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Choreo LLC’s Pegasystems PEGA Stock Holding History

Choreo LLC’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 		$268K Buy
6,298
+2,201
+54% +$102K ﹤0.01% 1312
2025
Q4 		$251K Sell
4,097
-462
-10% -$27.1K ﹤0.01% 1333
2025
Q3 		$262K Sell
4,559
-463
-9% -$25.5K ﹤0.01% 1312
2025
Q2 		$272K Buy
+5,022
New +$228K ﹤0.01% 1241
2025
Q1 		– Sell
-4,910
Closed -$229K – 1568
2024
Q4 		$229K Buy
+4,910
New +$210K ﹤0.01% 1346

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

Choreo LLC's PEGA Position: Q1 2026 in Review

Choreo LLC increased its Pegasystems (PEGA) stake by 54% in Q1 2026, buying an estimated $102K and bringing the position to 6,298 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Choreo LLC first reported a position in PEGA in Q4 2024 and has held it in 5 quarters since. The position peaked at $272K in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Choreo LLC held 6,298 shares of Pegasystems worth $268K as of Q1 2026.
  • Choreo LLC bought 2,201 Pegasystems shares in Q1 2026, an estimated $102K.
  • Pegasystems made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1312 holding.
  • Choreo LLC first reported a position in Pegasystems in Q4 2024 and has held it in 5 quarters since.
  • Choreo LLC's Pegasystems position peaked at $272K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.