Capital Fund Management (CFM)
PEGA icon

Capital Fund Management (CFM)’s Pegasystems PEGA Stock Holding History

Capital Fund Management (CFM)’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 		$4.02M Sell
134,261
-41,864
-24% -$1.5M 0.02% 1034
2026
Q1 		$7.5M Buy
176,125
+14,396
+9% +$668K 0.03% 685
2025
Q4 		$9.66M Buy
161,729
+63,345
+64% +$3.71M 0.03% 854
2025
Q3 		$5.66M Buy
98,384
+74,580
+313% +$4.11M 0.01% 1168
2025
Q2 		$1.29M Sell
23,804
-80,320
-77% -$3.64M ﹤0.01% 1900
2025
Q1 		$3.62M Buy
104,124
+68,424
+192% +$3.03M 0.01% 1166
2024
Q4 		$1.66M Buy
35,700
+6,640
+23% +$284K ﹤0.01% 1571
2024
Q3 		$1.06M Sell
29,060
-27,960
-49% -$921K ﹤0.01% 1668
2024
Q2 		$1.73M Buy
+57,020
New +$1.71M 0.01% 1441
2023
Q4 		– Sell
-63,118
Closed -$1.37M – 2257
2023
Q3 		$1.37M Sell
63,118
-13,600
-18% -$333K ﹤0.01% 1525
2023
Q2 		$1.89M Sell
76,718
-15,572
-17% -$362K 0.01% 1210
2023
Q1 		$2.24M Buy
92,290
+35,876
+64% +$756K 0.01% 1028
2022
Q4 		$966K Buy
+56,414
New +$976K 0.01% 1137
2018
Q2 		– Sell
-11,200
Closed -$340K – 2216
2018
Q1 		$340K Sell
11,200
-20,400
-65% -$551K ﹤0.01% 1599
2017
Q4 		$745K Buy
31,600
+22,800
+259% +$612K ﹤0.01% 1321
2017
Q3 		$254K Buy
+8,800
New +$255K ﹤0.01% 1369
2016
Q3 		– Sell
-21,260
Closed -$286K – 1746
2016
Q2 		$286K Sell
21,260
-23,600
-53% -$311K ﹤0.01% 1343
2016
Q1 		$569K Buy
44,860
+24,800
+124% +$298K 0.01% 1088
2015
Q4 		$276K Buy
+20,060
New +$278K ﹤0.01% 1346
2014
Q2 		– Sell
-25,600
Closed -$226K – 1863
2014
Q1 		$226K Buy
+25,600
New +$276K ﹤0.01% 1579

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

Capital Fund Management (CFM)'s PEGA Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Pegasystems (PEGA) stake by 24% in Q2 2026, selling an estimated $1.5M and leaving 134,261 shares worth $4.02M. The position accounts for 0.02% of the portfolio, ranked #1034.

Capital Fund Management (CFM) first reported a position in PEGA in Q1 2014 and has held it in 20 quarters since. The position peaked at $9.66M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Capital Fund Management (CFM) held 134,261 shares of Pegasystems worth $4.02M as of Q2 2026.
  • Capital Fund Management (CFM) sold 41,864 Pegasystems shares in Q2 2026, an estimated $1.5M.
  • Pegasystems made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1034 holding.
  • Capital Fund Management (CFM) first reported a position in Pegasystems in Q1 2014 and has held it in 20 quarters since.
  • Capital Fund Management (CFM)'s Pegasystems position peaked at $9.66M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.