Envestnet Portfolio Solutions
PEGA icon

Envestnet Portfolio Solutions’s Pegasystems PEGA Stock Holding History

Envestnet Portfolio Solutions’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 		$1.07M Buy
35,691
+13,264
+59% +$475K 0.01% 681
2026
Q1 		$954K Buy
+22,427
New +$1.04M 0.01% 650

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's PEGA Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Pegasystems (PEGA) stake by 59% in Q2 2026, buying an estimated $475K and bringing the position to 35,691 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #681.

Envestnet Portfolio Solutions first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Envestnet Portfolio Solutions held 35,691 shares of Pegasystems worth $1.07M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 13,264 Pegasystems shares in Q2 2026, an estimated $475K.
  • Pegasystems made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #681 holding.
  • Envestnet Portfolio Solutions first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.