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Guggenheim Capital’s Pegasystems PEGA Stock Holding History

Guggenheim 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 		$694K Buy
16,317
+11,531
+241% +$535K 0.01% 1107
2025
Q4 		$286K Sell
4,786
-1,186
-20% -$69.5K ﹤0.01% 1553
2025
Q3 		$343K Sell
5,972
-13
-0.2% -$716 ﹤0.01% 1343
2025
Q2 		$324K Buy
+5,985
New +$271K ﹤0.01% 1371
2024
Q2 		– Sell
-18,394
Closed -$594K – 1923
2024
Q1 		$594K Sell
18,394
-1,586
-8% -$44.5K ﹤0.01% 1402
2023
Q4 		$488K Sell
19,980
-8,336
-29% -$195K ﹤0.01% 1455
2023
Q3 		$615K Sell
28,316
-636
-2% -$15.6K 0.01% 1322
2023
Q2 		$714K Sell
28,952
-380
-1% -$8.83K 0.01% 1315
2023
Q1 		$711K Sell
29,332
-792
-3% -$16.7K 0.01% 1337
2022
Q4 		$516K Buy
30,124
+7,124
+31% +$123K ﹤0.01% 1473
2022
Q3 		$370K Buy
23,000
+3,098
+16% +$63K ﹤0.01% 1595
2022
Q2 		$476K Buy
19,902
+9,126
+85% +$273K ﹤0.01% 1605
2022
Q1 		$435K Buy
10,776
+2,516
+30% +$113K ﹤0.01% 1728
2021
Q4 		$462K Buy
+8,260
New +$489K ﹤0.01% 1716

Other funds holding PEGA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Guggenheim Capital's PEGA Position: Q1 2026 in Review

Guggenheim Capital increased its Pegasystems (PEGA) stake by 241% in Q1 2026, buying an estimated $535K and bringing the position to 16,317 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1107.

Guggenheim Capital first reported a position in PEGA in Q4 2021 and has held it in 14 quarters since. The position peaked at $714K in Q2 2023. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Guggenheim Capital held 16,317 shares of Pegasystems worth $694K as of Q1 2026.
  • Guggenheim Capital bought 11,531 Pegasystems shares in Q1 2026, an estimated $535K.
  • Pegasystems made up 0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1107 holding.
  • Guggenheim Capital first reported a position in Pegasystems in Q4 2021 and has held it in 14 quarters since.
  • Guggenheim Capital's Pegasystems position peaked at $714K in Q2 2023.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.