Global Retirement Partners’s Pegasystems PEGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.8K Buy
+1,361
New +$48.7K ﹤0.01% 2657
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

Global Retirement Partners's PEGA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Pegasystems (PEGA) in Q2 2026: 1,361 shares worth $40.8K. The stake represents ﹤0.01% of the portfolio and ranks #2657 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PEGA as recently as Q4 2025.

Global Retirement Partners first reported a position in PEGA in Q1 2023 and has held it in 12 quarters since. The position peaked at $76.5K in Q3 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Global Retirement Partners held 1,361 shares of Pegasystems worth $40.8K as of Q2 2026.
  • Pegasystems was a new Global Retirement Partners position in Q2 2026.
  • Pegasystems made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2657 holding.
  • Global Retirement Partners first reported a position in Pegasystems in Q1 2023 and has held it in 12 quarters since.
  • Global Retirement Partners's Pegasystems position peaked at $76.5K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.