Rockefeller Capital Management
PEGA icon

Rockefeller Capital Management’s Pegasystems PEGA Stock Holding History

Rockefeller 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 		$76.8K Sell
2,561
-204,211
-99% -$7.31M ﹤0.01% 3130
2026
Q1 		$8.8M Buy
206,772
+4,511
+2% +$209K 0.02% 722
2025
Q4 		$12.1M Buy
202,261
+201,805
+44,255% +$11.8M 0.02% 598
2025
Q3 		$26.2K Buy
+456
New +$25.1K ﹤0.01% 3215
2023
Q1 		– Sell
-40
Closed – – 3343
2022
Q4 		$0 Hold
40
– – ﹤0.01% 4124
2022
Q3 		$0 Sell
40
-586
-94% -$11.9K ﹤0.01% 4261
2022
Q2 		$14K Sell
626
-458
-42% -$13.7K ﹤0.01% 2949
2022
Q1 		$43K Sell
1,084
-2
-0.2% -$90 ﹤0.01% 2369
2021
Q4 		$60K Buy
+1,086
New +$64.3K ﹤0.01% 2129
2021
Q3 		– Sell
-46
Closed -$3K – 3805
2021
Q2 		$3K Buy
+46
New +$2.9K ﹤0.01% 3179

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Rockefeller Capital Management reduced its Pegasystems (PEGA) stake by 99% in Q2 2026, selling an estimated $7.31M and leaving 2,561 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3130.

Rockefeller Capital Management first reported a position in PEGA in Q2 2021 and has held it in 10 quarters since. The position peaked at $12.1M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Rockefeller Capital Management held 2,561 shares of Pegasystems worth $76.8K as of Q2 2026.
  • Rockefeller Capital Management sold 204,211 Pegasystems shares in Q2 2026, an estimated $7.31M.
  • Pegasystems made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3130 holding.
  • Rockefeller Capital Management first reported a position in Pegasystems in Q2 2021 and has held it in 10 quarters since.
  • Rockefeller Capital Management's Pegasystems position peaked at $12.1M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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