Janney Montgomery Scott’s Pegasystems PEGA Stock Holding History

Janney Montgomery Scott’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	Buy	34,650 +41	+0.1%	+$1.9K	﹤0.01%	1441
2025 Q4	$2.07M	Buy	34,609 +5,710	+20%	+$334K	﹤0.01%	1319
2025 Q3	$1.66M	Buy	+28,899	New	+$1.59M	﹤0.01%	1411
2025 Q1	–	Sell	-6,210	Closed	-$289K	–	2822
2024 Q4	$289K	Hold	6,210	–	–	﹤0.01%	2331
2024 Q3	$227K	Buy	+6,210	New	+$205K	﹤0.01%	2455
2024 Q2	–	Sell	-23,444	Closed	-$758K	–	2762
2024 Q1	$758K	Buy	+23,444	New	+$658K	﹤0.01%	1689

Other funds holding PEGA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott's PEGA Position: Q1 2026 in Review

Janney Montgomery Scott increased its Pegasystems (PEGA) stake by 0.12% in Q1 2026, buying an estimated $1.9K and bringing the position to 34,650 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Janney Montgomery Scott first reported a position in PEGA in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.07M in Q4 2025. 478 funds tracked by Wall St. Rank hold PEGA as of Q1 2026.

Janney Montgomery Scott held 34,650 shares of Pegasystems worth $1.48M as of Q1 2026.
Janney Montgomery Scott bought 41 Pegasystems shares in Q1 2026, an estimated $1.9K.
Pegasystems made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1441 holding.
Janney Montgomery Scott first reported a position in Pegasystems in Q1 2024 and has held it in 6 quarters since.
Janney Montgomery Scott's Pegasystems position peaked at $2.07M in Q4 2025.
478 funds tracked by Wall St. Rank held Pegasystems as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.