ZIM
PEGA icon

Zacks Investment Management’s Pegasystems PEGA Stock Holding History

Zacks 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
2026
Q2 		– Sell
-123,795
Closed -$5.27M – 804
2026
Q1 		$5.27M Buy
123,795
+4,556
+4% +$212K 0.04% 220
2025
Q4 		$7.12M Buy
119,239
+957
+0.8% +$56.1K 0.06% 195
2025
Q3 		$6.8M Buy
118,282
+16,236
+16% +$895K 0.05% 198
2025
Q2 		$5.52M Buy
+102,046
New +$4.62M 0.05% 207
2023
Q2 		– Sell
-95,986
Closed -$2.33M – 701
2023
Q1 		$2.33M Buy
+95,986
New +$2.02M 0.03% 268
2022
Q3 		– Sell
-65,558
Closed -$1.57M – 630
2022
Q2 		$1.57M Buy
+65,558
New +$1.96M 0.02% 291
2020
Q3 		– Sell
-22,598
Closed -$1.14M – 549
2020
Q2 		$1.14M Buy
+22,598
New +$979K 0.03% 280
2019
Q4 		– Sell
-85,754
Closed -$2.92M – 576
2019
Q3 		$2.92M Buy
85,754
+2,434
+3% +$88K 0.06% 199
2019
Q2 		$2.97M Buy
+83,320
New +$2.97M 0.06% 195
2018
Q2 		– Sell
-38,484
Closed -$1.17M – 587
2018
Q1 		$1.17M Buy
+38,484
New +$1.04M 0.03% 379
2014
Q4 		– Sell
-22,252
Closed -$213K – 721
2014
Q3 		$213K Sell
22,252
-18,332
-45% -$198K 0.01% 627
2014
Q2 		$429K Sell
40,584
-9,816
-19% -$93.9K 0.02% 484
2014
Q1 		$445K Buy
50,400
+7,664
+18% +$82.7K 0.02% 444
2013
Q4 		$525K Sell
42,736
-50,924
-54% -$558K 0.02% 370
2013
Q3 		$932K Sell
93,660
-19,432
-17% -$178K 0.04% 242
2013
Q2 		$936K Buy
+113,092
New +$834K 0.04% 228

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Zacks Investment Management's PEGA Position: Q2 2026 in Review

Zacks Investment Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 123,795 shares — an estimated $5.27M sold.

Zacks Investment Management first reported a position in PEGA in Q2 2013 and held it in 16 quarters. The position peaked at $7.12M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Zacks Investment Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Zacks Investment Management sold 123,795 Pegasystems shares in Q2 2026, an estimated $5.27M.
  • Zacks Investment Management first reported a position in Pegasystems in Q2 2013 and held it in 16 quarters.
  • Zacks Investment Management's Pegasystems position peaked at $7.12M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.