Formidable Asset Management’s Pegasystems PEGA Stock Holding History

Formidable Asset Management’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	$307K	Buy	+9,232	New	+$306K	0.05%	325

Other funds holding PEGA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Formidable Asset Management's PEGA Position: Q3 2026 in Review

Formidable Asset Management opened a new position in Pegasystems (PEGA) in Q3 2026: 9,232 shares worth $307K. The stake represents 0.05% of the portfolio and ranks #325 among its holdings.

202 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

Formidable Asset Management held 9,232 shares of Pegasystems worth $307K as of Q3 2026.
Pegasystems was a new Formidable Asset Management position in Q3 2026.
Pegasystems made up 0.05% of Formidable Asset Management's portfolio in Q3 2026, its #325 holding.
202 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Formidable Asset Management's 13F filing for Q3 2026, filed 3 Nov 2026.