Massachusetts Financial Services’s Pegasystems PEGA Stock Holding History

Massachusetts Financial Services’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	$91.4M	Buy	3,031,497 +654,445	+28%	+$23.4M	0.03%	406
2026 Q1	$101M	Sell	2,377,052 -2,551,094	-52%	-$118M	0.03%	359
2025 Q4	$294M	Sell	4,928,146 -59,145	-1%	-$3.46M	0.09%	205
2025 Q3	$287M	Buy	4,987,291 +937,216	+23%	+$51.6M	0.09%	219
2025 Q2	$219M	Sell	4,050,075 -298,283	-7%	-$13.5M	0.07%	260
2025 Q1	$151M	Buy	+4,348,358	New	+$192M	0.05%	322
2014 Q3	–	Sell	-39,768	Closed	-$420K	–	897
2014 Q2	$420K	Sell	39,768 -45,472	-53%	-$435K	﹤0.01%	853
2014 Q1	$753K	Buy	+85,240	New	+$920K	﹤0.01%	793
2013 Q4	–	Sell	-104,640	Closed	-$1.04M	–	850
2013 Q3	$1.04M	Sell	104,640 -3,840	-4%	-$35.1K	﹤0.01%	715
2013 Q2	$898K	Buy	+108,480	New	+$800K	﹤0.01%	714

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

Massachusetts Financial Services's PEGA Position: Q2 2026 in Review

Massachusetts Financial Services increased its Pegasystems (PEGA) stake by 28% in Q2 2026, buying an estimated $23.4M and bringing the position to 3,031,497 shares worth $91.4M. The position accounts for 0.03% of the portfolio, ranked #406.

Massachusetts Financial Services first reported a position in PEGA in Q2 2013 and has held it in 10 quarters since. The position peaked at $294M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Massachusetts Financial Services held 3,031,497 shares of Pegasystems worth $91.4M as of Q2 2026.
Massachusetts Financial Services bought 654,445 Pegasystems shares in Q2 2026, an estimated $23.4M.
Pegasystems made up 0.03% of Massachusetts Financial Services's portfolio in Q2 2026, its #406 holding.
Massachusetts Financial Services first reported a position in Pegasystems in Q2 2013 and has held it in 10 quarters since.
Massachusetts Financial Services's Pegasystems position peaked at $294M in Q4 2025.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.