CMF
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Counterpoint Mutual Funds’s Pegasystems PEGA Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-7,847
Closed -$425K – 442
2025
Q2 		$425K Buy
+7,847
New +$355K 0.04% 116
2024
Q3 		– Sell
-7,318
Closed -$221K – 353
2024
Q2 		$221K Buy
+7,318
New +$219K 0.05% 151
2023
Q4 		– Sell
-4,196
Closed -$91.1K – 240
2023
Q3 		$91.1K Buy
+4,196
New +$103K 0.08% 246
2023
Q2 		– Sell
-3,578
Closed -$86.7K – 437
2023
Q1 		$86.7K Buy
+3,578
New +$75.4K 0.08% 315

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Counterpoint Mutual Funds's PEGA Position: Q3 2025 in Review

Counterpoint Mutual Funds sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 7,847 shares — an estimated $425K sold.

Counterpoint Mutual Funds first reported a position in PEGA in Q1 2023 and held it in 4 quarters. The position peaked at $425K in Q2 2025. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Counterpoint Mutual Funds reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 7,847 Pegasystems shares in Q3 2025, an estimated $425K.
  • Counterpoint Mutual Funds first reported a position in Pegasystems in Q1 2023 and held it in 4 quarters.
  • Counterpoint Mutual Funds's Pegasystems position peaked at $425K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2025, filed 10 Nov 2025.