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LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

PEGA holding history

Pegasystems Inc in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PEGA overviewAll 13F holders of PEGAFull Q2 2026 holdings

Shares (Q2 2026)
37,474
Value
$1.12M
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of PEGA by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,474$1.12M<0.1%+4,977+15.3%AddedHolders
Q1 202632,497$1.38M<0.1%+783+2.5%AddedHolders
Q4 202531,714$1.89M<0.1%−2,419−7.1%ReducedHolders
Q3 202534,133$1.96M<0.1%+5,821+20.6%AddedHolders
Q2 202528,312$1.53M<0.1%+14,284+101.8%AddedHolders
Q1 202514,028$975.2K<0.1%+3,033+27.6%AddedHolders
Q4 202410,995$1.02M<0.1%+6,344+136.4%AddedHolders
Q3 20244,651$340.0K<0.1%+4,651NewHolders
Q2 20220$00.0%−6,563−100.0%Sold outHolders
Q1 20226,563$529.0K<0.1%−412−5.9%ReducedHolders
Q4 20216,975$780.0K<0.1%−940−11.9%ReducedHolders
Q3 20217,915$1.01M<0.1%−149−1.8%ReducedHolders
Q2 20218,064$1.12M<0.1%+144+1.8%AddedHolders
Q1 20217,920$906.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.