Commonwealth Equity Services
PEGA icon

Commonwealth Equity Services’s Pegasystems PEGA Stock Holding History

Commonwealth Equity Services’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 		– Sell
-23,316
Closed -$992K – 4528
2026
Q1 		$992K Buy
23,316
+12,113
+108% +$562K ﹤0.01% 2623
2025
Q4 		$669K Buy
11,203
+3,511
+46% +$206K ﹤0.01% 2925
2025
Q3 		$442K Sell
7,692
-480
-6% -$26.4K ﹤0.01% 3280
2025
Q2 		$442K Buy
8,172
+486
+6% +$22K ﹤0.01% 3256
2025
Q1 		$267K Buy
7,686
+2,956
+62% +$131K ﹤0.01% 3601
2024
Q4 		$220K Buy
+4,730
New +$202K ﹤0.01% 3683
2022
Q4 		– Sell
-13,828
Closed -$222K – 3768
2022
Q3 		$222K Sell
13,828
-3,528
-20% -$71.7K ﹤0.01% 3080
2022
Q2 		$415K Sell
17,356
-4,910
-22% -$147K ﹤0.01% 2555
2022
Q1 		$897K Sell
22,266
-1,900
-8% -$85.2K ﹤0.01% 2082
2021
Q4 		$1.35M Sell
24,166
-3,870
-14% -$229K ﹤0.01% 1775
2021
Q3 		$1.78M Buy
28,036
+2,720
+11% +$181K ﹤0.01% 1508
2021
Q2 		$1.76M Buy
25,316
+15,086
+147% +$951K ﹤0.01% 1510
2021
Q1 		$584K Sell
10,230
-13,864
-58% -$906K ﹤0.01% 2205
2020
Q4 		$1.6M Buy
24,094
+1,102
+5% +$70.3K ﹤0.01% 1349
2020
Q3 		$1.39M Buy
22,992
+12,548
+120% +$722K ﹤0.01% 1296
2020
Q2 		$528K Buy
10,444
+1,250
+14% +$54.2K ﹤0.01% 1840
2020
Q1 		$327K Buy
9,194
+1,168
+15% +$49K ﹤0.01% 2003
2019
Q4 		$319K Buy
8,026
+1,058
+15% +$40K ﹤0.01% 2267
2019
Q3 		$237K Buy
6,968
+542
+8% +$19.6K ﹤0.01% 2444
2019
Q2 		$228K Buy
+6,426
New +$229K ﹤0.01% 2416

Other funds holding PEGA

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

Commonwealth Equity Services's PEGA Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 23,316 shares — an estimated $992K sold.

Commonwealth Equity Services first reported a position in PEGA in Q2 2019 and held it in 20 quarters. The position peaked at $1.78M in Q3 2021. 121 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 23,316 Pegasystems shares in Q2 2026, an estimated $992K.
  • Commonwealth Equity Services first reported a position in Pegasystems in Q2 2019 and held it in 20 quarters.
  • Commonwealth Equity Services's Pegasystems position peaked at $1.78M in Q3 2021.
  • 121 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.