Focus Partners Wealth
PEGA icon

Focus Partners Wealth’s Pegasystems PEGA Stock Holding History

Focus Partners 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
Q1 		$798K Buy
18,743
+4,882
+35% +$227K ﹤0.01% 1705
2025
Q4 		$828K Sell
13,861
-1,977
-12% -$116K ﹤0.01% 1717
2025
Q3 		$911K Buy
15,838
+1,508
+11% +$83.1K ﹤0.01% 1324
2025
Q2 		$776K Buy
14,330
+3,378
+31% +$153K ﹤0.01% 1248
2025
Q1 		$381K Buy
10,952
+3,886
+55% +$172K ﹤0.01% 1468
2024
Q4 		$329K Buy
7,066
+588
+9% +$25.2K ﹤0.01% 1510
2024
Q3 		$237K Buy
+6,478
New +$213K ﹤0.01% 1396

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 Wealth's PEGA Position: Q1 2026 in Review

Focus Partners Wealth increased its Pegasystems (PEGA) stake by 35% in Q1 2026, buying an estimated $227K and bringing the position to 18,743 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Focus Partners Wealth first reported a position in PEGA in Q3 2024 and has held it in 7 quarters since. The position peaked at $911K in Q3 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Focus Partners Wealth held 18,743 shares of Pegasystems worth $798K as of Q1 2026.
  • Focus Partners Wealth bought 4,882 Pegasystems shares in Q1 2026, an estimated $227K.
  • Pegasystems made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1705 holding.
  • Focus Partners Wealth first reported a position in Pegasystems in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Pegasystems position peaked at $911K in Q3 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.