Continuum Advisory’s Pegasystems PEGA Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-28	Closed	-$973	–	1233
2025 Q1	$973	Buy	+28	New	+$1.24K	﹤0.01%	1510

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continuum Advisory's PEGA Position: Q2 2025 in Review

Continuum Advisory sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 28 shares — an estimated $973 sold.

Continuum Advisory first reported a position in PEGA in Q1 2025 and held it in 1 quarter. The position peaked at $973 in Q1 2025. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

Continuum Advisory reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 28 Pegasystems shares in Q2 2025, an estimated $973.
Continuum Advisory first reported a position in Pegasystems in Q1 2025 and held it in 1 quarter.
Continuum Advisory's Pegasystems position peaked at $973 in Q1 2025.
415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.