Harel Insurance Investments & Financial Services’s Pegasystems PEGA Stock Holding History

Harel Insurance Investments & Financial Services’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	$5.84M	Buy	137,302 +50,716	+59%	+$2.36M	0.04%	101
2025 Q4	$5.17M	Sell	86,586 -31,768	-27%	-$1.86M	0.04%	115
2025 Q3	$6.79M	Sell	118,354 -26,852	-18%	-$1.48M	0.06%	99
2025 Q2	$7.86M	Sell	145,206 -17,734	-11%	-$803K	0.09%	95
2025 Q1	$5.66M	Buy	+162,940	New	+$7.21M	0.07%	107
2024 Q3	–	Sell	-100,042	Closed	-$2.99M	–	555
2024 Q2	$2.99M	Buy	100,042 +2,646	+3%	+$79.3K	0.06%	103
2024 Q1	$3.15M	Buy	+97,396	New	+$2.73M	0.06%	97

Other funds holding PEGA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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