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Fortis Capital Management’s Pegasystems PEGA Stock Holding History

Fortis Capital 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
2021
Q4 		– Sell
-22,512
Closed -$1.43M – 98
2021
Q3 		$1.43M Buy
22,512
+6,838
+44% +$455K 0.76% 59
2021
Q2 		$1.09M Sell
15,674
-16,600
-51% -$1.05M 0.55% 66
2021
Q1 		$1.84M Buy
+32,274
New +$2.11M 1.06% 61

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fortis Capital Management's PEGA Position: Q4 2021 in Review

Fortis Capital Management sold out of Pegasystems (PEGA) in Q4 2021, closing a stake of 22,512 shares — an estimated $1.43M sold.

Fortis Capital Management first reported a position in PEGA in Q1 2021 and held it in 3 quarters. The position peaked at $1.84M in Q1 2021. 265 funds tracked by Wall St. Rank hold PEGA as of Q4 2021.

  • Fortis Capital Management reported no remaining Pegasystems position as of Q4 2021 after selling out during the quarter.
  • Fortis Capital Management sold 22,512 Pegasystems shares in Q4 2021, an estimated $1.43M.
  • Fortis Capital Management first reported a position in Pegasystems in Q1 2021 and held it in 3 quarters.
  • Fortis Capital Management's Pegasystems position peaked at $1.84M in Q1 2021.
  • 265 funds tracked by Wall St. Rank held Pegasystems as of Q4 2021.

Based on Fortis Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.