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
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 $5.7T 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