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Hemington Wealth Management’s Pegasystems PEGA Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$10K Buy
178
+8
+5% +$441 ﹤0.01% 888
2025
Q2 		$9K Buy
170
+54
+47% +$2.45K ﹤0.01% 904
2025
Q1 		$4K Buy
116
+18
+18% +$796 ﹤0.01% 1134
2024
Q4 		$4K Buy
98
+32
+48% +$1.37K ﹤0.01% 1104
2024
Q3 		$2K Buy
+66
New +$2.17K ﹤0.01% 1224

Other funds holding PEGA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Hemington Wealth Management's PEGA Position: Q3 2025 in Review

Hemington Wealth Management increased its Pegasystems (PEGA) stake by 4.7% in Q3 2025, buying an estimated $441 and bringing the position to 178 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Hemington Wealth Management first reported a position in PEGA in Q3 2024 and has held it in 5 quarters since. 426 funds tracked by Wall St. Rank hold PEGA as of Q3 2025.

  • Hemington Wealth Management held 178 shares of Pegasystems worth $10K as of Q3 2025.
  • Hemington Wealth Management bought 8 Pegasystems shares in Q3 2025, an estimated $441.
  • Pegasystems made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #888 holding.
  • Hemington Wealth Management first reported a position in Pegasystems in Q3 2024 and has held it in 5 quarters since.
  • 426 funds tracked by Wall St. Rank held Pegasystems as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.