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 Q2	–	Sell	-5,734	Closed	-$244K	–	352
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Trust's PEGA Position: Q2 2026 in Review

American Trust sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 5,734 shares — an estimated $244K sold.

American Trust first reported a position in PEGA in Q3 2025 and held it in 3 quarters. The position peaked at $389K in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

American Trust reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
American Trust sold 5,734 Pegasystems shares in Q2 2026, an estimated $244K.
American Trust first reported a position in Pegasystems in Q3 2025 and held it in 3 quarters.
American Trust's Pegasystems position peaked at $389K in Q4 2025.
437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.