FRA
PEGA icon

Frank Rimerman Advisors’s Pegasystems PEGA Stock Holding History

Frank Rimerman 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
Q2 		– Sell
-5,062
Closed -$215K – 641
2026
Q1 		$215K Buy
5,062
+19
+0.4% +$882 0.01% 569
2025
Q4 		$301K Buy
5,043
+19
+0.4% +$1.11K 0.02% 508
2025
Q3 		$289K Hold
5,024
– – 0.02% 494
2025
Q2 		$272K Buy
+5,024
New +$228K 0.02% 477
2025
Q1 		– Sell
-4,678
Closed -$218K – 547
2024
Q4 		$218K Buy
+4,678
New +$200K 0.02% 487

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

Frank Rimerman Advisors's PEGA Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Pegasystems (PEGA) in Q2 2026, closing a stake of 5,062 shares — an estimated $215K sold.

Frank Rimerman Advisors first reported a position in PEGA in Q4 2024 and held it in 5 quarters. The position peaked at $301K in Q4 2025. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Frank Rimerman Advisors reported no remaining Pegasystems position as of Q2 2026 after selling out during the quarter.
  • Frank Rimerman Advisors sold 5,062 Pegasystems shares in Q2 2026, an estimated $215K.
  • Frank Rimerman Advisors first reported a position in Pegasystems in Q4 2024 and held it in 5 quarters.
  • Frank Rimerman Advisors's Pegasystems position peaked at $301K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.