O'Shaughnessy Asset Management’s Pegasystems PEGA Stock Holding History

O'Shaughnessy 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 Q3	$1.33M	Buy	38,564 +21,206	+122%	+$702K	0.01%	1152
2026 Q2	$520K	Buy	17,358 +7,680	+79%	+$275K	﹤0.01%	1580
2026 Q1	$412K	Buy	9,678 +2,520	+35%	+$117K	﹤0.01%	1624
2025 Q4	$427K	Buy	7,158 +2,097	+41%	+$123K	﹤0.01%	1582
2025 Q3	$291K	Buy	5,061 +475	+10%	+$26.2K	﹤0.01%	1761
2025 Q2	$248K	Buy	+4,586	New	+$208K	﹤0.01%	1723
2025 Q1	–	Sell	-4,634	Closed	-$216K	–	2371
2024 Q4	$216K	Buy	+4,634	New	+$198K	﹤0.01%	1704
2021 Q4	–	Sell	-284	Closed	-$18K	–	2125
2021 Q3	$18K	Buy	284 +272	+2,267%	+$18.1K	﹤0.01%	1987
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	2474
2021 Q1	$1K	Buy	12 +10	+500%	+$654	﹤0.01%	2242
2020 Q4	$0	Sell	2 -6	-75%	-$383	﹤0.01%	2187
2020 Q3	$0	Buy	+8	New	+$460	﹤0.01%	1966

Other funds holding PEGA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

O'Shaughnessy Asset Management's PEGA Position: Q3 2026 in Review

O'Shaughnessy Asset Management increased its Pegasystems (PEGA) stake by 122% in Q3 2026, buying an estimated $702K and bringing the position to 38,564 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1152.

O'Shaughnessy Asset Management first reported a position in PEGA in Q3 2020 and has held it in 12 quarters since. 315 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

O'Shaughnessy Asset Management held 38,564 shares of Pegasystems worth $1.33M as of Q3 2026.
O'Shaughnessy Asset Management bought 21,206 Pegasystems shares in Q3 2026, an estimated $702K.
Pegasystems made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #1152 holding.
O'Shaughnessy Asset Management first reported a position in Pegasystems in Q3 2020 and has held it in 12 quarters since.
315 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.