Janney Montgomery Scott
PEGA icon

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
Q2 		$1.66M Buy
55,210
+20,560
+59% +$736K ﹤0.01% 1599
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
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

Janney Montgomery Scott's PEGA Position: Q2 2026 in Review

Janney Montgomery Scott increased its Pegasystems (PEGA) stake by 59% in Q2 2026, buying an estimated $736K and bringing the position to 55,210 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Janney Montgomery Scott first reported a position in PEGA in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2025. 436 funds tracked by Wall St. Rank hold PEGA as of Q2 2026.

  • Janney Montgomery Scott held 55,210 shares of Pegasystems worth $1.66M as of Q2 2026.
  • Janney Montgomery Scott bought 20,560 Pegasystems shares in Q2 2026, an estimated $736K.
  • Pegasystems made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1599 holding.
  • Janney Montgomery Scott first reported a position in Pegasystems in Q1 2024 and has held it in 7 quarters since.
  • Janney Montgomery Scott's Pegasystems position peaked at $2.07M in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Pegasystems as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.