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EP Wealth Advisors’s Pegasystems PEGA Stock Holding History

EP Wealth Advisors’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 		$443K Buy
+10,417
New +$484K ﹤0.01% 956
2025
Q2 		$241K Buy
+4,450
New +$202K ﹤0.01% 1147
2025
Q1 		– Sell
-4,738
Closed -$221K – 1350
2024
Q4 		$221K Buy
+4,738
New +$203K ﹤0.01% 1025

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

EP Wealth Advisors's PEGA Position: Q1 2026 in Review

EP Wealth Advisors opened a new position in Pegasystems (PEGA) in Q1 2026: 10,417 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in PEGA as recently as Q2 2025.

EP Wealth Advisors first reported a position in PEGA in Q4 2024 and has held it in 3 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • EP Wealth Advisors held 10,417 shares of Pegasystems worth $443K as of Q1 2026.
  • Pegasystems was a new EP Wealth Advisors position in Q1 2026.
  • Pegasystems made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #956 holding.
  • EP Wealth Advisors first reported a position in Pegasystems in Q4 2024 and has held it in 3 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.