Greenwood Capital Associates’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $851K | Buy |
19,986
+7,367
| +58% | +$342K | 0.09% | 161 |
|
|
2025
Q4 | $754K | Sell |
12,619
-1,022
| -7% | -$59.9K | 0.08% | 155 |
|
|
2025
Q3 | $784K | Sell |
13,641
-1,134
| -8% | -$62.5K | 0.09% | 155 |
|
|
2025
Q2 | $800K | Sell |
14,775
-6,081
| -29% | -$275K | 0.1% | 152 |
|
|
2025
Q1 | $725K | Buy |
20,856
+9,754
| +88% | +$431K | 0.1% | 151 |
|
|
2024
Q4 | $517K | Sell |
11,102
-816
| -7% | -$34.9K | 0.07% | 181 |
|
|
2024
Q3 | $436K | Buy |
+11,918
| New | +$393K | 0.06% | 192 |
|
|
2022
Q2 | – | Sell |
-14,210
| Closed | -$573K | – | 219 |
|
|
2022
Q1 | $573K | Sell |
14,210
-752
| -5% | -$33.7K | 0.15% | 113 |
|
|
2021
Q4 | $837K | Sell |
14,962
-56
| -0.4% | -$3.32K | 0.12% | 149 |
|
|
2021
Q3 | $954K | Buy |
15,018
+894
| +6% | +$59.5K | 0.15% | 112 |
|
|
2021
Q2 | $983K | Buy |
14,124
+462
| +3% | +$29.1K | 0.15% | 117 |
|
|
2021
Q1 | $781K | Sell |
13,662
-206
| -1% | -$13.5K | 0.12% | 132 |
|
|
2020
Q4 | $924K | Buy |
13,868
+3,554
| +34% | +$227K | 0.16% | 114 |
|
|
2020
Q3 | $624K | Buy |
10,314
+1,266
| +14% | +$72.8K | 0.12% | 109 |
|
|
2020
Q2 | $458K | Buy |
9,048
+502
| +6% | +$21.8K | 0.1% | 102 |
|
|
2020
Q1 | $304K | Buy |
8,546
+800
| +10% | +$33.6K | 0.09% | 106 |
|
|
2019
Q4 | $308K | Buy |
7,746
+1,092
| +16% | +$41.3K | 0.06% | 157 |
|
|
2019
Q3 | $226K | Buy |
6,654
+82
| +1% | +$2.97K | 0.06% | 154 |
|
|
2019
Q2 | $234K | Sell |
6,572
-2,044
| -24% | -$72.8K | 0.06% | 160 |
|
|
2019
Q1 | $280K | Sell |
8,616
-426
| -5% | -$12.6K | 0.07% | 139 |
|
|
2018
Q4 | $216K | Buy |
9,042
+734
| +9% | +$19.3K | 0.06% | 155 |
|
|
2018
Q3 | $260K | Hold |
8,308
| – | – | 0.06% | 159 |
|
|
2018
Q2 | $228K | Buy |
+8,308
| New | +$255K | 0.05% | 175 |
|
Other funds holding PEGA
VPM
VCM
