MAM
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Marquette Asset Management’s Pegasystems PEGA Stock Holding History

Marquette Asset Management’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 		$4.2K Buy
140
+106
+312% +$3.79K ﹤0.01% 454
2026
Q1 		$1.45K Buy
+34
New +$1.58K ﹤0.01% 617
2025
Q4 		– Sell
-47
Closed -$2.7K – 833
2025
Q3 		$2.7K Buy
+47
New +$2.59K ﹤0.01% 462

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marquette Asset Management's PEGA Position: Q2 2026 in Review

Marquette Asset Management increased its Pegasystems (PEGA) stake by 312% in Q2 2026, buying an estimated $3.79K and bringing the position to 140 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Marquette Asset Management first reported a position in PEGA in Q3 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Marquette Asset Management held 140 shares of Pegasystems worth $4.2K as of Q2 2026.
  • Marquette Asset Management bought 106 Pegasystems shares in Q2 2026, an estimated $3.79K.
  • Pegasystems made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #454 holding.
  • Marquette Asset Management first reported a position in Pegasystems in Q3 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.