Burns Matteson Capital Management’s Pegasystems PEGA Stock Holding History

Burns Matteson Capital Management’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	$382K	Buy	+12,749	New	+$456K	0.12%	142
2025 Q4	–	Sell	-7,427	Closed	-$427K	–	245
2025 Q3	$427K	Buy	+7,427	New	+$409K	0.17%	105
2025 Q1	–	Sell	-9,714	Closed	-$453K	–	198
2024 Q4	$453K	Buy	+9,714	New	+$416K	0.25%	78

Other funds holding PEGA

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Burns Matteson Capital Management's PEGA Position: Q2 2026 in Review

Burns Matteson Capital Management opened a new position in Pegasystems (PEGA) in Q2 2026: 12,749 shares worth $382K. The stake represents 0.12% of the portfolio and ranks #142 among its holdings. This is a return to the name: Burns Matteson Capital Management previously reported a position in PEGA as recently as Q3 2025.

Burns Matteson Capital Management first reported a position in PEGA in Q4 2024 and has held it in 3 quarters since. The position peaked at $453K in Q4 2024. 53 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Burns Matteson Capital Management held 12,749 shares of Pegasystems worth $382K as of Q2 2026.
Pegasystems was a new Burns Matteson Capital Management position in Q2 2026.
Pegasystems made up 0.12% of Burns Matteson Capital Management's portfolio in Q2 2026, its #142 holding.
Burns Matteson Capital Management first reported a position in Pegasystems in Q4 2024 and has held it in 3 quarters since.
Burns Matteson Capital Management's Pegasystems position peaked at $453K in Q4 2024.
53 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.