EP
PEGA icon

Essential Partners’s Pegasystems PEGA Stock Holding History

Essential Partners’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 		$3.69K Sell
123
-9,759
-99% -$349K ﹤0.01% 1682
2026
Q1 		$421K Sell
9,882
-764
-7% -$35.5K 0.14% 167
2025
Q4 		$636K Sell
10,646
-548
-5% -$32.1K 0.2% 143
2025
Q3 		$644K Sell
11,194
-268
-2% -$14.8K 0.21% 131
2025
Q2 		$620K Buy
+11,462
New +$519K 0.25% 123

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

Essential Partners's PEGA Position: Q2 2026 in Review

Essential Partners reduced its Pegasystems (PEGA) stake by 99% in Q2 2026, selling an estimated $349K and leaving 123 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1682.

Essential Partners first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $644K in Q3 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Essential Partners held 123 shares of Pegasystems worth $3.69K as of Q2 2026.
  • Essential Partners sold 9,759 Pegasystems shares in Q2 2026, an estimated $349K.
  • Pegasystems made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1682 holding.
  • Essential Partners first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Pegasystems position peaked at $644K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.