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Everest Financial Group’s Pegasystems PEGA Stock Holding History

Everest Financial Group’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
-3,526
Closed -$211K – 202
2025
Q4 		$211K Buy
+3,526
New +$207K 0.05% 88

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Wellington Management Group
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Geode Capital Management
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Dimensional Fund Advisors
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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

Everest Financial Group's PEGA Position: Q1 2026 in Review

Everest Financial Group sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 3,526 shares — an estimated $211K sold.

Everest Financial Group first reported a position in PEGA in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Everest Financial Group reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Everest Financial Group sold 3,526 Pegasystems shares in Q1 2026, an estimated $211K.
  • Everest Financial Group first reported a position in Pegasystems in Q4 2025 and held it in 1 quarter.
  • Everest Financial Group's Pegasystems position peaked at $211K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Everest Financial Group's 13F filing for Q1 2026, filed 15 May 2026.