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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
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

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 $298B AUM 21.96% 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

LMR Partners's PEGA Position: Q3 2025 in Review

LMR Partners sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 150,000 shares — an estimated $8.12M sold.

LMR Partners first reported a position in PEGA in Q2 2018 and held it in 3 quarters. The position peaked at $8.12M in Q2 2025. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • LMR Partners reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
  • LMR Partners sold 150,000 Pegasystems shares in Q3 2025, an estimated $8.12M.
  • LMR Partners first reported a position in Pegasystems in Q2 2018 and held it in 3 quarters.
  • LMR Partners's Pegasystems position peaked at $8.12M in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on LMR Partners's 13F filing for Q3 2025, filed 14 Nov 2025.