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Oak Associates’s Pegasystems PEGA Stock Holding History

Oak Associates’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 		$1.37M Buy
45,725
+3,247
+8% +$116K 0.08% 87
2026
Q1 		$1.81M Buy
+42,478
New +$1.97M 0.12% 85

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 $3.37T AUM 44.26% 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

Oak Associates's PEGA Position: Q2 2026 in Review

Oak Associates increased its Pegasystems (PEGA) stake by 7.6% in Q2 2026, buying an estimated $116K and bringing the position to 45,725 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #87.

Oak Associates first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.81M in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Oak Associates held 45,725 shares of Pegasystems worth $1.37M as of Q2 2026.
  • Oak Associates bought 3,247 Pegasystems shares in Q2 2026, an estimated $116K.
  • Pegasystems made up 0.08% of Oak Associates's portfolio in Q2 2026, its #87 holding.
  • Oak Associates first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • Oak Associates's Pegasystems position peaked at $1.81M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Oak Associates's 13F filing for Q2 2026, filed 14 Aug 2026.