PEGA — PEGASYSTEMS INC

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in PEGASYSTEMS INC (PEGA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q3)
Avg. % of fund
0.01%
First filed
2013 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,236 +936 +312.0% 0.01% $71K $57.44
2013 Q2 INITIATED 300 — — 0.00% $10K —
% of Fund (quarterly)    PEGA price (monthly, adj. close)

Other funds also holding PEGA

As of 2025 Q4 — sorted by position size

North Peak Capital Management, LLC 3Y 7Y 12.18% Shannon River Fund Management LLC 3Y 7Y 9.73% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 5.49% HARBER ASSET MANAGEMENT LLC 3Y 7Y 4.04% Ranger Investment Management, L.P. 3Y 7Y 3.73% Capital Impact Advisors, LLC 3Y 7Y 3.58% Summit Creek Advisors LLC 3Y 7Y 2.73% 1492 Capital Management LLC 3Y 7Y 2.26% Robocap Asset Management Ltd 2.11% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 1.99%
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