Principal Financial Group’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.7M | Buy |
204,522
+7,574
| +4% | +$352K | ﹤0.01% | 1404 |
|
|
2025
Q4 | $11.8M | Sell |
196,948
-7,979
| -4% | -$467K | 0.01% | 1211 |
|
|
2025
Q3 | $11.8M | Buy |
204,927
+3,143
| +2% | +$173K | 0.01% | 1194 |
|
|
2025
Q2 | $10.9M | Buy |
201,784
+195,716
| +3,225% | +$8.87M | 0.01% | 1216 |
|
|
2025
Q1 | $211K | Sell |
6,068
-1,918
| -24% | -$84.8K | ﹤0.01% | 2048 |
|
|
2024
Q4 | $372K | Buy |
7,986
+708
| +10% | +$30.3K | ﹤0.01% | 2010 |
|
|
2024
Q3 | $266K | Sell |
7,278
-474
| -6% | -$15.6K | ﹤0.01% | 2051 |
|
|
2024
Q2 | $235K | Sell |
7,752
-616
| -7% | -$18.5K | ﹤0.01% | 2114 |
|
|
2024
Q1 | $270K | Sell |
8,368
-1,042
| -11% | -$29.2K | ﹤0.01% | 2111 |
|
|
2023
Q4 | $230K | Sell |
9,410
-660
| -7% | -$15.4K | ﹤0.01% | 2124 |
|
|
2023
Q3 | $219K | Buy |
10,070
+1,054
| +12% | +$25.8K | ﹤0.01% | 2139 |
|
|
2023
Q2 | $222K | Buy |
9,016
+332
| +4% | +$7.71K | ﹤0.01% | 2154 |
|
|
2023
Q1 | $211K | Buy |
+8,684
| New | +$183K | ﹤0.01% | 2170 |
|
|
2022
Q3 | – | Sell |
-11,070
| Closed | -$265K | – | 2554 |
|
|
2022
Q2 | $265K | Buy |
11,070
+2,994
| +37% | +$89.6K | ﹤0.01% | 2220 |
|
|
2022
Q1 | $326K | Sell |
8,076
-662
| -8% | -$29.7K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $489K | Buy |
8,738
+424
| +5% | +$25.1K | ﹤0.01% | 2127 |
|
|
2021
Q3 | $528K | Sell |
8,314
-456
| -5% | -$30.3K | ﹤0.01% | 2159 |
|
|
2021
Q2 | $610K | Buy |
8,770
+286
| +3% | +$18K | ﹤0.01% | 2160 |
|
|
2021
Q1 | $485K | Sell |
8,484
-690
| -8% | -$45.1K | ﹤0.01% | 2160 |
|
|
2020
Q4 | $611K | Sell |
9,174
-368
| -4% | -$23.5K | ﹤0.01% | 2062 |
|
|
2020
Q3 | $577K | Sell |
9,542
-1,662
| -15% | -$95.6K | ﹤0.01% | 1990 |
|
|
2020
Q2 | $567K | Buy |
11,204
+134
| +1% | +$5.81K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $394K | Buy |
11,070
+420
| +4% | +$17.6K | ﹤0.01% | 1910 |
|
|
2019
Q4 | $424K | Buy |
10,650
+92
| +0.9% | +$3.48K | ﹤0.01% | 1981 |
|
|
2019
Q3 | $359K | Sell |
10,558
-1,590
| -13% | -$57.5K | ﹤0.01% | 2018 |
|
|
2019
Q2 | $433K | Buy |
+12,148
| New | +$433K | ﹤0.01% | 1995 |
|
|
2018
Q4 | – | Sell |
-12,646
| Closed | -$396K | – | 2290 |
|
|
2018
Q3 | $396K | Sell |
12,646
-2,088
| -14% | -$63.2K | ﹤0.01% | 2012 |
|
|
2018
Q2 | $404K | Buy |
14,734
+7,062
| +92% | +$216K | ﹤0.01% | 2008 |
|
|
2018
Q1 | $233K | Sell |
7,672
-1,046
| -12% | -$28.3K | ﹤0.01% | 2076 |
|
|
2017
Q4 | $206K | Sell |
8,718
-28,390
| -77% | -$762K | ﹤0.01% | 2135 |
|
|
2017
Q3 | $1.07M | Sell |
37,108
-2,426
| -6% | -$70.2K | ﹤0.01% | 1820 |
|
|
2017
Q2 | $1.15M | Sell |
39,534
-4,358
| -10% | -$115K | ﹤0.01% | 1823 |
|
|
2017
Q1 | $962K | Buy |
43,892
+17,620
| +67% | +$357K | ﹤0.01% | 1821 |
|
|
2016
Q4 | $473K | Buy |
+26,272
| New | +$439K | ﹤0.01% | 1932 |
|
|
2016
Q3 | – | Sell |
-17,418
| Closed | -$235K | – | 2189 |
|
|
2016
Q2 | $235K | Buy |
+17,418
| New | +$230K | ﹤0.01% | 1984 |
|
|
2014
Q2 | – | Sell |
-35,092
| Closed | -$310K | – | 2281 |
|
|
2014
Q1 | $310K | Buy |
35,092
+12,008
| +52% | +$130K | ﹤0.01% | 1975 |
|
|
2013
Q4 | $284K | Hold |
23,084
| – | – | ﹤0.01% | 2025 |
|
|
2013
Q3 | $230K | Sell |
23,084
-1,512
| -6% | -$13.8K | ﹤0.01% | 2062 |
|
|
2013
Q2 | $204K | Buy |
+24,596
| New | +$181K | ﹤0.01% | 2078 |
|
Other funds holding PEGA
VPM
VCM
