Back to PEGA
Creative Planning PEGA Position History
Pegasystems Inc. • Technology
Quarters held
16
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $4K |
| Q3 2025 | $1.6M |
| Q3 2025 | $518K |
| Q4 2025 | $1.8M |
| Q4 2025 | $268K |
| Q1 2026 | $665K |
| Q1 2026 | $3.9M |
| Q2 2026 | $20K |
| Q2 2026 | $1.3M |
| Q2 2026 | $69K |
| Q2 2026 | $2.8M |
| Q3 2026 | $17K |
| Q3 2026 | $1.1M |
| Q3 2026 | $29K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 123.8K | — | — |
| Q3 2026 | $29K | 867 | — | — |
| Q3 2026 | $1.1M | 218.3K | — | — |
| Q3 2026 | $17K | 3.3K | — | — |
| Q2 2026 | $2.8M | 93.9K | — | — |
| Q2 2026 | $69K | 2.3K | — | — |
| Q2 2026 | $1.3M | 221.3K | — | — |
| Q2 2026 | $20K | 3.3K | — | — |
| Q1 2026 | $3.9M | 90.9K | — | — |
| Q1 2026 | $665K | 155.1K | — | — |
| Q4 2025 | $268K | 43.5K | — | — |
| Q4 2025 | $1.8M | 29.8K | — | — |
| Q3 2025 | $518K | 57.5K | — | — |
| Q3 2025 | $1.6M | 27.9K | — | — |
| Q3 2025 | $4K | 477 | — | — |
| Q3 2025 | $4K | 66 | — | — |
Other funds holding PEGA
$612.5M
$609.3M
$590M
$378.3M
$190.2M
$189.2M