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Clearstead Advisors’s Pegasystems PEGA Stock Holding History

Clearstead 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
Q2 		$11.1K Buy
371
+341
+1,137% +$12.2K ﹤0.01% 1945
2026
Q1 		$1.28K Sell
30
-314
-91% -$14.6K ﹤0.01% 1998
2025
Q4 		$20.5K Sell
344
-1,047
-75% -$61.3K ﹤0.01% 1697
2025
Q3 		$80K Sell
1,391
-353
-20% -$19.4K ﹤0.01% 1118
2025
Q2 		$94.4K Buy
1,744
+470
+37% +$21.3K ﹤0.01% 1079
2025
Q1 		$44.3K Buy
1,274
+648
+104% +$28.7K ﹤0.01% 1200
2024
Q4 		$29.2K Buy
626
+260
+71% +$11.1K ﹤0.01% 1287
2024
Q3 		$13.4K Buy
+366
New +$12.1K ﹤0.01% 1526

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

Clearstead Advisors's PEGA Position: Q2 2026 in Review

Clearstead Advisors increased its Pegasystems (PEGA) stake by 1,137% in Q2 2026, buying an estimated $12.2K and bringing the position to 371 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Clearstead Advisors first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $94.4K in Q2 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Clearstead Advisors held 371 shares of Pegasystems worth $11.1K as of Q2 2026.
  • Clearstead Advisors bought 341 Pegasystems shares in Q2 2026, an estimated $12.2K.
  • Pegasystems made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1945 holding.
  • Clearstead Advisors first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
  • Clearstead Advisors's Pegasystems position peaked at $94.4K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.