Jacobs Levy Equity Management
PEGA icon

Jacobs Levy Equity Management’s Pegasystems PEGA Stock Holding History

Jacobs Levy Equity 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
Q1 		$62.9M Sell
1,478,875
-45,473
-3% -$2.11M 0.26% 97
2025
Q4 		$91M Sell
1,524,348
-794,375
-34% -$46.5M 0.35% 78
2025
Q3 		$133M Sell
2,318,723
-245,736
-10% -$13.5M 0.53% 48
2025
Q2 		$139M Buy
2,564,459
+601,593
+31% +$27.3M 0.54% 40
2025
Q1 		$68.2M Buy
+1,962,866
New +$86.8M 0.27% 89
2024
Q1 		– Sell
-71,202
Closed -$1.74M – 1023
2023
Q4 		$1.74M Sell
71,202
-428,116
-86% -$10M 0.01% 622
2023
Q3 		$10.8M Sell
499,318
-463,106
-48% -$11.3M 0.06% 251
2023
Q2 		$23.7M Sell
962,424
-360,034
-27% -$8.37M 0.14% 173
2023
Q1 		$32.1M Sell
1,322,458
-21,518
-2% -$453K 0.2% 132
2022
Q4 		$23M Sell
1,343,976
-31,290
-2% -$541K 0.16% 168
2022
Q3 		$22.1M Buy
1,375,266
+1,276,444
+1,292% +$26M 0.17% 153
2022
Q2 		$2.36M Sell
98,822
-18,060
-15% -$540K 0.02% 567
2022
Q1 		$4.71M Buy
+116,882
New +$5.24M 0.03% 447
2018
Q1 		– Sell
-21,540
Closed -$508K – 1043
2017
Q4 		$508K Buy
+21,540
New +$578K 0.01% 749
2014
Q4 		– Sell
-30,860
Closed -$295K – 886
2014
Q3 		$295K Sell
30,860
-34,274
-53% -$370K ﹤0.01% 681
2014
Q2 		$688K Buy
+65,134
New +$623K 0.01% 584
2014
Q1 		– Sell
-34,316
Closed -$422K – 983
2013
Q4 		$422K Sell
34,316
-413,544
-92% -$4.53M 0.01% 750
2013
Q3 		$4.46M Sell
447,860
-107,072
-19% -$979K 0.08% 298
2013
Q2 		$4.59M Buy
+554,932
New +$4.09M 0.08% 289

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jacobs Levy Equity Management's PEGA Position: Q1 2026 in Review

Jacobs Levy Equity Management reduced its Pegasystems (PEGA) stake by 3% in Q1 2026, selling an estimated $2.11M and leaving 1,478,875 shares worth $62.9M. The position accounts for 0.26% of the portfolio, ranked #97.

Jacobs Levy Equity Management first reported a position in PEGA in Q2 2013 and has held it in 19 quarters since. The position peaked at $139M in Q2 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Jacobs Levy Equity Management held 1,478,875 shares of Pegasystems worth $62.9M as of Q1 2026.
  • Jacobs Levy Equity Management sold 45,473 Pegasystems shares in Q1 2026, an estimated $2.11M.
  • Pegasystems made up 0.26% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #97 holding.
  • Jacobs Levy Equity Management first reported a position in Pegasystems in Q2 2013 and has held it in 19 quarters since.
  • Jacobs Levy Equity Management's Pegasystems position peaked at $139M in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.