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Eclectic Associates’s Pegasystems PEGA Stock Holding History

Eclectic Associates’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
-4,616
Closed -$250K – 125
2025
Q2 		$250K Buy
+4,616
New +$209K 0.05% 112
2025
Q1 		– Sell
-5,740
Closed -$267K – 121
2024
Q4 		$267K Buy
+5,740
New +$246K 0.08% 109

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

Eclectic Associates's PEGA Position: Q3 2025 in Review

Eclectic Associates sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 4,616 shares — an estimated $250K sold.

Eclectic Associates first reported a position in PEGA in Q4 2024 and held it in 2 quarters. The position peaked at $267K in Q4 2024. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Eclectic Associates reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
  • Eclectic Associates sold 4,616 Pegasystems shares in Q3 2025, an estimated $250K.
  • Eclectic Associates first reported a position in Pegasystems in Q4 2024 and held it in 2 quarters.
  • Eclectic Associates's Pegasystems position peaked at $267K in Q4 2024.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Eclectic Associates's 13F filing for Q3 2025, filed 9 Oct 2025.