GRP
PEGA icon

Global Retirement Partners’s Pegasystems PEGA Stock Holding History

Global Retirement 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
2025
Q4 		$62.5K Sell
1,046
-285
-21% -$16.7K ﹤0.01% 2222
2025
Q3 		$76.5K Buy
1,331
+226
+20% +$12.5K ﹤0.01% 1656
2025
Q2 		$59.8K Buy
+1,105
New +$50.1K ﹤0.01% 1679
2024
Q4 		$73.5K Buy
1,578
+512
+48% +$21.9K ﹤0.01% 1426
2024
Q3 		$39K Buy
1,066
+592
+125% +$19.5K ﹤0.01% 1677
2024
Q2 		$14.3K Buy
474
+418
+746% +$12.5K ﹤0.01% 2148
2024
Q1 		$1.81K Hold
56
– – ﹤0.01% 2784
2023
Q4 		$1.3K Hold
56
– – ﹤0.01% 2818
2023
Q3 		$1.22K Hold
56
– – ﹤0.01% 2712
2023
Q2 		$1.38K Hold
56
– – ﹤0.01% 2681
2023
Q1 		$1.2K Buy
+56
New +$1.18K ﹤0.01% 2677

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Global Retirement Partners's PEGA Position: Q4 2025 in Review

Global Retirement Partners reduced its Pegasystems (PEGA) stake by 21% in Q4 2025, selling an estimated $16.7K and leaving 1,046 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Global Retirement Partners first reported a position in PEGA in Q1 2023 and has held it in 11 quarters since. The position peaked at $76.5K in Q3 2025. 472 funds tracked by Wall St. Rank hold PEGA as of Q4 2025.

  • Global Retirement Partners held 1,046 shares of Pegasystems worth $62.5K as of Q4 2025.
  • Global Retirement Partners sold 285 Pegasystems shares in Q4 2025, an estimated $16.7K.
  • Pegasystems made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2222 holding.
  • Global Retirement Partners first reported a position in Pegasystems in Q1 2023 and has held it in 11 quarters since.
  • Global Retirement Partners's Pegasystems position peaked at $76.5K in Q3 2025.
  • 472 funds tracked by Wall St. Rank held Pegasystems as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.