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Sagewood Asset Management’s Pegasystems PEGA Stock Holding History

Sagewood 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
2026
Q2 		– Sell
-5,014
Closed -$213K – 453
2026
Q1 		$213K Buy
+5,014
New +$233K 0.07% 309

Other funds holding PEGA

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Vanguard Portfolio Management
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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 $3.37T AUM 44.26% 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

Sagewood Asset Management's PEGA Position: Q2 2026 in Review

Sagewood Asset Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 5,014 shares — an estimated $213K sold.

Sagewood Asset Management first reported a position in PEGA in Q1 2026 and held it in 1 quarter. The position peaked at $213K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Sagewood Asset Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Sagewood Asset Management sold 5,014 Pegasystems shares in Q2 2026, an estimated $213K.
  • Sagewood Asset Management first reported a position in Pegasystems in Q1 2026 and held it in 1 quarter.
  • Sagewood Asset Management's Pegasystems position peaked at $213K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.