Rafferty Asset Management
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Rafferty Asset Management’s Pegasystems PEGA Stock Holding History

Rafferty 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
2025
Q4 		– Sell
-7,792
Closed -$448K – 1166
2025
Q3 		$448K Sell
7,792
-5,849
-43% -$322K ﹤0.01% 920
2025
Q2 		$738K Buy
13,641
+539
+4% +$24.4K ﹤0.01% 808
2025
Q1 		$455K Sell
13,102
-3,090
-19% -$137K ﹤0.01% 886
2024
Q4 		$755K Hold
16,192
– – ﹤0.01% 838
2024
Q3 		$592K Sell
16,192
-6,058
-27% -$200K ﹤0.01% 896
2024
Q2 		$673K Hold
22,250
– – ﹤0.01% 886
2024
Q1 		$719K Sell
22,250
-5,088
-19% -$143K ﹤0.01% 889
2023
Q4 		$668K Sell
27,338
-3,276
-11% -$76.6K ﹤0.01% 907
2023
Q3 		$664K Sell
30,614
-54
-0.2% -$1.32K ﹤0.01% 876
2023
Q2 		$756K Sell
30,668
-2,522
-8% -$58.6K ﹤0.01% 885
2023
Q1 		$805K Buy
+33,190
New +$699K 0.01% 852

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Rafferty Asset Management's PEGA Position: Q4 2025 in Review

Rafferty Asset Management sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 7,792 shares — an estimated $448K sold.

Rafferty Asset Management first reported a position in PEGA in Q1 2023 and held it in 11 quarters. The position peaked at $805K in Q1 2023. 472 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Rafferty Asset Management reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Rafferty Asset Management sold 7,792 Pegasystems shares in Q4 2025, an estimated $448K.
  • Rafferty Asset Management first reported a position in Pegasystems in Q1 2023 and held it in 11 quarters.
  • Rafferty Asset Management's Pegasystems position peaked at $805K in Q1 2023.
  • 472 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Rafferty Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.