Mackenzie Financial
PEGA icon

Mackenzie Financial’s Pegasystems PEGA Stock Holding History

Mackenzie Financial’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
Q1 		$11M Buy
259,253
+61,711
+31% +$2.87M 0.01% 508
2025
Q4 		$12.1M Buy
197,542
+23,153
+13% +$1.36M 0.01% 469
2025
Q3 		$10M Sell
174,389
-24,078
-12% -$1.33M 0.01% 502
2025
Q2 		$10.7M Sell
198,467
-148,751
-43% -$6.74M 0.01% 466
2025
Q1 		$12.1M Buy
347,218
+162,110
+88% +$7.17M 0.02% 429
2024
Q4 		$8.63M Sell
185,108
-76,100
-29% -$3.26M 0.01% 492
2024
Q3 		$9.55M Buy
261,208
+66,354
+34% +$2.19M 0.01% 453
2024
Q2 		$5.9M Buy
194,854
+108,116
+125% +$3.24M 0.01% 516
2024
Q1 		$2.8M Buy
86,738
+4,246
+5% +$119K ﹤0.01% 667
2023
Q4 		$2.02M Sell
82,492
-17,322
-17% -$405K ﹤0.01% 722
2023
Q3 		$2.13M Buy
+99,814
New +$2.44M ﹤0.01% 698
2019
Q2 		– Sell
-16,526
Closed -$537K – 1218
2019
Q1 		$537K Buy
+16,526
New +$487K ﹤0.01% 1014
2018
Q1 		– Sell
-49,100
Closed -$1.16M – 955
2017
Q4 		$1.16M Hold
49,100
– – ﹤0.01% 588
2017
Q3 		$1.42M Buy
+49,100
New +$1.42M 0.01% 417

Other funds holding PEGA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return