Globeflex Capital’s Pegasystems PEGA Stock Holding History

Globeflex Capital’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	$209K	Hold	4,900	–	–	0.03%	295
2025 Q4	$293K	Hold	4,900	–	–	0.04%	271
2025 Q3	$282K	Hold	4,900	–	–	0.04%	279
2025 Q2	$265K	Buy	+4,900	New	+$222K	0.02%	300
2025 Q1	–	Sell	-44	Closed	-$2.05K	–	460
2024 Q4	$2.05K	Hold	44	–	–	﹤0.01%	417
2024 Q3	$1.61K	Hold	44	–	–	﹤0.01%	452
2024 Q2	$1.33K	Hold	44	–	–	﹤0.01%	458
2024 Q1	$1.42K	Hold	44	–	–	﹤0.01%	464
2023 Q4	$1.07K	Buy	+44	New	+$1.03K	﹤0.01%	466
2023 Q3	–	Sell	-4,280	Closed	-$106K	–	494
2023 Q2	$106K	Buy	+4,280	New	+$99.5K	0.01%	380
2015 Q1	–	Sell	-86	Closed	-$1K	–	580
2014 Q4	$1K	Sell	86 -121,142	-100%	-$1.24M	﹤0.01%	451
2014 Q3	$1.16M	Sell	121,228 -6,908	-5%	-$74.6K	0.13%	185
2014 Q2	$1.35M	Hold	128,136	–	–	0.15%	176
2014 Q1	$1.13M	Sell	128,136 -1,600	-1%	-$17.3K	0.13%	203
2013 Q4	$1.59M	Sell	129,736 -8,000	-6%	-$87.7K	0.19%	137
2013 Q3	$1.37M	Hold	137,736	–	–	0.18%	162
2013 Q2	$1.14M	Buy	+137,736	New	+$1.02M	0.16%	168

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Globeflex Capital's PEGA Position: Q1 2026 in Review

Globeflex Capital held its Pegasystems (PEGA) position steady in Q1 2026 at 4,900 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #295.

Globeflex Capital first reported a position in PEGA in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.59M in Q4 2013. 479 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Globeflex Capital held 4,900 shares of Pegasystems worth $209K as of Q1 2026.
Globeflex Capital left its Pegasystems share count unchanged in Q1 2026.
Pegasystems made up 0.03% of Globeflex Capital's portfolio in Q1 2026, its #295 holding.
Globeflex Capital first reported a position in Pegasystems in Q2 2013 and has held it in 17 quarters since.
Globeflex Capital's Pegasystems position peaked at $1.59M in Q4 2013.
479 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.