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Burgundy Asset Management’s Pegasystems PEGA Stock Holding History

Burgundy Asset Management’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
2024
Q4 		– Sell
-293,882
Closed -$10.7M – 110
2024
Q3 		$10.7M Buy
293,882
+176,090
+149% +$5.8M 0.11% 83
2024
Q2 		$3.56M Buy
+117,792
New +$3.53M 0.04% 91

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burgundy Asset Management's PEGA Position: Q4 2024 in Review

Burgundy Asset Management sold out of Pegasystems (PEGA) in Q4 2024, closing a stake of 293,882 shares — an estimated $10.7M sold.

Burgundy Asset Management first reported a position in PEGA in Q2 2024 and held it in 2 quarters. The position peaked at $10.7M in Q3 2024. 321 funds tracked by Wall St. Rank hold PEGA as of Q4 2024.

  • Burgundy Asset Management reported no remaining Pegasystems position as of Q4 2024 after selling out during the quarter.
  • Burgundy Asset Management sold 293,882 Pegasystems shares in Q4 2024, an estimated $10.7M.
  • Burgundy Asset Management first reported a position in Pegasystems in Q2 2024 and held it in 2 quarters.
  • Burgundy Asset Management's Pegasystems position peaked at $10.7M in Q3 2024.
  • 321 funds tracked by Wall St. Rank held Pegasystems as of Q4 2024.

Based on Burgundy Asset Management's 13F filing for Q4 2024, filed 18 Feb 2025.