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Focus Partners Advisor Solutions’s Pegasystems PEGA Stock Holding History

Focus Partners Advisor Solutions’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 		$416K Sell
9,770
-4,403
-31% -$204K ﹤0.01% 856
2025
Q4 		$846K Sell
14,173
-3,260
-19% -$191K 0.01% 544
2025
Q3 		$1.03M Buy
17,433
+1,846
+12% +$102K 0.01% 507
2025
Q2 		$843K Buy
15,587
+7,969
+105% +$361K 0.01% 497
2025
Q1 		$265K Buy
+7,618
New +$337K ﹤0.01% 804

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T 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

Focus Partners Advisor Solutions's PEGA Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Pegasystems (PEGA) stake by 31% in Q1 2026, selling an estimated $204K and leaving 9,770 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Focus Partners Advisor Solutions first reported a position in PEGA in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.03M in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Focus Partners Advisor Solutions held 9,770 shares of Pegasystems worth $416K as of Q1 2026.
  • Focus Partners Advisor Solutions sold 4,403 Pegasystems shares in Q1 2026, an estimated $204K.
  • Pegasystems made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #856 holding.
  • Focus Partners Advisor Solutions first reported a position in Pegasystems in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Advisor Solutions's Pegasystems position peaked at $1.03M in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.