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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
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 $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

Frank Rimerman Advisors's PEGA Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Pegasystems (PEGA) stake by 0.38% in Q1 2026, buying an estimated $882 and bringing the position to 5,062 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #569.

Frank Rimerman Advisors first reported a position in PEGA in Q4 2024 and has held it in 5 quarters since. The position peaked at $301K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Frank Rimerman Advisors held 5,062 shares of Pegasystems worth $215K as of Q1 2026.
  • Frank Rimerman Advisors bought 19 Pegasystems shares in Q1 2026, an estimated $882.
  • Pegasystems made up 0.01% of Frank Rimerman Advisors's portfolio in Q1 2026, its #569 holding.
  • Frank Rimerman Advisors first reported a position in Pegasystems in Q4 2024 and has held it in 5 quarters since.
  • Frank Rimerman Advisors's Pegasystems position peaked at $301K in Q4 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.