MAM
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Marquette Asset Management’s Pegasystems PEGA Stock Holding History

Marquette Asset 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
2026
Q3 		$4.66K Hold
140
– – ﹤0.01% 384
2026
Q2 		$4.2K Buy
140
+106
+312% +$3.79K ﹤0.01% 454
2026
Q1 		$1.45K Buy
+34
New +$1.58K ﹤0.01% 617
2025
Q4 		– Sell
-47
Closed -$2.7K – 833
2025
Q3 		$2.7K Buy
+47
New +$2.59K ﹤0.01% 462

Other funds holding PEGA

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Marquette Asset Management's PEGA Position: Q3 2026 in Review

Marquette Asset Management held its Pegasystems (PEGA) position steady in Q3 2026 at 140 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Marquette Asset Management first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Marquette Asset Management held 140 shares of Pegasystems worth $4.66K as of Q3 2026.
  • Marquette Asset Management left its Pegasystems share count unchanged in Q3 2026.
  • Pegasystems made up ﹤0.01% of Marquette Asset Management's portfolio in Q3 2026, its #384 holding.
  • Marquette Asset Management first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.