GKFF
PEGA icon

George Kaiser Family Foundation’s Pegasystems PEGA Stock Holding History

George Kaiser Family Foundation’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
2022
Q3 		– Sell
-59,818
Closed -$1.43M – 48
2022
Q2 		$1.43M Sell
59,818
-87,076
-59% -$2.6M 0.25% 39
2022
Q1 		$5.92M Buy
146,894
+12,800
+10% +$574K 0.97% 9
2021
Q4 		$7.5M Sell
134,094
-64
-0% -$3.79K 1.08% 8
2021
Q3 		$8.53M Hold
134,158
– – 1.41% 6
2021
Q2 		$9.34M Buy
134,158
+13,396
+11% +$845K 1.49% 5
2021
Q1 		$6.9M Buy
120,762
+30,962
+34% +$2.02M 1.44% 9
2020
Q4 		$5.98M Buy
89,800
+14,402
+19% +$919K 1.58% 7
2020
Q3 		$4.56M Buy
+75,398
New +$4.34M 1.57% 8

Other funds holding PEGA

BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

George Kaiser Family Foundation's PEGA Position: Q3 2022 in Review

George Kaiser Family Foundation sold out of Pegasystems (PEGA) in Q3 2022, closing a stake of 59,818 shares — an estimated $1.43M sold.

George Kaiser Family Foundation first reported a position in PEGA in Q3 2020 and held it in 8 quarters. The position peaked at $9.34M in Q2 2021. 178 funds tracked by Wall St. Rank hold PEGA as of Q3 2022.

  • George Kaiser Family Foundation reported no remaining Pegasystems position as of Q3 2022 after selling out during the quarter.
  • George Kaiser Family Foundation sold 59,818 Pegasystems shares in Q3 2022, an estimated $1.43M.
  • George Kaiser Family Foundation first reported a position in Pegasystems in Q3 2020 and held it in 8 quarters.
  • George Kaiser Family Foundation's Pegasystems position peaked at $9.34M in Q2 2021.
  • 178 funds tracked by Wall St. Rank held Pegasystems as of Q3 2022.

Based on George Kaiser Family Foundation's 13F filing for Q3 2022, filed 4 Nov 2022.