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Dakota Wealth Management’s Pegasystems PEGA Stock Holding History

Dakota Wealth Management’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 		$458K Buy
15,289
+10,264
+204% +$367K 0.01% 588
2026
Q1 		$214K Sell
5,025
-270
-5% -$12.5K ﹤0.01% 729
2025
Q4 		$316K Buy
+5,295
New +$310K 0.01% 641

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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

Dakota Wealth Management's PEGA Position: Q2 2026 in Review

Dakota Wealth Management increased its Pegasystems (PEGA) stake by 204% in Q2 2026, buying an estimated $367K and bringing the position to 15,289 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #588.

Dakota Wealth Management first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Dakota Wealth Management held 15,289 shares of Pegasystems worth $458K as of Q2 2026.
  • Dakota Wealth Management bought 10,264 Pegasystems shares in Q2 2026, an estimated $367K.
  • Pegasystems made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Dakota Wealth Management first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.