OSAM
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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
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

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return