JC
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
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

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

JB Capital's PEGA Position: Q2 2026 in Review

JB Capital increased its Pegasystems (PEGA) stake by 15% in Q2 2026, buying an estimated $587K and bringing the position to 128,651 shares worth $3.86M. The position accounts for 0.13% of the portfolio, ranked #92.

JB Capital first reported a position in PEGA in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.78M in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • JB Capital held 128,651 shares of Pegasystems worth $3.86M as of Q2 2026.
  • JB Capital bought 16,413 Pegasystems shares in Q2 2026, an estimated $587K.
  • Pegasystems made up 0.13% of JB Capital's portfolio in Q2 2026, its #92 holding.
  • JB Capital first reported a position in Pegasystems in Q3 2025 and has held it in 4 quarters since.
  • JB Capital's Pegasystems position peaked at $4.78M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.