SEC 13F Intelligence

Capital Impact Advisors, LLC / PEGA

Capital Impact Advisors, LLC’s Pegasystems Inc Position

Does Capital Impact Advisors, LLC own Pegasystems Inc (PEGA)? Yes125.8K shares worth $5M (+2.16% of its 13F portfolio) as of Q1 2026, down from 765.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
125.8K
% of Portfolio
+2.16%
Quarters Held
13
currently held

Position History PEGA

Reported value by quarter
Q1 ’19: $1MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ1 ’20Q1 ’23: $548,551Q2 ’23: $583,515Q2 ’23Q3 ’23: $513,801Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $1MQ2 ’24Q4 ’25: $46MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026125.8K$5M+2.16%
Q4 2025765.3K$46M+3.58%
Q2 202418.0K$1M+3.07%
Q1 202427.1K$2M+2.28%
Q4 202328.3K$1M+1.82%
Q3 202311.8K$513,801+0.86%
Q2 202311.8K$583,515+0.64%
Q1 202311.3K$548,551+0.67%
Q1 202027.4K$2M+0.82%
Q4 201926.4K$2M+0.74%
Q3 201926.4K$2M+0.68%
Q2 201923.9K$2M+0.62%
Q1 201931.4K$1M+0.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Impact Advisors, LLC’s full portfolio or all institutional holders of PEGA.