Piermont Capital Management’s Pegasystems PEGA Stock Holding History

Piermont Capital 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
2016 Q4	–	Sell	-92,910	Closed	-$1.37M	–	269
2016 Q3	$1.37M	Buy	92,910 +7,940	+9%	+$108K	0.32%	116
2016 Q2	$1.15M	Buy	84,970 +50,110	+144%	+$661K	0.3%	129
2016 Q1	$442K	Buy	+34,860	New	+$419K	0.14%	169
2015 Q3	–	Sell	-50,960	Closed	-$583K	–	244
2015 Q2	$583K	Hold	50,960	–	–	0.18%	137
2015 Q1	$554K	Buy	50,960 +16,960	+50%	+$175K	0.17%	154
2014 Q4	$353K	Hold	34,000	–	–	0.13%	152
2014 Q3	$325K	Buy	+34,000	New	+$367K	0.13%	140

Other funds holding PEGA

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TGHSA

TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Piermont Capital Management's PEGA Position: Q4 2016 in Review

Piermont Capital Management sold out of Pegasystems (PEGA) in Q4 2016, closing a stake of 92,910 shares — an estimated $1.37M sold.

Piermont Capital Management first reported a position in PEGA in Q3 2014 and held it in 7 quarters. The position peaked at $1.37M in Q3 2016. 155 funds tracked by Wall St. Rank hold PEGA as of Q4 2016.

Piermont Capital Management reported no remaining Pegasystems position as of Q4 2016 after selling out during the quarter.
Piermont Capital Management sold 92,910 Pegasystems shares in Q4 2016, an estimated $1.37M.
Piermont Capital Management first reported a position in Pegasystems in Q3 2014 and held it in 7 quarters.
Piermont Capital Management's Pegasystems position peaked at $1.37M in Q3 2016.
155 funds tracked by Wall St. Rank held Pegasystems as of Q4 2016.

Based on Piermont Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.