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InceptionR’s Pegasystems PEGA Stock Holding History

InceptionR’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 		$749K Buy
25,005
+10,480
+72% +$375K 0.18% 213
2026
Q1 		$618K Buy
+14,525
New +$674K 0.15% 243
2025
Q1 		– Sell
-23,456
Closed -$1.09M – 765
2024
Q4 		$1.09M Sell
23,456
-1,802
-7% -$77.1K 0.24% 143
2024
Q3 		$923K Buy
+25,258
New +$832K 0.23% 149

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

InceptionR's PEGA Position: Q2 2026 in Review

InceptionR increased its Pegasystems (PEGA) stake by 72% in Q2 2026, buying an estimated $375K and bringing the position to 25,005 shares worth $749K. The position accounts for 0.18% of the portfolio, ranked #213.

InceptionR first reported a position in PEGA in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2024. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • InceptionR held 25,005 shares of Pegasystems worth $749K as of Q2 2026.
  • InceptionR bought 10,480 Pegasystems shares in Q2 2026, an estimated $375K.
  • Pegasystems made up 0.18% of InceptionR's portfolio in Q2 2026, its #213 holding.
  • InceptionR first reported a position in Pegasystems in Q3 2024 and has held it in 4 quarters since.
  • InceptionR's Pegasystems position peaked at $1.09M in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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