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Empowered Funds’s Pegasystems PEGA Stock Holding History

Empowered Funds’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 		$2.4M Buy
+56,428
New +$2.62M 0.02% 1003
2025
Q4 		– Sell
-33,217
Closed -$1.91M – 1659
2025
Q3 		$1.91M Sell
33,217
-123,940
-79% -$6.83M 0.02% 943
2025
Q2 		$8.5M Buy
+157,157
New +$7.12M 0.1% 251

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

Empowered Funds's PEGA Position: Q1 2026 in Review

Empowered Funds opened a new position in Pegasystems (PEGA) in Q1 2026: 56,428 shares worth $2.4M. The stake represents 0.02% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Empowered Funds previously reported a position in PEGA as recently as Q3 2025.

Empowered Funds first reported a position in PEGA in Q2 2025 and has held it in 3 quarters since. The position peaked at $8.5M in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Empowered Funds held 56,428 shares of Pegasystems worth $2.4M as of Q1 2026.
  • Pegasystems was a new Empowered Funds position in Q1 2026.
  • Pegasystems made up 0.02% of Empowered Funds's portfolio in Q1 2026, its #1003 holding.
  • Empowered Funds first reported a position in Pegasystems in Q2 2025 and has held it in 3 quarters since.
  • Empowered Funds's Pegasystems position peaked at $8.5M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.