GCA
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Greenwood Capital Associates’s Pegasystems PEGA Stock Holding History

Greenwood Capital 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
2026
Q2 		$580K Sell
19,349
-637
-3% -$22.8K 0.06% 202
2026
Q1 		$851K Buy
19,986
+7,367
+58% +$342K 0.09% 161
2025
Q4 		$754K Sell
12,619
-1,022
-7% -$59.9K 0.08% 155
2025
Q3 		$784K Sell
13,641
-1,134
-8% -$62.5K 0.09% 155
2025
Q2 		$800K Sell
14,775
-6,081
-29% -$275K 0.1% 152
2025
Q1 		$725K Buy
20,856
+9,754
+88% +$431K 0.1% 151
2024
Q4 		$517K Sell
11,102
-816
-7% -$34.9K 0.07% 181
2024
Q3 		$436K Buy
+11,918
New +$393K 0.06% 192
2022
Q2 		– Sell
-14,210
Closed -$573K – 219
2022
Q1 		$573K Sell
14,210
-752
-5% -$33.7K 0.15% 113
2021
Q4 		$837K Sell
14,962
-56
-0.4% -$3.32K 0.12% 149
2021
Q3 		$954K Buy
15,018
+894
+6% +$59.5K 0.15% 112
2021
Q2 		$983K Buy
14,124
+462
+3% +$29.1K 0.15% 117
2021
Q1 		$781K Sell
13,662
-206
-1% -$13.5K 0.12% 132
2020
Q4 		$924K Buy
13,868
+3,554
+34% +$227K 0.16% 114
2020
Q3 		$624K Buy
10,314
+1,266
+14% +$72.8K 0.12% 109
2020
Q2 		$458K Buy
9,048
+502
+6% +$21.8K 0.1% 102
2020
Q1 		$304K Buy
8,546
+800
+10% +$33.6K 0.09% 106
2019
Q4 		$308K Buy
7,746
+1,092
+16% +$41.3K 0.06% 157
2019
Q3 		$226K Buy
6,654
+82
+1% +$2.97K 0.06% 154
2019
Q2 		$234K Sell
6,572
-2,044
-24% -$72.8K 0.06% 160
2019
Q1 		$280K Sell
8,616
-426
-5% -$12.6K 0.07% 139
2018
Q4 		$216K Buy
9,042
+734
+9% +$19.3K 0.06% 155
2018
Q3 		$260K Hold
8,308
– – 0.06% 159
2018
Q2 		$228K Buy
+8,308
New +$255K 0.05% 175

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

Greenwood Capital Associates's PEGA Position: Q2 2026 in Review

Greenwood Capital Associates reduced its Pegasystems (PEGA) stake by 3.2% in Q2 2026, selling an estimated $22.8K and leaving 19,349 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #202.

Greenwood Capital Associates first reported a position in PEGA in Q2 2018 and has held it in 24 quarters since. The position peaked at $983K in Q2 2021. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Greenwood Capital Associates held 19,349 shares of Pegasystems worth $580K as of Q2 2026.
  • Greenwood Capital Associates sold 637 Pegasystems shares in Q2 2026, an estimated $22.8K.
  • Pegasystems made up 0.06% of Greenwood Capital Associates's portfolio in Q2 2026, its #202 holding.
  • Greenwood Capital Associates first reported a position in Pegasystems in Q2 2018 and has held it in 24 quarters since.
  • Greenwood Capital Associates's Pegasystems position peaked at $983K in Q2 2021.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.