CFO
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CVA Family Office’s Pegasystems PEGA Stock Holding History

CVA Family Office’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 		$1.44K Sell
48
-145
-75% -$5.19K ﹤0.01% 1574
2026
Q1 		$8.21K Buy
193
+170
+739% +$7.89K ﹤0.01% 1058
2025
Q4 		$1.37K Hold
23
– – ﹤0.01% 1046
2025
Q3 		$1.32K Buy
23
+9
+64% +$496 ﹤0.01% 1070
2025
Q2 		$758 Sell
14
-14
-50% -$634 ﹤0.01% 1139
2025
Q1 		$973 Buy
+28
New +$1.24K ﹤0.01% 1121
2021
Q3 		– Sell
-84
Closed -$6K – 735
2021
Q2 		$6K Buy
+84
New +$5.3K ﹤0.01% 740

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

CVA Family Office's PEGA Position: Q2 2026 in Review

CVA Family Office reduced its Pegasystems (PEGA) stake by 75% in Q2 2026, selling an estimated $5.19K and leaving 48 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

CVA Family Office first reported a position in PEGA in Q2 2021 and has held it in 7 quarters since. The position peaked at $8.21K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • CVA Family Office held 48 shares of Pegasystems worth $1.44K as of Q2 2026.
  • CVA Family Office sold 145 Pegasystems shares in Q2 2026, an estimated $5.19K.
  • Pegasystems made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1574 holding.
  • CVA Family Office first reported a position in Pegasystems in Q2 2021 and has held it in 7 quarters since.
  • CVA Family Office's Pegasystems position peaked at $8.21K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.