Bank of Montreal’s Pegasystems PEGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.27M | Buy |
29,883
+16,042
| +116% | +$745K | ﹤0.01% | 1906 |
|
|
2025
Q4 | $827K | Sell |
13,841
-224
| -2% | -$13.1K | ﹤0.01% | 2078 |
|
|
2025
Q3 | $809K | Sell |
14,065
-598
| -4% | -$33K | ﹤0.01% | 2053 |
|
|
2025
Q2 | $794K | Buy |
14,663
+7,429
| +103% | +$337K | ﹤0.01% | 2028 |
|
|
2025
Q1 | $251K | Sell |
7,234
-582
| -7% | -$25.7K | ﹤0.01% | 2602 |
|
|
2024
Q4 | $364K | Buy |
7,816
+820
| +12% | +$35.1K | ﹤0.01% | 2434 |
|
|
2024
Q3 | $253K | Sell |
6,996
-196
| -3% | -$6.46K | ﹤0.01% | 2891 |
|
|
2024
Q2 | $218K | Sell |
7,192
-44
| -0.6% | -$1.32K | ﹤0.01% | 2947 |
|
|
2024
Q1 | $234K | Buy |
+7,236
| New | +$203K | ﹤0.01% | 2944 |
|
|
2023
Q3 | – | Sell |
-8,022
| Closed | -$204K | – | 4115 |
|
|
2023
Q2 | $204K | Buy |
+8,022
| New | +$186K | ﹤0.01% | 3214 |
|
|
2023
Q1 | – | Sell |
-16,220
| Closed | -$284K | – | 4082 |
|
|
2022
Q4 | $284K | Buy |
16,220
+1,368
| +9% | +$23.7K | ﹤0.01% | 2939 |
|
|
2022
Q3 | $301 | Buy |
14,852
+280
| +2% | +$5.69K | ﹤0.01% | 2931 |
|
|
2022
Q2 | $376 | Sell |
14,572
-3,356
| -19% | -$100K | ﹤0.01% | 2871 |
|
|
2022
Q1 | $728K | Buy |
17,928
+7,964
| +80% | +$357K | ﹤0.01% | 2578 |
|
|
2021
Q4 | $574K | Buy |
9,964
+6
| +0.1% | +$355 | ﹤0.01% | 2294 |
|
|
2021
Q3 | $645K | Buy |
9,958
+74
| +0.7% | +$4.92K | ﹤0.01% | 2734 |
|
|
2021
Q2 | $705K | Sell |
9,884
-110
| -1% | -$6.93K | ﹤0.01% | 2658 |
|
|
2021
Q1 | $603K | Sell |
9,994
-150
| -1% | -$9.81K | ﹤0.01% | 2525 |
|
|
2020
Q4 | $685K | Sell |
10,144
-44
| -0.4% | -$2.81K | ﹤0.01% | 2524 |
|
|
2020
Q3 | $653K | Sell |
10,188
-33,204
| -77% | -$1.91M | ﹤0.01% | 2194 |
|
|
2020
Q2 | $2.2M | Buy |
43,392
+33,030
| +319% | +$1.43M | ﹤0.01% | 1598 |
|
|
2020
Q1 | $337K | Buy |
10,362
+222
| +2% | +$9.31K | ﹤0.01% | 2149 |
|
|
2019
Q4 | $404K | Buy |
10,140
+150
| +2% | +$5.67K | ﹤0.01% | 2783 |
|
|
2019
Q3 | $340K | Hold |
9,990
| – | – | ﹤0.01% | 2637 |
|
|
2019
Q2 | $356K | Sell |
9,990
-3,838
| -28% | -$137K | ﹤0.01% | 2621 |
|
|
2019
Q1 | $449K | Sell |
13,828
-1,784
| -11% | -$52.6K | ﹤0.01% | 2355 |
|
|
2018
Q4 | $374K | Sell |
15,612
-1,654
| -10% | -$43.4K | ﹤0.01% | 2298 |
|
|
2018
Q3 | $540K | Buy |
17,266
+8
| +0% | +$242 | ﹤0.01% | 2301 |
|
|
2018
Q2 | $473K | Buy |
17,258
+8,000
| +86% | +$245K | ﹤0.01% | 2365 |
|
|
2018
Q1 | $280K | Sell |
9,258
