Pallas Capital Advisors’s Pegasystems PEGA Stock Holding History

Pallas Capital Advisors’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	-19,350	Closed	-$824K	–	1082
2026 Q1	$824K	Sell	19,350 -7,396	-28%	-$343K	0.03%	367
2025 Q4	$1.6M	Sell	26,746 -599	-2%	-$35.1K	0.05%	261
2025 Q3	$1.57M	Sell	27,345 -725	-3%	-$39.9K	0.06%	244
2025 Q2	$1.52M	Buy	28,070 +9,696	+53%	+$439K	0.06%	239
2025 Q1	$639K	Buy	18,374 +8,792	+92%	+$389K	0.03%	402
2024 Q4	$447K	Buy	9,582 +24	+0.3%	+$1.03K	0.02%	387
2024 Q3	$382K	Buy	+9,558	New	+$315K	0.02%	412

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pallas Capital Advisors's PEGA Position: Q2 2026 in Review

Pallas Capital Advisors sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 19,350 shares — an estimated $824K sold.

Pallas Capital Advisors first reported a position in PEGA in Q3 2024 and held it in 7 quarters. The position peaked at $1.6M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Pallas Capital Advisors reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
Pallas Capital Advisors sold 19,350 Pegasystems shares in Q2 2026, an estimated $824K.
Pallas Capital Advisors first reported a position in Pegasystems in Q3 2024 and held it in 7 quarters.
Pallas Capital Advisors's Pegasystems position peaked at $1.6M in Q4 2025.
436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.