CAL
PEGA icon

Capital Advisors Ltd’s Pegasystems PEGA Stock Holding History

Capital Advisors Ltd’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 		$6K Buy
145
+11
+8% +$511 ﹤0.01% 930
2025
Q4 		$8K Hold
134
– – ﹤0.01% 862
2025
Q3 		$8K Hold
134
– – ﹤0.01% 849
2025
Q2 		$7K Hold
134
– – ﹤0.01% 870
2025
Q1 		$5K Hold
134
– – ﹤0.01% 919
2024
Q4 		$6K Hold
134
– – ﹤0.01% 918
2024
Q3 		$5K Hold
134
– – ﹤0.01% 922
2024
Q2 		$4K Hold
134
– – ﹤0.01% 950
2024
Q1 		$4K Hold
134
– – ﹤0.01% 927
2023
Q4 		$3K Hold
134
– – ﹤0.01% 955
2023
Q3 		$3K Hold
134
– – ﹤0.01% 947
2023
Q2 		$3K Hold
134
– – ﹤0.01% 951
2023
Q1 		$3K Hold
134
– – ﹤0.01% 827
2022
Q4 		$2K Sell
134
-38
-22% -$657 ﹤0.01% 888
2022
Q3 		$3K Buy
172
+116
+207% +$2.36K ﹤0.01% 763
2022
Q2 		$1K Buy
56
+46
+460% +$1.38K ﹤0.01% 856
2022
Q1 		$0 Buy
+10
New +$449 ﹤0.01% 1137

Other funds holding PEGA

BlackRock
BlackRock New York $5.7T 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