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
Q1 		– Sell
-15,400
Closed -$920K – 2440
2025
Q4 		$920K Sell
15,400
-10,300
-40% -$603K ﹤0.01% 2052
2025
Q3 		$1.48M Buy
+25,700
New +$1.42M ﹤0.01% 1911

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.