LA
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Lindenwold Advisors’s Pegasystems PEGA Stock Holding History

Lindenwold Advisors’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 		$308K Buy
5,359
+53
+1% +$2.92K 0.15% 89
2025
Q2 		$287K Buy
+5,306
New +$240K 0.15% 85

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Lindenwold Advisors's PEGA Position: Q3 2025 in Review

Lindenwold Advisors increased its Pegasystems (PEGA) stake by 1% in Q3 2025, buying an estimated $2.92K and bringing the position to 5,359 shares worth $308K. The position accounts for 0.15% of the portfolio, ranked #89.

Lindenwold Advisors first reported a position in PEGA in Q2 2025 and has held it in 2 quarters since. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Lindenwold Advisors held 5,359 shares of Pegasystems worth $308K as of Q3 2025.
  • Lindenwold Advisors bought 53 Pegasystems shares in Q3 2025, an estimated $2.92K.
  • Pegasystems made up 0.15% of Lindenwold Advisors's portfolio in Q3 2025, its #89 holding.
  • Lindenwold Advisors first reported a position in Pegasystems in Q2 2025 and has held it in 2 quarters since.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.