OF
PEGA icon

Optimize Financial’s Pegasystems PEGA Stock Holding History

Optimize Financial’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
2025
Q3 		– Sell
-5,564
Closed -$301K – 405
2025
Q2 		$301K Buy
+5,564
New +$252K 0.18% 159
2025
Q1 		– Sell
-5,752
Closed -$268K – 271
2024
Q4 		$268K Buy
+5,752
New +$246K 0.2% 155

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Optimize Financial's PEGA Position: Q3 2025 in Review

Optimize Financial sold out of Pegasystems (PEGA) in Q3 2025, closing a stake of 5,564 shares — an estimated $301K sold.

Optimize Financial first reported a position in PEGA in Q4 2024 and held it in 2 quarters. The position peaked at $301K in Q2 2025. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Optimize Financial reported no remaining Pegasystems position as of Q3 2025 after selling out during the quarter.
  • Optimize Financial sold 5,564 Pegasystems shares in Q3 2025, an estimated $301K.
  • Optimize Financial first reported a position in Pegasystems in Q4 2024 and held it in 2 quarters.
  • Optimize Financial's Pegasystems position peaked at $301K in Q2 2025.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.