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Cape Investment Advisory’s Pegasystems PEGA Stock Holding History

Cape Investment Advisory’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 		$1.8K Buy
+60
New +$2.15K ﹤0.01% 1254
2026
Q1 		– Sell
-57
Closed -$3.4K – 907
2025
Q4 		$3.4K Hold
57
– – ﹤0.01% 994
2025
Q3 		$3.28K Sell
57
-1
-2% -$55 ﹤0.01% 603
2025
Q2 		$3.14K Buy
+58
New +$2.63K ﹤0.01% 852

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's PEGA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Pegasystems (PEGA) in Q2 2026: 60 shares worth $1.8K. The stake represents ﹤0.01% of the portfolio and ranks #1254 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PEGA as recently as Q4 2025.

Cape Investment Advisory first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.4K in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Cape Investment Advisory held 60 shares of Pegasystems worth $1.8K as of Q2 2026.
  • Pegasystems was a new Cape Investment Advisory position in Q2 2026.
  • Pegasystems made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1254 holding.
  • Cape Investment Advisory first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • Cape Investment Advisory's Pegasystems position peaked at $3.4K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.