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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
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 $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

Atlas Capital Advisors's PEGA Position: Q1 2026 in Review

Atlas Capital Advisors reduced its Pegasystems (PEGA) stake by 14% in Q1 2026, selling an estimated $76.3K and leaving 10,464 shares worth $445K. The position accounts for 0.05% of the portfolio, ranked #281.

Atlas Capital Advisors first reported a position in PEGA in Q1 2024 and has held it in 8 quarters since. The position peaked at $723K in Q4 2025. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Atlas Capital Advisors held 10,464 shares of Pegasystems worth $445K as of Q1 2026.
  • Atlas Capital Advisors sold 1,643 Pegasystems shares in Q1 2026, an estimated $76.3K.
  • Pegasystems made up 0.05% of Atlas Capital Advisors's portfolio in Q1 2026, its #281 holding.
  • Atlas Capital Advisors first reported a position in Pegasystems in Q1 2024 and has held it in 8 quarters since.
  • Atlas Capital Advisors's Pegasystems position peaked at $723K in Q4 2025.
  • 479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.