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PEGA icon

Empowered Funds’s Pegasystems PEGA Stock Holding History

Empowered Funds’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 		$2.23M Buy
74,646
+18,218
+32% +$652K 0.01% 1131
2026
Q1 		$2.4M Buy
+56,428
New +$2.62M 0.02% 1003
2025
Q4 		– Sell
-33,217
Closed -$1.91M – 1659
2025
Q3 		$1.91M Sell
33,217
-123,940
-79% -$6.83M 0.02% 943
2025
Q2 		$8.5M Buy
+157,157
New +$7.12M 0.1% 251

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

Empowered Funds's PEGA Position: Q2 2026 in Review

Empowered Funds increased its Pegasystems (PEGA) stake by 32% in Q2 2026, buying an estimated $652K and bringing the position to 74,646 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #1131.

Empowered Funds first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.5M in Q2 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Empowered Funds held 74,646 shares of Pegasystems worth $2.23M as of Q2 2026.
  • Empowered Funds bought 18,218 Pegasystems shares in Q2 2026, an estimated $652K.
  • Pegasystems made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1131 holding.
  • Empowered Funds first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • Empowered Funds's Pegasystems position peaked at $8.5M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.