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ALPS Advisors’s Pegasystems PEGA Stock Holding History

ALPS Advisors’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 		– Sell
-7,918
Closed -$473K – 1114
2025
Q4 		$473K Buy
7,918
+68
+0.9% +$3.98K ﹤0.01% 772
2025
Q3 		$451K Buy
+7,850
New +$433K ﹤0.01% 793
2025
Q1 		– Sell
-10,646
Closed -$496K – 1097
2024
Q4 		$496K Hold
10,646
– – ﹤0.01% 605
2024
Q3 		$389K Sell
10,646
-36
-0.3% -$1.19K ﹤0.01% 665
2024
Q2 		$323K Sell
10,682
-58
-0.5% -$1.74K ﹤0.01% 809
2024
Q1 		$347K Buy
+10,740
New +$301K ﹤0.01% 845
2016
Q3 		– Sell
-32,242
Closed -$434K – 747
2016
Q2 		$434K Sell
32,242
-2,368
-7% -$31.2K ﹤0.01% 364
2016
Q1 		$439K Buy
+34,610
New +$416K ﹤0.01% 429
2015
Q1 		– Sell
-49,832
Closed -$518K – 740
2014
Q4 		$518K Sell
49,832
-6,628
-12% -$67.9K ﹤0.01% 442
2014
Q3 		$539K Sell
56,460
-6,200
-10% -$66.9K ﹤0.01% 541
2014
Q2 		$662K Buy
62,660
+1,592
+3% +$15.2K 0.01% 259
2014
Q1 		$539K Buy
61,068
+9,640
+19% +$104K 0.01% 527
2013
Q4 		$584K Buy
51,428
+24,980
+94% +$274K 0.01% 221
2013
Q3 		$263K Buy
+26,448
New +$242K ﹤0.01% 255

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ALPS Advisors's PEGA Position: Q1 2026 in Review

ALPS Advisors sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 7,918 shares — an estimated $473K sold.

ALPS Advisors first reported a position in PEGA in Q3 2013 and held it in 14 quarters. The position peaked at $662K in Q2 2014. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • ALPS Advisors reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • ALPS Advisors sold 7,918 Pegasystems shares in Q1 2026, an estimated $473K.
  • ALPS Advisors first reported a position in Pegasystems in Q3 2013 and held it in 14 quarters.
  • ALPS Advisors's Pegasystems position peaked at $662K in Q2 2014.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.