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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
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 $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

Atria Investments's PEGA Position: Q1 2026 in Review

Atria Investments increased its Pegasystems (PEGA) stake by 0.63% in Q1 2026, buying an estimated $4.88K and bringing the position to 16,662 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #1260.

Atria Investments first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $989K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Atria Investments held 16,662 shares of Pegasystems worth $709K as of Q1 2026.
  • Atria Investments bought 105 Pegasystems shares in Q1 2026, an estimated $4.88K.
  • Pegasystems made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1260 holding.
  • Atria Investments first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Pegasystems position peaked at $989K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.