Cerity Partners
PEGA icon

Cerity Partners’s Pegasystems PEGA Stock Holding History

Cerity Partners’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 		$1.2M Sell
40,075
-133,301
-77% -$4.77M ﹤0.01% 1888
2026
Q1 		$7.38M Buy
173,376
+38,188
+28% +$1.77M 0.01% 843
2025
Q4 		$8.07M Sell
135,188
-7,309
-5% -$428K 0.01% 735
2025
Q3 		$8.19M Buy
142,497
+54,284
+62% +$2.99M 0.01% 658
2025
Q2 		$4.77M Buy
88,213
+31,065
+54% +$1.41M 0.01% 819
2025
Q1 		$1.99M Buy
57,148
+18,988
+50% +$840K ﹤0.01% 1132
2024
Q4 		$1.74M Buy
38,160
+2,048
+6% +$87.6K ﹤0.01% 1167
2024
Q3 		$1.32M Buy
36,112
+21,612
+149% +$712K ﹤0.01% 1278
2024
Q2 		$439K Buy
+14,500
New +$435K ﹤0.01% 1606

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

Cerity Partners's PEGA Position: Q2 2026 in Review

Cerity Partners reduced its Pegasystems (PEGA) stake by 77% in Q2 2026, selling an estimated $4.77M and leaving 40,075 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Cerity Partners first reported a position in PEGA in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.19M in Q3 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Cerity Partners held 40,075 shares of Pegasystems worth $1.2M as of Q2 2026.
  • Cerity Partners sold 133,301 Pegasystems shares in Q2 2026, an estimated $4.77M.
  • Pegasystems made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1888 holding.
  • Cerity Partners first reported a position in Pegasystems in Q2 2024 and has held it in 9 quarters since.
  • Cerity Partners's Pegasystems position peaked at $8.19M in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.