Loomis, Sayles & Company
PEGA icon

Loomis, Sayles & Company’s Pegasystems PEGA Stock Holding History

Loomis, Sayles & Company’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
Q3 		– Sell
-7,060
Closed -$214K – 734
2024
Q2 		$214K Hold
7,060
– – ﹤0.01% 522
2024
Q1 		$228K Sell
7,060
-458
-6% -$12.9K ﹤0.01% 512
2023
Q4 		$184K Buy
7,518
+7,196
+2,235% +$168K ﹤0.01% 506
2023
Q3 		$7K Buy
322
+104
+48% +$2.54K ﹤0.01% 869
2023
Q2 		$5K Buy
+218
New +$5.07K ﹤0.01% 858
2023
Q1 		– Sell
-164
Closed -$3K – 1012
2022
Q4 		$3K Buy
164
+100
+156% +$1.73K ﹤0.01% 809
2022
Q3 		$1K Buy
+64
New +$1.3K ﹤0.01% 921
2022
Q1 		– Sell
-443,802
Closed -$24.8M – 1038
2021
Q4 		$24.8M Sell
443,802
-4,540
-1% -$269K 0.03% 279
2021
Q3 		$28.5M Buy
448,342
+13,074
+3% +$870K 0.04% 258
2021
Q2 		$30.3M Buy
435,268
+16,658
+4% +$1.05M 0.04% 247
2021
Q1 		$23.9M Buy
418,610
+2,210
+0.5% +$144K 0.03% 266
2020
Q4 		$27.7M Buy
416,400
+49,586
+14% +$3.16M 0.04% 221
2020
Q3 		$22.2M Buy
366,814
+21,096
+6% +$1.21M 0.03% 214
2020
Q2 		$17.5M Buy
345,718
+26,680
+8% +$1.16M 0.03% 241
2020
Q1 		$11.4M Sell
319,038
-3,518
-1% -$148K 0.02% 260
2019
Q4 		$12.8M Sell
322,556
-24,772
-7% -$937K 0.02% 300
2019
Q3 		$11.8M Buy
347,328
+119,516
+52% +$4.32M 0.02% 310
2019
Q2 		$8.11M Buy
+227,812
New +$8.11M 0.02% 377

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loomis, Sayles & Company's PEGA Position: Q3 2024 in Review

Loomis, Sayles & Company sold out of Pegasystems (PEGA) in Q3 2024, closing a stake of 7,060 shares — an estimated $214K sold.

Loomis, Sayles & Company first reported a position in PEGA in Q2 2019 and held it in 18 quarters. The position peaked at $30.3M in Q2 2021. 301 funds tracked by Wall St. Rank hold PEGA as of Q3 2024.

  • Loomis, Sayles & Company reported no remaining Pegasystems position as of Q3 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 7,060 Pegasystems shares in Q3 2024, an estimated $214K.
  • Loomis, Sayles & Company first reported a position in Pegasystems in Q2 2019 and held it in 18 quarters.
  • Loomis, Sayles & Company's Pegasystems position peaked at $30.3M in Q2 2021.
  • 301 funds tracked by Wall St. Rank held Pegasystems as of Q3 2024.

Based on Loomis, Sayles & Company's 13F filing for Q3 2024, filed 13 Nov 2024.