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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
Q2 		$237K Buy
7,909
+3,694
+88% +$132K 0.05% 278
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
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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's PEGA Position: Q2 2026 in Review

Neo Ivy Capital Management increased its Pegasystems (PEGA) stake by 88% in Q2 2026, buying an estimated $132K and bringing the position to 7,909 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #278.

Neo Ivy Capital Management first reported a position in PEGA in Q1 2020 and has held it in 4 quarters since. The position peaked at $400K in Q2 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Neo Ivy Capital Management held 7,909 shares of Pegasystems worth $237K as of Q2 2026.
  • Neo Ivy Capital Management bought 3,694 Pegasystems shares in Q2 2026, an estimated $132K.
  • Pegasystems made up 0.05% of Neo Ivy Capital Management's portfolio in Q2 2026, its #278 holding.
  • Neo Ivy Capital Management first reported a position in Pegasystems in Q1 2020 and has held it in 4 quarters since.
  • Neo Ivy Capital Management's Pegasystems position peaked at $400K in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.