FFA
PEGA icon

Farther Finance Advisors’s Pegasystems PEGA Stock Holding History

Farther Finance Advisors’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 		$400K Buy
9,458
+613
+7% +$28.5K ﹤0.01% 1550
2025
Q4 		$528K Buy
8,845
+1,100
+14% +$64.4K 0.01% 1274
2025
Q3 		$445K Buy
7,745
+1,723
+29% +$94.9K 0.01% 1141
2025
Q2 		$326K Buy
6,022
+244
+4% +$11.1K 0.01% 1136
2025
Q1 		$204K Buy
5,778
+1,948
+51% +$86.2K 0.01% 1218
2024
Q4 		$178K Sell
3,830
-782
-17% -$33.5K 0.01% 1041
2024
Q3 		$169K Buy
4,612
+748
+19% +$24.6K 0.01% 1065
2024
Q2 		$115K Buy
3,864
+30
+0.8% +$899 0.01% 1076
2024
Q1 		$120K Sell
3,834
-4
-0.1% -$112 0.01% 878
2023
Q4 		$93.8K Buy
3,838
+298
+8% +$6.97K 0.01% 820
2023
Q3 		$76.8K Buy
3,540
+40
+1% +$979 0.01% 649
2023
Q2 		$86.3K Buy
+3,500
New +$81.3K 0.02% 506

Other funds holding PEGA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return