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Kalmar Investments’s Pegasystems PEGA Stock Holding History

Kalmar Investments’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
2017
Q1 		$5.5M Sell
250,938
-95,100
-27% -$1.93M 1.24% 39
2016
Q4 		$6.23M Sell
346,038
-186,078
-35% -$3.11M 0.32% 97
2016
Q3 		$7.85M Sell
532,116
-74,360
-12% -$1.01M 0.36% 95
2016
Q2 		$8.17M Sell
606,476
-15,114
-2% -$199K 0.36% 98
2016
Q1 		$7.89M Sell
621,590
-188,540
-23% -$2.26M 0.32% 95
2015
Q4 		$11.1M Sell
810,130
-270,648
-25% -$3.75M 0.27% 113
2015
Q3 		$13.3M Sell
1,080,778
-307,182
-22% -$3.8M 0.31% 96
2015
Q2 		$15.9M Sell
1,387,960
-97,940
-7% -$1.08M 0.3% 102
2015
Q1 		$16.2M Buy
1,485,900
+25,262
+2% +$261K 0.3% 109
2014
Q4 		$15.2M Sell
1,460,638
-151,114
-9% -$1.55M 0.28% 109
2014
Q3 		$15.4M Sell
1,611,752
-62,790
-4% -$678K 0.29% 105
2014
Q2 		$17.7M Sell
1,674,542
-42,330
-2% -$405K 0.3% 110
2014
Q1 		$15.2M Sell
1,716,872
-64,172
-4% -$693K 0.26% 119
2013
Q4 		$21.9M Sell
1,781,044
-55,120
-3% -$604K 0.37% 100
2013
Q3 		$18.3M Sell
1,836,164
-23,920
-1% -$219K 0.32% 106
2013
Q2 		$15.4M Buy
+1,860,084
New +$13.7M 0.3% 108

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kalmar Investments's PEGA Position: Q1 2017 in Review

Kalmar Investments reduced its Pegasystems (PEGA) stake by 27% in Q1 2017, selling an estimated $1.93M and leaving 250,938 shares worth $5.5M. The position accounts for 1.24% of the portfolio, ranked #39.

Kalmar Investments first reported a position in PEGA in Q2 2013 and has held it in 16 quarters since. The position peaked at $21.9M in Q4 2013. 154 funds tracked by Wall St. Rank hold PEGA as of Q1 2017.

  • Kalmar Investments held 250,938 shares of Pegasystems worth $5.5M as of Q1 2017.
  • Kalmar Investments sold 95,100 Pegasystems shares in Q1 2017, an estimated $1.93M.
  • Pegasystems made up 1.24% of Kalmar Investments's portfolio in Q1 2017, its #39 holding.
  • Kalmar Investments first reported a position in Pegasystems in Q2 2013 and has held it in 16 quarters since.
  • Kalmar Investments's Pegasystems position peaked at $21.9M in Q4 2013.
  • 154 funds tracked by Wall St. Rank held Pegasystems as of Q1 2017.

Based on Kalmar Investments's 13F filing for Q1 2017, filed 26 Apr 2017.