AtonRa Partners’s Pegasystems PEGA Stock Holding History

AtonRa Partners’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$359K	Sell	14,682 -2,310	-14%	-$54K	0.71%	60
2023 Q3	$369K	Sell	16,992 -4,334	-20%	-$106K	0.77%	61
2023 Q2	$526K	Buy	+21,326	New	+$496K	0.81%	49
2023 Q1	–	Sell	-21,824	Closed	-$374K	–	124
2022 Q4	$374K	Sell	21,824 -4,478	-17%	-$77.4K	0.48%	90
2022 Q3	$423K	Buy	26,302 +1,422	+6%	+$28.9K	0.42%	100
2022 Q2	$595K	Buy	+24,880	New	+$744K	0.55%	86

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

AtonRa Partners's PEGA Position: Q4 2023 in Review

AtonRa Partners reduced its Pegasystems (PEGA) stake by 14% in Q4 2023, selling an estimated $54K and leaving 14,682 shares worth $359K. The position accounts for 0.71% of the portfolio, ranked #60.

AtonRa Partners first reported a position in PEGA in Q2 2022 and has held it in 6 quarters since. The position peaked at $595K in Q2 2022. 239 funds tracked by Wall St. Rank hold PEGA as of Q4 2023.

AtonRa Partners held 14,682 shares of Pegasystems worth $359K as of Q4 2023.
AtonRa Partners sold 2,310 Pegasystems shares in Q4 2023, an estimated $54K.
Pegasystems made up 0.71% of AtonRa Partners's portfolio in Q4 2023, its #60 holding.
AtonRa Partners first reported a position in Pegasystems in Q2 2022 and has held it in 6 quarters since.
AtonRa Partners's Pegasystems position peaked at $595K in Q2 2022.
239 funds tracked by Wall St. Rank held Pegasystems as of Q4 2023.

Based on AtonRa Partners's 13F filing for Q4 2023, filed 5 Feb 2024.