

All positions including Pegasystems held by waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 3.5k 57.50

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Coca-Cola Company (KO)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)

View all positions for waypoint wealth counsel

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