EP Wealth Advisors, LLC
- SEC CIK
- 0001540569
- Latest filing
- Aug 11, 2026
PEGA holding history
Pegasystems Inc in every 13F filed by EP Wealth Advisors, 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −10,417−100.0% | Sold out | Holders |
| Q1 2026 | 10,417 | $443.3K | <0.1% | +10,417 | New | Holders |
| Q3 2025 | – | – | – | – | Not filed | Holders |
| Q2 2025 | 4,450 | $240.9K | <0.1% | +4,450 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −2,369−100.0% | Sold out | Holders |
| Q4 2024 | 2,369 | $220.8K | <0.1% | +2,369 | New | Holders |