Capstone Investment Advisors
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Capstone Investment Advisors’s Pegasystems PEGA Stock Holding History

Capstone Investment Advisors’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
2024
Q3 		– Sell
-18,548
Closed -$561K – 2126
2024
Q2 		$561K Buy
+18,548
New +$556K ﹤0.01% 1247

Other funds holding PEGA

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's PEGA Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Pegasystems (PEGA) in Q3 2024, closing a stake of 18,548 shares — an estimated $561K sold.

Capstone Investment Advisors first reported a position in PEGA in Q2 2024 and held it in 1 quarter. The position peaked at $561K in Q2 2024. 301 funds tracked by Wall St. Rank hold PEGA as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Pegasystems position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 18,548 Pegasystems shares in Q3 2024, an estimated $561K.
  • Capstone Investment Advisors first reported a position in Pegasystems in Q2 2024 and held it in 1 quarter.
  • Capstone Investment Advisors's Pegasystems position peaked at $561K in Q2 2024.
  • 301 funds tracked by Wall St. Rank held Pegasystems as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.