Oberweis Asset Management’s Pegasystems PEGA Stock Holding History

Oberweis Asset 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	$19.4M	Buy	455,290 +30,450	+7%	+$1.41M	0.57%	64
2025 Q4	$25.4M	Buy	424,840 +35,440	+9%	+$2.08M	0.93%	26
2025 Q3	$22.4M	Sell	389,400 -400	-0.1%	-$22K	0.86%	33
2025 Q2	$21.1M	Sell	389,800 -1,000	-0.3%	-$45.3K	0.92%	30
2025 Q1	$13.6M	Buy	390,800 +99,800	+34%	+$4.41M	0.68%	55
2024 Q4	$13.6M	Buy	+291,000	New	+$12.4M	0.64%	65
2017 Q1	–	Sell	-232,026	Closed	-$4.18M	–	149
2016 Q4	$4.18M	Sell	232,026 -1,194	-0.5%	-$20K	1.25%	25
2016 Q3	$3.44M	Sell	233,220 -774	-0.3%	-$10.5K	0.99%	32
2016 Q2	$3.15M	Sell	233,994 -10,392	-4%	-$137K	0.94%	34
2016 Q1	$3.1M	Sell	244,386 -26,814	-10%	-$322K	0.9%	38
2015 Q4	$3.73M	Buy	+271,200	New	+$3.76M	1.05%	31

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Oberweis Asset Management's PEGA Position: Q1 2026 in Review

Oberweis Asset Management increased its Pegasystems (PEGA) stake by 7.2% in Q1 2026, buying an estimated $1.41M and bringing the position to 455,290 shares worth $19.4M. The position accounts for 0.57% of the portfolio, ranked #64.

Oberweis Asset Management first reported a position in PEGA in Q4 2015 and has held it in 11 quarters since. The position peaked at $25.4M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Oberweis Asset Management held 455,290 shares of Pegasystems worth $19.4M as of Q1 2026.
Oberweis Asset Management bought 30,450 Pegasystems shares in Q1 2026, an estimated $1.41M.
Pegasystems made up 0.57% of Oberweis Asset Management's portfolio in Q1 2026, its #64 holding.
Oberweis Asset Management first reported a position in Pegasystems in Q4 2015 and has held it in 11 quarters since.
Oberweis Asset Management's Pegasystems position peaked at $25.4M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.