BCA
PEGA icon

Berman Capital Advisors’s Pegasystems PEGA Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$7K Hold
112
– – ﹤0.01% 1331
2021
Q2 		$7K Buy
112
+16
+17% +$1.01K ﹤0.01% 1249
2021
Q1 		$5K Hold
96
– – ﹤0.01% 1284
2020
Q4 		$6K Hold
96
– – ﹤0.01% 1094
2020
Q3 		$5K Hold
96
– – ﹤0.01% 1051
2020
Q2 		$4K Buy
+96
New +$4.16K ﹤0.01% 1074

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Berman Capital Advisors's PEGA Position: Q3 2021 in Review

Berman Capital Advisors held its Pegasystems (PEGA) position steady in Q3 2021 at 112 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Berman Capital Advisors first reported a position in PEGA in Q2 2020 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold PEGA as of Q3 2021.

  • Berman Capital Advisors held 112 shares of Pegasystems worth $7K as of Q3 2021.
  • Berman Capital Advisors left its Pegasystems share count unchanged in Q3 2021.
  • Pegasystems made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1331 holding.
  • Berman Capital Advisors first reported a position in Pegasystems in Q2 2020 and has held it in 6 quarters since.
  • 243 funds tracked by Wall St. Rank held Pegasystems as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.