EPW
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Evolve Private Wealth’s Pegasystems PEGA Stock Holding History

Evolve Private Wealth’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
-7,251
Closed -$309K – 1180
2026
Q1 		$309K Buy
7,251
+115
+2% +$5.34K 0.02% 773
2025
Q4 		$426K Buy
+7,136
New +$418K 0.03% 593

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

Evolve Private Wealth's PEGA Position: Q2 2026 in Review

Evolve Private Wealth sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 7,251 shares — an estimated $309K sold.

Evolve Private Wealth first reported a position in PEGA in Q4 2025 and held it in 2 quarters. The position peaked at $426K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Evolve Private Wealth reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 7,251 Pegasystems shares in Q2 2026, an estimated $309K.
  • Evolve Private Wealth first reported a position in Pegasystems in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Pegasystems position peaked at $426K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

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