CA
PEGA icon

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
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 $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

Clearstead Advisors's PEGA Position: Q1 2026 in Review

Clearstead Advisors reduced its Pegasystems (PEGA) stake by 91% in Q1 2026, selling an estimated $14.6K and leaving 30 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Clearstead Advisors first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. The position peaked at $94.4K in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Clearstead Advisors held 30 shares of Pegasystems worth $1.28K as of Q1 2026.
  • Clearstead Advisors sold 314 Pegasystems shares in Q1 2026, an estimated $14.6K.
  • Pegasystems made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1998 holding.
  • Clearstead Advisors first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Pegasystems position peaked at $94.4K in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.