AT
PEGA icon

American Trust’s Pegasystems PEGA Stock Holding History

American Trust’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 		$244K Sell
5,734
-786
-12% -$36.5K 0.02% 270
2025
Q4 		$389K Hold
6,520
– – 0.03% 206
2025
Q3 		$375K Buy
+6,520
New +$359K 0.03% 214

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

American Trust's PEGA Position: Q1 2026 in Review

American Trust reduced its Pegasystems (PEGA) stake by 12% in Q1 2026, selling an estimated $36.5K and leaving 5,734 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #270.

American Trust first reported a position in PEGA in Q3 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • American Trust held 5,734 shares of Pegasystems worth $244K as of Q1 2026.
  • American Trust sold 786 Pegasystems shares in Q1 2026, an estimated $36.5K.
  • Pegasystems made up 0.02% of American Trust's portfolio in Q1 2026, its #270 holding.
  • American Trust first reported a position in Pegasystems in Q3 2025 and has held it in 3 quarters since.
  • American Trust's Pegasystems position peaked at $389K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.