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Neo Ivy Capital Management’s Pegasystems PEGA Stock Holding History

Neo Ivy Capital 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 		$179K Buy
+4,215
New +$196K 0.05% 270
2025
Q3 		– Sell
-7,401
Closed -$400K – 503
2025
Q2 		$400K Buy
+7,401
New +$335K 0.13% 218
2020
Q2 		– Sell
-5,120
Closed -$182K – 565
2020
Q1 		$182K Buy
+5,120
New +$215K 0.3% 132

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Neo Ivy Capital Management's PEGA Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Pegasystems (PEGA) in Q1 2026: 4,215 shares worth $179K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in PEGA as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in PEGA in Q1 2020 and has held it in 3 quarters since. The position peaked at $400K in Q2 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Neo Ivy Capital Management held 4,215 shares of Pegasystems worth $179K as of Q1 2026.
  • Pegasystems was a new Neo Ivy Capital Management position in Q1 2026.
  • Pegasystems made up 0.05% of Neo Ivy Capital Management's portfolio in Q1 2026, its #270 holding.
  • Neo Ivy Capital Management first reported a position in Pegasystems in Q1 2020 and has held it in 3 quarters since.
  • Neo Ivy Capital Management's Pegasystems position peaked at $400K in Q2 2025.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.