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 $5.72T 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

Capital Fund Management (CFM)'s PEGA Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Pegasystems (PEGA) stake by 8.9% in Q1 2026, buying an estimated $668K and bringing the position to 176,125 shares worth $7.5M. The position accounts for 0.03% of the portfolio, ranked #685.

Capital Fund Management (CFM) first reported a position in PEGA in Q1 2014 and has held it in 19 quarters since. The position peaked at $9.66M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Capital Fund Management (CFM) held 176,125 shares of Pegasystems worth $7.5M as of Q1 2026.
  • Capital Fund Management (CFM) bought 14,396 Pegasystems shares in Q1 2026, an estimated $668K.
  • Pegasystems made up 0.03% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #685 holding.
  • Capital Fund Management (CFM) first reported a position in Pegasystems in Q1 2014 and has held it in 19 quarters since.
  • Capital Fund Management (CFM)'s Pegasystems position peaked at $9.66M in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.