TwinBeech Capital’s Pegasystems PEGA Stock Holding History

TwinBeech 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	-51,666	Closed	-$1.8M	–	908
2025 Q1	$1.8M	Buy	+51,666	New	+$2.29M	0.03%	410
2024 Q2	–	Sell	-31,182	Closed	-$1.01M	–	732
2024 Q1	$1.01M	Buy	+31,182	New	+$875K	0.02%	414
2023 Q1	–	Sell	-121,010	Closed	-$2.07M	–	822
2022 Q4	$2.07M	Buy	121,010 +74,970	+163%	+$1.3M	0.04%	436
2022 Q3	$740K	Buy	+46,040	New	+$936K	0.02%	489
2022 Q2	–	Sell	-49,388	Closed	-$1.99M	–	671
2022 Q1	$1.99M	Buy	49,388 +39,508	+400%	+$1.77M	0.09%	243
2021 Q4	$552K	Buy	+9,880	New	+$585K	0.03%	411
2020 Q4	–	Sell	-6,350	Closed	-$384K	–	573
2020 Q3	$384K	Buy	+6,350	New	+$365K	0.08%	313

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

TwinBeech Capital's PEGA Position: Q2 2025 in Review

TwinBeech Capital sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 51,666 shares — an estimated $1.8M sold.

TwinBeech Capital first reported a position in PEGA in Q3 2020 and held it in 7 quarters. The position peaked at $2.07M in Q4 2022. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

TwinBeech Capital reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
TwinBeech Capital sold 51,666 Pegasystems shares in Q2 2025, an estimated $1.8M.
TwinBeech Capital first reported a position in Pegasystems in Q3 2020 and held it in 7 quarters.
TwinBeech Capital's Pegasystems position peaked at $2.07M in Q4 2022.
415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

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