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Investors Portfolio Services’s Pegasystems PEGA Stock Holding History

Investors Portfolio Services’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 		$1.94K Hold
65
– – ﹤0.01% 271
2026
Q1 		$2.75K Buy
65
+16
+33% +$743 ﹤0.01% 212
2025
Q4 		$2.96K Buy
+49
New +$2.87K ﹤0.01% 179

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

Investors Portfolio Services's PEGA Position: Q2 2026 in Review

Investors Portfolio Services held its Pegasystems (PEGA) position steady in Q2 2026 at 65 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Investors Portfolio Services first reported a position in PEGA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.96K in Q4 2025. 434 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Investors Portfolio Services held 65 shares of Pegasystems worth $1.94K as of Q2 2026.
  • Investors Portfolio Services left its Pegasystems share count unchanged in Q2 2026.
  • Pegasystems made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #271 holding.
  • Investors Portfolio Services first reported a position in Pegasystems in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Pegasystems position peaked at $2.96K in Q4 2025.
  • 434 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.