Aspect Partners’s Pegasystems PEGA Stock Holding History

Aspect Partners’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
2025 Q2	–	Sell	-218	Closed	-$7.6K	–	650
2025 Q1	$7.6K	Hold	218	–	–	﹤0.01%	296
2024 Q4	$10.2K	Hold	218	–	–	0.01%	282
2024 Q3	$7.99K	Hold	218	–	–	﹤0.01%	297
2024 Q2	$6.61K	Hold	218	–	–	﹤0.01%	316
2024 Q1	$7.06K	Hold	218	–	–	0.01%	312
2023 Q4	$5.33K	Buy	+218	New	+$5.1K	﹤0.01%	329

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aspect Partners's PEGA Position: Q2 2025 in Review

Aspect Partners sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 218 shares — an estimated $7.6K sold.

Aspect Partners first reported a position in PEGA in Q4 2023 and held it in 6 quarters. The position peaked at $10.2K in Q4 2024. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

Aspect Partners reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
Aspect Partners sold 218 Pegasystems shares in Q2 2025, an estimated $7.6K.
Aspect Partners first reported a position in Pegasystems in Q4 2023 and held it in 6 quarters.
Aspect Partners's Pegasystems position peaked at $10.2K in Q4 2024.
415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Aspect Partners's 13F filing for Q2 2025, filed 6 Aug 2025.