Advisory Services Network’s Pegasystems PEGA Stock Holding History

Advisory Services Network’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 Q1	$1.13M	Buy	26,536 +1,358	+5%	+$63.1K	0.02%	875
2025 Q4	$1.5M	Buy	25,178 +407	+2%	+$23.8K	0.02%	723
2025 Q3	$1.42M	Buy	24,771 +11,144	+82%	+$614K	0.02%	727
2025 Q2	$800K	Buy	+13,627	New	+$617K	0.01%	922
2025 Q1	–	Sell	-8,010	Closed	-$373K	–	1699
2024 Q4	$373K	Buy	+8,010	New	+$343K	0.01%	1179
2024 Q2	–	Sell	-6,200	Closed	-$200K	–	1583
2024 Q1	$200K	Sell	6,200 -654	-10%	-$18.4K	﹤0.01%	1349
2023 Q4	$167K	Buy	+6,854	New	+$160K	﹤0.01%	1373
2023 Q2	–	Sell	-5,462	Closed	-$132K	–	3010
2023 Q1	$132K	Buy	+5,462	New	+$115K	﹤0.01%	1494
2018 Q2	–	Sell	-80	Closed	-$2K	–	2635
2018 Q1	$2K	Buy	+80	New	+$2.16K	﹤0.01%	2394

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisory Services Network's PEGA Position: Q1 2026 in Review

Advisory Services Network increased its Pegasystems (PEGA) stake by 5.4% in Q1 2026, buying an estimated $63.1K and bringing the position to 26,536 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #875.

Advisory Services Network first reported a position in PEGA in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Advisory Services Network held 26,536 shares of Pegasystems worth $1.13M as of Q1 2026.
Advisory Services Network bought 1,358 Pegasystems shares in Q1 2026, an estimated $63.1K.
Pegasystems made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #875 holding.
Advisory Services Network first reported a position in Pegasystems in Q1 2018 and has held it in 9 quarters since.
Advisory Services Network's Pegasystems position peaked at $1.5M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.