JB Capital
PEGA icon

JB Capital’s Pegasystems PEGA Stock Holding History

JB 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
Q3 		$4.51M Buy
135,603
+6,952
+5% +$230K 0.15% 80
2026
Q2 		$3.86M Buy
128,651
+16,413
+15% +$587K 0.13% 92
2026
Q1 		$4.78M Buy
112,238
+50,386
+81% +$2.34M 0.19% 60
2025
Q4 		$3.69M Buy
61,852
+5,491
+10% +$322K 0.15% 70
2025
Q3 		$3.24M Buy
+56,361
New +$3.11M 0.14% 79

Other funds holding PEGA

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Lifestyle Asset Management
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
L. Roy Papp & Associates
L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $579M AUM 18.55% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

JB Capital's PEGA Position: Q3 2026 in Review

JB Capital increased its Pegasystems (PEGA) stake by 5.4% in Q3 2026, buying an estimated $230K and bringing the position to 135,603 shares worth $4.51M. The position accounts for 0.15% of the portfolio, ranked #80.

JB Capital first reported a position in PEGA in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.78M in Q1 2026. 46 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • JB Capital held 135,603 shares of Pegasystems worth $4.51M as of Q3 2026.
  • JB Capital bought 6,952 Pegasystems shares in Q3 2026, an estimated $230K.
  • Pegasystems made up 0.15% of JB Capital's portfolio in Q3 2026, its #80 holding.
  • JB Capital first reported a position in Pegasystems in Q3 2025 and has held it in 5 quarters since.
  • JB Capital's Pegasystems position peaked at $4.78M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.