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Perpetual Ltd’s Pegasystems PEGA Stock Holding History

Perpetual Ltd’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
-11,186
Closed -$476K – 450
2026
Q1 		$476K Sell
11,186
-721
-6% -$33.5K 0.01% 318
2025
Q4 		$711K Buy
11,907
+2,829
+31% +$166K 0.01% 263
2025
Q3 		$522K Buy
+9,078
New +$500K 0.01% 327

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
LRPA
L. Roy Papp & Associates Phoenix, Arizona $951M AUM 29.05% 1-Year Est. Return

Perpetual Ltd's PEGA Position: Q2 2026 in Review

Perpetual Ltd sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 11,186 shares — an estimated $476K sold.

Perpetual Ltd first reported a position in PEGA in Q3 2025 and held it in 3 quarters. The position peaked at $711K in Q4 2025. 107 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Perpetual Ltd reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Perpetual Ltd sold 11,186 Pegasystems shares in Q2 2026, an estimated $476K.
  • Perpetual Ltd first reported a position in Pegasystems in Q3 2025 and held it in 3 quarters.
  • Perpetual Ltd's Pegasystems position peaked at $711K in Q4 2025.
  • 107 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.