Baker Avenue Asset Management’s Pegasystems PEGA Stock Holding History

Baker Avenue Asset Management’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	–	Sell	-6,047	Closed	-$257K	–	849
2026 Q1	$257K	Buy	+6,047	New	+$281K	0.01%	656
2023 Q3	–	Sell	-52	Closed	-$1.28K	–	1687
2023 Q2	$1.28K	Hold	52	–	–	﹤0.01%	1099
2023 Q1	$1.26K	Sell	52 -2	-4%	-$42	﹤0.01%	1108
2022 Q4	$924	Buy	+54	New	+$934	﹤0.01%	1121

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Baker Avenue Asset Management's PEGA Position: Q2 2026 in Review

Baker Avenue Asset Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 6,047 shares — an estimated $257K sold.

Baker Avenue Asset Management first reported a position in PEGA in Q4 2022 and held it in 4 quarters. The position peaked at $257K in Q1 2026. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

Baker Avenue Asset Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
Baker Avenue Asset Management sold 6,047 Pegasystems shares in Q2 2026, an estimated $257K.
Baker Avenue Asset Management first reported a position in Pegasystems in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's Pegasystems position peaked at $257K in Q1 2026.
435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.