HIM
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Hillsdale Investment Management’s Pegasystems PEGA Stock Holding History

Hillsdale Investment 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
2026
Q1 		$1.48M Hold
34,700
– – 0.04% 317
2025
Q4 		$2.07M Sell
34,700
-18,000
-34% -$1.05M 0.06% 324
2025
Q3 		$3.03M Buy
52,700
+10,200
+24% +$562K 0.09% 276
2025
Q2 		$2.3M Buy
+42,500
New +$1.93M 0.08% 267
2024
Q4 		– Sell
-25,300
Closed -$925K – 657
2024
Q3 		$925K Buy
25,300
+3,800
+18% +$125K 0.07% 229
2024
Q2 		$651K Hold
21,500
– – 0.05% 253
2024
Q1 		$695K Sell
21,500
-400
-2% -$11.2K 0.06% 241
2023
Q4 		$535K Buy
+21,900
New +$512K 0.04% 282
2016
Q2 		– Sell
-36,100
Closed -$458K – 546
2016
Q1 		$458K Sell
36,100
-6,220
-15% -$74.7K 0.16% 97
2015
Q4 		$582K Buy
42,320
+16,200
+62% +$224K 0.22% 62
2015
Q3 		$321K Sell
26,120
-3,600
-12% -$44.5K 0.11% 188
2015
Q2 		$340K Sell
29,720
-10,400
-26% -$115K 0.1% 194
2015
Q1 		$436K Hold
40,120
– – 0.11% 147
2014
Q4 		$417K Hold
40,120
– – 0.11% 145
2014
Q3 		$383K Hold
40,120
– – 0.12% 124
2014
Q2 		$424K Hold
40,120
– – 0.1% 119
2014
Q1 		$354K Hold
40,120
– – 0.1% 142
2013
Q4 		$493K Sell
40,120
-8,000
-17% -$87.7K 0.14% 101
2013
Q3 		$479K Buy
48,120
+920
+2% +$8.41K 0.14% 97
2013
Q2 		$391K Buy
+47,200
New +$348K 0.13% 105

Other funds holding PEGA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hillsdale Investment Management's PEGA Position: Q1 2026 in Review

Hillsdale Investment Management held its Pegasystems (PEGA) position steady in Q1 2026 at 34,700 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #317.

Hillsdale Investment Management first reported a position in PEGA in Q2 2013 and has held it in 20 quarters since. The position peaked at $3.03M in Q3 2025. 481 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • Hillsdale Investment Management held 34,700 shares of Pegasystems worth $1.48M as of Q1 2026.
  • Hillsdale Investment Management left its Pegasystems share count unchanged in Q1 2026.
  • Pegasystems made up 0.04% of Hillsdale Investment Management's portfolio in Q1 2026, its #317 holding.
  • Hillsdale Investment Management first reported a position in Pegasystems in Q2 2013 and has held it in 20 quarters since.
  • Hillsdale Investment Management's Pegasystems position peaked at $3.03M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.