HWP
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Highline Wealth Partners’s Pegasystems PEGA Stock Holding History

Highline Wealth Partners’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 		$9.65K Buy
322
+159
+98% +$5.69K ﹤0.01% 620
2026
Q1 		$6.94K Buy
+163
New +$7.57K ﹤0.01% 598

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 $3.37T AUM 44.26% 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

Highline Wealth Partners's PEGA Position: Q2 2026 in Review

Highline Wealth Partners increased its Pegasystems (PEGA) stake by 98% in Q2 2026, buying an estimated $5.69K and bringing the position to 322 shares worth $9.65K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Highline Wealth Partners first reported a position in PEGA in Q1 2026 and has held it in 2 quarters since. 435 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Highline Wealth Partners held 322 shares of Pegasystems worth $9.65K as of Q2 2026.
  • Highline Wealth Partners bought 159 Pegasystems shares in Q2 2026, an estimated $5.69K.
  • Pegasystems made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #620 holding.
  • Highline Wealth Partners first reported a position in Pegasystems in Q1 2026 and has held it in 2 quarters since.
  • 435 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.