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Caldwell Sutter Capital’s Pegasystems PEGA Stock Holding History

Caldwell Sutter 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
Q2 		$23.6K Buy
+786
New +$28.1K 0.01% 510

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

Caldwell Sutter Capital's PEGA Position: Q2 2026 in Review

Caldwell Sutter Capital opened a new position in Pegasystems (PEGA) in Q2 2026: 786 shares worth $23.6K. The stake represents 0.01% of the portfolio and ranks #510 among its holdings.

435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Caldwell Sutter Capital held 786 shares of Pegasystems worth $23.6K as of Q2 2026.
  • Pegasystems was a new Caldwell Sutter Capital position in Q2 2026.
  • Pegasystems made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #510 holding.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.