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Brinker Capital Investments’s Pegasystems PEGA Stock Holding History

Brinker Capital Investments’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 		$722K Buy
24,076
+2,231
+10% +$79.8K 0.01% 1327
2026
Q1 		$930K Sell
21,845
-6,190
-22% -$287K 0.01% 1148
2025
Q4 		$1.67M Buy
28,035
+3,046
+12% +$178K 0.01% 946
2025
Q3 		$1.44M Sell
24,989
-388
-2% -$21.4K 0.01% 1015
2025
Q2 		$1.37M Buy
25,377
+6,889
+37% +$312K 0.01% 1004
2025
Q1 		$643K Buy
+18,488
New +$818K 0.01% 1287
2020
Q4 		– Sell
-3,318
Closed -$201K – 1148
2020
Q3 		$201K Buy
+3,318
New +$191K ﹤0.01% 1112

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's PEGA Position: Q2 2026 in Review

Brinker Capital Investments increased its Pegasystems (PEGA) stake by 10% in Q2 2026, buying an estimated $79.8K and bringing the position to 24,076 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #1327.

Brinker Capital Investments first reported a position in PEGA in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.67M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Brinker Capital Investments held 24,076 shares of Pegasystems worth $722K as of Q2 2026.
  • Brinker Capital Investments bought 2,231 Pegasystems shares in Q2 2026, an estimated $79.8K.
  • Pegasystems made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1327 holding.
  • Brinker Capital Investments first reported a position in Pegasystems in Q3 2020 and has held it in 7 quarters since.
  • Brinker Capital Investments's Pegasystems position peaked at $1.67M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.