SummitTX Capital’s Pegasystems PEGA Stock Holding History

SummitTX Capital’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	-144,072	Closed	-$5.01M	–	961
2025 Q1	$5.01M	Buy	+144,072	New	+$6.37M	0.22%	115

Other funds holding PEGA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SummitTX Capital's PEGA Position: Q2 2025 in Review

SummitTX Capital sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 144,072 shares — an estimated $5.01M sold.

SummitTX Capital first reported a position in PEGA in Q1 2025 and held it in 1 quarter. The position peaked at $5.01M in Q1 2025. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

SummitTX Capital reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 144,072 Pegasystems shares in Q2 2025, an estimated $5.01M.
SummitTX Capital first reported a position in Pegasystems in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Pegasystems position peaked at $5.01M in Q1 2025.
415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.