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Atria Investments’s Pegasystems PEGA Stock Holding History

Atria Investments’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 		$341K Sell
11,390
-5,272
-32% -$189K ﹤0.01% 1760
2026
Q1 		$709K Buy
16,662
+105
+0.6% +$4.88K 0.01% 1260
2025
Q4 		$989K Buy
16,557
+8,106
+96% +$475K 0.01% 1071
2025
Q3 		$486K Sell
8,451
-537
-6% -$29.6K 0.01% 1430
2025
Q2 		$486K Buy
+8,988
New +$407K 0.01% 1432

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 $3.38T AUM 44.17% 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

Atria Investments's PEGA Position: Q2 2026 in Review

Atria Investments reduced its Pegasystems (PEGA) stake by 32% in Q2 2026, selling an estimated $189K and leaving 11,390 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Atria Investments first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $989K in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Atria Investments held 11,390 shares of Pegasystems worth $341K as of Q2 2026.
  • Atria Investments sold 5,272 Pegasystems shares in Q2 2026, an estimated $189K.
  • Pegasystems made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1760 holding.
  • Atria Investments first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • Atria Investments's Pegasystems position peaked at $989K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.