DiNuzzo Private Wealth’s Pegasystems PEGA Stock Holding History

DiNuzzo Private Wealth’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 Q3	$400	Hold	12	–	–	﹤0.01%	1167
2026 Q2	$360	Sell	12 -4	-25%	-$143	﹤0.01%	1175
2026 Q1	$681	Sell	16 -6	-27%	-$279	﹤0.01%	993
2025 Q4	$1.31K	Hold	22	–	–	﹤0.01%	787
2025 Q3	$1.19K	Buy	22 +2	+10%	+$110	﹤0.01%	814
2025 Q2	$1.08K	Buy	20 +8	+67%	+$362	﹤0.01%	829
2025 Q1	$418	Hold	12	–	–	﹤0.01%	1113
2024 Q4	$560	Hold	12	–	–	﹤0.01%	1044
2024 Q3	$439	Hold	12	–	–	﹤0.01%	1139
2024 Q2	$364	Buy	+12	New	+$360	﹤0.01%	1137

Other funds holding PEGA

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return

L. Roy Papp & Associates Phoenix, Arizona $981M AUM 26.21% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

DiNuzzo Private Wealth's PEGA Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Pegasystems (PEGA) position steady in Q3 2026 at 12 shares worth $400. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

DiNuzzo Private Wealth first reported a position in PEGA in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.31K in Q4 2025. 86 funds tracked by Wall St. Rank hold PEGA as of Q3 2026.

DiNuzzo Private Wealth held 12 shares of Pegasystems worth $400 as of Q3 2026.
DiNuzzo Private Wealth left its Pegasystems share count unchanged in Q3 2026.
Pegasystems made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1167 holding.
DiNuzzo Private Wealth first reported a position in Pegasystems in Q2 2024 and has held it in 10 quarters since.
DiNuzzo Private Wealth's Pegasystems position peaked at $1.31K in Q4 2025.
86 funds tracked by Wall St. Rank held Pegasystems as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.