MAM
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Martingale Asset Management’s Pegasystems PEGA Stock Holding History

Martingale 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
Q1 		$456K Sell
10,718
-40,891
-79% -$1.9M 0.01% 664
2025
Q4 		$3.08M Sell
51,609
-44,494
-46% -$2.61M 0.08% 227
2025
Q3 		$5.53M Sell
96,103
-66,642
-41% -$3.67M 0.14% 147
2025
Q2 		$8.81M Sell
162,745
-16,533
-9% -$749K 0.22% 129
2025
Q1 		$6.23M Buy
179,278
+8,590
+5% +$380K 0.16% 142
2024
Q4 		$7.95M Buy
170,688
+60,382
+55% +$2.58M 0.19% 132
2024
Q3 		$4.03M Buy
110,306
+33,142
+43% +$1.09M 0.09% 178
2024
Q2 		$2.34M Sell
77,164
-402
-0.5% -$12K 0.05% 257
2024
Q1 		$2.51M Buy
77,566
+15,690
+25% +$440K 0.05% 247
2023
Q4 		$1.51M Buy
61,876
+49,710
+409% +$1.16M 0.03% 355
2023
Q3 		$264K Buy
+12,166
New +$298K 0.01% 709
2021
Q1 		– Sell
-4,608
Closed -$308K – 893
2020
Q4 		$308K Buy
4,608
+4
+0.1% +$255 ﹤0.01% 737
2020
Q3 		$280K Buy
+4,604
New +$265K ﹤0.01% 924
2018
Q4 		– Sell
-79,214
Closed -$2.48M – 1017
2018
Q3 		$2.48M Sell
79,214
-41,420
-34% -$1.25M 0.03% 496
2018
Q2 		$3.31M Buy
+120,634
New +$3.7M 0.04% 415
2014
Q1 		– Sell
-16,872
Closed -$208K – 941
2013
Q4 		$208K Sell
16,872
-50,064
-75% -$549K 0.01% 953
2013
Q3 		$667K Buy
+66,936
New +$612K 0.02% 676

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T 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

Martingale Asset Management's PEGA Position: Q1 2026 in Review

Martingale Asset Management reduced its Pegasystems (PEGA) stake by 79% in Q1 2026, selling an estimated $1.9M and leaving 10,718 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #664.

Martingale Asset Management first reported a position in PEGA in Q3 2013 and has held it in 17 quarters since. The position peaked at $8.81M in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Martingale Asset Management held 10,718 shares of Pegasystems worth $456K as of Q1 2026.
  • Martingale Asset Management sold 40,891 Pegasystems shares in Q1 2026, an estimated $1.9M.
  • Pegasystems made up 0.01% of Martingale Asset Management's portfolio in Q1 2026, its #664 holding.
  • Martingale Asset Management first reported a position in Pegasystems in Q3 2013 and has held it in 17 quarters since.
  • Martingale Asset Management's Pegasystems position peaked at $8.81M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.