D.J. St. Germain’s Pegasystems PEGA Stock Holding History

D.J. St. Germain’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	–	Sell	-3,299	Closed	-$197K	–	959
2025 Q4	$197K	Buy	+3,299	New	+$193K	0.01%	306

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

D.J. St. Germain's PEGA Position: Q1 2026 in Review

D.J. St. Germain sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 3,299 shares — an estimated $197K sold.

D.J. St. Germain first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $197K in Q4 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

D.J. St. Germain reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
D.J. St. Germain sold 3,299 Pegasystems shares in Q1 2026, an estimated $197K.
D.J. St. Germain first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
D.J. St. Germain's Pegasystems position peaked at $197K in Q4 2025.
484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on D.J. St. Germain's 13F filing for Q1 2026, filed 13 Apr 2026.