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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
Q2 		– Sell
-6,730
Closed -$286K – 1248
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 $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 $3.37T AUM 44.26% 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

Callan Family Office's PEGA Position: Q2 2026 in Review

Callan Family Office sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 6,730 shares — an estimated $286K sold.

Callan Family Office first reported a position in PEGA in Q4 2024 and held it in 5 quarters. The position peaked at $383K in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Callan Family Office reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Callan Family Office sold 6,730 Pegasystems shares in Q2 2026, an estimated $286K.
  • Callan Family Office first reported a position in Pegasystems in Q4 2024 and held it in 5 quarters.
  • Callan Family Office's Pegasystems position peaked at $383K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.