Stevens Capital Management’s Pegasystems PEGA Stock Holding History

Stevens 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
2025 Q1	–	Sell	-6,560	Closed	-$306K	–	365
2024 Q4	$306K	Buy	+6,560	New	+$281K	0.12%	228
2019 Q2	–	Sell	-44,954	Closed	-$1.46M	–	795
2019 Q1	$1.46M	Buy	44,954 +32,412	+258%	+$956K	0.06%	323
2018 Q4	$300K	Buy	+12,542	New	+$329K	0.02%	566
2018 Q3	–	Sell	-92,082	Closed	-$2.52M	–	901
2018 Q2	$2.52M	Buy	92,082 +39,106	+74%	+$1.2M	0.09%	253
2018 Q1	$1.61M	Buy	+52,976	New	+$1.43M	0.06%	331
2014 Q4	–	Sell	-26,216	Closed	-$250K	–	1170
2014 Q3	$250K	Buy	+26,216	New	+$283K	0.01%	792
2014 Q2	–	Sell	-41,144	Closed	-$363K	–	1247
2014 Q1	$363K	Buy	41,144 +24,436	+146%	+$264K	0.01%	747
2013 Q4	$205K	Buy	+16,708	New	+$183K	0.01%	906

Other funds holding PEGA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stevens Capital Management's PEGA Position: Q1 2025 in Review

Stevens Capital Management sold out of Pegasystems (PEGA) in Q1 2025, closing a stake of 6,560 shares — an estimated $306K sold.

Stevens Capital Management first reported a position in PEGA in Q4 2013 and held it in 8 quarters. The position peaked at $2.52M in Q2 2018. 328 funds tracked by Wall St. Rank hold PEGA as of Q1 2025.

Stevens Capital Management reported no remaining Pegasystems position as of Q1 2025 after selling out during the quarter.
Stevens Capital Management sold 6,560 Pegasystems shares in Q1 2025, an estimated $306K.
Stevens Capital Management first reported a position in Pegasystems in Q4 2013 and held it in 8 quarters.
Stevens Capital Management's Pegasystems position peaked at $2.52M in Q2 2018.
328 funds tracked by Wall St. Rank held Pegasystems as of Q1 2025.

Based on Stevens Capital Management's 13F filing for Q1 2025, filed 7 May 2025.