Creative Planning
PEGA icon

Creative Planning’s Pegasystems PEGA Stock Holding History

Creative Planning’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 		$3.87M Buy
90,863
+61,060
+205% +$2.84M ﹤0.01% 1390
2025
Q4 		$1.78M Buy
29,803
+1,820
+7% +$107K ﹤0.01% 1818
2025
Q3 		$1.61M Buy
27,983
+10,455
+60% +$576K ﹤0.01% 1715
2025
Q2 		$949K Buy
17,528
+4,566
+35% +$207K ﹤0.01% 1901
2025
Q1 		$451K Buy
12,962
+3,558
+38% +$157K ﹤0.01% 2368
2024
Q4 		$438K Buy
9,404
+1,874
+25% +$80.2K ﹤0.01% 2349
2024
Q3 		$275K Buy
7,530
+186
+3% +$6.13K ﹤0.01% 2581
2024
Q2 		$222K Buy
+7,344
New +$220K ﹤0.01% 2602
2023
Q3 		– Sell
-12,292
Closed -$303K – 3002
2023
Q2 		$303K Buy
12,292
+1,492
+14% +$34.7K ﹤0.01% 1913
2023
Q1 		$262K Sell
10,800
-2,112
-16% -$44.5K ﹤0.01% 1912
2022
Q4 		$221K Buy
+12,912
New +$223K ﹤0.01% 1954
2021
Q3 		– Sell
-3,056
Closed -$213K – 2197
2021
Q2 		$213K Buy
+3,056
New +$193K ﹤0.01% 1774
2020
Q4 		– Sell
-5,252
Closed -$318K – 2430
2020
Q3 		$318K Buy
+5,252
New +$302K ﹤0.01% 1394
2017
Q2 		– Sell
-60
Closed -$1K – 4762
2017
Q1 		$1K Buy
+60
New +$1.22K ﹤0.01% 4482
2015
Q2 		– Sell
-36
Closed – – 2452
2015
Q1 		$0 Hold
36
– – ﹤0.01% 4351
2014
Q4 		$0 Hold
36
– – ﹤0.01% 4297
2014
Q3 		$0 Hold
36
– – ﹤0.01% 4112
2014
Q2 		$0 Hold
36
– – ﹤0.01% 3913
2014
Q1 		$0 Hold
36
– – ﹤0.01% 3719
2013
Q4 		$0 Hold
36
– – ﹤0.01% 3424
2013
Q3 		$0 Sell
36
-800
-96% -$7.32K ﹤0.01% 3313
2013
Q2 		$7K Buy
+836
New +$6.17K ﹤0.01% 2419

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 Planning's PEGA Position: Q1 2026 in Review

Creative Planning increased its Pegasystems (PEGA) stake by 205% in Q1 2026, buying an estimated $2.84M and bringing the position to 90,863 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Creative Planning first reported a position in PEGA in Q2 2013 and has held it in 22 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Creative Planning held 90,863 shares of Pegasystems worth $3.87M as of Q1 2026.
  • Creative Planning bought 61,060 Pegasystems shares in Q1 2026, an estimated $2.84M.
  • Pegasystems made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1390 holding.
  • Creative Planning first reported a position in Pegasystems in Q2 2013 and has held it in 22 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.