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Global Financial Private Client’s Pegasystems PEGA Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-10
Closed -$348 – 1207
2025
Q1 		$348 Buy
10
+6
+150% +$265 ﹤0.01% 1399
2024
Q4 		$186 Buy
+4
New +$171 ﹤0.01% 1296

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's PEGA Position: Q2 2025 in Review

Global Financial Private Client sold out of Pegasystems (PEGA) in Q2 2025, closing a stake of 10 shares — an estimated $348 sold.

Global Financial Private Client first reported a position in PEGA in Q4 2024 and held it in 2 quarters. The position peaked at $348 in Q1 2025. 415 funds tracked by Wall St. Rank hold PEGA as of Q2 2025.

  • Global Financial Private Client reported no remaining Pegasystems position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 10 Pegasystems shares in Q2 2025, an estimated $348.
  • Global Financial Private Client first reported a position in Pegasystems in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Pegasystems position peaked at $348 in Q1 2025.
  • 415 funds tracked by Wall St. Rank held Pegasystems as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.