Greenleaf Trust’s Pegasystems PEGA Stock Holding History

Greenleaf Trust’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	–	Sell	-3,546	Closed	-$212K	–	845
2025 Q4	$212K	Buy	3,546 +65	+2%	+$3.81K	﹤0.01%	780
2025 Q3	$200K	Buy	+3,481	New	+$192K	﹤0.01%	785

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

Greenleaf Trust's PEGA Position: Q1 2026 in Review

Greenleaf Trust sold out of Pegasystems (PEGA) in Q1 2026, closing a stake of 3,546 shares — an estimated $212K sold.

Greenleaf Trust first reported a position in PEGA in Q3 2025 and held it in 2 quarters. The position peaked at $212K in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Greenleaf Trust reported no remaining Pegasystems position as of Q1 2026 after selling out during the quarter.
Greenleaf Trust sold 3,546 Pegasystems shares in Q1 2026, an estimated $212K.
Greenleaf Trust first reported a position in Pegasystems in Q3 2025 and held it in 2 quarters.
Greenleaf Trust's Pegasystems position peaked at $212K in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.