Cambridge Investment Research Advisors’s Pegasystems PEGA Stock Holding History

Cambridge Investment Research Advisors’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	–	Sell	-4,924	Closed	-$294K	–	4033
2025 Q4	$294K	Sell	4,924 -493	-9%	-$28.9K	﹤0.01%	3224
2025 Q3	$311K	Buy	5,417 +215	+4%	+$11.8K	﹤0.01%	3082
2025 Q2	$282K	Sell	5,202 -756	-13%	-$34.2K	﹤0.01%	3037
2025 Q1	$207K	Buy	+5,958	New	+$264K	﹤0.01%	3181
2022 Q1	–	Sell	-3,740	Closed	-$209K	–	3265
2021 Q4	$209K	Sell	3,740 -360	-9%	-$21.3K	﹤0.01%	2857
2021 Q3	$261K	Buy	4,100 +808	+25%	+$53.8K	﹤0.01%	2576
2021 Q2	$229K	Buy	+3,292	New	+$208K	﹤0.01%	2704

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors's PEGA Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,924 shares — an estimated $294K sold.

Cambridge Investment Research Advisors first reported a position in PEGA in Q2 2021 and held it in 7 quarters. The position peaked at $311K in Q3 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Cambridge Investment Research Advisors reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 4,924 Pegasystems shares in Q1 2026, an estimated $294K.
Cambridge Investment Research Advisors first reported a position in Pegasystems in Q2 2021 and held it in 7 quarters.
Cambridge Investment Research Advisors's Pegasystems position peaked at $311K in Q3 2025.
484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.