RJA
PEGA icon

Ross\Johnson & Associates’s Pegasystems PEGA Stock Holding History

Ross\Johnson & Associates’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
Q2 		– Sell
-36
Closed -$1.25K – 308
2025
Q1 		$1.25K Buy
+36
New +$1.59K 0.02% 196

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ross\Johnson & Associates's PEGA Position: Q2 2025 in Review

Ross\Johnson & Associates sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 36 shares — an estimated $1.25K sold.

Ross\Johnson & Associates first reported a position in PEGA in Q1 2025 and held it in 1 quarter. The position peaked at $1.25K in Q1 2025. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

  • Ross\Johnson & Associates reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 36 Pegasystems shares in Q2 2025, an estimated $1.25K.
  • Ross\Johnson & Associates first reported a position in Pegasystems in Q1 2025 and held it in 1 quarter.
  • Ross\Johnson & Associates's Pegasystems position peaked at $1.25K in Q1 2025.
  • 415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Ross\Johnson & Associates's 13F filing for Q2 2025, filed 15 Aug 2025.