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CSM Advisors’s Pegasystems PEGA Stock Holding History

CSM 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
2026
Q2 		$1.52M Buy
50,685
+3,578
+8% +$128K 0.03% 321
2026
Q1 		$2M Sell
47,107
-32,921
-41% -$1.53M 0.05% 306
2025
Q4 		$4.78M Buy
80,028
+3,997
+5% +$234K 0.13% 178
2025
Q3 		$4.37M Buy
76,031
+7,943
+12% +$438K 0.12% 196
2025
Q2 		$3.69M Buy
+68,088
New +$3.08M 0.11% 225

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

CSM Advisors's PEGA Position: Q2 2026 in Review

CSM Advisors increased its Pegasystems (PEGA) stake by 7.6% in Q2 2026, buying an estimated $128K and bringing the position to 50,685 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #321.

CSM Advisors first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.78M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • CSM Advisors held 50,685 shares of Pegasystems worth $1.52M as of Q2 2026.
  • CSM Advisors bought 3,578 Pegasystems shares in Q2 2026, an estimated $128K.
  • Pegasystems made up 0.03% of CSM Advisors's portfolio in Q2 2026, its #321 holding.
  • CSM Advisors first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Pegasystems position peaked at $4.78M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.