Donoghue Forlines’s Pegasystems PEGA Stock Holding History

Donoghue Forlines’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	-48,650	Closed	-$1.78M	–	225
2024 Q3	$1.78M	Buy	+48,650	New	+$1.6M	0.51%	41
2024 Q1	–	Sell	-55,892	Closed	-$1.37M	–	256
2023 Q4	$1.37M	Sell	55,892 -2,430	-4%	-$56.8K	0.43%	65
2023 Q3	$1.27M	Buy	+58,322	New	+$1.43M	0.45%	63

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BCM

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

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 Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Donoghue Forlines's PEGA Position: Q4 2024 in Review

Donoghue Forlines sold out of Pegasystems (PEGA) in Q4 2024, closing a stake of 48,650 shares — an estimated $1.78M sold.

Donoghue Forlines first reported a position in PEGA in Q3 2023 and held it in 3 quarters. The position peaked at $1.78M in Q3 2024. 321 funds tracked by Wall St. Rank hold PEGA as of Q4 2024.

Donoghue Forlines reported no remaining Pegasystems position as of Q4 2024 after selling out during the quarter.
Donoghue Forlines sold 48,650 Pegasystems shares in Q4 2024, an estimated $1.78M.
Donoghue Forlines first reported a position in Pegasystems in Q3 2023 and held it in 3 quarters.
Donoghue Forlines's Pegasystems position peaked at $1.78M in Q3 2024.
321 funds tracked by Wall St. Rank held Pegasystems as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.