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American Capital Advisory’s Pegasystems PEGA Stock Holding History

American Capital Advisory’s Portfolio PEGA Stock Details PEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330 Buy
11
+1
+10% +$36 ﹤0.01% 1022
2026
Q1 		$426 Buy
+10
New +$464 ﹤0.01% 888
2025
Q2 		– Sell
-8
Closed -$279 – 967
2025
Q1 		$279 Buy
+8
New +$354 ﹤0.01% 641

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

American Capital Advisory's PEGA Position: Q2 2026 in Review

American Capital Advisory increased its Pegasystems (PEGA) stake by 10% in Q2 2026, buying an estimated $36 and bringing the position to 11 shares worth $330. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

American Capital Advisory first reported a position in PEGA in Q1 2025 and has held it in 3 quarters since. The position peaked at $426 in Q1 2026. 198 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • American Capital Advisory held 11 shares of Pegasystems worth $330 as of Q2 2026.
  • American Capital Advisory bought 1 Pegasystems share in Q2 2026, an estimated $36.
  • Pegasystems made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #1022 holding.
  • American Capital Advisory first reported a position in Pegasystems in Q1 2025 and has held it in 3 quarters since.
  • American Capital Advisory's Pegasystems position peaked at $426 in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.