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PEGA icon

LMR Partners’s Pegasystems PEGA Stock Holding History

LMR Partners’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 		$1.68M Buy
+55,975
New +$2M 0.01% 941
2025
Q3 		– Sell
-150,000
Closed -$8.12M – 1606
2025
Q2 		$8.12M Buy
+150,000
New +$6.8M 0.06% 330
2020
Q2 		– Sell
-117,200
Closed -$4.33M – 636
2020
Q1 		$4.33M Buy
+117,200
New +$4.92M 0.2% 80
2018
Q3 		– Sell
-109,606
Closed -$3M – 465
2018
Q2 		$3M Buy
+109,606
New +$3.36M 0.16% 108

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

LMR Partners's PEGA Position: Q2 2026 in Review

LMR Partners opened a new position in Pegasystems (PEGA) in Q2 2026: 55,975 shares worth $1.68M. The stake represents 0.01% of the portfolio and ranks #941 among its holdings. This is a return to the name: LMR Partners previously reported a position in PEGA as recently as Q2 2025.

LMR Partners first reported a position in PEGA in Q2 2018 and has held it in 4 quarters since. The position peaked at $8.12M in Q2 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • LMR Partners held 55,975 shares of Pegasystems worth $1.68M as of Q2 2026.
  • Pegasystems was a new LMR Partners position in Q2 2026.
  • Pegasystems made up 0.01% of LMR Partners's portfolio in Q2 2026, its #941 holding.
  • LMR Partners first reported a position in Pegasystems in Q2 2018 and has held it in 4 quarters since.
  • LMR Partners's Pegasystems position peaked at $8.12M in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.