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
Q2 		$11M Buy
367,294
+108,041
+42% +$3.87M 0.01% 604
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 – 952
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 $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

Mackenzie Financial's PEGA Position: Q2 2026 in Review

Mackenzie Financial increased its Pegasystems (PEGA) stake by 42% in Q2 2026, buying an estimated $3.87M and bringing the position to 367,294 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #604.

Mackenzie Financial first reported a position in PEGA in Q3 2017 and has held it in 15 quarters since. The position peaked at $12.1M in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Mackenzie Financial held 367,294 shares of Pegasystems worth $11M as of Q2 2026.
  • Mackenzie Financial bought 108,041 Pegasystems shares in Q2 2026, an estimated $3.87M.
  • Pegasystems made up 0.01% of Mackenzie Financial's portfolio in Q2 2026, its #604 holding.
  • Mackenzie Financial first reported a position in Pegasystems in Q3 2017 and has held it in 15 quarters since.
  • Mackenzie Financial's Pegasystems position peaked at $12.1M in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.