HM Payson & Co’s Pegasystems PEGA Stock Holding History

HM Payson & Co’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	$3K	Hold	100	–	–	﹤0.01%	1021
2026 Q1	$4.26K	Hold	100	–	–	﹤0.01%	991
2025 Q4	$5.97K	Hold	100	–	–	﹤0.01%	967
2025 Q3	$5.75K	Hold	100	–	–	﹤0.01%	938
2025 Q2	$5.41K	Hold	100	–	–	﹤0.01%	877
2025 Q1	$3.48K	Hold	100	–	–	﹤0.01%	928
2024 Q4	$4.66K	Hold	100	–	–	﹤0.01%	908
2024 Q3	$3.65K	Hold	100	–	–	﹤0.01%	919
2024 Q2	$3.03K	Hold	100	–	–	﹤0.01%	918
2024 Q1	$3.23K	Hold	100	–	–	﹤0.01%	889
2023 Q4	$2.44K	Hold	100	–	–	﹤0.01%	899
2023 Q3	$2.17K	Hold	100	–	–	﹤0.01%	928
2023 Q2	$2.46K	Hold	100	–	–	﹤0.01%	902
2023 Q1	$2.42K	Hold	100	–	–	﹤0.01%	909
2022 Q4	$1.71K	Hold	100	–	–	﹤0.01%	862
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	922
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	967
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	930
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	932
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	888
2021 Q2	$7K	Hold	100	–	–	﹤0.01%	858
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	925
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	900
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	878
2020 Q2	$5K	Sell	100 -60	-38%	-$2.6K	﹤0.01%	800
2020 Q1	$6K	Hold	160	–	–	﹤0.01%	794
2019 Q4	$6K	Buy	+160	New	+$6.05K	﹤0.01%	850
2019 Q1	–	Sell	-100	Closed	-$2K	–	266
2018 Q4	$2K	Buy	+100	New	+$2.62K	0.01%	142

Other funds holding PEGA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HM Payson & Co's PEGA Position: Q2 2026 in Review

HM Payson & Co held its Pegasystems (PEGA) position steady in Q2 2026 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

HM Payson & Co first reported a position in PEGA in Q4 2018 and has held it in 28 quarters since. The position peaked at $7K in Q2 2021. 437 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

HM Payson & Co held 100 shares of Pegasystems worth $3K as of Q2 2026.
HM Payson & Co left its Pegasystems share count unchanged in Q2 2026.
Pegasystems made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1021 holding.
HM Payson & Co first reported a position in Pegasystems in Q4 2018 and has held it in 28 quarters since.
HM Payson & Co's Pegasystems position peaked at $7K in Q2 2021.
437 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.