Ethic Inc’s Pegasystems PEGA Stock Holding History

Ethic Inc’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	–	Sell	-4,644	Closed	-$277K	–	1300
2025 Q4	$277K	Buy	4,644 +588	+14%	+$34.4K	﹤0.01%	1025
2025 Q3	$233K	Sell	4,056 -292	-7%	-$16.1K	﹤0.01%	1056
2025 Q2	$232K	Buy	+4,348	New	+$197K	﹤0.01%	1067

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

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

Ethic Inc's PEGA Position: Q1 2026 in Review

Ethic Inc sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 4,644 shares — an estimated $277K sold.

Ethic Inc first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $277K in Q4 2025. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Ethic Inc reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
Ethic Inc sold 4,644 Pegasystems shares in Q1 2026, an estimated $277K.
Ethic Inc first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
Ethic Inc's Pegasystems position peaked at $277K in Q4 2025.
479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.