OAM
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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
Q2 		– Sell
-455,290
Closed -$19.4M – 191
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
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

Oberweis Asset Management's PEGA Position: Q2 2026 in Review

Oberweis Asset Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 455,290 shares — an estimated $19.4M sold.

Oberweis Asset Management first reported a position in PEGA in Q4 2015 and held it in 11 quarters. The position peaked at $25.4M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Oberweis Asset Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Oberweis Asset Management sold 455,290 Pegasystems shares in Q2 2026, an estimated $19.4M.
  • Oberweis Asset Management first reported a position in Pegasystems in Q4 2015 and held it in 11 quarters.
  • Oberweis Asset Management's Pegasystems position peaked at $25.4M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Oberweis Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.