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AAP
Arax Advisory Partners’s
Pegasystems
PEGA
Stock Holding History
Arax Advisory Partners’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
$95.7K
Sell
2,248
-2,136
-49%
-$99.2K
﹤0.01%
1407
2025
Q4
$262K
Sell
4,384
-121,594
-97%
-$7.12M
0.01%
903
2025
Q3
$7.24M
Buy
125,978
+125,016
+12,995%
+$6.89M
0.1%
157
2025
Q2
$52.1K
Buy
962
+538
+127%
+$24.4K
﹤0.01%
1218
2025
Q1
$14.7K
Sell
424
-484
-53%
-$21.4K
﹤0.01%
1436
2024
Q4
$42.3K
Sell
908
-414
-31%
-$17.7K
﹤0.01%
951
2024
Q3
$48.3K
Buy
1,322
+608
+85%
+$20K
﹤0.01%
733
2024
Q2
$21.6K
Buy
714
+694
+3,470%
+$20.8K
﹤0.01%
937
2024
Q1
$653
Hold
20
–
–
﹤0.01%
1211
2023
Q4
$493
Sell
20
-64
-76%
-$1.5K
﹤0.01%
1224
2023
Q3
$1.83K
Sell
84
-2
-2%
-$49
﹤0.01%
1025
2023
Q2
$2.12K
Sell
86
-8
-9%
-$186
﹤0.01%
991
2023
Q1
$2.28K
Sell
94
-2
-2%
-$42
﹤0.01%
982
2022
Q4
$1.64K
Buy
96
+58
+153%
+$1K
﹤0.01%
974
2022
Q3
$1K
Buy
38
+16
+73%
+$325
﹤0.01%
1127
2022
Q2
$1K
Sell
22
-46
-68%
-$1.38K
﹤0.01%
1092
2022
Q1
$3K
Buy
68
+46
+209%
+$2.06K
﹤0.01%
892
2021
Q4
$1K
Buy
+22
New
+$1.3K
﹤0.01%
1057
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30.48%
1-Year Est. Return
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$1.91T AUM
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$218B AUM
29.41%
1-Year Est. Return
VCM
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$4.04T AUM
State Street
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$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
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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