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
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 $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

Baird Financial Group's PEGA Position: Q1 2026 in Review

Baird Financial Group sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,555 shares — an estimated $272K sold.

Baird Financial Group first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $272K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Baird Financial Group reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Baird Financial Group sold 4,555 Pegasystems shares in Q1 2026, an estimated $272K.
  • Baird Financial Group first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
  • Baird Financial Group's Pegasystems position peaked at $272K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.