IC
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IEQ Capital’s Pegasystems PEGA Stock Holding History

IEQ Capital’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 		– Sell
-75,775
Closed -$3.22M – 2143
2026
Q1 		$3.22M Sell
75,775
-58,446
-44% -$2.71M 0.02% 620
2025
Q4 		$8.02M Sell
134,221
-70,834
-35% -$4.15M 0.02% 401
2025
Q3 		$11.8M Sell
205,055
-36,152
-15% -$1.99M 0.04% 287
2025
Q2 		$13.1M Buy
241,207
+143,547
+147% +$6.5M 0.08% 197
2025
Q1 		$3.39M Buy
97,660
+11,378
+13% +$503K 0.03% 440
2024
Q4 		$4.02M Buy
86,282
+39,102
+83% +$1.67M 0.04% 319
2024
Q3 		$1.72M Buy
47,180
+8,594
+22% +$283K 0.02% 409
2024
Q2 		$1.17M Sell
38,586
-158
-0.4% -$4.74K 0.02% 445
2024
Q1 		$1.25M Sell
38,744
-16
-0% -$449 0.02% 414
2023
Q4 		$947K Sell
38,760
-222
-0.6% -$5.19K 0.02% 433
2023
Q3 		$846K Buy
38,982
+192
+0.5% +$4.7K 0.02% 437
2023
Q2 		$956K Buy
38,790
+354
+0.9% +$8.23K 0.02% 402
2023
Q1 		$932K Buy
38,436
+44
+0.1% +$927 0.02% 408
2022
Q4 		$657K Buy
+38,392
New +$664K 0.02% 448

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

IEQ Capital's PEGA Position: Q2 2026 in Review

IEQ Capital sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 75,775 shares — an estimated $3.22M sold.

IEQ Capital first reported a position in PEGA in Q4 2022 and held it in 14 quarters. The position peaked at $13.1M in Q2 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • IEQ Capital reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 75,775 Pegasystems shares in Q2 2026, an estimated $3.22M.
  • IEQ Capital first reported a position in Pegasystems in Q4 2022 and held it in 14 quarters.
  • IEQ Capital's Pegasystems position peaked at $13.1M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.