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Scholtz & Company’s Pegasystems PEGA Stock Holding History

Scholtz & 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
2021
Q4 		– Sell
-23,954
Closed -$1.52M – 69
2021
Q3 		$1.52M Buy
23,954
+240
+1% +$16K 0.54% 41
2021
Q2 		$1.65M Buy
23,714
+420
+2% +$26.5K 0.56% 41
2021
Q1 		$1.33M Buy
23,294
+170
+0.7% +$11.1K 0.51% 43
2020
Q4 		$1.54M Buy
+23,124
New +$1.48M 0.6% 43

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 $2.52B AUM 29.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Scholtz & Company's PEGA Position: Q4 2021 in Review

Scholtz & Company sold out of Pegasystems (PEGA) in Q4 2021, closing a stake of 23,954 shares — an estimated $1.52M sold.

Scholtz & Company first reported a position in PEGA in Q4 2020 and held it in 4 quarters. The position peaked at $1.65M in Q2 2021. 265 funds tracked by Wall St. Rank hold PEGA as of Q4 2021.

  • Scholtz & Company reported no remaining Pegasystems position as of Q4 2021 after selling out during the quarter.
  • Scholtz & Company sold 23,954 Pegasystems shares in Q4 2021, an estimated $1.52M.
  • Scholtz & Company first reported a position in Pegasystems in Q4 2020 and held it in 4 quarters.
  • Scholtz & Company's Pegasystems position peaked at $1.65M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Pegasystems as of Q4 2021.

Based on Scholtz & Company's 13F filing for Q4 2021, filed 15 Feb 2022.