Next Financial Group’s Pegasystems PEGA Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	2780
2021 Q3	$1K	Sell	18 -52	-74%	-$3.46K	﹤0.01%	2662
2021 Q2	$5K	Buy	70 +52	+289%	+$3.28K	﹤0.01%	2206
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	2443
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	2295
2020 Q3	$1K	Buy	+18	New	+$1.03K	﹤0.01%	2129
2020 Q2	–	Sell	-18	Closed	-$1K	–	1521
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	2037
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	2290
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	2246
2019 Q2	$1K	Buy	+18	New	+$641	﹤0.01%	2237
2015 Q1	–	Sell	-800	Closed	-$8K	–	1931
2014 Q4	$8K	Hold	800	–	–	﹤0.01%	1336
2014 Q3	$8K	Buy	+800	New	+$8.64K	﹤0.01%	1871

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Next Financial Group's PEGA Position: Q4 2021 in Review

Next Financial Group held its Pegasystems (PEGA) position steady in Q4 2021 at 18 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Next Financial Group first reported a position in PEGA in Q3 2014 and has held it in 12 quarters since. The position peaked at $8K in Q4 2014. 265 funds tracked by Wall St. Rank hold PEGA as of Q4 2021.

Next Financial Group held 18 shares of Pegasystems worth $1K as of Q4 2021.
Next Financial Group left its Pegasystems share count unchanged in Q4 2021.
Pegasystems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2780 holding.
Next Financial Group first reported a position in Pegasystems in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's Pegasystems position peaked at $8K in Q4 2014.
265 funds tracked by Wall St. Rank held Pegasystems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.