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InceptionR’s Pegasystems PEGA Stock Holding History

InceptionR’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 		$618K Buy
+14,525
New +$674K 0.15% 243
2025
Q1 		– Sell
-23,456
Closed -$1.09M – 765
2024
Q4 		$1.09M Sell
23,456
-1,802
-7% -$77.1K 0.24% 143
2024
Q3 		$923K Buy
+25,258
New +$832K 0.23% 149

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

InceptionR's PEGA Position: Q1 2026 in Review

InceptionR opened a new position in Pegasystems (PEGA) in Q1 2026: 14,525 shares worth $618K. The stake represents 0.15% of the portfolio and ranks #243 among its holdings. This is a return to the name: InceptionR previously reported a position in PEGA as recently as Q4 2024.

InceptionR first reported a position in PEGA in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2024. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

  • InceptionR held 14,525 shares of Pegasystems worth $618K as of Q1 2026.
  • Pegasystems was a new InceptionR position in Q1 2026.
  • Pegasystems made up 0.15% of InceptionR's portfolio in Q1 2026, its #243 holding.
  • InceptionR first reported a position in Pegasystems in Q3 2024 and has held it in 3 quarters since.
  • InceptionR's Pegasystems position peaked at $1.09M in Q4 2024.
  • 478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.