PEGASYSTEMS INC

Ticker: PEGA CUSIP: 705573103 Class: Common Stock

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 29,803 Value ($000) $1,780 Avg Close $58.57 Range $51.28 - $68.10
Q3 2025
Shares 27,983 Value ($000) $1,609 Avg Close $55.10 Range $49.16 - $61.00
Q2 2025
Shares 17,528 Value ($000) $949 Avg Close $45.30 Range $29.84 - $55.00
Q1 2025
Shares 6,481 Value ($000) $451 Avg Close $44.23 Range $33.52 - $56.84
Q4 2024
Shares 4,702 Value ($000) $438 Avg Close $42.77 Range $34.34 - $48.97
Q3 2024
Shares 3,765 Value ($000) $275 Avg Close $32.93 Range $28.30 - $37.20
Q2 2024
Shares 3,672 Value ($000) $222 Avg Close $29.97 Range $27.27 - $32.28
Q2 2023
Shares 6,146 Value ($000) $303 Avg Close $23.24 Range $20.73 - $25.86
Q1 2023
Shares 5,400 Value ($000) $262 Avg Close $21.06 Range $16.66 - $25.45
Q4 2022
Shares 6,456 Value ($000) $221 Avg Close $17.29 Range $14.53 - $19.96
Q2 2021
Shares 1,528 Value ($000) $213 Avg Close $63.04 Range $57.17 - $71.83
Q3 2020
Shares 2,626 Value ($000) $318 Avg Close $57.50 Range $48.13 - $67.68
Q1 2017
Shares 30 Value ($000) $1 Avg Close $20.26 Range $17.68 - $22.75
Q1 2015
Shares 18 Value ($000) $0 Avg Close $10.33 Range $9.60 - $11.72
Q4 2014
Shares 18 Value ($000) $0 Avg Close $10.24 Range $9.23 - $10.97
Q3 2014
Shares 18 Value ($000) $0 Avg Close $10.79 Range $9.55 - $11.69
Q2 2014
Shares 18 Value ($000) $0 Avg Close $9.56 Range $7.75 - $10.89
Q1 2014
Shares 9 Value ($000) $0 Avg Close $10.79 Range $8.54 - $12.43
Q4 2013
Shares 9 Value ($000) $0 Avg Close $10.96 Range $9.20 - $12.88
Q3 2013
Shares 9 Value ($000) $0 Avg Close $9.14 Range $8.14 - $10.14
Q2 2013
Shares 209 Value ($000) $7 Avg Close $7.38 Range $6.12 - $8.39