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Crossmark Global Holdings’s Pegasystems PEGA Stock Holding History

Crossmark Global Holdings’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 		– Sell
-54,713
Closed -$2.33M – 1301
2026
Q1 		$2.33M Sell
54,713
-19,000
-26% -$882K 0.03% 396
2025
Q4 		$4.4M Buy
73,713
+8,140
+12% +$477K 0.06% 276
2025
Q3 		$3.77M Buy
65,573
+13,332
+26% +$735K 0.06% 299
2025
Q2 		$2.83M Sell
52,241
-63,775
-55% -$2.89M 0.05% 343
2025
Q1 		$4.03M Buy
116,016
+28,026
+32% +$1.24M 0.07% 270
2024
Q4 		$4.1M Buy
87,990
+37,600
+75% +$1.61M 0.07% 263
2024
Q3 		$1.84M Buy
50,390
+26,400
+110% +$869K 0.03% 438
2024
Q2 		$726K Buy
+23,990
New +$719K 0.01% 692

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

Crossmark Global Holdings's PEGA Position: Q2 2026 in Review

Crossmark Global Holdings sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 54,713 shares — an estimated $2.33M sold.

Crossmark Global Holdings first reported a position in PEGA in Q2 2024 and held it in 8 quarters. The position peaked at $4.4M in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Crossmark Global Holdings reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Crossmark Global Holdings sold 54,713 Pegasystems shares in Q2 2026, an estimated $2.33M.
  • Crossmark Global Holdings first reported a position in Pegasystems in Q2 2024 and held it in 8 quarters.
  • Crossmark Global Holdings's Pegasystems position peaked at $4.4M in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.