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HFM Investment Advisors’s Pegasystems PEGA Stock Holding History

HFM Investment Advisors’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 		$255 Sell
6
-3
-33% -$139 ﹤0.01% 918
2025
Q4 		$538 Hold
9
– – ﹤0.01% 693
2025
Q3 		$518 Sell
9
-1
-10% -$55 ﹤0.01% 643
2025
Q2 		$541 Buy
+10
New +$453 ﹤0.01% 629

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

HFM Investment Advisors's PEGA Position: Q1 2026 in Review

HFM Investment Advisors reduced its Pegasystems (PEGA) stake by 33% in Q1 2026, selling an estimated $139 and leaving 6 shares worth $255. The position accounts for ﹤0.01% of the portfolio, ranked #918.

HFM Investment Advisors first reported a position in PEGA in Q2 2025 and has held it in 4 quarters since. The position peaked at $541 in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • HFM Investment Advisors held 6 shares of Pegasystems worth $255 as of Q1 2026.
  • HFM Investment Advisors sold 3 Pegasystems shares in Q1 2026, an estimated $139.
  • Pegasystems made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #918 holding.
  • HFM Investment Advisors first reported a position in Pegasystems in Q2 2025 and has held it in 4 quarters since.
  • HFM Investment Advisors's Pegasystems position peaked at $541 in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.