Lee Ainslie’s Pegasystems PEGA Stock Holding History

Lee Ainslie’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
2025 Q3	–	Sell	-15,298	Closed	-$828K	–	300
2025 Q2	$828K	Hold	15,298	–	–	0.01%	182
2025 Q1	$532K	Buy	15,298 +9,204	+151%	+$407K	0.01%	214
2024 Q4	$284K	Buy	+6,094	New	+$261K	0.01%	194
2024 Q3	–	Sell	-59,022	Closed	-$1.79M	–	303
2024 Q2	$1.79M	Buy	59,022 +46,034	+354%	+$1.38M	0.03%	121
2024 Q1	$420K	Buy	+12,988	New	+$365K	0.01%	268
2021 Q4	–	Sell	-5,734	Closed	-$364K	–	553
2021 Q3	$364K	Buy	+5,734	New	+$382K	﹤0.01%	472
2021 Q1	–	Sell	-6,408	Closed	-$427K	–	832
2020 Q4	$427K	Buy	6,408 +2,720	+74%	+$174K	0.01%	388
2020 Q3	$223K	Buy	+3,688	New	+$212K	﹤0.01%	479
2020 Q1	–	Sell	-48,538	Closed	-$1.93M	–	527
2019 Q4	$1.93M	Buy	+48,538	New	+$1.84M	0.03%	270

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

Lee Ainslie's PEGA Position: Q3 2025 in Review

Lee Ainslie sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 15,298 shares — an estimated $828K sold.

Lee Ainslie first reported a position in PEGA in Q4 2019 and held it in 9 quarters. The position peaked at $1.93M in Q4 2019. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

Lee Ainslie reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
Lee Ainslie sold 15,298 Pegasystems shares in Q3 2025, an estimated $828K.
Lee Ainslie first reported a position in Pegasystems in Q4 2019 and held it in 9 quarters.
Lee Ainslie's Pegasystems position peaked at $1.93M in Q4 2019.
426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Maverick Capital's 13F filing for Q3 2025, filed 14 Nov 2025.