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Tortoise Investment Management’s Pegasystems PEGA Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-1
Closed -$58 – 1097
2025
Q3 		$58 Sell
1
-1
-50% -$55 ﹤0.01% 1478
2025
Q2 		$108 Buy
+2
New +$91 ﹤0.01% 1255

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Tortoise Investment Management's PEGA Position: Q4 2025 in Review

Tortoise Investment Management sold out of Pegasystems (PEGA) in Q4 2025, closing a stake of 1 share — an estimated $58 sold.

Tortoise Investment Management first reported a position in PEGA in Q2 2025 and held it in 2 quarters. The position peaked at $108 in Q2 2025. 473 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Tortoise Investment Management reported no remaining Pegasystems position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Pegasystems share in Q4 2025, an estimated $58.
  • Tortoise Investment Management first reported a position in Pegasystems in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Pegasystems position peaked at $108 in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.