Princeton Capital Management’s Pegasystems PEGA Stock Holding History

Princeton Capital 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 Q2	$240K	Hold	8,000	–	–	0.05%	133
2026 Q1	$340K	Hold	8,000	–	–	0.09%	103
2025 Q4	$478K	Hold	8,000	–	–	0.12%	76
2025 Q3	$460K	Hold	8,000	–	–	0.12%	75
2025 Q2	$433K	Hold	8,000	–	–	0.13%	71
2025 Q1	$278K	Hold	8,000	–	–	0.1%	85
2024 Q4	$373K	Hold	8,000	–	–	0.12%	69
2024 Q3	$292K	Hold	8,000	–	–	0.09%	75
2024 Q2	$242K	Hold	8,000	–	–	0.08%	86
2024 Q1	$259K	Buy	+8,000	New	+$225K	0.09%	84
2022 Q2	–	Sell	-8,000	Closed	-$323K	–	106
2022 Q1	$323K	Hold	8,000	–	–	0.1%	84
2021 Q4	$447K	Hold	8,000	–	–	0.13%	80
2021 Q3	$508K	Hold	8,000	–	–	0.16%	74
2021 Q2	$557K	Hold	8,000	–	–	0.17%	71
2021 Q1	$457K	Hold	8,000	–	–	0.15%	74
2020 Q4	$533K	Hold	8,000	–	–	0.19%	64
2020 Q3	$484K	Hold	8,000	–	–	0.19%	66
2020 Q2	$405K	Hold	8,000	–	–	0.18%	68
2020 Q1	$346K	Hold	8,000	–	–	0.18%	67
2019 Q4	$354K	Hold	8,000	–	–	0.16%	71
2019 Q3	$272K	Hold	8,000	–	–	0.13%	75
2019 Q2	$285K	Hold	8,000	–	–	0.14%	76
2019 Q1	$260K	Hold	8,000	–	–	0.13%	78
2018 Q4	$191K	Hold	8,000	–	–	0.11%	91
2018 Q3	$250K	Hold	8,000	–	–	0.1%	90
2018 Q2	$219K	Hold	8,000	–	–	0.1%	94
2018 Q1	$243K	Buy	+8,000	New	+$216K	0.11%	86

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 $3.37T AUM 44.26% 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

Princeton Capital Management's PEGA Position: Q2 2026 in Review

Princeton Capital Management held its Pegasystems (PEGA) position steady in Q2 2026 at 8,000 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #133.

Princeton Capital Management first reported a position in PEGA in Q1 2018 and has held it in 27 quarters since. The position peaked at $557K in Q2 2021. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Princeton Capital Management held 8,000 shares of Pegasystems worth $240K as of Q2 2026.
Princeton Capital Management left its Pegasystems share count unchanged in Q2 2026.
Pegasystems made up 0.05% of Princeton Capital Management's portfolio in Q2 2026, its #133 holding.
Princeton Capital Management first reported a position in Pegasystems in Q1 2018 and has held it in 27 quarters since.
Princeton Capital Management's Pegasystems position peaked at $557K in Q2 2021.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.