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
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

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

CX Institutional's PEGA Position: Q3 2025 in Review

CX Institutional sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 1,406 shares — an estimated $76K sold.

CX Institutional first reported a position in PEGA in Q1 2025 and held it in 2 quarters. The position peaked at $76K in Q2 2025. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • CX Institutional reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 1,406 Pegasystems shares in Q3 2025, an estimated $76K.
  • CX Institutional first reported a position in Pegasystems in Q1 2025 and held it in 2 quarters.
  • CX Institutional's Pegasystems position peaked at $76K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.