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Callan Family Office’s Pegasystems PEGA Stock Holding History

Callan Family Office’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 		$286K Buy
6,730
+317
+5% +$14.7K 0.01% 949
2025
Q4 		$383K Buy
6,413
+852
+15% +$49.9K 0.01% 858
2025
Q3 		$320K Sell
5,561
-57
-1% -$3.14K 0.01% 688
2025
Q2 		$304K Buy
+5,618
New +$255K 0.01% 767
2025
Q1 		– Sell
-4,904
Closed -$229K – 628
2024
Q4 		$229K Buy
+4,904
New +$210K 0.01% 572

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

Callan Family Office's PEGA Position: Q1 2026 in Review

Callan Family Office increased its Pegasystems (PEGA) stake by 4.9% in Q1 2026, buying an estimated $14.7K and bringing the position to 6,730 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #949.

Callan Family Office first reported a position in PEGA in Q4 2024 and has held it in 5 quarters since. The position peaked at $383K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Callan Family Office held 6,730 shares of Pegasystems worth $286K as of Q1 2026.
  • Callan Family Office bought 317 Pegasystems shares in Q1 2026, an estimated $14.7K.
  • Pegasystems made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #949 holding.
  • Callan Family Office first reported a position in Pegasystems in Q4 2024 and has held it in 5 quarters since.
  • Callan Family Office's Pegasystems position peaked at $383K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.