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Creative Financial Designs’s Pegasystems PEGA Stock Holding History

Creative Financial Designs’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 		$2.55K Buy
60
+18
+43% +$836 ﹤0.01% 1735
2025
Q4 		$2.51K Hold
42
– – ﹤0.01% 1655
2025
Q3 		$2.42K Hold
42
– – ﹤0.01% 1672
2025
Q2 		$2.27K Hold
42
– – ﹤0.01% 1666
2025
Q1 		$1.46K Buy
+42
New +$1.86K ﹤0.01% 1719

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

Creative Financial Designs's PEGA Position: Q1 2026 in Review

Creative Financial Designs increased its Pegasystems (PEGA) stake by 43% in Q1 2026, buying an estimated $836 and bringing the position to 60 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Creative Financial Designs first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Creative Financial Designs held 60 shares of Pegasystems worth $2.55K as of Q1 2026.
  • Creative Financial Designs bought 18 Pegasystems shares in Q1 2026, an estimated $836.
  • Pegasystems made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1735 holding.
  • Creative Financial Designs first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.