-312
| -3% | -$8.43K | ﹤0.01% | 2470 |
|
|
2017
Q4 | $226K | Sell |
9,570
-266
| -3% | -$7.14K | ﹤0.01% | 2627 |
|
|
2017
Q3 | $284K | Buy |
9,836
+266
| +3% | +$7.7K | ﹤0.01% | 2513 |
|
|
2017
Q2 | $280K | Buy |
9,570
+124
| +1% | +$3.27K | ﹤0.01% | 2492 |
|
|
2017
Q1 | $208K | Buy |
9,446
+2,258
| +31% | +$45.8K | ﹤0.01% | 2453 |
|
|
2016
Q4 | $130K | Sell |
7,188
-14,106
| -66% | -$236K | ﹤0.01% | 2711 |
|
|
2016
Q3 | $314K | Sell |
21,294
-368
| -2% | -$4.99K | ﹤0.01% | 2269 |
|
|
2016
Q2 | $292K | Sell |
21,662
-12
| -0.1% | -$158 | ﹤0.01% | 2295 |
|
|
2016
Q1 | $275K | Buy |
21,674
+122
| +0.6% | +$1.47K | ﹤0.01% | 2297 |
|
|
2015
Q4 | $296K | Buy |
21,552
+1,346
| +7% | +$18.6K | ﹤0.01% | 2210 |
|
|
2015
Q3 | $248K | Buy |
20,206
+386
| +2% | +$4.78K | ﹤0.01% | 2157 |
|
|
2015
Q2 | $227K | Buy |
19,820
+42
| +0.2% | +$464 | ﹤0.01% | 2352 |
|
|
2015
Q1 | $215K | Buy |
19,778
+13,394
| +210% | +$138K | ﹤0.01% | 2332 |
|
|
2014
Q4 | $66K | Hold |
6,384
| – | – | ﹤0.01% | 2954 |
|
|
2014
Q3 | $61K | Sell |
6,384
-1,760
| -22% | -$19K | ﹤0.01% | 3059 |
|
|
2014
Q2 | $86K | Buy |
8,144
+2,380
| +41% | +$22.8K | ﹤0.01% | 2943 |
|
|
2014
Q1 | $51K | Buy |
5,764
+80
| +1% | +$863 | ﹤0.01% | 3120 |
|
|
2013
Q4 | $70K | Buy |
5,684
+1,876
| +49% | +$20.6K | ﹤0.01% | 2705 |
|
|
2013
Q3 | $38K | Sell |
3,808
-18,300
| -83% | -$167K | ﹤0.01% | 2955 |
|
|
2013
Q2 | $184K | Buy |
+22,108
| New | +$163K | ﹤0.01% | 2234 |
|
Other funds holding PEGA
VPM
VCM
Bank of Montreal's PEGA Position: Q1 2026 in Review
Bank of Montreal increased its Pegasystems (PEGA) stake by 116% in Q1 2026, buying an estimated $745K and bringing the position to 29,883 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1906.
Bank of Montreal first reported a position in PEGA in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.2M in Q2 2020. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.
- Bank of Montreal held 29,883 shares of Pegasystems worth $1.27M as of Q1 2026.
- Bank of Montreal bought 16,042 Pegasystems shares in Q1 2026, an estimated $745K.
- Pegasystems made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1906 holding.
- Bank of Montreal first reported a position in Pegasystems in Q2 2013 and has held it in 49 quarters since.
- Bank of Montreal's Pegasystems position peaked at $2.2M in Q2 2020.
- 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.