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Financial Management Professionals’s Pegasystems PEGA Stock Holding History

Financial Management Professionals’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
-416
Closed -$17.7K – 1090
2026
Q1 		$17.7K Sell
416
-4
-1% -$186 ﹤0.01% 436
2025
Q4 		$25.1K Buy
420
+4
+1% +$234 ﹤0.01% 357
2025
Q3 		$23.9K Sell
416
-128
-24% -$7.05K ﹤0.01% 368
2025
Q2 		$29.4K Sell
544
-892
-62% -$40.4K ﹤0.01% 344
2025
Q1 		$49.9K Sell
1,436
-124
-8% -$5.48K 0.01% 260
2024
Q4 		$72.7K Sell
1,560
-10
-0.6% -$428 0.01% 220
2024
Q3 		$57K Buy
+1,570
New +$51.7K 0.01% 249

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

Financial Management Professionals's PEGA Position: Q2 2026 in Review

Financial Management Professionals sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 416 shares — an estimated $17.7K sold.

Financial Management Professionals first reported a position in PEGA in Q3 2024 and held it in 7 quarters. The position peaked at $72.7K in Q4 2024. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Financial Management Professionals reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Financial Management Professionals sold 416 Pegasystems shares in Q2 2026, an estimated $17.7K.
  • Financial Management Professionals first reported a position in Pegasystems in Q3 2024 and held it in 7 quarters.
  • Financial Management Professionals's Pegasystems position peaked at $72.7K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.