Convergence Investment Partners’s Pegasystems PEGA Stock Holding History

Convergence Investment 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	$2.13M	Sell	50,113 -5,392	-10%	-$250K	0.35%	94
2025 Q4	$3.31M	Buy	55,505 +8,354	+18%	+$489K	0.66%	42
2025 Q3	$2.71M	Sell	47,151 -1,867	-4%	-$103K	0.61%	40
2025 Q2	$2.65M	Buy	+49,018	New	+$2.22M	0.67%	36
2015 Q2	–	Sell	-98,432	Closed	-$1.07M	–	403
2015 Q1	$1.07M	Buy	+98,432	New	+$1.02M	0.15%	243
2014 Q2	–	Sell	-94,032	Closed	-$830K	–	410
2014 Q1	$830K	Buy	94,032 +39,832	+73%	+$430K	0.13%	229
2013 Q4	$666K	Buy	+54,200	New	+$594K	0.11%	227

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Convergence Investment Partners's PEGA Position: Q1 2026 in Review

Convergence Investment Partners reduced its Pegasystems (PEGA) stake by 9.7% in Q1 2026, selling an estimated $250K and leaving 50,113 shares worth $2.13M. The position accounts for 0.35% of the portfolio, ranked #94.

Convergence Investment Partners first reported a position in PEGA in Q4 2013 and has held it in 7 quarters since. The position peaked at $3.31M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Convergence Investment Partners held 50,113 shares of Pegasystems worth $2.13M as of Q1 2026.
Convergence Investment Partners sold 5,392 Pegasystems shares in Q1 2026, an estimated $250K.
Pegasystems made up 0.35% of Convergence Investment Partners's portfolio in Q1 2026, its #94 holding.
Convergence Investment Partners first reported a position in Pegasystems in Q4 2013 and has held it in 7 quarters since.
Convergence Investment Partners's Pegasystems position peaked at $3.31M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.