Corient Private Wealth
PEGA icon

Corient Private Wealth’s Pegasystems PEGA Stock Holding History

Corient Private Wealth’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 		$533K Sell
17,789
-22,009
-55% -$787K ﹤0.01% 2174
2026
Q1 		$1.67M Buy
39,798
+7,217
+22% +$335K ﹤0.01% 1356
2025
Q4 		$1.95M Buy
32,581
+9,497
+41% +$556K ﹤0.01% 1168
2025
Q3 		$1.33M Sell
23,084
-4,924
-18% -$271K ﹤0.01% 1278
2025
Q2 		$1.52M Sell
28,008
-7,292
-21% -$330K ﹤0.01% 1167
2025
Q1 		$1.23M Sell
35,300
-11,512
-25% -$509K ﹤0.01% 1197
2024
Q4 		$2.18M Sell
46,812
-4,752
-9% -$203K ﹤0.01% 968
2024
Q3 		$1.88M Buy
+51,564
New +$1.7M ﹤0.01% 1129

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

Corient Private Wealth's PEGA Position: Q2 2026 in Review

Corient Private Wealth reduced its Pegasystems (PEGA) stake by 55% in Q2 2026, selling an estimated $787K and leaving 17,789 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Corient Private Wealth first reported a position in PEGA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.18M in Q4 2024. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Corient Private Wealth held 17,789 shares of Pegasystems worth $533K as of Q2 2026.
  • Corient Private Wealth sold 22,009 Pegasystems shares in Q2 2026, an estimated $787K.
  • Pegasystems made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2174 holding.
  • Corient Private Wealth first reported a position in Pegasystems in Q3 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Pegasystems position peaked at $2.18M in Q4 2024.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.