CI
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CX Institutional’s Pegasystems PEGA Stock Holding History

CX Institutional’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
Q3 		$3K Buy
+99
New +$3.28K ﹤0.01% 1517
2025
Q3 		– Sell
-1,406
Closed -$76K – 1397
2025
Q2 		$76K Buy
1,406
+384
+38% +$17.4K ﹤0.01% 800
2025
Q1 		$36K Buy
+1,022
New +$45.2K ﹤0.01% 886

Other funds holding PEGA

WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's PEGA Position: Q3 2026 in Review

CX Institutional opened a new position in Pegasystems (PEGA) in Q3 2026: 99 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: CX Institutional previously reported a position in PEGA as recently as Q2 2025.

CX Institutional first reported a position in PEGA in Q1 2025 and has held it in 3 quarters since. The position peaked at $76K in Q2 2025. 9 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • CX Institutional held 99 shares of Pegasystems worth $3K as of Q3 2026.
  • Pegasystems was a new CX Institutional position in Q3 2026.
  • Pegasystems made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1517 holding.
  • CX Institutional first reported a position in Pegasystems in Q1 2025 and has held it in 3 quarters since.
  • CX Institutional's Pegasystems position peaked at $76K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.