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Foundations Investment Advisors’s Pegasystems PEGA Stock Holding History

Foundations Investment 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
Q1 		$222K Buy
5,218
+1,509
+41% +$70.1K ﹤0.01% 1062
2025
Q4 		$222K Buy
+3,709
New +$217K ﹤0.01% 1017

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

Foundations Investment Advisors's PEGA Position: Q1 2026 in Review

Foundations Investment Advisors increased its Pegasystems (PEGA) stake by 41% in Q1 2026, buying an estimated $70.1K and bringing the position to 5,218 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Foundations Investment Advisors first reported a position in PEGA in Q4 2025 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Foundations Investment Advisors held 5,218 shares of Pegasystems worth $222K as of Q1 2026.
  • Foundations Investment Advisors bought 1,509 Pegasystems shares in Q1 2026, an estimated $70.1K.
  • Pegasystems made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1062 holding.
  • Foundations Investment Advisors first reported a position in Pegasystems in Q4 2025 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.