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Bayforest Capital’s Pegasystems PEGA Stock Holding History

Bayforest Capital’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
Q1 		$218K Buy
5,115
+4,411
+627% +$205K 0.24% 97
2025
Q4 		$42K Buy
704
+535
+317% +$31.3K 0.03% 617
2025
Q3 		$9.72K Sell
169
-12,176
-99% -$671K ﹤0.01% 672
2025
Q2 		$668K Buy
12,345
+5,167
+72% +$234K 0.29% 94
2025
Q1 		$250K Buy
+7,178
New +$317K 0.11% 342

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bayforest Capital's PEGA Position: Q1 2026 in Review

Bayforest Capital increased its Pegasystems (PEGA) stake by 627% in Q1 2026, buying an estimated $205K and bringing the position to 5,115 shares worth $218K. The position accounts for 0.24% of the portfolio, ranked #97.

Bayforest Capital first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. The position peaked at $668K in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Bayforest Capital held 5,115 shares of Pegasystems worth $218K as of Q1 2026.
  • Bayforest Capital bought 4,411 Pegasystems shares in Q1 2026, an estimated $205K.
  • Pegasystems made up 0.24% of Bayforest Capital's portfolio in Q1 2026, its #97 holding.
  • Bayforest Capital first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • Bayforest Capital's Pegasystems position peaked at $668K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.