FGP
PEGA icon

Freestone Grove Partners’s Pegasystems PEGA Stock Holding History

Freestone Grove Partners’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 		$6.27M Sell
209,089
-195,378
-48% -$6.99M 0.04% 329
2026
Q1 		$17.2M Buy
+404,467
New +$18.8M 0.12% 228
2025
Q1 		– Sell
-4,690
Closed -$219K – 740
2024
Q4 		$219K Buy
+4,690
New +$201K ﹤0.01% 522

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

Freestone Grove Partners's PEGA Position: Q2 2026 in Review

Freestone Grove Partners reduced its Pegasystems (PEGA) stake by 48% in Q2 2026, selling an estimated $6.99M and leaving 209,089 shares worth $6.27M. The position accounts for 0.04% of the portfolio, ranked #329.

Freestone Grove Partners first reported a position in PEGA in Q4 2024 and has held it in 3 quarters since. The position peaked at $17.2M in Q1 2026. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Freestone Grove Partners held 209,089 shares of Pegasystems worth $6.27M as of Q2 2026.
  • Freestone Grove Partners sold 195,378 Pegasystems shares in Q2 2026, an estimated $6.99M.
  • Pegasystems made up 0.04% of Freestone Grove Partners's portfolio in Q2 2026, its #329 holding.
  • Freestone Grove Partners first reported a position in Pegasystems in Q4 2024 and has held it in 3 quarters since.
  • Freestone Grove Partners's Pegasystems position peaked at $17.2M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.