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CAPTRUST FINANCIAL ADVISORS: PEGA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PEGA, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 13,729 PEGA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,729 shares
    Change vs previous 13F -14,893 shares

    <0.01% of the 13F portfolio, value $411,461.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 28,622 shares
    Change vs previous 13F +5,924 shares

    <0.01% of the 13F portfolio, value $1,217,918.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,698 shares
    Change vs previous 13F -1,213 shares

    <0.01% of the 13F portfolio, value $1,355,542.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,911 shares
    Change vs previous 13F +1,274 shares

    <0.01% of the 13F portfolio, value $1,374,882.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,637 shares
    Change vs previous 13F +15,002 shares

    <0.01% of the 13F portfolio, value $1,225,339.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,635 shares
    Change vs previous 13F +2,302 shares

    <0.01% of the 13F portfolio, value $530,754.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,333 shares
    Change vs previous 13F +1,596 shares

    <0.01% of the 13F portfolio, value $496,994.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,737 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,147.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).