CP
PEGA icon

Cumberland Partners’s Pegasystems PEGA Stock Holding History

Cumberland Partners’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
Q1 		– Sell
-48,000
Closed -$2.24M – 188
2024
Q4 		$2.24M Buy
48,000
+8,000
+20% +$342K 0.16% 95
2024
Q3 		$1.46M Buy
+40,000
New +$1.32M 0.1% 117

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cumberland Partners's PEGA Position: Q1 2025 in Review

Cumberland Partners sold out of Pegasystems (PEGA) in Q1 2025, closing a stake of 48,000 shares — an estimated $2.24M sold.

Cumberland Partners first reported a position in PEGA in Q3 2024 and held it in 2 quarters. The position peaked at $2.24M in Q4 2024. 328 funds tracked by Wall St. Rank hold PEGA as of Q1 2025.

  • Cumberland Partners reported no remaining Pegasystems position as of Q1 2025 after selling out during the quarter.
  • Cumberland Partners sold 48,000 Pegasystems shares in Q1 2025, an estimated $2.24M.
  • Cumberland Partners first reported a position in Pegasystems in Q3 2024 and held it in 2 quarters.
  • Cumberland Partners's Pegasystems position peaked at $2.24M in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Pegasystems as of Q1 2025.

Based on Cumberland Partners's 13F filing for Q1 2025, filed 9 May 2025.