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Forum Financial Management’s Pegasystems PEGA Stock Holding History

Forum Financial Management’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 		– Sell
-3,968
Closed -$237K – 796
2025
Q4 		$237K Sell
3,968
-346
-8% -$20.3K ﹤0.01% 873
2025
Q3 		$248K Buy
4,314
+462
+12% +$25.5K ﹤0.01% 842
2025
Q2 		$209K Buy
+3,852
New +$174K ﹤0.01% 887

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Forum Financial Management's PEGA Position: Q1 2026 in Review

Forum Financial Management sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 3,968 shares — an estimated $237K sold.

Forum Financial Management first reported a position in PEGA in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 484 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Forum Financial Management reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,968 Pegasystems shares in Q1 2026, an estimated $237K.
  • Forum Financial Management first reported a position in Pegasystems in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Pegasystems position peaked at $248K in Q3 2025.
  • 484 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.