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PEGA icon

Cresset Asset Management’s Pegasystems PEGA Stock Holding History

Cresset 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
-31,138
Closed -$1.14M – 2094
2024
Q3 		$1.14M Buy
31,138
+13,080
+72% +$431K ﹤0.01% 1097
2024
Q2 		$547K Buy
+18,058
New +$541K ﹤0.01% 1399
2021
Q4 		– Sell
-5,020
Closed -$319K – 1256
2021
Q3 		$319K Buy
5,020
+8
+0.2% +$532 ﹤0.01% 823
2021
Q2 		$349K Buy
5,012
+130
+3% +$8.2K ﹤0.01% 708
2021
Q1 		$279K Buy
4,882
+80
+2% +$5.23K ﹤0.01% 709
2020
Q4 		$320K Buy
4,802
+64
+1% +$4.08K 0.01% 534
2020
Q3 		$287K Hold
4,738
– – 0.01% 531
2020
Q2 		$240K Buy
+4,738
New +$205K 0.01% 547
2019
Q2 		– Sell
-4,738
Closed -$154K – 1332
2019
Q1 		$154K Buy
+4,738
New +$140K 0.01% 437

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