IC
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IEQ Capital’s Pegasystems PEGA Stock Holding History

IEQ Capital’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 		$3.22M Sell
75,775
-58,446
-44% -$2.71M 0.02% 620
2025
Q4 		$8.02M Sell
134,221
-70,834
-35% -$4.15M 0.02% 401
2025
Q3 		$11.8M Sell
205,055
-36,152
-15% -$1.99M 0.04% 287
2025
Q2 		$13.1M Buy
241,207
+143,547
+147% +$6.5M 0.08% 197
2025
Q1 		$3.39M Buy
97,660
+11,378
+13% +$503K 0.03% 440
2024
Q4 		$4.02M Buy
86,282
+39,102
+83% +$1.67M 0.04% 319
2024
Q3 		$1.72M Buy
47,180
+8,594
+22% +$283K 0.02% 409
2024
Q2 		$1.17M Sell
38,586
-158
-0.4% -$4.74K 0.02% 445
2024
Q1 		$1.25M Sell
38,744
-16
-0% -$449 0.02% 414
2023
Q4 		$947K Sell
38,760
-222
-0.6% -$5.19K 0.02% 433
2023
Q3 		$846K Buy
38,982
+192
+0.5% +$4.7K 0.02% 437
2023
Q2 		$956K Buy
38,790
+354
+0.9% +$8.23K 0.02% 402
2023
Q1 		$932K Buy
38,436
+44
+0.1% +$927 0.02% 408
2022
Q4 		$657K Buy
+38,392
New +$664K 0.02% 448

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

IEQ Capital's PEGA Position: Q1 2026 in Review

IEQ Capital reduced its Pegasystems (PEGA) stake by 44% in Q1 2026, selling an estimated $2.71M and leaving 75,775 shares worth $3.22M. The position accounts for 0.02% of the portfolio, ranked #620.

IEQ Capital first reported a position in PEGA in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.1M in Q2 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • IEQ Capital held 75,775 shares of Pegasystems worth $3.22M as of Q1 2026.
  • IEQ Capital sold 58,446 Pegasystems shares in Q1 2026, an estimated $2.71M.
  • Pegasystems made up 0.02% of IEQ Capital's portfolio in Q1 2026, its #620 holding.
  • IEQ Capital first reported a position in Pegasystems in Q4 2022 and has held it in 14 quarters since.
  • IEQ Capital's Pegasystems position peaked at $13.1M in Q2 2025.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.