BWL
PEGA icon

Bogart Wealth LLC’s Pegasystems PEGA Stock Holding History

Bogart Wealth LLC’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 		$1.92K Buy
45
+36
+400% +$1.67K ﹤0.01% 1287
2025
Q4 		$537 Hold
9
– – ﹤0.01% 1447
2025
Q3 		$518 Buy
+9
New +$496 ﹤0.01% 1422
2022
Q1 		– Sell
-20
Closed -$1K – 831
2021
Q4 		$1K Hold
20
– – ﹤0.01% 720
2021
Q3 		$1K Hold
20
– – ﹤0.01% 694
2021
Q2 		$1K Buy
20
+2
+11% +$126 ﹤0.01% 652
2021
Q1 		$1K Buy
+18
New +$1.18K ﹤0.01% 605

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

Bogart Wealth LLC's PEGA Position: Q1 2026 in Review

Bogart Wealth LLC increased its Pegasystems (PEGA) stake by 400% in Q1 2026, buying an estimated $1.67K and bringing the position to 45 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Bogart Wealth LLC first reported a position in PEGA in Q1 2021 and has held it in 7 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Bogart Wealth LLC held 45 shares of Pegasystems worth $1.92K as of Q1 2026.
  • Bogart Wealth LLC bought 36 Pegasystems shares in Q1 2026, an estimated $1.67K.
  • Pegasystems made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1287 holding.
  • Bogart Wealth LLC first reported a position in Pegasystems in Q1 2021 and has held it in 7 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.