FFA
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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
Q2 		$261K Sell
8,703
-755
-8% -$27K ﹤0.01% 2047
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 $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

Farther Finance Advisors's PEGA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Pegasystems (PEGA) stake by 8% in Q2 2026, selling an estimated $27K and leaving 8,703 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Farther Finance Advisors first reported a position in PEGA in Q2 2023 and has held it in 13 quarters since. The position peaked at $528K in Q4 2025. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Farther Finance Advisors held 8,703 shares of Pegasystems worth $261K as of Q2 2026.
  • Farther Finance Advisors sold 755 Pegasystems shares in Q2 2026, an estimated $27K.
  • Pegasystems made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2047 holding.
  • Farther Finance Advisors first reported a position in Pegasystems in Q2 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's Pegasystems position peaked at $528K in Q4 2025.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.