BGAI
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Bruce G. Allen Investments’s Pegasystems PEGA Stock Holding History

Bruce G. Allen 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 		$390 Hold
13
– – ﹤0.01% 970
2026
Q1 		$553 Buy
+13
New +$604 ﹤0.01% 956
2024
Q4 		– Sell
-10
Closed -$365 – 1133
2024
Q3 		$365 Buy
+10
New +$329 ﹤0.01% 1010

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

Bruce G. Allen Investments's PEGA Position: Q2 2026 in Review

Bruce G. Allen Investments held its Pegasystems (PEGA) position steady in Q2 2026 at 13 shares worth $390. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Bruce G. Allen Investments first reported a position in PEGA in Q3 2024 and has held it in 3 quarters since. The position peaked at $553 in Q1 2026. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Bruce G. Allen Investments held 13 shares of Pegasystems worth $390 as of Q2 2026.
  • Bruce G. Allen Investments left its Pegasystems share count unchanged in Q2 2026.
  • Pegasystems made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #970 holding.
  • Bruce G. Allen Investments first reported a position in Pegasystems in Q3 2024 and has held it in 3 quarters since.
  • Bruce G. Allen Investments's Pegasystems position peaked at $553 in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.