C
PEGA icon

Covestor’s Pegasystems PEGA Stock Holding History

Covestor’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 		$26K Buy
879
+507
+136% +$18.1K 0.02% 1084
2026
Q1 		$16K Sell
372
-116
-24% -$5.39K 0.01% 1203
2025
Q4 		$29K Sell
488
-1,766
-78% -$103K 0.02% 1118
2025
Q3 		$129K Buy
2,254
+612
+37% +$33.7K 0.07% 427
2025
Q2 		$89K Sell
1,642
-962
-37% -$43.6K 0.05% 619
2025
Q1 		$90K Sell
2,604
-382
-13% -$16.9K 0.06% 555
2024
Q4 		$140K Buy
2,986
+1,280
+75% +$54.8K 0.09% 322
2024
Q3 		$63K Sell
1,706
-914
-35% -$30.1K 0.04% 779
2024
Q2 		$79K Buy
2,620
+154
+6% +$4.62K 0.05% 639
2024
Q1 		$80K Buy
2,466
+2,130
+634% +$59.8K 0.05% 668
2023
Q4 		$8K Buy
336
+2
+0.6% +$47 0.01% 1691
2023
Q3 		$7K Sell
334
-4
-1% -$98 0.01% 1635
2023
Q2 		$8K Sell
338
-2
-0.6% -$46 0.01% 1590
2023
Q1 		$8K Sell
340
-2
-0.6% -$42 0.01% 1429
2022
Q4 		$6K Buy
342
+4
+1% +$69 ﹤0.01% 1529
2022
Q3 		$5K Buy
338
+144
+74% +$2.93K ﹤0.01% 1502
2022
Q2 		$5K Sell
194
-2
-1% -$60 ﹤0.01% 1417
2022
Q1 		$8K Sell
196
-858
-81% -$38.5K 0.01% 1390
2021
Q4 		$59K Buy
+1,054
New +$62.4K 0.08% 442

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CIA
Capital Impact Advisors Boston, Massachusetts $1.78B AUM 56.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Covestor's PEGA Position: Q2 2026 in Review

Covestor increased its Pegasystems (PEGA) stake by 136% in Q2 2026, buying an estimated $18.1K and bringing the position to 879 shares worth $26K. The position accounts for 0.02% of the portfolio, ranked #1084.

Covestor first reported a position in PEGA in Q4 2021 and has held it in 19 quarters since. The position peaked at $140K in Q4 2024. 241 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Covestor held 879 shares of Pegasystems worth $26K as of Q2 2026.
  • Covestor bought 507 Pegasystems shares in Q2 2026, an estimated $18.1K.
  • Pegasystems made up 0.02% of Covestor's portfolio in Q2 2026, its #1084 holding.
  • Covestor first reported a position in Pegasystems in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Pegasystems position peaked at $140K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.