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Bridgewater Associates’s Pegasystems PEGA Stock Holding History

Bridgewater Associates’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 		$5.07M Sell
169,146
-7,557
-4% -$270K 0.02% 480
2026
Q1 		$7.52M Buy
176,703
+29,878
+20% +$1.39M 0.03% 324
2025
Q4 		$8.77M Sell
146,825
-71,667
-33% -$4.2M 0.03% 388
2025
Q3 		$12.6M Buy
218,492
+53,932
+33% +$2.97M 0.05% 289
2025
Q2 		$8.91M Buy
+164,560
New +$7.45M 0.04% 273
2023
Q1 		– Sell
-20,372
Closed -$349K – 853
2022
Q4 		$349K Buy
+20,372
New +$352K ﹤0.01% 753
2022
Q3 		– Sell
-11,138
Closed -$266K – 984
2022
Q2 		$266K Buy
+11,138
New +$333K ﹤0.01% 955

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bridgewater Associates's PEGA Position: Q2 2026 in Review

Bridgewater Associates reduced its Pegasystems (PEGA) stake by 4.3% in Q2 2026, selling an estimated $270K and leaving 169,146 shares worth $5.07M. The position accounts for 0.02% of the portfolio, ranked #480.

Bridgewater Associates first reported a position in PEGA in Q2 2022 and has held it in 7 quarters since. The position peaked at $12.6M in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Bridgewater Associates held 169,146 shares of Pegasystems worth $5.07M as of Q2 2026.
  • Bridgewater Associates sold 7,557 Pegasystems shares in Q2 2026, an estimated $270K.
  • Pegasystems made up 0.02% of Bridgewater Associates's portfolio in Q2 2026, its #480 holding.
  • Bridgewater Associates first reported a position in Pegasystems in Q2 2022 and has held it in 7 quarters since.
  • Bridgewater Associates's Pegasystems position peaked at $12.6M in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.