Back to PEGA
Concurrent Investment Advisors, LLC → PEGA
Concurrent Investment Advisors, LLC PEGA Position History
Pegasystems Inc. • Technology
Quarters held
13
Latest value
$623K
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $669K |
| Q4 2025 | $341K |
| Q4 2025 | $25K |
| Q4 2025 | $381K |
| Q1 2026 | $355K |
| Q1 2026 | $633K |
| Q1 2026 | $985K |
| Q2 2026 | $549K |
| Q2 2026 | $174K |
| Q2 2026 | $83 |
| Q2 2026 | $1.7M |
| Q3 2026 | $364 |
| Q3 2026 | $623K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $623K | 124.8K | — | — |
| Q3 2026 | $364 | 73 | — | — |
| Q2 2026 | $1.7M | 287.2K | — | — |
| Q2 2026 | $83 | 14 | — | — |
| Q2 2026 | $174K | 5.8K | — | — |
| Q2 2026 | $549K | 18.3K | — | — |
| Q1 2026 | $985K | 229.5K | — | — |
| Q1 2026 | $633K | 14.9K | — | — |
| Q1 2026 | $355K | 8.3K | — | — |
| Q4 2025 | $381K | 61.8K | — | — |
| Q4 2025 | $25K | 421 | — | — |
| Q4 2025 | $341K | 5.7K | — | — |
| Q3 2025 | $669K | 74.3K | — | — |
Other funds holding PEGA
$612.5M
$609.3M
$590M
$378.3M
$190.2M
$189.2M