Procyon Advisors
PEGA icon

Procyon Advisors’s Pegasystems PEGA Stock Holding History

Procyon 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
Q3 		$567K Buy
+17,026
New +$563K 0.02% 340
2020
Q3 		– Sell
-468
Closed -$24K – 795
2020
Q2 		$24K Hold
468
– – 0.01% 513
2020
Q1 		$17K Buy
468
+22
+5% +$923 0.01% 511
2019
Q4 		$18K Buy
+446
New +$16.9K 0.01% 518

Other funds holding PEGA

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Procyon Advisors's PEGA Position: Q3 2026 in Review

Procyon Advisors opened a new position in Pegasystems (PEGA) in Q3 2026: 17,026 shares worth $567K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings. This is a return to the name: Procyon Advisors previously reported a position in PEGA as recently as Q2 2020.

Procyon Advisors first reported a position in PEGA in Q4 2019 and has held it in 4 quarters since. 220 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

  • Procyon Advisors held 17,026 shares of Pegasystems worth $567K as of Q3 2026.
  • Pegasystems was a new Procyon Advisors position in Q3 2026.
  • Pegasystems made up 0.02% of Procyon Advisors's portfolio in Q3 2026, its #340 holding.
  • Procyon Advisors first reported a position in Pegasystems in Q4 2019 and has held it in 4 quarters since.
  • 220 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.