Avantax Advisory Services’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
Other funds holding PEGA
BCM
Avantax Advisory Services's PEGA Position: Q2 2025 in Review
Avantax Advisory Services increased its Pegasystems (PEGA) stake by 30% in Q2 2025, buying an estimated $119K and bringing the position to 11,237 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.
Avantax Advisory Services first reported a position in PEGA in Q2 2024 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.
- Avantax Advisory Services held 11,237 shares of Pegasystems worth $608K as of Q2 2025.
- Avantax Advisory Services bought 2,621 Pegasystems shares in Q2 2025, an estimated $119K.
- Pegasystems made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1475 holding.
- Avantax Advisory Services first reported a position in Pegasystems in Q2 2024 and has held it in 5 quarters since.
- 415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.