Essex Investment Management’s Pegasystems PEGA Stock Holding History

Essex Investment Management’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	$3.17M	Sell	74,445 -4,979	-6%	-$231K	0.5%	76
2025 Q4	$4.74M	Sell	79,424 -1,236	-2%	-$72.4K	0.72%	41
2025 Q3	$4.64M	Sell	80,660 -1,313	-2%	-$72.3K	0.71%	42
2025 Q2	$4.44M	Sell	81,973 -1,721	-2%	-$78K	0.81%	33
2025 Q1	$2.91M	Sell	83,694 -8,068	-9%	-$357K	0.61%	56
2024 Q4	$4.28M	Buy	91,762 +19,580	+27%	+$838K	0.77%	36
2024 Q3	$2.64M	Buy	+72,182	New	+$2.38M	0.46%	94

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Essex Investment Management's PEGA Position: Q1 2026 in Review

Essex Investment Management reduced its Pegasystems (PEGA) stake by 6.3% in Q1 2026, selling an estimated $231K and leaving 74,445 shares worth $3.17M. The position accounts for 0.5% of the portfolio, ranked #76.

Essex Investment Management first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.74M in Q4 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Essex Investment Management held 74,445 shares of Pegasystems worth $3.17M as of Q1 2026.
Essex Investment Management sold 4,979 Pegasystems shares in Q1 2026, an estimated $231K.
Pegasystems made up 0.5% of Essex Investment Management's portfolio in Q1 2026, its #76 holding.
Essex Investment Management first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
Essex Investment Management's Pegasystems position peaked at $4.74M in Q4 2025.
481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.