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
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 $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

Freestone Grove Partners's PEGA Position: Q1 2026 in Review

Freestone Grove Partners opened a new position in Pegasystems (PEGA) in Q1 2026: 404,467 shares worth $17.2M. The stake represents 0.12% of the portfolio and ranks #228 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in PEGA as recently as Q4 2024.

Freestone Grove Partners first reported a position in PEGA in Q4 2024 and has held it in 2 quarters since. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Freestone Grove Partners held 404,467 shares of Pegasystems worth $17.2M as of Q1 2026.
  • Pegasystems was a new Freestone Grove Partners position in Q1 2026.
  • Pegasystems made up 0.12% of Freestone Grove Partners's portfolio in Q1 2026, its #228 holding.
  • Freestone Grove Partners first reported a position in Pegasystems in Q4 2024 and has held it in 2 quarters since.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.