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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Brinker Capital Investments's PEGA Position: Q1 2026 in Review

Brinker Capital Investments reduced its Pegasystems (PEGA) stake by 22% in Q1 2026, selling an estimated $287K and leaving 21,845 shares worth $930K. The position accounts for 0.01% of the portfolio, ranked #1148.

Brinker Capital Investments first reported a position in PEGA in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.67M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Brinker Capital Investments held 21,845 shares of Pegasystems worth $930K as of Q1 2026.
Brinker Capital Investments sold 6,190 Pegasystems shares in Q1 2026, an estimated $287K.
Pegasystems made up 0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1148 holding.
Brinker Capital Investments first reported a position in Pegasystems in Q3 2020 and has held it in 6 quarters since.
Brinker Capital Investments's Pegasystems position peaked at $1.67M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.