Ray Dalio's PEGA Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 146,825 shares of Pegasystems Inc. (PEGA) worth $8.77 M, representing 0.03% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 7 quarters.
Based on 13F filings, Ray Dalio has maintained this position in PEGA for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 164,560 shares. Largest reduction occurred in Q4 2025, reducing 71,667 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Pegasystems (PEGA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Pegasystems (PEGA) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -71,667 | Reduce 32.80% | 146,825 | $59.72 |
| Q3 2025 | +53,932 | Add 32.77% | 218,492 | $57.50 |
| Q2 2025 | +164,560 | New Buy | 164,560 | $54.13 |
| Q1 2023 | -20,372 | Sold Out | 0 | $0.00 |
| Q4 2022 | +20,372 | New Buy | 20,372 | $17.12 |
| Q3 2022 | -11,138 | Sold Out | 0 | $0.00 |
| Q2 2022 | +11,138 | New Buy | 11,138 | $23.88 |
Ray Dalio's Pegasystems Investment FAQs
Ray Dalio first purchased Pegasystems Inc. (PEGA) in Q2 2022, acquiring 11,138 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Pegasystems Inc. (PEGA) for 7 quarters since Q2 2022.
Ray Dalio's largest addition to Pegasystems Inc. (PEGA) was in Q2 2025, adding 164,560 shares worth $8.91 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 146,825 shares of Pegasystems Inc. (PEGA), valued at approximately $8.77 M.
As of the Q4 2025 filing, Pegasystems Inc. (PEGA) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Pegasystems Inc. (PEGA) was 218,492 shares, as reported at the end of Q3 2025.