New York Life Investment Management’s Pegasystems PEGA Stock Holding History

New York Life Investment 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	$363K	Buy	12,096 +882	+8%	+$31.6K	﹤0.01%	766
2026 Q1	$477K	Buy	11,214 +3,187	+40%	+$148K	﹤0.01%	756
2025 Q4	$479K	Sell	8,027 -318	-4%	-$18.6K	﹤0.01%	730
2025 Q3	$480K	Sell	8,345 -198	-2%	-$10.9K	﹤0.01%	773
2025 Q2	$462K	Sell	8,543 -153	-2%	-$6.93K	﹤0.01%	770
2025 Q1	$302K	Buy	+8,696	New	+$385K	﹤0.01%	807
2024 Q2	–	Sell	-10,872	Closed	-$351K	–	1189
2024 Q1	$351K	Sell	10,872 -3,376	-24%	-$94.8K	﹤0.01%	1285
2023 Q4	$348K	Sell	14,248 -440	-3%	-$10.3K	﹤0.01%	1120
2023 Q3	$319K	Sell	14,688 -2,314	-14%	-$56.6K	﹤0.01%	1095
2023 Q2	$419K	Sell	17,002 -3,546	-17%	-$82.4K	﹤0.01%	926
2023 Q1	$498K	Buy	+20,548	New	+$433K	0.01%	684

Other funds holding PEGA

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIA

Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return

New York Life Investment Management's PEGA Position: Q2 2026 in Review

New York Life Investment Management increased its Pegasystems (PEGA) stake by 7.9% in Q2 2026, buying an estimated $31.6K and bringing the position to 12,096 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

New York Life Investment Management first reported a position in PEGA in Q1 2023 and has held it in 11 quarters since. The position peaked at $498K in Q1 2023. 278 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

New York Life Investment Management held 12,096 shares of Pegasystems worth $363K as of Q2 2026.
New York Life Investment Management bought 882 Pegasystems shares in Q2 2026, an estimated $31.6K.
Pegasystems made up ﹤0.01% of New York Life Investment Management's portfolio in Q2 2026, its #766 holding.
New York Life Investment Management first reported a position in Pegasystems in Q1 2023 and has held it in 11 quarters since.
New York Life Investment Management's Pegasystems position peaked at $498K in Q1 2023.
278 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.