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PEGA icon

UBS’s Pegasystems PEGA Stock Holding History

UBS’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
2014
Q3 		$172K Buy
18,000
+804
+5% +$8.68K ﹤0.01% 5350
2014
Q2 		$182K Buy
17,196
+1,200
+8% +$11.5K ﹤0.01% 5248
2014
Q1 		$141K Buy
15,996
+9,752
+156% +$105K ﹤0.01% 5592
2013
Q4 		$77K Sell
6,244
-3,464
-36% -$38K ﹤0.01% 6389
2013
Q3 		$96K Buy
9,708
+5,720
+143% +$52.3K ﹤0.01% 6074
2013
Q2 		$33K Buy
+3,988
New +$29.4K ﹤0.01% 7266

Other funds holding PEGA

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TAM
Tiverton Asset Management Wilimington, Delaware $2.88B AUM 5.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SRFM
Shannon River Fund Management New York $524M AUM 90.54% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's PEGA Position: Q3 2014 in Review

UBS increased its Pegasystems (PEGA) stake by 4.7% in Q3 2014, buying an estimated $8.68K and bringing the position to 18,000 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #5350.

UBS first reported a position in PEGA in Q2 2013 and has held it in 6 quarters since. The position peaked at $182K in Q2 2014. 141 funds tracked by Wall St. Rank hold PEGA as of Q3 2014.

  • UBS held 18,000 shares of Pegasystems worth $172K as of Q3 2014.
  • UBS bought 804 Pegasystems shares in Q3 2014, an estimated $8.68K.
  • Pegasystems made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5350 holding.
  • UBS first reported a position in Pegasystems in Q2 2013 and has held it in 6 quarters since.
  • UBS's Pegasystems position peaked at $182K in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Pegasystems as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.