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Contravisory Investment Management’s Pegasystems PEGA Stock Holding History

Contravisory Investment Management’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
-1,680
Closed -$58.4K – 427
2025
Q1 		$58.4K Sell
1,680
-6,938
-81% -$307K 0.01% 275
2024
Q4 		$402K Hold
8,618
– – 0.09% 172
2024
Q3 		$315K Sell
8,618
-290
-3% -$9.55K 0.07% 177
2024
Q2 		$270K Sell
8,908
-328
-4% -$9.83K 0.06% 180
2024
Q1 		$299K Hold
9,236
– – 0.07% 174
2023
Q4 		$226K Sell
9,236
-40
-0.4% -$936 0.06% 195
2023
Q3 		$201K Buy
9,276
+126
+1% +$3.08K 0.06% 193
2023
Q2 		$226K Buy
+9,150
New +$213K 0.06% 194

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Contravisory Investment Management's PEGA Position: Q2 2025 in Review

Contravisory Investment Management sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 1,680 shares — an estimated $58.4K sold.

Contravisory Investment Management first reported a position in PEGA in Q2 2023 and held it in 8 quarters. The position peaked at $402K in Q4 2024. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

  • Contravisory Investment Management reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 1,680 Pegasystems shares in Q2 2025, an estimated $58.4K.
  • Contravisory Investment Management first reported a position in Pegasystems in Q2 2023 and held it in 8 quarters.
  • Contravisory Investment Management's Pegasystems position peaked at $402K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Contravisory Investment Management's 13F filing for Q2 2025, filed 10 Jul 2025.