SPA
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Sherbrooke Park Advisers’s Pegasystems PEGA Stock Holding History

Sherbrooke Park Advisers’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
-12,156
Closed -$423K – 713
2025
Q1 		$423K Buy
+12,156
New +$538K 0.2% 187
2024
Q3 		– Sell
-38,236
Closed -$1.16M – 1169
2024
Q2 		$1.16M Buy
38,236
+24,732
+183% +$741K 0.2% 142
2024
Q1 		$436K Sell
13,504
-20,828
-61% -$585K 0.09% 414
2023
Q4 		$839K Buy
34,332
+22,242
+184% +$520K 0.39% 74
2023
Q3 		$262K Buy
+12,090
New +$296K 0.08% 350

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

Sherbrooke Park Advisers's PEGA Position: Q2 2025 in Review

Sherbrooke Park Advisers sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 12,156 shares — an estimated $423K sold.

Sherbrooke Park Advisers first reported a position in PEGA in Q3 2023 and held it in 5 quarters. The position peaked at $1.16M in Q2 2024. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

  • Sherbrooke Park Advisers reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 12,156 Pegasystems shares in Q2 2025, an estimated $423K.
  • Sherbrooke Park Advisers first reported a position in Pegasystems in Q3 2023 and held it in 5 quarters.
  • Sherbrooke Park Advisers's Pegasystems position peaked at $1.16M in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q2 2025, filed 14 Aug 2025.