EWA
PEGA icon

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
Q2 		– Sell
-10,417
Closed -$443K – 1841
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 $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 $3.37T 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

EP Wealth Advisors's PEGA Position: Q2 2026 in Review

EP Wealth Advisors sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 10,417 shares — an estimated $443K sold.

EP Wealth Advisors first reported a position in PEGA in Q4 2024 and held it in 3 quarters. The position peaked at $443K in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • EP Wealth Advisors reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,417 Pegasystems shares in Q2 2026, an estimated $443K.
  • EP Wealth Advisors first reported a position in Pegasystems in Q4 2024 and held it in 3 quarters.
  • EP Wealth Advisors's Pegasystems position peaked at $443K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.