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 Q2	$4K	Sell	134 -11	-8%	-$394	﹤0.01%	1014
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital Advisors Ltd's PEGA Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Pegasystems (PEGA) stake by 7.6% in Q2 2026, selling an estimated $394 and leaving 134 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Capital Advisors Ltd first reported a position in PEGA in Q1 2022 and has held it in 18 quarters since. The position peaked at $8K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Capital Advisors Ltd held 134 shares of Pegasystems worth $4K as of Q2 2026.
Capital Advisors Ltd sold 11 Pegasystems shares in Q2 2026, an estimated $394.
Pegasystems made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1014 holding.
Capital Advisors Ltd first reported a position in Pegasystems in Q1 2022 and has held it in 18 quarters since.
Capital Advisors Ltd's Pegasystems position peaked at $8K in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.