ACA
PEGA icon

Atlas Capital Advisors’s Pegasystems PEGA Stock Holding History

Atlas Capital 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
Q2 		$277K Sell
9,242
-1,222
-12% -$43.7K 0.03% 397
2026
Q1 		$445K Sell
10,464
-1,643
-14% -$76.3K 0.05% 281
2025
Q4 		$723K Buy
+12,107
New +$709K 0.08% 201
2025
Q2 		$637K Sell
11,766
-2,908
-20% -$132K 0.08% 212
2025
Q1 		$510K Sell
14,674
-790
-5% -$34.9K 0.06% 250
2024
Q4 		$721K Sell
15,464
-108
-0.7% -$4.62K 0.09% 183
2024
Q3 		$569K Buy
15,572
+15,298
+5,583% +$504K 0.09% 197
2024
Q2 		$8.29K Sell
274
-178
-39% -$5.33K ﹤0.01% 748
2024
Q1 		$14.6K Buy
+452
New +$12.7K ﹤0.01% 689

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Atlas Capital Advisors's PEGA Position: Q2 2026 in Review

Atlas Capital Advisors reduced its Pegasystems (PEGA) stake by 12% in Q2 2026, selling an estimated $43.7K and leaving 9,242 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #397.

Atlas Capital Advisors first reported a position in PEGA in Q1 2024 and has held it in 9 quarters since. The position peaked at $723K in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Atlas Capital Advisors held 9,242 shares of Pegasystems worth $277K as of Q2 2026.
  • Atlas Capital Advisors sold 1,222 Pegasystems shares in Q2 2026, an estimated $43.7K.
  • Pegasystems made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #397 holding.
  • Atlas Capital Advisors first reported a position in Pegasystems in Q1 2024 and has held it in 9 quarters since.
  • Atlas Capital Advisors's Pegasystems position peaked at $723K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.