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Lindbrook Capital’s Pegasystems PEGA Stock Holding History

Lindbrook 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
2025
Q1 		$32.5K Buy
934
+440
+89% +$19.5K ﹤0.01% 1156
2024
Q4 		$23K Buy
494
+6
+1% +$257 ﹤0.01% 1206
2024
Q3 		$17.8K Buy
488
+10
+2% +$329 ﹤0.01% 1362
2024
Q2 		$14.5K Buy
478
+90
+23% +$2.7K ﹤0.01% 1421
2024
Q1 		$12.5K Sell
388
-10
-3% -$281 ﹤0.01% 1449
2023
Q4 		$9.72K Sell
398
-148
-27% -$3.46K ﹤0.01% 1567
2023
Q3 		$11.9K Hold
546
– – ﹤0.01% 1325
2023
Q2 		$13.5K Sell
546
-10
-2% -$232 ﹤0.01% 1292
2023
Q1 		$13.5K Buy
556
+22
+4% +$463 ﹤0.01% 1270
2022
Q4 		$9.14K Buy
534
+366
+218% +$6.33K ﹤0.01% 1479
2022
Q3 		$3K Buy
168
+108
+180% +$2.2K ﹤0.01% 1910
2022
Q2 		$1K Sell
60
-1,898
-97% -$56.8K ﹤0.01% 2324
2022
Q1 		$79K Sell
1,958
-1,052
-35% -$47.2K 0.01% 538
2021
Q4 		$168K Buy
3,010
+2,944
+4,461% +$174K 0.03% 347
2021
Q3 		$4K Sell
66
-140
-68% -$9.31K ﹤0.01% 1331
2021
Q2 		$14K Hold
206
– – ﹤0.01% 917
2021
Q1 		$12K Buy
206
+70
+51% +$4.58K ﹤0.01% 950
2020
Q4 		$9K Hold
136
– – ﹤0.01% 963
2020
Q3 		$8K Hold
136
– – ﹤0.01% 923
2020
Q2 		$7K Buy
+136
New +$5.89K ﹤0.01% 975

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's PEGA Position: Q1 2025 in Review

Lindbrook Capital increased its Pegasystems (PEGA) stake by 89% in Q1 2025, buying an estimated $19.5K and bringing the position to 934 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Lindbrook Capital first reported a position in PEGA in Q2 2020 and has held it in 20 quarters since. The position peaked at $168K in Q4 2021. 328 funds tracked by Wall St. Rank hold PEGA as of Q1 2025.

  • Lindbrook Capital held 934 shares of Pegasystems worth $32.5K as of Q1 2025.
  • Lindbrook Capital bought 440 Pegasystems shares in Q1 2025, an estimated $19.5K.
  • Pegasystems made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1156 holding.
  • Lindbrook Capital first reported a position in Pegasystems in Q2 2020 and has held it in 20 quarters since.
  • Lindbrook Capital's Pegasystems position peaked at $168K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Pegasystems as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.