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Copeland Capital Management’s Pegasystems PEGA Stock Holding History

Copeland Capital 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
2026
Q2 		$42.2M Buy
1,406,961
+283,443
+25% +$10.1M 0.87% 43
2026
Q1 		$47.8M Buy
+1,123,518
New +$52.2M 1.06% 37

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 $3.37T AUM 44.26% 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

Copeland Capital Management's PEGA Position: Q2 2026 in Review

Copeland Capital Management increased its Pegasystems (PEGA) stake by 25% in Q2 2026, buying an estimated $10.1M and bringing the position to 1,406,961 shares worth $42.2M. The position accounts for 0.87% of the portfolio, ranked #43.

Copeland Capital Management first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. The position peaked at $47.8M in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Copeland Capital Management held 1,406,961 shares of Pegasystems worth $42.2M as of Q2 2026.
  • Copeland Capital Management bought 283,443 Pegasystems shares in Q2 2026, an estimated $10.1M.
  • Pegasystems made up 0.87% of Copeland Capital Management's portfolio in Q2 2026, its #43 holding.
  • Copeland Capital Management first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • Copeland Capital Management's Pegasystems position peaked at $47.8M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.