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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
Q2 		$180 Hold
6
– – ﹤0.01% 1191
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HFM Investment Advisors's PEGA Position: Q2 2026 in Review

HFM Investment Advisors held its Pegasystems (PEGA) position steady in Q2 2026 at 6 shares worth $180. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

HFM Investment Advisors first reported a position in PEGA in Q2 2025 and has held it in 5 quarters since. The position peaked at $541 in Q2 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • HFM Investment Advisors held 6 shares of Pegasystems worth $180 as of Q2 2026.
  • HFM Investment Advisors left its Pegasystems share count unchanged in Q2 2026.
  • Pegasystems made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1191 holding.
  • HFM Investment Advisors first reported a position in Pegasystems in Q2 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Pegasystems position peaked at $541 in Q2 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.