CWM
PEGA icon

Calamos Wealth Management’s Pegasystems PEGA Stock Holding History

Calamos Wealth Management’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 		– Sell
-7,003
Closed -$298K – 555
2026
Q1 		$298K Buy
7,003
+3,297
+89% +$153K 0.01% 405
2025
Q4 		$221K Sell
3,706
-1,608
-30% -$94.2K 0.01% 418
2025
Q3 		$306K Buy
+5,314
New +$293K 0.01% 339

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Calamos Wealth Management's PEGA Position: Q2 2026 in Review

Calamos Wealth Management sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 7,003 shares — an estimated $298K sold.

Calamos Wealth Management first reported a position in PEGA in Q3 2025 and held it in 3 quarters. The position peaked at $306K in Q3 2025. 198 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Calamos Wealth Management reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Calamos Wealth Management sold 7,003 Pegasystems shares in Q2 2026, an estimated $298K.
  • Calamos Wealth Management first reported a position in Pegasystems in Q3 2025 and held it in 3 quarters.
  • Calamos Wealth Management's Pegasystems position peaked at $306K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.