Custom Index Systems’s Pegasystems PEGA Stock Holding History

Custom Index Systems’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 Q2	–	Sell	-14,664	Closed	-$474K	–	293
2024 Q1	$474K	Buy	+14,664	New	+$412K	0.27%	103

Other funds holding PEGA

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

BCM

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

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

BlackRock New York $5.72T AUM 30.48% 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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCG

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

Custom Index Systems's PEGA Position: Q2 2024 in Review

Custom Index Systems sold out of Pegasystems (PEGA) in Q2 2024, closing a stake of 14,664 shares — an estimated $474K sold.

Custom Index Systems first reported a position in PEGA in Q1 2024 and held it in 1 quarter. The position peaked at $474K in Q1 2024. 280 funds tracked by Wall St. Rank hold PEGA as of Q2 2024.

Custom Index Systems reported no remaining Pegasystems position as of Q2 2024 after selling out during the quarter.
Custom Index Systems sold 14,664 Pegasystems shares in Q2 2024, an estimated $474K.
Custom Index Systems first reported a position in Pegasystems in Q1 2024 and held it in 1 quarter.
Custom Index Systems's Pegasystems position peaked at $474K in Q1 2024.
280 funds tracked by Wall St. Rank held Pegasystems as of Q2 2024.

Based on Custom Index Systems's 13F filing for Q2 2024, filed 6 Aug 2024.