Baird Financial Group
PEGA icon

Baird Financial Group’s Pegasystems PEGA Stock Holding History

Baird Financial Group’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 		$5.01M Buy
+167,055
New +$5.98M 0.01% 788
2026
Q1 		– Sell
-4,555
Closed -$272K – 1892
2025
Q4 		$272K Buy
4,555
+238
+6% +$13.9K ﹤0.01% 1659
2025
Q3 		$248K Buy
4,317
+450
+12% +$24.8K ﹤0.01% 1681
2025
Q2 		$209K Buy
+3,867
New +$175K ﹤0.01% 1697

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

Baird Financial Group's PEGA Position: Q2 2026 in Review

Baird Financial Group opened a new position in Pegasystems (PEGA) in Q2 2026: 167,055 shares worth $5.01M. The stake represents 0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in PEGA as recently as Q4 2025.

Baird Financial Group first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Baird Financial Group held 167,055 shares of Pegasystems worth $5.01M as of Q2 2026.
  • Pegasystems was a new Baird Financial Group position in Q2 2026.
  • Pegasystems made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #788 holding.
  • Baird Financial Group first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.